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

In what has already been a very turbulent few years for investors, Russia’s invasion of Ukraine has rattled investors to the core. The geopolitical uncertainty making headlines has led to heightened market volatility on an economy which was rebounding from the disruptions of a global pandemic. Now, the prospect of a long-term war leaves more questions than answers. Dr. John C. Hulsman, president and co-founder of John C. Hulsman Enterprises, a prominent global political risk consulting firm, explains how we got here, identifies the biggest risks associated with the conflict, and describes the geopolitical implications of this humanitarian crisis on markets today and in the future.

CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today.

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://demystifinance.blogspot.com/

Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/

Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/   

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 Eduardo Repetto, Chief Investment Officer for Avantis Investors. Avantis was established to help clients achieve their investment goals through a persistent focus on providing well-diversified investment solutions that fit seamlessly into asset allocations and combine the potential for added value with the reliability of indexing.

Eduardo is responsible for directing the research, design and implementation of investment strategies, providing oversight of the investment team and the firm’s marketing initiatives and interacting with clients. He is former co-Chief Executive Officer and co-Chief Investment Officer of Dimensional Fund Advisors and holds a doctorate in Aeronautics from the California Institute of Technology, a Master of Science degree in Engineering from Brown University, Civil Engineering from the Universidad de Buenos Aires. Eduardo is a Trustee of the California Institute of Technology.

In todays episode, we will discuss Eduardo’s journey from engineering to finance, the influence of great mentors, how to think about market prices, building investment solutions, and advice for young professionals.

Our local co-hosts today are Steve Curley, CFA, and Frank Garcia, CFA, both of which are board members of CFA Orlando. Please enjoy the episode.

Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL