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Video
254 posts
AdvisorAnalyst.com's in-depth interviews with PMs and industry thought leaders.
24 SIACharts' Paul Kornfeld on Actionable, Investment Decision-Making Tools, At Scale, for Advisors
Paul Kornfeld, CFA, President of SIACharts joins Pierre, Mike and Rodrigo for a deep dive into the capabilities…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Canada's Leading VC: Back From the Brink & Keeping Canadian Innovation Canadian
John Ruffolo, Founder and Managing Partner at Maverix Private Equity, joins us for an full hour conversation. Our…
89 Unlocking Total Return & Yield From Dividends, Growth, and Options
Ben Gossack, VP & Director, Portfolio Manager, and Trevor Cummings, VP, ETF Distribution, both from TD Asset Management…
23 David Rosenberg: Take Off Your 'Rosie' Coloured Glasses
David 'Rosie' Rosenberg joins us for 98 minutes to discuss his latest outlook for the economy, bond and…
22 DoubleLine's Jeffrey Sherman on Where We Are and Where to Invest
Listen on The Move Jeffrey Sherman, Deputy CIO, DoubleLine Capital joins us for nearly 90 minutes on…
21 Return Stacking: Strategies for Overcoming a Low Return Environment
Adam Butler, CIO and Rodrigo Gordillo, President, of ReSolve Asset Management Global join Pierre Daillie, from AdvisorAnalyst.com for…
20 The Future of Advisor Marketing Today with Richard Heft and Andrew Broadhead
Richard Heft, President, and Andrew Broadhead, Head of Content, at EXT. Marketing, and co-authors of the bestselling guide,…
If Your Capital Market Assumptions Have Changed, Why Hasn’t Your Portfolio
Robert Wilson, CFA, Head of Portfolio Construction Consultation Service at Picton Mahoney Asset Management joins us to discuss…
Phil Mesman: Event-Driven Credit Investing
Phil Mesman, lead fixed income portfolio manager at Picton Mahoney Asset Management sits down with Pierre Daillie to…
Jeffrey Sherman – Macro-Outlook: How Should Investors Be Positioning?
Jeffrey Sherman, Deputy CIO of Los Angeles-based DoubleLine Capital, which manages $137-billion in AUM joined us for an…
How to Define and Reframe Your Value as an Advisor
Annamaria Testani, Senior Vice President, National Sales at National Bank Investments leads us in an enlightening conversation about…
19 Justin Castelli on Personal Brand Building for Advisors, & OnRamp
View on Youtube Listen to this on the move Listen on Apple Podcasts Listen on Google Podcasts…
18 Nicolas Piquard on The Bull Case for Uranium (and Uranium Stocks)
Listen on the move: Nicolas Piquard, Vice President, and Portfolio Manager at Horizons ETFs joins us for…
17 Matt Hougan on What Bitcoin Does to Portfolios
Watch this at Youtube Listen to the audio episode on the move Listen on Apple Podcasts Listen on…
16 Wade Guenther on An Innovative Approach to Investing in Gold
Watch in Youtube Listen to the Podcast on the go Listen at Google Podcasts Wade Guenther, Partner,…
