Inside the Large Cap Playbook With Portfolio Manager Jed Ellerbroek, CFA

Inside the Large Cap Playbook With Portfolio Manager Jed Ellerbroek, CFA

Jed Ellerbroek, CFA, Portfolio Manager at Argent Capital Management, discusses the firm's focus on fundamental drivers of long-term value—return on invested capital, competitive advantage, and thoughtful capital allocation. He also weighs in on the impact of geopolitical tensions, oil price volatility, and artificial intelligence in shaping investor sentiment.

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Inside Small- and Micro-Cap Investing with Acuitas' Christopher Tessin, CFA

Inside Small- and Micro-Cap Investing with Acuitas' Christopher Tessin, CFA

Christopher Tessin, CFA, Managing Partner and Portfolio Manager of Acuitas Investments, discusses the opportunity set in small- and micro-cap investing. He weighs in on active management, manager sele...

18 Touko 38min

Positioning Portfolios for Today's Markets with CIO David Miller

Positioning Portfolios for Today's Markets with CIO David Miller

David Miller, Chief Investment Officer and Senior Portfolio Manager of Catalyst Funds, discusses how investors can build resilient portfolios in today's evolving market environment. He shares insights...

4 Touko 29min

Inside the Family Office: Building and Managing Wealth with CEO Michael D. Nelson, CFA

Inside the Family Office: Building and Managing Wealth with CEO Michael D. Nelson, CFA

Michael D. Nelson, CEO and Managing Partner of Eagle Bay Family Office, discusses the evolution of the multi-family office model and the complexities of managing wealth for ultra-high-net-worth famili...

28 Huhti 30min

Inside Emerging Markets With Portfolio Manager Charlie Dutton, CFA

Inside Emerging Markets With Portfolio Manager Charlie Dutton, CFA

Charlie Dutton, CFA, Head of Emerging Market Equities at Manulife Investment Management, discusses his investment process and how the macro environment is shaping opportunities. He also weighs in on p...

20 Huhti 29min

Inside the Small Cap Playbook With Portfolio Manager Ryan Davies, CFA

Inside the Small Cap Playbook With Portfolio Manager Ryan Davies, CFA

Ryan Davies, CFA,  Managing Director and Senior Portfolio Manager at Manulife Investment Management, discusses the evolving landscape of U.S. small-cap investing.  He weighs in on  portfolio construct...

17 Maalis 32min

VanEck's David Schassler Provides Strategies for a Complex Market Environment

VanEck's David Schassler Provides Strategies for a Complex Market Environment

David Schassler, Head of Multi-Asset Solutions at VanEck, weighs in with a comprehensive asset allocation approach for today's environment. He also provides insights on structural forces reshaping glo...

9 Maalis 37min

Taking the Pulse of Tech With Portfolio Manager Shirley Hu Anderson, CFA

Taking the Pulse of Tech With Portfolio Manager Shirley Hu Anderson, CFA

Shirley Hu Anderson, CFA, Portfolio Manager at DSM Capital Partners, discusses key investment themes and trends including artificial intelligence, capital allocation and takeaways from recent earnings...

23 Helmi 42min

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