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 Mai 38min
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 Mai 29min
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 Apr 30min
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 Apr 29min
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 thought...
30 Mar 32min
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 Mar 37min
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 Feb 42min
