WebExtra

STATTMAN: THE RIGHT TIME

November 3, 2017

THE RIGHT TIME

Nearly three decades after co-founding and running the multi-billion dollar BlackRock Global Allocation Fund Dennis Stattman got his team in place and retired, with no regrets.

Watch the related WEALTHTRACK episode.

PERON: INDEXING IMPACT ON MARKET

October 27, 2017

INDEXING IMPACT ON MARKET

Northern Trust Asset Management’s head of Global Equity, Matthew Peron, oversees a
multi-strategy approach using active, passive, fundamental and quantitative techniques, with an expertise in factor-based investing. It gives him a big picture understanding of what’s going on in the markets. With the enormous flows of money going into passive investment vehicles we asked him if he was seeing any market dislocations.

Watch the related WEALTHTRACK episode.

BOOKSTABER: MARKET RISKS

October 20, 2017

BOOKSTABER: MARKET RISKS

Well before the 2008/2009 financial crisis leading risk expert, Richard Bookstaber warned about the potential dangers of high leverage and complex financial derivatives in his book, A Demon of Our Own Design: Markets, Hedge Funds and the Perils of Financial Innovation. He is now concerned about two new market risks: illiquidity and low volatility and writes about them in his new book, THE END OF THEORY: Financial Crises, the Failure of Economics, and the Sweep of Human Interaction. He explains why its titled THE END OF THEORY.

Watch the related WEALTHTRACK episode.

WEB EXTRA: BHANSALI & FOSTER

October 13, 2017

BHANSALI: UNCONVENTIONAL THINKER

How challenging is it to be an unconventional thinker in a group-think dominated investment world? Ariel Investments’ Chief Investment Officer of International and Global Equities and Five-star fund manager,  Rupal Bhansali tells us.

FOSTER: INDEPENDENCE SURPRISE

Seafarer Capital Partners’ Chief Investment Officer and lead Portfolio Manager, Andrew Foster explains what has surprised him the most since launching his emerging markets-focused firm in 2011.

Watch the related WEALTHTRACK episode.

LANKFORD & BLUNT: RETIREMENT ADVICE CALLING

October 6, 2017

RETIREMENT ADVICE CALLING

Retirement planning is something most of us start to think about as we get older. That was not the case with personal finance journalist Kim Lankford, or former New York Life senior executive Chris Blunt. Both were drawn to it professionally at an early age and consider it more of a calling than a job.

Watch the related WEALTHTRACK episode.

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