Inside the Family Office: Building and Managing Wealth with CEO Michael Nelson, CFA
Michael 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 families....
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
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 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
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 Feb 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 Feb 28min
