Bringing you an unbiased lens on finance and investing through illuminating, short conversations with the most interesting and accomplished people.
CFA Society North Carolina
Connect with host:
Tracie McMillion, CFA, is Head of Global Asset Allocation Strategy at Wells Fargo Investment Institute, a subsidiary of Wells Fargo & Company. We talk with Tracie about global asset allocation and historical lessons, how portfolios are impacted by inflation, geopolitical risks and exogenous shocks, and her latest findings on women and investing.
Tracie McMillion is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Wells Fargo Investment Institute serves Wealth and Investment Management, a division of Wells Fargo & Company, and is comprised of Wells Fargo Private Bank and Wells Fargo Advisors businesses.
In her current role, Ms. McMillion leads a team that develops capital market assumptions and asset allocation recommendations. She also writes market commentary and analysis. She is frequently quoted in the national media, including The Wall Street Journal, Reuters, Bloomberg Television, and CNBC.
Prior to her current role, she served as an asset allocation strategist and a senior investment research analyst for Wells Fargo and predecessor firms. Earlier in her career, she managed assets for high-net-worth clients and philanthropic organizations.
Tracie earned a Bachelor of Arts in Economics and a Master of Business Administration from the College of William and Mary in Virginia. She is a CFA® charterholder and member of the CFA Society North Carolina. Ms. McMillion is located in Winston-Salem, North Carolina.
Formerly Take 15, Guiding Assets is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Guiding Assets will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decisions. Guiding Assets will continue to help build a better world for investors.
“Risk” in investment management has many definitions and dimensions. For investors, it’s not only important to quantify total portfolio risk, but also to go beyond to determine the portfolio’s risk and return drivers and different sources of risk. Mike Wallberg, CFA, and Reshma Rajagopalan, CFA, Quant & Analytics Specialist at FactSet, discuss how risk budgeting, risk modeling, and risk assessment tools add value in the portfolio management process and can help investors stick to their investment plan and allocations, especially through turbulent periods, to achieve better performance outcomes.
CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry. Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more. Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.
CFA Society Chicago member Rich Excell, CFA and Donald Schneider, the Deputy Head of US Policy at Piper Sandler, look at the upcoming US elections. What are the key issues that voters care about? What are the polls indicating? Importantly, what do we as investors need to know about what can change after the elections?
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here – https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html & Stay Vigilant | Richard Excell | Substack
Connect with Donald on LinkedIn https://www.linkedin.com/in/donald-schneider-56a0585b/
Piper Sander – https://www.pipersandler.com/
Compound Insights, by CFA Society New York, delivers in-depth conversations with the foremost experts and influential authorities who comprise the global financial investment world. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.
Hear from Karin Svensson of SIDA on the innovative techniques that her organization is using to encourage investments that can reduce poverty and oppression.
The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor.
*The CFA Institute awarded CFA Society Orlando the 2020 Impact and Innovation Award for the Investor’s First Podcast. Previous guests include Patrick O’Shaugnessy, Liz Ann Sonders, Barry Ritholtz, Federal Reserve Bank President Raphael Bostic, Dr. David Kelly, Mark Yusko, Annie Duke, Morgan Housel, Peter Zeihan, and Meb Faber.
CFA Society Orlando is a member of the CFA Institute’s Network of over 150 societies globally. The majority of its members hold the Chartered Financial Analyst (CFA) designation, which is considered the most respected and recognized investment management credential in the world. Fewer than 1 in 5 candidates who begin the program end up successfully earning the CFA charter. Successful candidates take an average of four years to complete the program.
Our guest today is Mark Brewer, President and CEO of the Central Florida Foundation. Mark frequently advises private and corporate foundation grantmakers across the region and plays a public policy advisory role on strategy and advisory boards around the state of Florida.
Our conversation on this Giving Tuesday focuses on the role philanthropy in society, best practices on how to be strategic about causes you choose to support, and the major areas of need in Central Florida today.
Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
Hear insights from finance and investment industry experts on our monthly podcast! You’ll hear from interesting individuals across industry sectors on career advancement, industry trends, fintech, board involvement, and more. This podcast, developed by CFA Society San Francisco, is provided for general interest only. The content is not intended to be, nor should be interpreted as recommendations or fiduciary advice. Please consult your own investment professional for information concerning your specific situation.
On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with John Ailanjian, CFA, General Partner and CIO for Next Play Capital. John has been instrumental in expanding the firm’s quantitative models to screen and perform due diligence on company investments. He also plays an integral role in the programming and education of Next Play Capital’s Fellowship program.
Prior to joining Next Play Capital, John was the CEO and Founder of Aspen Highland Management, an entity that provided investment advisory services to several high-net-worth families. John currently serves as a Board Member at CFA Society San Francisco and as an Alumni Board Member at Serra High School. He also serves as an Advisor for the Special Olympics of Northern California and several startups, including Obivi, Lightbrite, and Lumen Global Investments.
Listen to the full interview, where John discusses tech innovations and their impact on global markets, staying afloat through market shockwaves, and venture as an asset class.
CFA Society San Francisco is a not-for-profit professional association, supporting members of the Northern California investment community and beyond. Learn more by visiting our website or connecting on LinkedIn.
This podcast is provided for general interest only. Content is not intended to be, nor should be interpreted as recommendations or fiduciary advice.