Mason Stevens’ CIO Jacqui Fernley joins Jody Fitzgerald from Morningstar and host James Whelan to take a practical look at investment committees. As the investing environment becomes more complex, and the demands on advisors increase, there is a growing appreciation of how investment committees can deliver stronger governance, access to broader investment expertise, and ultimately, better client outcomes.
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Investment Podcast #10 – Private Credit
With re-entering fixed income markets a key focus for many investors, most of the activity – and knowledge …
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Investment Podcast #9 – Fixed Income: Inefficiencies and Duration
In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, …
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Investment Podcast #8 – Contrarian Investing
In this episode, host James Whelan takes a deep dive into contrarian investing, along with guests Ben Preston …
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Investment Podcast #7 – Navigating Portfolios Through Cycles
In this episode, our host James Whelan sets out with Jody Fitzgerald of Morningstar and David Macri of …
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Investment Podcast #6 – Bonds
MHost James Whelan is joined by PIMCO’s Robert Mead and Morningstar’s James Foot to answer the big advisor …
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Investment Podcast #5 – Investment Committees
Mason Stevens’ CIO Jacqui Fernley joins Jody Fitzgerald from Morningstar and host James Whelan to take a practical …
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Investment Podcast #4 – Small Caps
In this episode, host James Whelan is joined by Jody Fitzgerald of Morningstar and Liam Donohue from Lennox …
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Investment Podcast #3 – Infrastructure
Host James Whelan talks all things infrastructure with Morningstar’s Bianca Rose, and Charles Hamieh from ClearBridge Investments. In …
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Investment Podcast #2 – Fixed Income
Chris Siniakov from Franklin Templeton joins Matt Wacher from Morningstar and host James Whelan to explore the renaissance …
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Investment Podcast #1 – REITs and Real Assets
James Maydew from Macquarie joins Morningstar’s Jody Fitzgerald and host James Whelan to go under the hood for …
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The Growth Formula #1
In this installment, Chris talks with Elizabeth Koehler, Managing Director at BlackRock, Head of Advisor Engagement. They talk …
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The Growth Formula #2
In this episode, Chris sits down with Keryn Batsilas, Founder and Adviser at Your Life and Money Matters. …
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The Growth Formula #3
In this final episode, Chris is joined by Devan King, Founder of Ikigai Wealth. They talk about how …
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AdviceTech Podcast #82 – RetireMap
In this episode, Patrick talks with Andrew Gardner, Founder and Director at RetireMap. Andrew returns to the podcast …
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#444 Stefan Angelini
Stefan is Director and a Financial Adviser at Angel Advisory. He and James discuss his journey into advice, …
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Investment Podcast #10 – Private Credit
With re-entering fixed income markets a key focus for many investors, most of the activity – and knowledge …
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AdviceTech Podcast #81 – MOAS
This week, Patrick is joined by Taylor Bindon, Director and developer at MOAS Applications. They talk about how …
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#443 Abigail Gatling
Abigail is the Founder of Crisp Communications Co. She and James chat about marketing strategies for advisors, such …
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Impact Investing #1
In this first episode, Karen is joined by Hari Balkrishna, Global Equity Impact Portfolio Manager/Vice President, ESG & …
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Impact Investing #2
Karen sits down with Justin Medcalf, Financial Adviser at Ethinvest, and Tim Fitzpatrick, Financial Adviser at Ethical Investment …