LTCMA’s 30th Anniversary: Shifting landscapes...

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

In this landmark episode, David reviews and shares perspectives and learnings from the entire collection of 30 five-stock samplers picked from 2015 to 2021, and reviewed into 2024. Using his special 10 1/2 chapter format, David reflects on the themes, results, and lessons from si ...  Show more

Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving ma ...  Show more

Stu Kedwell, Co-Head of North American Equities, joins Dave to recap some key lessons investors can take away from 2020, including the importance of looking at all possible outcomes, and maintaining long-term optimism. (Recorded December 15, 2020)To view the transcript and disclo ...  Show more