The Black Swans Podcast

The Black Swans Podcast: The show that spotlights women in finance.

Investment Due Diligence 101 LIVE From The Exchange ETF Conference: Featuring Cinthia Murphy 03/08/2023

Investment Due Diligence 101 LIVE From The Exchange ETF Conference: Featuring Cinthia Murphy 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 Research for the ETF Think Tank. She is a financial journalist specializing in ETFs and investing for more than a decade. Her previous experience includes building a Digital team at ETF.com, and serving as managing editor for the media platform, as well as time at Dow Jones and former BridgeNews, covering commodity futures markets in Chicago and Brazil equities in Sao Paulo. Learn More About ETF Think Tank : Follow Cinthia on Twitter: @MurphyCinthia Follow Shana on Twitter: @shanas621 /episode/index/show/theblackswanspodcast/id/26172036

Changing the Face of Finance: Special Guest Sonya Dreizler 10/18/2022

Changing the Face of Finance: Special Guest Sonya Dreizler /episode/index/show/theblackswanspodcast/id/24623994

Inspiring Legacy: Special Guest Jacqueline "JaQ" Campbell 10/11/2022

Inspiring Legacy: Special Guest Jacqueline "JaQ" Campbell /episode/index/show/theblackswanspodcast/id/24623595

Live from EXCELL! The Queen of Alternatives: Featuring Shana Orczyk Sissel 10/04/2022

Live from EXCELL! The Queen of Alternatives: Featuring Shana Orczyk Sissel /episode/index/show/theblackswanspodcast/id/24574995

The Evolution of Indexing: Special Guest Joy Yang 05/26/2022

The Evolution of Indexing: Special Guest Joy Yang 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 of investment experience, having led teams delivering index and quantitative active investment solutions at Arabesque Asset Management, Dimensional Fund Advisors, Vanguard, Aberdeen Standard Investments, AXA Rosenberg and Blackrock. Joy has an MBA from the University of Chicago Booth School of Business, and a BS in Electrical Engineering from Cooper Union's Albert Nerken School of Engineering. /episode/index/show/theblackswanspodcast/id/23232287

Portfolio Strategy and Predicting Inflation: Special Guest Frances Newton Stacy 07/14/2021

Portfolio Strategy and Predicting Inflation: Special Guest Frances Newton Stacy 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. /episode/index/show/theblackswanspodcast/id/19798193

Hedge Fund Activism: Special Guest Nicole Boyson 06/01/2021

Hedge Fund Activism: Special Guest Nicole Boyson 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 /episode/index/show/theblackswanspodcast/id/19278944

Taking Risks, Business Confidence, and Adversity: Special Guest Velera Wilson 05/17/2021

Taking Risks, Business Confidence, and Adversity: Special Guest Velera Wilson 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 /episode/index/show/theblackswanspodcast/id/19024187

Tax Proposals and Estate Planning: Special Guest Megan Gorman 05/10/2021

Tax Proposals and Estate Planning: Special Guest Megan Gorman 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. /episode/index/show/theblackswanspodcast/id/19024016

Hedge Funds, GameStop & The Future of Investing: Special Guest Dominique Mielle 03/22/2021

Hedge Funds, GameStop & The Future of Investing: Special Guest Dominique Mielle 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. /episode/index/show/theblackswanspodcast/id/18398402

Bridging the Generational Divide: Special Guest Julia Carreon 02/12/2021

Bridging the Generational Divide: Special Guest Julia Carreon Julia Carreon is a strategic adviser whose specialty is in Gen Z, Wealth Tech & Digital Transformation. Her relentless focus on execution has served her and her teams well. She has led 400+ person teams at a Fortune 50 company where she was responsible for everything from strategy to launch of end-to-end digital initiatives for clients and employees. Her team was among the first to launch a mobile app for financial advisors to use with clients while out of the office. /episode/index/show/theblackswanspodcast/id/17918387

Our Money Stories: Special Guest Eugenie George 02/02/2021

Our Money Stories: Special Guest Eugenie George Eugenie George is a financial wellness specialist and educator and this is her specialty! /episode/index/show/theblackswanspodcast/id/17783285

Bitcoin 101: Special Guest Morgen Rochard, CFA 01/19/2021

Bitcoin 101: Special Guest Morgen Rochard, CFA Morgen Rochard is a fee-only CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst and Registered Life Planner. Prior to founding Origin Wealth Advisers LLC in 2014, Rochard managed portfolios at UBS Financial Services for high net worth investors. She also worked at Merrill Lynch providing financial analysis for a large private wealth team. She started her career in finance, trading for Trinity Derivatives Group as an equity options market maker. /episode/index/show/theblackswanspodcast/id/17480381

COVID-19 Separating Fact from Fiction: Special Guest Dr. Carrie Mantha 01/11/2021

COVID-19 Separating Fact from Fiction: Special Guest Dr. Carrie Mantha Dr. Carrie Mantha returns to the podcast to help us separate fact from fiction on all things COVID-19. As always Dr. Mantha helps explain the nuances with the vaccine, side effects, the truth about treatments, and much more! /episode/index/show/theblackswanspodcast/id/17474171

Winning by Investing in Women: Special Guest Shelly Porges 12/29/2020

Winning by Investing in Women: Special Guest Shelly Porges Shelly is Co-Founder & Managing Partner of The Billion Dollar Fund for Women and Beyond the Billion. She is a Board Member of the Financial Alliance for Women & on the Advisory Board for Cornerstone Capital, Mindshift Capital, Different Funds & Global Invest Her. Ms. Porges served as President of the North American Jury for Cartier Women’s Initiative & was the former Senior Advisor, Global Entrepreneurship Program (GEP) at the U.S. State Dept, under Secretary Hillary Clinton. /episode/index/show/theblackswanspodcast/id/17251157

Confessions of an Allocator: Special Guest Vanessa Wieliczko 12/22/2020

Confessions of an Allocator: Special Guest Vanessa Wieliczko Vanessa is the Director of Investments for HoyleCohen Wealth Management, overseeing $2.5 billion in AUM, and serving in the leadership of an RIA with 49 employees, and offices in San Diego, Santa Monica, Sacramento & Phoenix. She leads the firm’s Investment Committee, helping to define future growth and development of investment management strategies. /episode/index/show/theblackswanspodcast/id/17250899

All About Responsibility: Special Guest Liz Simmie 12/09/2020

All About Responsibility: Special Guest Liz Simmie Liz Simmie is the co-founder of Honeytree Investment Management, an asset management firm focused on responsible growth, based in Toronto. Together with the team she manages Honeytree’s concentrated active investment strategies for institutional and private clients. We are proud to be one of the handful of female led responsible asset management firms globally leading the conversation. /episode/index/show/theblackswanspodcast/id/17121377

The Psychology of Money: Special Guest Dr. Joy Lere 12/04/2020

The Psychology of Money: Special Guest Dr. Joy Lere Joy Lere is a licensed clinical psychologist and consultant who practices where Freud meets finance. She has previously served as an Associate Clinical Professor in Clinical Psychology at George Washington University and has held research and clinical positions with Penn Medicine Princeton Health, the Department of Defense, and Children's National Medical Center. /episode/index/show/theblackswanspodcast/id/17049533

Turning the Tables: Special Guest Penny Phillips 11/17/2020

Turning the Tables: Special Guest Penny Phillips Penny launched Thrivos Consulting with a vision of building a firm that would transcend the traditional norms of industry consulting. /episode/index/show/theblackswanspodcast/id/16776101

COVID-19 A Global Perspective: Special Guest Dr. Carrie Mantha 11/10/2020

COVID-19 A Global Perspective: Special Guest Dr. Carrie Mantha A scientist by education and physician by training, Dr. Mantha spent many years on Wall Street, leading healthcare investments for the Galleon Group, one of the largest and most influential asset managers in the US. Over the course of her career, she directed more than two billion dollars of investment capital into cutting-edge biotechnology and medical device companies, helping to bring several life-saving therapies to patients. /episode/index/show/theblackswanspodcast/id/16710938

Investing in Freedom: Special Guest Perth Tolle 11/06/2020

Investing in Freedom: Special Guest Perth Tolle Perth Tolle is the founder of Life + Liberty Indexes. Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in CA and TX. Prior to Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Through her China experience she gained a high level of conviction regarding the impact of sound governance, individual freedoms, and rule of law on economic growth and innovation. /episode/index/show/theblackswanspodcast/id/16702373

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