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 construction, sector opportunities, and how to capitalize on market dislocations.

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What Comes Next For Digital Assets With Canary Capital CEO Steven McClurg

What Comes Next For Digital Assets With Canary Capital CEO Steven McClurg

Steven McClurg, CEO of Canary Capital, discusses the evolving digital-asset landscape. McClurg weighs in on Bitcoin, crypto ETFs, tokenization, and growing institutional interest. He concludes with th...

8 Sep 28min

Portfolio Manager Brian Leonard's Playbook for SMID Cap Value and Dividend Strategies

Portfolio Manager Brian Leonard's Playbook for SMID Cap Value and Dividend Strategies

Brian Leonard, CFA, Portfolio Manager at Gabelli, discusses opportunities in small- and mid-cap stocks, the appeal of dividend-paying companies, and why corporate spinoffs can create attractive invest...

31 Aug 36min

The Advisor's Playbook for Today's Markets With Portfolio Strategist Tyler Wilkens, CFA

The Advisor's Playbook for Today's Markets With Portfolio Strategist Tyler Wilkens, CFA

Tyler Wilkens, CFA, Director and Head Portfolio Strategist at Catalyst Capital Advisors, discusses  navigating market uncertainty while remaining invested for the long term. He shares his views on ass...

10 Aug 45min

CIO Playbook: Real Estate Credit's Next Chapter with Manulife Investment Management's Jessica Lee

CIO Playbook: Real Estate Credit's Next Chapter with Manulife Investment Management's Jessica Lee

Jessica Lee, Chief Investment Officer of Real Estate Credit at Manulife Investment Management, discusses portfolio construction and why today's higher-for-longer interest rate environment is creating ...

21 Juli 26min

The Future of Investing and Artificial Intelligence with Reflexivity's Jan Szilagyi

The Future of Investing and Artificial Intelligence with Reflexivity's Jan Szilagyi

Artificial intelligence is reshaping the investment industry. Jan Szilagyi, CEO and Co-founder of Reflexivity,  explains how investors are using AI to enhance research, portfolio construction, and ris...

14 Juli 27min

Chief Investment Officer Mark Malek's Playbook for Navigating Today's Markets

Chief Investment Officer Mark Malek's Playbook for Navigating Today's Markets

Dr. Mark Malek, Chief Investment Officer of Siebert Financial, discusses how investors can navigate an increasingly complex market environment. He shares his perspectives on geopolitical tensions, inf...

25 Juni 53min

The Future of Markets and Investing With Luis M. Viceira of Harvard Business School

The Future of Markets and Investing With Luis M. Viceira of Harvard Business School

Luis Viceira, Professor of Finance at Harvard Business School, discusses the forces reshaping global capital markets and investment management.  Topics discussed include AI-driven capital spending,  i...

15 Juni 1h 10min

Tech Sector Investing in the Age of AI with Sector Specialist Ted Mortonson

Tech Sector Investing in the Age of AI with Sector Specialist Ted Mortonson

Ted Mortonson, Managing Director at Baird, discusses the implications of the AI-driven infrastructure spending reshaping global markets. He also shares views on the evolving playbook for technology in...

27 Maj 39min

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