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Day Two at Commonwealth Financial Network’s 2019 National Conference Oct 04, 2019

Show notes

Joni Youngwirth, Managing Principal of Practice Management at Commonwealth Financial Network, discusses planning for a mindful retirement. Lindsey Piegza, Chief Economist at Stifel Financial, shares her thoughts on what she sees as a “disappointing” September jobs report. Trap Kloman, President and COO at Commonwealth Financial Network, talks about the evolution of the financial adviser industry. Jeff Grabow, U.S. Venture Capital Leader at Ernst & Young, discusses “record territory” for VC investing. University of Colorado at Boulder Associate Dean Richard Wobbekind breaks down the Denver economy. Jason Wheeler, CEO at Pathfinder Wealth Consulting, shares his thoughts on succession planning. And we Drive to the Close with Vance Barse, Wealth Strategist with Your Dedicated Fiduciary.

Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan.

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Businessweek Extra - Michael Tennenbaum Oct 04, 2019

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Hosted by Carol Massar and Jason Kelly.

Featuring an in-depth conversation with Michael Tennenbaum, the co-founder and Senior Managing Partner Emeritus of Tennenbaum Capital.

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Businessweek Talks- Delta CEO Ed Bastian Oct 04, 2019

Show notes

Delta Air Lines CEO Ed Bastian discusses the impact of the trade war, disruption in the oil market, a stagnant stock price, and airline consolidation. He speaks with Bloomberg Businessweek anchor Jason Kelly in the latest edition of Businessweek Talks.

Host: Jason Kelly. Producer: Paul Brennan

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Commonwealth Financial Network 2019 National Conference Oct 03, 2019

Show notes

Greg Gohr, Senior Vice President of Wealth Management at Commonwealth Financial Network, discusses the evolution of the fee only advisement business. Rob Katz, CEO at Vail Resorts, talks about the company’s expansion and the upcoming Rocky Mountain ski season. Shabri Moore, President of Moore Wealth, explains how to put emotional thoughts about retirement into action. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Private Equity Reporter Heather Perlberg break down the Businessweek Magazine cover story on private equity taking over the world. Katherine Liola , CEO at Concentric Private Wealth, explains how to create a financial fitness plan. Chuck Olsen, CEO at CalmWater Financial Group, talks about the benefits of a financial education. And we Drive to the Close with Brad McMillan, CIO at Commonwealth Financial Network.

Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan.

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Markets Take a Turn Down on Eco Slowdown, Irish Butter Kerrygold Has Conquered America’s Kitchens Oct 02, 2019

Show notes

Abhay Deshpande, Chief Investment Officer at Centerstone, discusses a volatile day in the markets following signs of economic weakness. Bloomberg News Bond Reporter Alex Harris andBloomberg Economics Senior U.S. Economist Yelena Shulyatyeva break down concerns over that economic data. Bloomberg Businessweek Freelance Writer Elizabeth Dunn talks about Irish butter Kerrygold and their double-digit U.S. growth almost every year for the past decade. Bloomberg Intelligence Senior Consumer Analyst Seema Shah discusses earnings from Bed, Bath and Beyond. And we Drive to the Close with Eric Marshall, Portfolio Manager at Hodges Funds.

Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan.

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Penn State President Discusses Obligation to Engage Students Oct 01, 2019

Show notes

Penn State President Dr. Eric Barron talks about how universities are adapting to a changing competitive landscape in higher education. He explains why Penn State is working to produce students that are trained for careers.

Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan.

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Markets See Impeachment as Theatre, Disrupting Big Food, Liquidity in Private Equity, Blow to Offshore Wind Power Oct 01, 2019

Show notes

Bloomberg News Congressional ReporterAnna Edgerton and Isaac Boltansky, Director of Policy Research at Compass Point, talk about how the Democrats impeachment inquiry impacts trade and other business related issues. Jeff Dunn, CEO at Bolthouse Farms, talks about disrupting the food business and removing all the big company restraints to do that. Antoine Drean, CEO at Triago, discusses opportunities in private equities. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Environmental Regulations Reporter Jennifer Dlouhy discuss why it’s hard to build offshore wind power in the U.S. And we Drive to the Close with Doug Sandler, Global Strategist at RiverFront Investment Group.

Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan.

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Three Things to Focus On, Three Things to Ignore, Virtual Reality in Focus Sep 30, 2019

Show notes

Vinny Catalano, Chief Investment Officer at Redmount Capital Partners, discusses the warning signs investors need to pay attention to and those they should ignore. Ebbe Altberg, CEO at Linden Lab, talks about advances in virtual reality.

Hosts: Lisa Abramowicz and Paul Sweeney. Producer: Paul Brennan.

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Corporate America Bingeing on Debt, Mini-Trade Deal Possible, Everyone Has a Wealth Number Sep 30, 2019

Show notes

Bloomberg News Corporate Finance Reporter Molly Smith discusses how blue-chip U.S. companies have begun to ramp up borrowing again as central banks globally flood economies with money. Andy Browne, Bloomberg New Economy Editorial Director, breaks down the latest turns in the trade war between the world’s two largest economies. Bloomberg Businessweek Editor Joel Weber and Bloomberg Businessweek Economics Editor Peter Coy explain how a new index gives everyone in the world a number from -2 to 11. And we Drive to the Close with Alan Zafran, Founding Partner and Co-CEO at IEQ Capital.

Hosts: Lisa Abramowicz and Paul Sweeney. Producer: Paul Brennan.

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Bloomberg Businessweek Weekend - September 28th, 2019 Sep 28, 2019

Show notes

Hosted by Carol Massar and Jason Kelly.

Featuring highlights from the Bloomberg Global Forum. Including interviews with:

-Steve Schwarzman, Blackstone Group co-founder and CEO

-Brian Moynihan, Bank of America CEO

-Anand Mahindra, Mahindra Group Chairman

-Jonathan Gray, Blackstone Group President and COO

-Bruce Flatt Brookfield Asset Management CEO

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