Informed Decisions Drive Better Outcomes

Webinar with Apollo Lupescu from Dimensional Funds

Our webinar yesterday with Apollo Lupescu was full of great anecdotes and information.

AI and the Investing Landscape

We had a fascinating conversation on the investment landscape for Artificial Intelligence (AI) with Marc Nabi of Capital Group on Wednesday.

Replay: Webinar with Osterweis

We had another fantastic conversation with the portfolio managers of the Osterweis Strategic Income Fund this week.

End of Year Note + BEW Webinar + Links

At the risk of spiking the football on the one-yard line, 2023 has turned into a great year for investors.

Webinar Replay with Apollo Lupesco, PhD

We hosted a fantastic webinar last Wednesday with Apollo Lupesco, PhD. Apollo has an incredible ability to contextualize the thorniest issues in investing....

BEW Webinar with Apollo Lupescu – Weds, Sept 20 at 10 a.m. + Links

The Acquired podcast does long, wonderful deep dives into iconic businesses. Two recent shows were fantastic.

Webinar Replay with Capital Group’s Kent Chan

Our conversation with Kent Chan travelled the globe and covered a wide range of topics including Artificial Intelligence (AI), small cap vs. large cap...

Webinar Replay: Seafarer

Below is a replay of a fascinating and globe-trotting conversation with Paul Espinosa, co-portfolio manager of the Seafarer Overseas Growth and Income Fund...

Webinar Replay: Osterweis

Carl Kaufman gives the Fed a C+ for their moves this year. Like the embarrassing uncle, the Fed is late to the party with raising rates and may be...

Watch: Webinar with John Emerson, Former U.S. Ambassador to Germany

We had a fascinating conversation with John Emerson. He provides such a wealth of experience and knowledge, we could have picked his brain for much longer than an hour.

Watch: Q&A with the Portfolio Managers of the Osterweis Strategic Income Fund

The Fed actions in suppressing interest income is like Aesop’s fable where the wind and the sun try to see who can make a man remove his coat. The sun wins because the harder the wind...