Podcast

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.

VIEW ADDITIONAL RESOURCES

Ever considered investing in art as an alternative asset class? Allen Sukholitsky, CFA, joins us to discuss his role at Masterworks — an asset management firm that specializes in art as an investment vehicle. From how the concept of fractional shares of art really works to why it can be a great inflation hedge, this episode is a fascinating look into an often mysterious asset class.

CFA Society Chicago member Rich Excell, CFA talks with Micki Koonin, Co-Founder and Chief of Staff of Paradigm, about crypto markets, entrepreneurialism, and women on Wall Street.

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/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/

Connect with Micki on LinkedIn https://www.linkedin.com/in/mkoonin/ & Twitter @Micki_ShortVol

Find out more about Paradigm – https://www.paradigm.co/, https://www.linkedin.com/company/paradigmco/, & on Twitter @tradeparadigm

For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org

This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

Our guest today is Ranji Nagaswami, Managing Director, Chief Strategy/Commercial Officer at SVP Global. Headquartered in Greenwich, CT. SVP is a global investment firm focused on distressed debt and private equity opportunities. Founded in 2001, SVP has over $18 billion in assets under management, 4 offices in the U.S., Europe and Asia and has ~140 employees and over 60 investment professionals. Ranji is a Henry Crown Fellow at the Aspen Institute and is also the Founder and Lead Moderator of the Aspen Institute Finance Leaders Fellowship program. She has served as trustee and member of several boards, including the Yale University investment committee with David Swenson, the UAW VEBA investment advisory council and the Curtis Institute Investment Committee. Last, but certainly not least, she is a CFA Charter Holder. In today’s episode, we start with Ranji’s experience as the youngest ever MBA student at Yale, discussing the positive impact that studying dance as a child had on her. We then discuss some of her career highlights, including her time at Alliance Bernstein, Mayor Bloomberg and as the CEO of Hirtle Callaghan. We then take a deep dive on private credit investing. Last, we discuss her involvement with the CFA Institute and the wonderful work she is doing at the Aspen Institute. Our hosts today are Steve Curley, CFA and Chris Cannon, current board members (and Past Presidents) of CFA Society Orlando. Please enjoy the episode. Follow us on Twitter and LinkedIn.