What does it take to build a 20+ year career in investment management while navigating market volatility, self-doubt, and balancing a high-energy career with family life? In this episode of The Inner Game, Yolanda chats with Kellie Wood, Head of Fixed Income Australia at Schroders, to uncover the lessons, challenges, and triumphs behind her incredible career journey. From the power of mentorship to leading with authenticity, Kellie shares how she built a successful career while empowering others along the way. This conversation is filled with insights on overcoming obstacles, embracing personal growth, and leading with conviction - perfect for women looking to thrive in the world of investment management. As we wrap up our first podcast series, we’d like to thank our guests for sharing their career and life stories so candidly: Sonia Baillie, Jody Fitzgerald, Hamish Corlett, Maria Donnelly, Tom Stewart, Guneet Rana, Kellie Wood. The Inner Game is all about showcasing inspiring investors who are leading with intention, self-awareness, and emotional intelligence, and Kellie’s story is the perfect way to wrap up this journey. Stay tuned for season 2 next year! Listen now: https://lnkd.in/gyPy-cSf Watch all 7 episodes here: https://lnkd.in/gxaqVbtD
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The Inner Game Podcast is officially LIVE, and we couldn’t be more excited to share our first episode! In this debut, Future IM/Pact Founder, Yolanda Beattie, sits down with Sonia B., Head of Income Assets at Aware Super, for an insightful and candid conversation about her career journey to date. Sonia opens up about the challenges she’s faced and how she’s built a career and life she loves. From her take on resilience, to the importance of teamwork, bouncing back from tough times, and finding the good in everyone, Sonia’s wisdom is a must-listen for anyone in investment management, or those aspiring to break into this fascinating industry. One of our favourite moments from the conversation was when Sonia reflected on how she has navigated a male-dominated working environment, and she shared this powerful quote from Eleanor Roosevelt: “No one can make you feel inferior without your consent.” Love it! Tune in now to this inspiring episode: https://lnkd.in/gq5sGB2D Future IM/Pact couldn't develop initiatives like this podcast without the support of our amazing partners Australian Retirement Trust Australian Ethical Investment Aware Super Colonial First State GCQ Funds Management Morgans Financial Limited Morgan Stanley LGT Crestone Wealth Management Limited HESTA Macquarie Group Mercer Australia Munro Partners Platinum Asset Management Pinnacle Investment Management Group QIC Rest Schroders Tattarang TCorp TDM Growth Partners UniSuper Victorian Funds Management Corporation (VFMC) Vinva Investment Management keep an eye out for future episodes featuring some amazing talent from these leading investment firms. #investmentmanagement #superfunds #fundsmanagement #investing #assetmanagement #futureimpact #diversity #inclusion Platinum Pacific Partners
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Investment Podcast #9 – Fixed Income: Inefficiencies and Duration In this episode, host James Whelan is joined by Richard Rauch, CFA, Investment Director at Brandywine Global Investment Management, and Morningstar Australia’s Matt Wacher, CAIA, to deep dive into the inefficiencies in fixed income markets across the globe, and the investable opportunities created as a result. Our experts discuss which international markets present the best opportunities right now, while also examining the concept of duration, especially how it varies between markets, and how duration is used to manage risk. As always, the practical implications for advisors and their clients are discussed. Get the episode here: https://lnkd.in/gsB9C9Kz Morningstar: Empowering Investor Success. https://lnkd.in/gwa6RruS Learn more about Franklin Templeton by visiting our website or connecting with our team. https://lnkd.in/g2uxEEU7 #financialplanning #financialadvisor
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Eric Gerster joins a new episode of the Dakota Live! Podcast 🎙️ Host Robert Morier sits down with AlphaCore Wealth Advisory’s Chief Investment Strategist, Eric Gerster, to explore advanced strategies in portfolio construction and investment management. With nearly 30 years of experience, Eric shares insights from his career. In this episode, Eric covers: → AlphaCore’s unique approach to building diversified portfolios → Customizing portfolios to focus on income generation and long-term growth → Key lessons from past market cycles and approaches to managing risk Eric also discusses how AlphaCore collaborates with investment managers, providing clients with innovative strategies for navigating today’s complex financial landscape. Don’t miss Eric’s insights on AlphaCore’s unique approach to helping clients reach their financial goals: https://lnkd.in/grdy4HWd #AlphaCoreWealth #InvestmentStrategy #PortfolioManagement #DakotaLive
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🎙️ Enterprising Investor: Exploring US Financial History with Mark Higgins, CFA, CFP® Tune in to the latest episode of the CFA Institute Enterprising Investor podcast, where host Mike Wallberg, CFA, MJ, interviews Mark Higgins, CFA, author of "Investing in US Financial History." Mark delves into the comprehensive process of breaking down US financial history from 1790 to the present day, highlighting key inflection points and the evolution of the financial system. Listen here: https://cfainst.is/3TnlWWw #InvestmentManagement #Podcast
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The Real Estate Investor’s Playbook podcast delves into various real estate investment strategies, offering expert insights and practical tips for investors at all levels. Discover proven methods, market trends, and success stories to help you navigate and excel in the real estate investment landscape. #RealEstatePodcast #InvestmentStrategies #RealEstateInvesting #MarketTrends #InvestorTips #SuccessStories #PropertyInvestment #RealEstateInsights
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🎙️ Enterprising Investor: Exploring US Financial History with Mark Higgins, CFA. Tune in to the latest episode of the Enterprising Investor podcast, where our host Mike Wallberg, interviews Mark Higgins, CFA, author of "Investing in US Financial History." Uncover the compelling insights from centuries of financial markets in this engaging discussion, listen today: https://cfainst.is/3TnlWWw #CFAInstitute #EnterprisingInvestor #InvestmentProfessionals #GuidingAssets
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💐Series 2 has been a joy to share with you all! We really hope you enjoyed this series of the 2024 Fiftyfaces Podcast! 🌻For those of you who may be new to what we do; we are committed to highlighting the diversity of the incredible people within investment, entrepreneurship, science and technology, by focussing on their captivating and inspiring stories. Our latest series explored those in investment and finance, and we married insights from private wealth with insights on strategy, leadership and the investment landscape. We weaved together diverse aspects of our investment discipline and our episodes were rich with insights around private wealth. We have more episodes to come in Series 3 of The Fiftyfaces Podcast, teaser to come shortly, and we can't wait to share more incredible stories with you all! We want to say a big thank you to our 9 guests of this series: ⭐Kelly Chesney ⭐Maggie Rapplean, CFP® ⭐Randolph Cohen ⭐Grace Reyes ⭐Aditi Javeri Gokhale ⭐Hallie Dinkelspiel Label ⭐Rick Weissinger ⭐R. Brent Mattis Jr, CFA, CAIA ⭐Carina Diamond, MBA, CFP®, AIF® We also want to say a big thank you to our sponsors of this series: Resolute Investment Managers, Inc. and Ninety One Asset Management. Resolute Investment Managers, Inc. is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers. Its unique platform delivers strategic value through a full suite of distribution, operational and administrative services available to affiliates and partners. Ninety One Asset Management is a global asset manager with emerging markets roots that brings a different perspective to active and sustainable investing. #inspiring #podcast #inspiringstories #finance #wealth #wealthmanagement #investment #investmentmanager #trading #stocksandshares #ria #familyplanning #moneypodcast
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🎧 Check out Faith and Finance's latest podcast where Brandon Pizzurro (GuideStone Capital Management's Chief Investment Officer) discusses how to make a Kingdom impact through investing! If you've ever had questions about aligning your investments with your values, this is a must-listen.
Interested in learning how to make a Kingdom impact through investing? Listen to the latest Faith and Finance podcast, featuring Brandon Pizzurro, to hear more about impact investing, how GuideStone is giving back through these efforts and how we are making a difference through corporate engagement. We are not responsible for information on 3rd party websites. Not intended to be an offer to buy or sell securities. https://lnkd.in/ef8VNveM
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Excited to share the latest podcast episode coming from James Whelan, sitting down with Richard Rauch, CFA from Brandywine Global Investment Management and Morningstar's Matt Wacher, CAIA to explore global #FixedIncome markets at Ensombl. The conversation covers the inefficiencies and investable opportunities in global fixed income. Learn about the best international #markets for #investment and gain insights into managing risk through the lens of duration. Listen to the podcast: https://lnkd.in/gsB9C9Kz #InvestmentOpportunities #InvestingInsights #InvestmentPortfolio #Podcast
Investment Podcast #9 - Fixed Income: Inefficiencies and Duration - Ensombl
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Sponsored by Strategic Investment Management, 'Every Widow Thing' podcast offers empathetic and crucial financial guidance for widows, helping them to face financial challenges with newfound confidence. We're here to support you every step of the way. Listen and learn how we can help. 📘🌼 https://lnkd.in/dax8MPmX #EmpatheticSupport #FinancialIndependence #WidowCare #StrategicInvestment #WomenEmpowerment #FinancialHealth
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