Investment Due Diligence 101 LIVE From The Exchange ETF Conference: Featuring Cinthia Murphy
The Black Swans Podcast
When it comes to building investment portfolios, there are a lot of considerations. Passive vs. active, performance, fees, the list goes on. As an industry, we have become hyper focused on fees. Large passive asset managers like Blackrock, Vanguard and State Street have risen to dominate the ETF market. Are fees really the cornerstone for which investors should build their portfolios? Live from The Exchange ETF Conference in Miami Beach, Florida. Cinthia Murphy, joins host Shana Orczyk Sissel to discuss why fund selection is more nuanced than many think. Cinthia Murphy is the Director of...
info_outline
Changing the Face of Finance: Special Guest Sonya Dreizler
The Black Swans Podcast
info_outline
Inspiring Legacy: Special Guest Jacqueline "JaQ" Campbell
The Black Swans Podcast
info_outline
Live from EXCELL! The Queen of Alternatives: Featuring Shana Orczyk Sissel
The Black Swans Podcast
info_outline
The Evolution of Indexing: Special Guest Joy Yang
The Black Swans Podcast
Live from the ETF Exchange Conference at the Fontainebleau Miami Beach Joy Yang discusses her journey from Chinese immigrant to a sought after quantitative research analyst. Joy walks us through how John Bogle’s little idea of index investing became a multi-trillion dollar business & why indexing is more than passive exposure to the S&P 500. Joy Yang is Global Head of Index Product Management at MV Index Solutions (MVIS). She is responsible for managing MVIS products and services to accelerate innovation in financial index design and adoption. Joy brings more than 25 years...
info_outline
Portfolio Strategy and Predicting Inflation: Special Guest Frances Newton Stacy
The Black Swans Podcast
Shortly after first discovering her passion for day trading, Frances Newton Stacy was among the few to predict and trade the 2007 stock market crash. Today, she regularly appears on Fox Business News and CNBC and is the Director of Portfolio Strategy at Optimal Capital. On this episode, hear the finance wonk discuss her work bringing an institutional model to retail traders, modern portfolio theory, staying “apolitical,” how markets are gauging inflation in the coming months, and much more.
info_outline
Hedge Fund Activism: Special Guest Nicole Boyson
The Black Swans Podcast
While Dr. Nicole Boyson didn’t come from a family of academics, she found an interest in studying investments and corporate finance, which led her to become a professor of finance at
info_outline
Taking Risks, Business Confidence, and Adversity: Special Guest Velera Wilson
The Black Swans Podcast
Not only is Velera Wilson a strategic driver for top brands worldwide and the founder of Positive Identity, a company inspires and equips women to own their greatness; she’s also the author of a new book, “You’re Absolutely Worth It”, which continues her mission of teaching women to succeed without hesitation. On this episode, hear the global speaker discuss writing the book and the experiences that created it, as well as its many themes: taking risks, mentorship, faith, overcoming failure, and more
info_outline
Tax Proposals and Estate Planning: Special Guest Megan Gorman
The Black Swans Podcast
Beginning season 2 is Megan Gorman, who breaks down the latest tax proposals in Biden’s American Jobs Plan and American Families Plan, which cover child tax credits, capital gains rates, & more. Gorman found her passion for taxes after leaving her small hometown in New Jersey for college; today, she’s a founder and managing partner of Chequers Financial Management in San Francisco. Hear her also explain the ins & outs of a career in estate planning in this episode.
info_outline
Hedge Funds, GameStop & The Future of Investing: Special Guest Dominique Mielle
The Black Swans Podcast
Dominique Mielle is a former partner and senior portfolio manager at hedge fund Canyon Capital. In this episode, Mielle discusses changes in the financial industry, retail investing and the ongoing GameStop phenomenon, and her forthcoming book, Damsel in Distressed. Also, the experienced investor talks about women in the industry, arguing that women shouldn't be ashamed to aspire toward wealth and success and should also enter the investment side for the fun of it.
info_outlineHave you ever thought about how your personal history, ancestry, and environment plays a role in your money habits? People rarely connect their personal history with their health, wealth, relationships, and career.
Eugenie George is a financial wellness specialist and educator and this is her specialty!
Eugenie attributes her success in personal finance from creating an unorthodox way of viewing money. From paying off student loans to navigating her family financial situation, she understands the old method of wealth building doesn’t work for Women of Color.
Her book OUR MONEY STORIES, published in 2020, not only shares her own personal story but teaches you how to build a financial wellness plan through weekly money practices and strategies for understanding your money story.