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Nick Sargen & John Kim on How Financial Pros Invest For Themselves

February 1, 2013
Two Chief Investment Officers of top-rated insurance companies, John Kim of New York Life and Nick Sargen of the Western & Southern Financial Group, were asked if they were using any alternative investments in their personal accounts. We find out they take the same disciplined approach in their personal portfolios as they do in their institutional ones.

Consuelo’s interview with “On The Money”

January 25, 2013

Listen to Consuelo’s unique perspective on market game changers, the global economy and the outlook for 2013 on Wall Street on public radio’s show, “On The Money.” She describes how savers are being punished by the Fed and how many financial pros missed their predictions in 2012 when the U.S., parts of Europe and China experienced surprising rebounds in their stock markets.
 

Andrew Lo on his Cancer Megafund

January 23, 2013

Our WEALTHTRACK guest this week, Andrew Lo, M.I.T. economist extraordinaire and Chairman and Chief Investment Strategist of the alternative investment firm, AlphaSimplex Group is applying his formidable analytical skills to a pressing humanitarian cause, finding a cure for cancer. Consuelo asked him about his latest and very personal project, the “Cancer Megafund.”

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Ed Hyman & Dennis Stattman talk about beginnings

January 18, 2013

Financial Thought Leader Ed Hyman and Great Investor Dennis Stattman have each reached  the pinnacle of success in their fields.

Ed Hyman, the Co-Founder and Chairman of independent research firm ISI Group has been voted Wall Street’s Number One Economist for an unprecedented 33 years in a row. 

Dennis Stattman launched the now $50 billion plus BlackRock Global Allocation Fund in 1989.  A Morningstar analyst favorite, this go anywhere, invest in all asset classes fund has delivered equity like 10% annualized returns, with much less than stock market risk since the beginning.

We asked each of them to take us back in time and describe when their interest in finance began. 

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Christine Benz: A Financial Pro’s New Year’s Resolution

December 14, 2012

One of our guests this week on WEALTHTRACK, Christine Benz, Director of Personal Finance for Morningstar.com is, like the rest of us, looking ahead to making personal improvements with their 2013 New Year’s Resolution.

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