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ESG Portfolios Series
In this series we look at the dynamics of ESG portfolio investing and the conversation you can have with your clients.
Host: Fraser Jack
Featuring: Nathan Fradley, Karen McLeod, David Graham, Michelle Brisbane, Claudia Mah and Grover Burthey.
ESG Portfolios Series #2
In this episode we talk about the adviser’s approach to discussing ESG investing with their clients.
ESG Portfolios Series #3
In this episode we deep dive into the impact and social change of ESG investing, as well as …
ESG Portfolios Series #4
In this episode we talk about the changing climate of climate change, and how “impact investing” can affect …
ESG Portfolios Series #5
In this final installment we focus in on bonds vs equities, and the different asset classes of ESG …
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The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #1
In this first episode, James is joined by Sam Ruiz, Portfolio Specialist at T. Rowe Price. They discuss …
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The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #2
In this episode, James talks with Iona Dent, Associate Portfolio Manager at T. Rowe Price. They discuss the …
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Engine Room Podcast #51 – Angus Cooper
Angus is the Managing Director at ACru Wealth Financial Advisory. He and Andrew discuss his transition from accounting …
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AdviceTech Podcast #103 – Advant Group
This week, Pat is joined by Clare Murphy, Director at Advant Group. They discuss how Advant, a marketing …
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#464 Paul Brown
Paul is an Adviser and Practice Manager at Wealth 21. They discuss his 25-year journey in running his …
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Engine Room Podcast #50 – Brenton Miegel
In this episode, Andrew is joined by Brenton Miegel, Director and Financial Planner at Goldsborough Financial Services. They …
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Investment Podcast #17 – Alternatives (Private Markets)
Alternative investments are set to take off, as overpriced and over-concentrated equity markets force investors to seek new …
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AdviceTech Podcast #102 – 3Lines 2.0
In this episode, Pat is joined by Eloise Somerford and Julia Vojkovic from 3Lines. They discuss the features …
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#463 Daniel Wilson
Daniel is a Financial Adviser and Partner at Strategic Wealth. He and James discuss his progression from paraplanning …
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Ensombl on Tour: Growth Series #4
Peita and Adele wrap up Day Four and discuss their learnings from the day, including insights on behavioral …