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The COVID-19 global health and economic crisis has highlighted the need for leadership and capital to be urgently targeted towards the vulnerabilities in the global economy. Through conversations with academics and asset owners, the Fiduciary Investors Podcast Series is a forward looking examination of the changing dynamics in the global economy, what a sustainable recovery looks like and how investors are positioning their portfolios. The much-loved events, the Fiduciary Investors Symposium ...
 
The Fiduciary Talk podcast series centers around pertinent industry topics and provides important overviews of what’s happening in regulation, in the marketplace, and technology to affect the standard of care for investment advice. The podcasts are a great way to get up-to-date on current trends and receive helpful insights from subject matter experts at Fi360 and from across the financial industry.
 
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show series
 
Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses fiduciary liability insurance with Bill Ridley from HUB International. Topics discussed include fidelity bonds and cyber insurance. Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Bill Ridley, HUB Inte…
 
What is the Fiduciary Investors series? The COVID-19 global health and economic crisis has highlighted the need for leadership and capital to be urgently targeted towards the vulnerabilities in the global economy. Through conversations with academics and asset owners, the Fiduciary Investors Podcast Series is a forward looking examination of the ch…
 
Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses fiduciary liability insurance with Bill Ridley from HUB International. Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Bill Ridley, HUB International Thanks for listening to Washington Financial Group’…
 
Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses ESG's and government regulations with Megan Fielding from Nuveen. Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Megan Fielding, Senior Director of Responsible Investing, Nuveen Thanks for listening t…
 
Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses ESG's role in defined contribution plans with Megan Fielding from Nuveen. Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Megan Fielding, Senior Director of Responsible Investing, Nuveen Thanks for lis…
 
Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses ESG investing with Megan Fielding from Nuveen. Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Megan Fielding, Senior Director of Responsible Investing, Nuveen Thanks for listening to Washington Financ…
 
About Stephen Kotkin Stephen Kotkin is the John P Birkelund Professor in History and International Affairs at Princeton University. He is the co-director of the program in history and the practice of diplomacy and the director of the Princeton Institute for International and Regional Studies. He established the Princeton department’s Global History…
 
About Joseph Stiglitz Joseph E. Stiglitz is an American economist and a professor at Columbia University. He is also the co-chair of the High-Level Expert Group on the Measurement of Economic Performance and Social Progress at the OECD, and the chief economist of the Roosevelt Institute. A recipient of the Nobel Memorial Prize in Economic Sciences …
 
Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Jean Dunn, Vice President, Insights Leader, T. Rowe Price Thanks for listening to Washington Financial Group’s Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTu…
 
Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Jean Dunn, Vice President, Insights Leader, T. Rowe Price Thanks for listening to Washington Financial Group’s Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTu…
 
About Marcie Frost Marcie Frost joined CalPERS as chief executive officer (CEO) in October 2016. She is the ninth CEO and second woman to head America's largest pension fund. As CEO, Marcie oversees an annual budget of $1.8 billion, an experienced team of 2,800 professionals, and three lines of business for the fund: pensions, health benefits, and …
 
Participants: Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International John Carl, President, Retirement Learning Center Thanks for listening to Washington Financial Group’s Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTunes or wherev…
 
Participants: Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International John Carl, President, Retirement Learning Center Thanks for listening to Washington Financial Group’s Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTunes or wherev…
 
About William Nordhaus William Nordhaus was born in Albuquerque, New Mexico (which is part of the United States). He completed his undergraduate work at Yale University in 1963 and received his Ph.D. in Economics in 1967 from the Massachusetts Institute of Technology, Cambridge, USA. He has been on the faculty of Yale University since 1967 and has …
 
About Sharan Burrow Sharan Burrow was elected General Secretary of the ITUC at its Second World Congress in Vancouver, June 2010. Prior to this, she held the position of ITUC President since its Founding Congress in Vienna (November 2006) and the position of ICFTU President since its 18th World Congress in Miyazaki (November 2004). She is the first…
 
About Philip Duffy Dr. Philip Duffy is a physicist who has devoted nearly 30 years to using science to address to the societal challenge of climate change. As a former Senior Advisor in the Obama White House, he has helped shape domestic and international climate policy, US global change research, and was involved in international climate negotiati…
 
About Gloria Steinem Gloria Steinem is a writer, political activist, and feminist organizer. She was a founder of New York and Ms. magazines, and is the author of The Truth Will Set You Free, But First It Will Piss You Off, My Life on the Road, Moving Beyond Words, Revolution from Within, and Outrageous Acts and Everyday Rebellions, all published i…
 
Participants: Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International John Carl, President, Retirement Learning Center Thanks for listening to Washington Financial Group’s Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTunes or wherev…
 
Participants: Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International John Carl, President, Retirement Learning Center Thanks for listening to Washington Financial Group’s Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTunes or wherev…
 
Participants: Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International John Carl, President, Retirement Learning Center Items referenced: CARES Act “Clean-Up in Aisle 9” Thanks for listening to Washington Financial Group’s Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, …
 
About Simon Pilcher Simon Pilcher was appointed the chief executive of USS Investment Management in May 2019. He started his career in asset management in 1987 at Morgan Grenfell before moving to Prudential in 1998, a year before it acquired M&G Investments. At M&G Prudential, he led the fixed income and alternatives businesses for two decades befo…
 
Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Jen Amato, CPA, Director, SC&H Group Thanks for listening to Washington Financial Group’s Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTunes or wherever you a…
 
About Stephen Kotkin Stephen Kotkin is the John P Birkelund Professor in History and International Affairs at Princeton University. He is the co-director of the program in history and the practice of diplomacy and the director of the Princeton Institute for International and Regional Studies. He established the Princeton department’s Global History…
 
About Jeff Wendling Jeff Wendling became president and chief executive officer (CEO) of HOOPP on April 1, 2020. He has 30 years of investment management experience and has been with HOOPP since 1998. Prior to his appointment as CEO, he had served as HOOPP’s executive vice president and chief investment officer since 2018. Before that, he spent more…
 
About Andrew Parry Parry is head of sustainable investment at Newton Investment Management. He was previously head of sustainable investing at Hermes Investment Management, developing the firm’s impact investing capabilities, and aligning its funds to the UN Sustainable Development Goals. He previously held roles as head of equities and impact inve…
 
Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Jen Amato, CPA, Director, SC&H Group Thanks for listening to Washington Financial Group’s Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTunes or wherever you a…
 
About Michelle Ostermann Michelle Ostermann is responsible for the overall management and continuing development of the Railway Pension Scheme’s investment management capability. Her primary focus is to ensure it attracts and retains the best possible talent to achieve the long-term investment goals. She joined Railpen in January 2019 as chief fidu…
 
About Ash Williams Ash Williams has earned a reputation for being able to head into the stormiest of investment markets and still show positive returns that outperform benchmarks and impress colleagues. As executive director and chief investment officer for the Florida State Board of Administration, Williams is responsible for managing approximatel…
 
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זכויות יוצרים 2021 | מפת אתר | מדיניות פרטיות | תנאי השירות
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