Tag Archives: #Investors

Episode 197 – Investing in Turbulent Times: A 2023 Recap and 2024 Outlook with Matt Berger

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , ,

Matt Berger is the Vice President of Client Investment Strategies at Lincoln Financial Group, a firm that has been helping millions of people plan, protect, and retire for over a century. 

In this podcast, we analyze market dynamics, economic resilience, and insights from Lincoln Financial Group’s Matt Berger as we set the stage for investors in the transformative year ahead.

Topics also discussed:

  • Reflections on the markets in 2023, investor expectations, and recency bias.
  • Counterintuitive investor behavior of pouring into money market funds despite strong market conditions, highlighting a mismatch between market reactions and investor actions.
  • The resilient economy in 2023 and the risks for the economy in 2024.
  • The potential for the Fed to pivot in 2024 based on disinflationary trends and market expectations, with insights into the Fed’s likely rate cuts.
  • Market performance during election years, emphasizing market indifference to politics but potential volatility due to uncertainty.
  • Outlooks for 2024: Mixed sentiments among investors, with short-term traders facing potential volatility, and long-term investors advised to focus on goals and maintain a diversified portfolio.

 

Resources:

Subscribe to Lincoln’s Market Intel Exchange, the chartbook that keeps you informed on the most notable economic and market insights from the quarter.

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Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Affiliates are separately responsible for their own financial and contractual obligations.

Affiliates include broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY.

The views expressed are those of the speaker and not necessarily of any Lincoln Financial Group affiliate or the broker-dealer, or any affiliates. These views are not based on any particularized financial situation, or need, and are not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific strategy, product or service. Investing involves risk including the risk of loss of principal.

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Episode 194 – Democratizing Access to Alternatives & Portfolio Management with Alan Strauss

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

Alan Strauss is the Senior Partner and Director of Investor Relations at Crystal Capital Partners: a premier independent platform connecting financial advisors to the trillion-dollar alternative investment industry. 

In this episode, Doug talks with Alan about the essential components of alternative investments driving portfolio success and financial advisor adaptability. 

They also discussed:

  • The growth of alternatives in the financial industry, emphasizing their mainstream acceptance and their role in bringing risk mitigation, lower volatility, and outperformance to investor portfolios.
  • The role of alternatives in asset allocation and their impact on portfolio creation and management.
  • Evolution of the traditional 60/40 portfolio to a more diversified approach.
  • The use of alternative strategies by advisors to drive business growth, compete with larger wealth management firms, and capture more wallet share from clients.
  • The demand for different types of alternatives, including distinctions between liquid and illiquid alternatives and the opportunities in private markets.
  • Common misconceptions about alternatives, and the importance of education to dispel these misconceptions.
  • The role of platforms like Crystal in democratizing access to alternatives and portfolio management, providing lower investment minimums, a unified interface, and tools for education and business development.
  • The importance of diversity and inclusion in the alternative space, both internally within corporate structures and in investor portfolios, with a focus on women as investors and managers.

 

Resources: 

Crystal Capital Partners

 

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Episode 186 – Rising Rates and Resilient Markets with Amber Williams

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

Amber Williams is the Chief Sustainability Officer & Head of Client Investment Strategies at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century. 

In this podcast, Amber talks us through the key themes that are currently on the minds of investors, while also sharing her expertise on investment strategies and market trends.

They also discussed:

  • Amber’s role at Lincoln Financial Group and her career in investments and insurance.
  • How investors are feeling about market performance and rising interest rates.
  • Why higher interest rates haven’t caused a more significant economic slowdown.
  • Potential headwinds in the economy, including consumer trends, job markets, and inflation.
  • The current state of interest rates and expectations for the future.
  • The return of value propositions for fixed income in portfolios and considerations for retirement income.
  • The importance of guaranteed income solutions and their potential benefits in the current interest rate environment.
  • The current stage of the market cycle, with Amber’s perspective on the late stages and a potential future recession.

 

Resources: 

Subscribe to Lincoln’s Market Intel Exchange, the chartbook that keeps you informed on the most notable economic and market insights from the quarter.

 

Insurance products are issued by The Lincoln National Life Insurance Company, Fort Wayne, IN, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so.

Contracts sold in New York are issued by Lincoln Life & Annuity Company of New York, Syracuse, NY, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer.

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Affiliates are separately responsible for their own financial and contractual obligations.

Affiliates include broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY.

The views expressed are those of the speaker and not necessarily of any Lincoln Financial Group affiliate or the broker-dealer, or any affiliates. These views are not based on any particularized financial situation, or need, and are not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific strategy, product or service. Investing involves risk including the risk of loss of principal.

 

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Episode 172 – Structuring for Success: A Guide to Increased Firm Valuation with John Langston

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , ,

John Langston is the Founder and Managing Partner of Republic Capital Group, a provider of investment banking services to the RIA, Wealth and Asset Management communities. The team at Republic Capital offers buy side and sell side services, merger advisory and sourcing equity and debt capital, bringing extensive experience across financial services to their clients.

In this podcast, John reveals expert insights on boosting your firm’s value, from structuring success and attracting investors to navigating market dynamics and avoiding pitfalls.

They also discussed:

  • The importance of a robust succession plan and talent acquisition.
  • The key drivers that attract investors, such as implementing a repeatable growth model and diversifying your firm’s geographic reach.
  • Navigating the delicate balance of profitability and advisor compensation.
  • The critical timing for focusing on valuation and why early preparation can yield remarkable results.
  • The current market dynamics and the impact of big firms acquiring smaller ones on the industry’s future.

 

Resources: 

RepublicCapitalGroup

 

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Episode 125 – NYC Pop-Up Podcast: Investing in Financial Distress – With George Schultze

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , ,

George Schultze is the Managing Member of Schultze Asset Management. George chairs its investment and strategy committees and, together with his team, makes final decision over all investments for the portfolio. Since it’s founding, Schultze Asset Management has executed over $7.4 billion in total investment transactions. 

Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and George discuss the business of distressed investing and finding the diamonds in the rough.

They also discussed:

  • The impact the pandemic had on business
  • The current macroeconomic trends that can be seen
  • The all time low Credit Suisse recently hit and how this company can recover during this market
  • The best opportunities in the stock market right now long and short
  • Insights on Cineworld
  • How increasing fed rates will impact businesses currently at the brink of distress
  • Additional ways that investors can take advantage of the current market

Resources: 

Schulze Asset Management



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