The Institute of Trading and Portfolio Management (ITPM) provides industry-leading financial education. Listeners will have access to some of the best minds in the Investment Management industry talking through current and relevant ideas in the financial markets. Expect to expand your investment knowledge and improve your trading performance.
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This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.
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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, where he sits down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications to help inform building stronger investment plans for the long-term.
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Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future? Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth. Now, they seek to share these Canadian Wealth Secrets to empower the creation of a financial future that allows yo ...
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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast revie ...
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The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.
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Money Talks focuses on personal finance as it applies to Mississippians. In any given week, we’ll talk about anything from preparing your taxes to saving for college or investing in the stock market. Our experts, Dr. Nancy Lottridge-Anderson, President of New Perspectives and Ryder Taff, portfolio manager at New Perspectives, are both Chartered Financial Analysts and Ryder also holds the Certificate in Investment Performance Measurement from the CFA Institute. They join Kevin Farrell in the ...
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Join our thought leaders and special guests, as they explore and debate the themes, trends and opportunities shaping markets, and how these may translate for investors. This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific ...
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Commercial Real Estate Veterans, Joe Muratore and Ryan Swehla, demystify Commercial Real Estate Investing with an inside look into the strategies they use on a day-to-day basis at their company: Graceada Partners.
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Expert insights from quants for quants. Listen to QuantSpeak to hear from thought leaders in quant finance as they share their insights into the latest research and industry practice. QuantSpeak is created by the CQF Institute. Part of Fitch Learning, the CQF Institute is the awarding body for the Certificate in Quantitative Finance and provides a platform for educating and building the global quantitative finance community. Find out more at www.cqfinstitute.org
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The go-to resource for the crypto curious. Tune in to long-form deep dives with movers and shakers or spend your short coffee breaks with our mini dives, where we unstack interesting insights and market observations. Wherever you are, grab your fresh #CUP of crypto!
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Portfolio resilience in 2025 - Top considerations for endowments and foundations
21:14
21:14
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21:14Marieke de Roo, Mercer's Leader in Europe for Single Family Offices and Endowments & Foundations, is joined by Texas Hemmaplardh and Cori Trautvetter, both Partners and Co-Leads of Mercer's US Endowment and Foundation Investment Practice, to explore how endowments and foundations can potentially achieve portfolio resilience in an economic and marke…
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How to Turn Your Fixed Income Assets Into a Tax Efficient Canadian Wealth Building Machine
27:54
27:54
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27:54Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here What if you could unlock more cash flow from your business without taking a bigger salary or dividend hit—while also ensuring your estate planning is airtight for the next generation? Many Canadian incorporated …
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Watch the video version on YouTube. Utilities have traditionally been known for their defensive properties, which makes the combination of robust economic growth, technological excitement and elevated bond yields an unlikely recipe for their strong performance. That said, the sector’s 23% gain kept pace with the broader market last year. In 2025, t…
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Why This Asset is the Core of Safe and Flexible Wealth Building Strategies
32:00
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32:00Are you missing out on one of the most powerful financial tools available to Canadian investors and business owners? Many dismiss whole life insurance as just another expense, but what if it could actually be the foundation of your wealth-building strategy? If you've ever wondered how to build wealth while maintaining flexibility and security, this…
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The Importance of Portfolio Diversification | Durable Value Ep. 73
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12:35In this episode of Durable Value, Joe Muratore and Ryan Swehla talk about the intricacies of portfolio composition and the vital role diversification plays within it. They explore various aspects, from balancing risk and opportunity to the importance of geographic and asset-type diversification. Whether you're invested in industrial, multifamily, o…
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Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to [email protected]. In this episode, Ryder is out of the studio, so Nancy answers a few listener questions and talks about the basics of investing. Hosted on Acast. S…
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Navigating the global economy ─ outlook and insights
24:26
24:26
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24:26In this episode (date of recording: February 28, 2025), Lisa Kots, Head of US Wealth Management Portfolio Management at Mercer, is joined by Rupert Watson, Global Head of Economics and Dynamic Asset Allocation, and Julius Bendikas, European Head of Economics and Dynamic Asset Allocation. Together, they explore the global economic outlook for Q1 202…
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Michele Cancelli - How QIS Are Transforming Investor Portfolios
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36:26Send us a text Quantitative Investment Strategies (QIS) are reshaping how investors manage portfolios, offering systematic, data-driven solutions for risk management and return optimization. But how do these strategies actually work, and what makes them so valuable? In this episode, host Vincent sits down with Michele Cancelli, Global Head of Struc…
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Anmol Sinha of Capital Group - The Fixed Income Market and ETFs
1:01:57
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1:01:57Today on the podcast, Rusty and Robyn are joined by Anmol Sinha, a Fixed Income Investment Director at Capital Group, home of American Funds. He has 15 years of investment industry experience and has been with Capital Group for one year. Prior to joining Capital, Anmol worked as an EVP - fixed income strategist at PIMCO. Before that, he was a consu…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Tariffs are adding confusion and risk to the markets, and the housing sector is caught in the crossfire. In this video, Anthony Iser breaks down how tariffs impact businesses, why economic data is signaling weakness, and why Lennar (LEN) is a com…
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Your Financial Goals Are Lying to You… Here’s Why
15:36
15:36
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15:36Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here Book a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey! https://canadian…
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The Role and Functioning of Investment Committees | Durable Value Ep. 72
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13:13In this episode of Durable Value, Joe and Ryan weigh in on the essential role of investment committees in making sound investment decisions. They discuss how investment committees serve as a system of checks and balances, ensuring alignment with overall objectives and providing a platform for objective critique and strategic approval. The conversat…
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Alternative Realities: Building an investment plan with alternatives
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20:28Watch the video version on YouTube. In this episode of Alternative Realities, we explore the dynamic world of alternative investments and their increasing accessibility to a broader range of investors. As these asset classes become more mainstream, we discuss their role in diversifying portfolios and enhancing returns. Dr. David Kelly, Chief Global…
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The Dividend Investing Myth That Might Be Costing You More Than You Think
33:15
33:15
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33:15Are dividends really delivering “free money,” or is there a hidden cost draining your portfolio’s potential? If you’ve been relying on quarterly dividend checks to feel financially secure, you might be missing the bigger picture. While it can be tempting to assume blue-chip dividend stocks offer a safe, steady income stream, many investors don’t re…
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Mobilising institutional investment towards emerging economies - in conversation with British International Investment
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16:17In this episode of Critical Thinking, Jo Holden, Global Head of Investment Research and Advisory at Mercer, is joined by Leslie Maasdorp, CEO at British International Investment (BII) and Matt Robinson, Head of Private Capital Mobilisation at BII, to explore the world of development finance institutions (DFIs), capital mobilisation, and how DFIs ca…
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Russ Koesterich of BlackRock - Global Strategies and Market Outlook
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34:06Today on the podcast, Rusty and Robyn are joined by Russ Koesterich, portfolio manager at BlackRock in Denver, CO. Russ Koesterich, CFA, JD, Managing Director and portfolio manager, is a member of the Global Allocation team and the lead portfolio manager of the GA Selects Model Portfolios. Mr. Koesterich's service with BlackRock dates back to 2005,…
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Lining up with the long term - Family office top considerations 2025
13:50
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13:50In this episode of Critical thinking, Michel Meert, European Consulting Leader for Endowments, Foundations and Family Offices, is joined by Marieke de Roo, European Sales Leader for Endowments, Foundations & Single-Family Offices, and Teena Jilka, Senior Investment Adviser to explore what's top of mind for single-family offices over the next year a…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Gold is soaring to new highs, while oil remains stuck in a range—so what’s driving the divergence? In this episode, Jason McDonald breaks down the factors behind gold’s relentless rally, from geopolitical risks to monetary policy shifts, and expl…
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Keep, Sell, or Leverage: Why Keeping Your Home as a Canadian Rental Property May or May Not Be The Best Move!
19:13
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19:13Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here Thinking about turning your current home into a rental when upgrading to a new one? Before you commit, how do you know if it’s a smart financial move or a costly mistake? Many homeowners face this dilemma when m…
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Watch the video version on YouTube. Despite lagging the broader index, industrial stocks performed well in 2024, gaining over 17% on a total return basis. Sector fundamentals, however, have been more challenged. After an impressive post-COVID recovery supported double-digit earnings growth in 2022, industrial earnings have been in the doldrums alon…
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How Private Equity can potentially unlock value and opportunities from UK Defined Benefit (DB) Pension Schemes
19:15
19:15
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19:15In this episode of Critical Thinking, Sinead Leahy, Co-Head of Cardano Advisory is joined by Nick Gibson, Managing Director, Cardano Advisory, and Dan Jackson, M&A Senior Principal at Mercer, to explore the key findings from our recent report, ‘Unlocking value and opportunities from UK pension funds – a private equity perspective’. There has been a…
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Double Your Investment Dollar: A Smith Maneuver-Like Strategy for Growth, Deductions, and Legacy - Part 2 - Corporate Edition
38:01
38:01
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38:01Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here Book a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey! https://canadian…
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Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to [email protected]. In this episode, tips on saving money at the grocery store and listener calls about scams and how to avoid them. Hosted on Acast. See acast.com/pr…
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Meb Faber of Cambria Funds - A Wealth of Valuable Content and Most of It Is Free
1:19:12
1:19:12
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1:19:12Today on the podcast, Rusty and Robyn are joined by Meb Faber, Co-founder and Chief Investment Officer of Cambria Investment Management. Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and ha…
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A Costly Canadian Retirement Planning Myth & How To Avoid It
17:37
17:37
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17:37Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here Book a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey! https://canadian…
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1
ITPM Flash Ep68 The Divinity is in the Data
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12:16ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! The AI revolution is accelerating, and the data gold rush is in full swing! In this week's ITPM Flash, Edward Shek breaks down the latest trends in tech—from surging CapEx in data center hardware to software's growing dominance. With AI adoption …
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Double Your Investment Dollar: A Smith Maneuver-Like Strategy for Growth, Deductions, and Legacy - Part 1
34:55
34:55
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34:55What if you could get one dollar growing in two places at once while creating an income tax write-off just like the Smith Maneuver, but also get a life insurance death benefit for free? In this episode, we explore how Canadian investors can use a Smith Maneuver-like strategy on a high early cash value participating whole life insurance policy to le…
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Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to [email protected]. In this episode, we talk about phone scams and how to recognize them. Hosted on Acast. See acast.com/privacy for more information.…
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Jeff DeMaso of The Independent Vanguard Adviser - The Inside Scoop Into One of the World’s Largest Funds
41:00
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41:00Today on the podcast, Rusty and Robyn are joined by Jeff DeMaso - editor and founder of The Independent Vanguard Adviser. Jeff was previously the co-editor and research director of The Independent Adviser for Vanguard Investors. He also served as Portfolio Manager, Director of Research and the interim CIO at Adviser Investments, LLC—a leading inves…
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In this episode of Critical thinking, Cara Williams, Senior Partner and Global ESG and Sustainability Leader at Mercer, is joined by Lovey Sidhu, Sustainable Investment Specialist in Mercer's Global Strategic Research Team, and Daniel Klier, CEO of South Pole, to explore the dynamic challenges and potential opportunities in the evolving carbon mark…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode of ITPM Flash, join Raj Malhotra as he breaks down the evolving market landscape in early 2025. While the S&P 500 is up around 3%, the real story is the broadening of the rally, with equal-weighted indices keeping pace with mega-c…
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What Happens to Your Single Stock Portfolio When Market Volatility Sets In - How Nividia’s (NVDA) 12% Drop Impacts Your Portfolio
27:48
27:48
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27:48Are you taking on too much risk by investing in individual stocks, or could a broader sector-based index ETF help protect your portfolio from major swings in the market? In today's episode, we tackle a common dilemma for investors—should you bet on single stocks or spread your risk across a sector index ETF by digging into a case study. With the ma…
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Watch the video version on YouTube. When people think of the financial sector, they typically think of boring businesses like banks or insurance companies. But the ongoing global shift to electronic payments has created a new, growthier industry of financial technology companies. These businesses tend to feature recurring revenues, high free cash f…
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Taking the noise out: Managing change and comms in pension plan design
16:23
16:23
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16:23Navigating the challenges of modern pension provision requires employers to effectively communicate and implement changes in pension plans while keeping employees' best interests at heart. In this episode hosted by Mercer's Tej Patel, Fiona Brown shares her own views on the evolving landscape of employer retirement offerings, based on her decades-l…
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Canadian Business Succession Planning: What You Need To Know!
28:44
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28:44Canadian Business Owner? Learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here Are you a Canadian business owner wondering how to pass your company on to the next generation without sparking a feud or losing its value? Succession planning isn’t just about choosing who takes over your Canadian b…
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Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to [email protected]. In this episode, we talk about tariffs. Hosted on Acast. See acast.com/privacy for more information.…
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Nicolas Mirjolet - Traditional vs. Alternative Markets in CTA Investing
18:59
18:59
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18:59Send us a text Are alternative markets the future of CTA investing, or do traditional futures still hold their edge? In this episode, I’m joined by Nicolas Mirjolet, CEO and Co-Head of Research at Quantica Capital, to break down the key trade-offs between these two approaches. We explore how the expansion into instruments like OTC power swaps and e…
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Sue Thompson of Women in ETFs - The Keys to Leadership and Much More
53:48
53:48
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53:48Today, Rusty and Robyn are joined by Sue Thompson, co-founder of Women in ETFs. Sue Thompson is a strategic, dynamic Financial Services Executive who has distinguished herself by commercializing new trends in the financial services industry. Her expertise spans investment management distribution, strategy, competitive landscape, finance, marketing,…
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