Best Manulife Investment Management Podcasts (2024)

1
Episode 289: Carol Geremia of MFS Investment Management - Why Fiduciary Responsibility is always in Fashion 40:49

1h ago40:49

40:49

Carol Geremia is president of MFS Investment Management® (MFS®) and head of Global Distribution. She leads the firm's worldwide client-facing teams as well as product and marketing strategy. Since joining MFS in 1984, Carol has held roles focused primarily on fiduciary responsibility, stewardship and sustainability, and she has actively engaged wit…

1
Episode 288: Steve Foresti: Senior Advisor at Wilshire: From a Vision to Reality 33:56

1d ago33:56

33:56

Steve Foresti is a Senior Advisor, Investments, at Wilshire, where he has spent almost 30 years. He previously held a role as Chief Investment Officer, among other roles and is currently in a part-time role as he pursues other interests. Steve was recommended to us as a guest because of his extraordinary career arc in which he overcame a substantia…

1
136: Mastering Real Estate Flips: Expert Tips from Acme Real Estate Founder Courtney Poulos 13:10

3d ago13:10

13:10

Courtney Poulos, founder of Acme Real Estate, shares her journey from aspiring actress to successful real estate entrepreneur. She discusses her expertise in renovation resale, focusing on value creation and market analysis. Poulos emphasizes the importance of combining old-school customer service with modern trends, and highlights the opportunitie…

1
Episode 100: Achievement unlocked—looking through the rearview mirror 36:52

6d ago36:52

36:52

Here we are—100 episodes and 7 years later! This truly is a remarkable milestone for our Investments Unplugged podcast, which has seen roughly 86,000 downloads since the pilot episode aired all those years ago. In this month’s celebratory episode, we get up close and personal with our dynamic hosts and Co-Chief Investment Strategists: Kevin Headlan…

1
Episode 287: Matt Whineray: Former CEO of NZ Super Fund: Towards a Total Fund Portfolio Approach 41:49

10d ago41:49

41:49

Matt Whineray recently retired from the role of Chief Executive Officer at the NZ$77 bn NZ Super Fund, where he had spent close to 16 years in a series of roles, culminating in CEO but which included 4 years as CIO. He previously worked in a series of corporate finance roles, and currently holds a number of Chair and Board roles. Our conversation s…

1
Episode 286: Tiffany Wilding of PIMCO: Reflections from the Room where it Happened 35:04

15d ago35:04

35:04

Tiffany Wilding is a managing director and economist based in the Newport Beach office of PIMCO. She leads PIMCO’s Cyclical Forum, crafts the firm’s outlook for the global economy, and analyzes key macro risks for the firm’s Investment Committee. Previously, she was a U.S. interest rate strategist in two firms and a Treasury market policy analyst f…

1
Episode 1: Bonus Episode: Veena Aiyer of QRKIEZ - Get your quirk on - Connection, Community and Empowerment for Neurodivergent Individuals 20:41

20d ago20:41

20:41

Veena Aiyer has launched a community app for neurodiverse audiences called QRKIEZ. The goal of QRKIEZ is to be an innovative platform designed to support neurodivergent individuals by fostering social connections, providing mentorship and offering tailored professional services. She previously worked in a series of startups and tech companies. In o…

1
Episode 285: Lindsey Stewart of Morningstar Sustainanalytics: on Moon Shots - large and small 27:34

22d ago27:34

27:34

Lindsey Stewart is Director of Stewardship Research and Policy at Morningstar Sustainanalytics, where he is a sustainability and governance specialist. Based in London he writes regularly about how institutional investors engage with companies and policymakers on environmental, social and governance themes and is a regular speaker on these topics. …

1
Episode 284: Julie Koeninger of Manulife Investment Management: Ploughing her own Furrow in Agricultural Investing 29:50

1M ago29:50

29:50

Julie Koeninger is Managing Director and Senior Portfolio Manager in Agriculture at Manulife Investment Management, where she leads business development for Manulife Investment Management global agriculture strategy. She has over 30 years of experience in agriculture investing, having worked in a series of roles at other institutions prior to joini…

1
135: The Future of Mortgages: Expert Predictions Atlantic Bay Mortgage Group's Chief Lending Officer Emily Farley 19:49

1M ago19:49

19:49

Emily Farley, Chief Lending Officer at Atlantic Bay Mortgage Group, shares insights on women in leadership, the mortgage industry, and current market trends. With 16 years of experience, Farley discusses the importance of personal development, community involvement, and supporting women in the industry. She addresses the current high-interest rate …

1
Episode 283: Michael Tiedemann of AlTi: Building a Firm - The Role of Talent and Motivation 27:07

1M ago27:07

27:07

Mike Tiedemann was a Founding Partner, CEO and Chairman of the Internal Investment Committee at Tiedemann Advisors, as well as CEO at Tiedemann Investment Group (TIG), before leading the merger that created AlTi. Early in his career, Mike lived and worked in Brazil as part of the equity research group at Banco Garantia and later ran the equity sale…

1
Episode 282: Sarah Fromson, Chair of the Cambridge University Endowment Fund Investment Advisory Board: Risk, Reward and Rules of Engagement 37:41

2M ago37:41

37:41

Sarah Fromson, who is Chair of the Cambridge University Endowment Fund Investment Advisory Board. She also holds a number of other Non Executive Board roles, including at the Calouste Gulbenkian Foundation, Quilter Investors, Capital Generation Partners among others. She spent 11 years as head of Investment Risk at the Wellcome Trust and prior to t…

1
Episode 281: Rob Gardner on attaining Financial Freedom - The Secret of Earn It, Keep It, Grow It 32:50

1M ago32:50

32:50

Rob Gardner is the CEO and Co-Founder of Rebalance Earth, which redirects the flow of capital to protect and restore nature at scale, He was a guest on this podcast in 2021, and that show is available here. He has recently written a book with the title FR££DOM, which advocates three money moves to transform your finances. EARN IT, KEEP IT, GROW IT.…

1
Episode 280: Tony Miller of Excolere Equity Partners: Investing in Education and Why Benjamin Franklin was right 43:59

2M ago43:59

43:59

"An investment in education gives the best returns” Benjamin Franklin Tony Miller is managing director of Excolere Equity Partners, a private equity firm focused on the education space. He holds a number of board roles including Apollo Education group, ACT, Criteria Corp and Go Guardian. He was co-founder of the Vistria Group, a Chicago based priva…

1
Episode 99: Gearing up for the final stretch of 2024—Market Insights Monthly special edition 26:56

2M ago26:56

26:56

Children are heading back to the classroom for yet another school year. What better time than now toreinforce our portfolios with lessons learned from our early childhood?This month, our Co-Chief Investment Strategists Kevin Headland and Macan Nia address economicconcerns, equities and fixed income developments, and the art of managing volatility—a…

1
Episode 279: Ilya Zaides of 14B Capital: Taking Things "Back to Formula" in Fund Management and in Life 37:09

2M ago37:09

37:09

Ilya Zaides is CIO and Founder of 14B. He started his career as a lawyer, eventually transitioning to an allocator role within two leading hedge fund allocators. He then made a switch into fund management, founding 14B 15 years ago. Our conversation starts with Ilya’s childhood and the impact of his parent’s immigrant’s journey – in which they trav…

1
Episode 278: Jeanie Coomber: A Chief Igniter encourages us to become Warriors at Work 33:03

2M ago33:03

33:03

Jeanie Coomber is the founder of the Warriors at Work platform, and an executive coach. Our discussion charts her journey from a corporate career at Alliance Bernstein to becoming a coach. We talk about the personality type necessary to be a coach, and Jeanie Coomber highlighted her unique approach to coaching, integrating her mother's psychotherap…

1
Episode 277: Shan Chen: AI Pathbreaker: Tales from the Crucible of Public Fund Innovation 35:18

2M ago35:18

35:18

Shan Chen was until recently a portfolio manager focused on mostly private investments at the Arizona Public Safety Personnel Retirement System, where he spent over 17 years. He previously worked primarily within information technology and did research work in biochemistry. He has recently retired from the PSPRS and is focusing full time on develop…

1
Episode 276: Wendy Li of Ivy Invest: The Founder's Journey, AI and the Human Touch 30:30

2M ago30:30

30:30

Wendy Li is the co-founder and CIO of Ivy Invest, a FinTech asset management firm. She previously worked in the investment office of the endowment of New York's Metropolitan Museum of Art. In our discussion we start with her immigrant background in Pennsylvania, and her ascent through studying finance to a role in an allocator. Our discussion then …

1
Episode 275: Jennifer Ryan of Lazard Asset Management: The Art and Science of Distribution 24:12

2M ago24:12

24:12

Jennifer Ryan is Head of North American Distribution at Lazard Asset Management. She previously was Head of UK Institutional Sales at BlackRock and Head of the US Institutional Pensions at Blackrock, and started her career at Goldman Sachs. In our conversation we tackle the craft of fund distribution, and Jennifer highlights the importance of under…

1
Episode 5: Series 5 of 2024: Episode Trailer - Bridging the Learning Gap - from AI to Financial Literacy, Agriculture and Beyond 5:32

2M ago5:32

5:32

It has been a highly charged summer. Between the big year of elections, a series of political and geopolitical surprises and a few market shocks, it has been anything but the silly season. We have launched a few episodes of Fiftyfaces TV focused on investor identity and responsible investing and we have continued covering the issue of maternal mort…

1
134: Breaking Barriers: A First-Generation Immigrant's Rise to Real Estate Success with Min Alexander 18:10

2M ago18:10

18:10

Min Alexander, CEO and founder of Bosscat, shares her journey as a real estate innovator on the Women Investing Network podcast. As a first-generation immigrant from South Korea, Min's passion for American homes began upon arrival in Raleigh, NC. Despite family pressure to pursue medicine, she chose a business path, starting as a small-time townhom…

1
Episode 98: All-caps in focus —Market Insights Monthly special edition 35:58

2M ago35:58

35:58

The dog days of summer are over, and volatility is back with a vengeance. In just a short period of time, we’ve dealt with a messy unwinding of carry trades, shifts in Fed policy, and material developments on the U.S. presidential front. How has this clouded the bigger picture?Don’t miss out on an opportunity to go behind-the-scenes with Sandy Sand…

1
Episode 97: Looking to power your income portfolio? —Market Insights Monthly special edition 26:36

3M ago26:36

26:36

Unruly markets, unpredictable interest rates and a possible resurgence in inflation—are all your income options on the table?In this podcast episode, we sit down with our newly appointed Head of Specialists and former Director of ETFs and Alternatives , Rob Wernic. In this interactive discussion, Rob underscores the need for alternative income inve…

1
Episode 274: Bonus Episode: Tammy Parlour, MBE co-founder of Women’s Sport Trust - on gender equality in sport and why it is critical to all of us 26:13

3M ago26:13

26:13

Tammy Parlour, is the co-founder of Women’s Sport Trust. She works with leaders from across sport, media and business to understand how to practically raise visibility, increase impact and create a stronger women’s sport ecosystem and was awarded an MBE in 2019 for services to gender equality in sport. She is a Master in the Korean martial art of H…

1
133: Adapting to Change: Business Transformation, Women Entrepreneurs, and Investing Strategies with Corporate Anthropologist Dr. Andi Simon 18:26

3M ago18:26

18:26

Dr. Andi Simon, a corporate anthropologist and author, discusses adapting to change in business and investing on the Women Investing Network podcast. She emphasizes the importance of embracing new perspectives, exploring unfamiliar ideas, and managing one's mindset during times of uncertainty. Simon advises investors to see opportunities in market …

1
Episode 273: Jessica Karr of Coyote Ventures: The Opportunity in Investing in Women's Health 27:23

4M ago27:23

27:23

Jessica Karr is the founder and managing director of Coyote Ventures, an investment firm that focuses on backing founders who are solving problems that disproportionately affect overlooked populations with a foundation in women’s health. She is also a limited partner of Portfolia FemTech II Fund, designed for women who want to back entrepreneurial …

1
Episode 272: Jennifer Devine of Wiltshire: Sustainable Investing, Stakeholder Engagement and Lessons in Chemistry 21:56

4M ago21:56

21:56

Jennifer Devine is Head of Wiltshire Pension Fund, and a thought leader in the field of sustainable investing. I was thrilled to welcome her to the podcast in order to capture some of the vision that she implements at Wiltshire and translates for its members in easy to understand and relatable posts on social media and their home page that highligh…

1
Episode 271: Marguerita (Rita) Cheng of Blue Ocean Global Wealth: Happy Hours and Quiet Power 32:56

4M ago32:56

32:56

Marguerita (Rita) Cheng is CEO of Blue Ocean Global Wealth, based in the Washington DC area, as well as being a Founding Member of Kiplinger Advisor Collective and The Authentic Asian. A keen runner, she was co-founder of 261 Fearless Incl, a global non-profit organization that uses running as a vehicle to empower and unit women, as well as Girls o…

1
Episode 270: Penny Green - Pensions and Trustee Veteran - Putting Members at the Heart of Everything 27:26

4M ago27:26

27:26

Penny Green finally retired from the investment industry in June following an over 30-year career. She started her career in pensions with TPAS, where she was Deputy Chief Executive when she left, then became Chief Executive of SAUL, where, over the past four years I have had the privilege of working with her on the investment committee. Upon retir…

1
Episode 269: Tony Dote: Business Builder Extraordinaire - a Career Retrospective that charts an Industry's Evolution 31:33

4M ago31:33

31:33

Tony Dote, just recently retired from a role of Managing Director at Lazard Asset Management, where he spent over 40 years, focused on business development with a particular focus on large institutional investors including public pension funds. He started his career in insurance and later investment consulting. Our conversation starts with Tony’s u…

1
Episode 96: Getting down to fundamentals—Market Insights Monthly special edition 26:02

4M ago26:02

26:02

Are you inundated with stories? One of the most important rules when making investment decisions is to avoid getting caught up in headlines. In this podcast episode, we chat with our very own Senior Portfolio Manager, Fundamental Equity Patrick Blais about the importance of blocking out the noise and making fact-based investment decisions. With an …

1
Episode 268: Ghiané Jones of the Teachers’ Retirement System of the State of Illinois: Answering the Exam Question with Creative Solutions 26:50

4M ago26:50

26:50

Ghiané Jones, is Deputy CIO at the Teachers’ Retirement System of the State of Illinois, where she is based in their Chicago office. She previously was Managing Principal at Meketa Investment Group, a role she held for over 6 years, and prior to that worked in a range of financial services roles including in institutional ETF Sales at Invesco and N…

1
Episode 267: Jai Jacob: The Journey towards an Individualized Portfolio, with a side of Jazz 35:17

4M ago35:17

35:17

Jai Jacob has had a 25+ year career at Lazard Asset Management where he headed up the Quantitative, Alternatives and Multi-Asset Investment Group which oversaw c. $35 bn in AUM. He is a member of the Board of Trustees of The National Jazz Museum in Harlem, New York, and plays the electric guitar. We hear about his upbringing in Montreal, how he cha…

1
Episode 266: Cary Carbonaro - Wealth Planner and Advocate - Preparing for the Future of Women in Wealth Management 21:29

4M ago21:29

21:29

Cary Carbonaro, is an award-winning financial advisor, a women and wealth expert and a CFP board ambassador. She is currently senior vice president of Advisors Capital, where she was noted in the 2024 NASDAQ Advisor Council and as a Top Advisor in 2023 Investopedia. In this first of two dynamic podcasts featuring leading female voices in financial …

1
Episode 265: Kristina Blaschek of William Blair: The fusion of Investments and Technology 23:54

4M ago23:54

23:54

Kristina Blaschek, is Director of Business and Technology within the Investment Management division of William Blair, based in Chicago. She started her career in investment banking, and is a member of the Board of Directors of the Auditorium Theatre. Kristina starts our conversation describing her education and what drew her to the world of finance…

1
132: Digital Currencies & Control: Navigating Privacy in a Cashless World & Building Resilient Financial Strategies with Catherine Austin Fitts Part 2 25:18

4M ago25:18

25:18

In part 2 of Jason's talk with Catherine Austin Fitts, they discuss China's approach to Central Bank Digital Currencies (CBDCs), which integrates CBDCs through commercial banks to avoid disrupting the existing banking system. They contrasted this with the European Central Bank's approach, which might eliminate traditional banks. Fitts expressed con…

1
Episode 264: Keri Findley of Tacora Capital: On Private Credit and Triple Axels - where execution is key 40:45

5M ago40:45

40:45

Keri Findley is Chief Executive Officer of Tacora Capital, which focuses on Asset-Based Private Credit Opportunities in Specialty Finance and Insurance. She was previously a partner at Third Point Our conversation starts with her childhood and in particular her high school years, when Keri spent up to 40 hours per week practicing figure skating alo…

1
Investing, happily, ever after—is your portfolio set for a fairytale ending? (Part 2) 26:19

5M ago26:19

26:19

In part two of our happily, ever after series of Investments Unplugged, we continue to compare timeless tales to the current markets. In this conversation, we provide our updated outlook on bonds and discuss the outcome of global central banks starting their easing cycles. Tune into our new episode to learn more.…

1
Episode 4: Trailer Series 4 of 2024: The Rise of the Custom Portfolio 4:10

5M ago4:10

4:10

As we enter high summer here we come with some summer bounty here at Fiftyfaces Podcast as we launch Series 4 that is bursting with wisdom and insights. Because life is not linear, these stories are not linear either – and they stress the power of the individual. Hear from an introvert who found her calling in connecting with people in private weal…

1
Episode 95: Investing, happily, ever after—is your portfolio set for a fairytale ending? 28:11

5M ago28:11

28:11

What comes to mind when we think of fairytales? Fairytales are a means to teach children aboutopportunities, risks, and how to navigate a complex world. While they usually end happily ever after, thepath to get there is usually riddled with challenges.In part one of this two-part series of Investments Unplugged, we look at the economy and equitymar…

1
131: Unveiling Missing Trillions: Catherine Austin Fitts on Government Spending Part 1 28:31

5M ago28:31

28:31

Jason welcomes Catherine Austin Fitts, of the Solari Report back to his show after nearly eight years. Catherine, served as Assistant Secretary of Housing under George H.W. Bush. They discuss the disappearance of trillions of dollars from federal budgets, starting in the mid-90s and escalating over the years. By 2001, $4 trillion was unaccounted fo…

1
Episode 263: Kurt Summers of Blackstone: Public Service from Every Angle 34:14

6M ago34:14

34:14

Kurt Summers is a Senior Managing Director and Head of Public-Private Partnerships in Blackstone’s Infrastructure Group. In this capacity, Mr. Summers is responsible for investment strategies in partnership with governments, public entities, civic and labor organizations, and broader stakeholders to help advance local infrastructure priorities and …

1
Episode 262: Kevin Leonard of NEPC: Towards a Sustainable Future for Public Pensions and Solving Pension Envy 37:22

6M ago37:22

37:22

Kevin Leonard is Partner and Practice Group Director – Public Funds and Taft Hartley at NEPC. He has had a long career in consulting and started his career as an accountant. Kevin has had a career of over 30 years in investment consulting, and it had a somewhat “accidental” start – being driven more by location and convenience than a calling. Thing…

1
Episode 94: Explore the alternative route to your financial destination—Market Insights Monthly Special Edition 39:30

6M ago39:30

39:30

Strengthen your defence and sharpen your offence with Manulife liquid alternatives.Join us as we unveil our two new alternative fixed-income solutions. Hear from the lead portfoliomanagers of these strategies Chris Chapman and Roshan Thiru as they outline their investmentapproaches and delve into the key differentiators that set their teams apart.T…

1
Episode 261: David Golub of Golub Capital: Giving Culture the Credit 34:22

6M ago34:22

34:22

David Golub is President at Golub Capital, a direct lender and credit manager established in 1994, and celebrating its 30th anniversary this year. As the son of a psychiatrist and psychologist, a path into finance was originally a divergent path, and a somewhat non-linear one at that. As we chart the course of David’s career we chart the arc of Gol…

1
Episode 260: Derek Walker of CPP Investments: Total Return for the Portfolio of Tomorrow 27:20

6M ago27:20

27:20

Derek Walker, is Head of Portfolio Design & Construction, total Fund Management and a member of the Global Leadership Team at CPP Investments, based in Toronto. He previously worked in MSCI in Geneva. We start by discussing what Derek describes as a “non linear” career path, and his road from technology and machine translation to CPP Investments. W…

1
Episode 259: Anna McDonald of Moneta: Going for Gold - Coaching Athletes on their Financial Game 29:05

6M ago29:05

29:05

Anna McDonald has a dual role at Moneta, a St. Louis based RIA with over $32 billion in assets under management. She supports athletes in all aspects of their financial lives, preparing them for sustained success beyond their athletic careers. She knows this segment well as she previously spent six years as an ESPN reporter, covering Major League B…

1
Episode 3: BONUS EPISODE - Nicci Take - Deal and Presentation Coach - Sealing the Deal, Following Up and Remembering Forgetting 17:08

6M ago17:08

17:08

Nicci Take featured in our first Pride series in 2021 and shared her story as a prominent transgender advocate, inspirational speaker and coach. We have watched Nicci’s presence grow and thrive over the past 3 years, she posts frequent inspirational content on Linked IN and we we wanted to ask her back onto the podcast to share some of that wisdom …

1
Episode 258: Varun Laijawalla of Ninety One: Emerging Markets Unpacked 29:24

6M ago29:24

29:24

Varun Laijawalla is a Portfolio Manager at Ninety One, where he manages long only EM and EM ex-China portfolios. He started his career as a consultant and moved into stockpicking via Asia focused sales. Our conversation starts with his international background, which saw his family move from India to Holland when Varun was only 4 years old, and the…

Podcasts Worth a Listen

Manulife Investment Management Podcasts

Podcasts Worth a Listen

Quick Reference Guide

zproxy.org