Real Estate 2026: Positioning For the Next Cyle With Portfolio Manager Brent Jenkins
Brent Jenkins, Managing Director and Portfolio Manager of the Clarion Partners Real Estate Income Fund, shares his insights from past real estate cycles and their influence on portfolio construction. ...
16 Helmi 34min
Unpacking Healthcare With Sector Specialist Mike Perrone, CFA
Mike Perrone, CFA, Managing Director at Baird, discusses the forces reshaping healthcare investing in 2026 and their impact on portfolio construction. He also shares his views on the biotech sector, ...
3 Helmi 28min
Unpacking the Energy Sector with Senior Portfolio Manager Brian Kessens, CFA
Brian Kessens, CFA of Tortoise Capital, an approximately $9 billion AUM investment firm focused on the energy and power infrastructure sectors, weighs in on global trends reshaping the investment mosa...
26 Tammi 32min
Markets, Money, and What Comes Next with Chief Market Strategist Marc Chandler
Marc Chandler, Chief Market Strategist of Bannockburn Capital Markets, unpacks what lies ahead for the Federal Reserve, the U.S. dollar, and global markets. In addition, he discusses portfolio constr...
20 Tammi 33min
The Future Is Now: Chief AI Officer Andrew Chin Shares His Insights
Andrew Chin, AllianceBernstein's Chief Artificial Intelligence Officer, shares key insights from the firm's AI strategy and enterprise-wide deployment. He also offers his perspective on how artificial...
15 Joulu 202530min
Research Affiliates Founder and Chairman Rob Arnott on Current Market Dynamics
Rob Arnott, a participant in our recent Investment Icons Debate the Risk Premium event, shares his framework and view on today's markets and assessment of investor behavior.
9 Joulu 202523min
Previewing December 4th Insurance Investment Officers Roundtable
Peter Miller, CFA, FSA, Head of Client Investment Solutions for North America at Invesco, provides context to CFA Society New York's upcoming Insurance Investment Officers Roundtable. He discusses key...
1 Joulu 202530min
Unpacking Value Investing with Rich Pzena
Rich Pzena, Chairman and Co-CIO of Pzena Investment Management, shares the principles and framework for the company's disciplined value approach underpinning its approximately $80 billion in assets un...
17 Marras 202539min
