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    • RECESSION & BEAR MARKET RISKS WITH FINANCIAL THOUGHT LEADER JASON TRENNERT

      November 15, 2019

      As the Dow and S&P 500 hit new records this week, there is much to contemplate and for the markets to digest in the final weeks of 2019. Time to consult Jason Trennert of Strategas Research Partners, a financial thought leader who has the scope to put it all together and tell us what it means.

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    • EXTRAORDINARY COMPOUNDING COMPANIES

      November 8, 2019

      Finding Compounding Machines With The Great Investor, Chuck Akre & His Gen X Co-manager, John Neff

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    • BONDS WITH SOCIAL IMPACT WITH FIVE-STAR FUND MANAGER STEPHEN LIBERATORE

      November 1, 2019

      This week’s guest is a leader in the relatively recent field of fixed income ESG investing, as well as the new area of impact investing in public fixed income markets, where bond proceeds are directed to a specific project or goal and the results are measurable. He is Stephen Liberatore, lead portfolio manager at TIAA Investments for responsible investment fixed income mandates that incorporate ESG criteria.

      Liberatore will discuss what he looks for as a socially responsible bond investor in a field that has traditionally been dominated by equity investors.
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    • POLITICAL & ECONOMIC PRESSURES ON OIL & GAS STOCKS. INDUSTRY VETERAN TOM PETRIE’S REALITY CHECK

      October 25, 2019

      Joining us to discuss the role fossil fuels continue to play in energy production and the state of the oil and gas industry in particular is Tom Petrie, a financial thought leader in the sector and chairman of Petrie Partners a leading investment banking and consulting boutique to the oil and gas industry.

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    • IS CHINA WORTH THE INVESTMENT RISK? PROS & CONS WITH A SOVEREIGN RISK EXPERT AND CHINA FUND MANAGER

      October 18, 2019

      China’s middle class is growing and thriving with an estimated 400 million millennials alone, shopping and traveling. The Communist Party remains in control of the government and the legal system. The widespread western belief that democracy would develop as China’s economy and citizens flourished has not panned out.

      Is China an unstoppable economic juggernaut with tremendous investment potential or a developing and thus risky economy?
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