The Alternatives Roundup

This episode hosted by David Lebovitz features a discussion with Max Cann, head of institutional client ETFs at J.P. Morgan Asset management. It covers topics how ETFs have grown within the U.S. institutional investment community - what's driving adoption, how the market has evol ...  Show more

In this episode of the Center for Investment Excellence podcast, David Lebovitz is joined by Danielle Hines, Director of U.S. Equity Research, to discuss how a long-term, valuation-driven equity research process can help investors maintain conviction amid rapid disruption. They e ...  Show more

David Rosenberg, co-portfolio manager of Oaktree’s U.S. and Global High Yield strategies, and Howard Marks discuss topics from the June 2023 edition of The Roundup. They consider the evolution of the high yield bond market, investor optimism and why this time might actually be di ...  Show more

Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering. Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as alwa ...  Show more

Brad and Grayson discuss alternative investments and cover the various alternative asset class options investors should strongly consdier adding to their stock and bond portfolios.<hr>

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Mike DiFrisco and Alex Nottingham JD MBA discuss shifts toward digital and AI technologies, challenges in hiring and retention, and the growing influence of private equity on practice ownership. 

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