David Hertlein’s Post

Investor interest in alternative investments has been gaining momentum in recent years. We explore the characteristics, risks, and opportunities available in the asset class in a new episode of the Conversations with Commerce Trust podcast, hosted by Chief Investment Officer David Hagee. https://lnkd.in/gG7ceTtv

Excited to share the latest podcast episode coming from James Whelan, sitting down with Richard Rauch, CFA from Brandywine Global Investment Management and Morningstar's Matt Wacher, CAIA to explore global #FixedIncome markets at Ensombl. The conversation covers the inefficiencies and investable opportunities in global fixed income. Learn about the best international #markets for #investment and gain insights into managing risk through the lens of duration. Listen to the podcast: https://lnkd.in/gsB9C9Kz #InvestmentOpportunities #InvestingInsights #InvestmentPortfolio #Podcast

In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer David Hagee talks with Cindy Rapponotti, our Director of Alternative Investments, to discuss the alternative investments category, the unique characteristics of alternatives and their associated risks. https://hubs.la/Q02yDRRW0

Check out Conversations with Commerce Trust, our podcast about the markets, investment themes, and economic insights that matter to you with host and Chief Investment Officer David Hagee. Is your wealth management plan aligned with your financial goals? The Commerce Trust team is here to serve you. 

Bruce Flatt, our CEO, sat down with Nicolai Tangen on Norges Bank Investment Management's #podcast "In Good Company" to discuss the benefits of investing in private markets, the global megatrends shaping them and the qualities that distinguish a good investor. Listen to the full episode here: http://spr.ly/6044Ruz3s #ingoodcompany

🎙️ Philip King, Chief Investment Officer of Regal Funds Management (Core Fund Manager) recently joined Koda Capital's Inside the Rope podcast. 💡 Phil shares insights into his approach to investment, highlighting the importance of curiosity, good listening skills, and an ability to remain unaffected by market fluctuations 📈. He also talks about Regal's strategic focus, including their trading approach, long-term investments, and the rationale behind their portfolio turnover rate. 🎧 You can listen to the podcast here: https://hubs.la/Q02m0Gpl0 #ThoughtLeaders #InvestmentInsights #InvestmentOpportunities

Back in December, Damian Barry, Chief Investment Officer at MASECO Private Wealth, joined Samuel Leach, to discuss his journey through the dynamic realm of investments and his strategies for navigating market volatility. He shares his valuable perspectives on creating robust investment portfolios, adapting to global market changes, and the art of balancing risk and reward. Click the link below to listen to the full "Wise Wealth Podcast" episode. #InvestmentStrategy #GlobalMarkets #WealthManagement https://lnkd.in/ePemcEsK

ETFs. The evolution is extraordinary. Over the past five years, we've seen a remarkable shift in the ETF landscape. Last week, we had the pleasure of hosting Gemma Dale from nabtrade on the podcast, where we dove into some fascinating trends. One of the most exciting takeaways? More and more young Aussies are embracing long-term, buy-and-hold investment strategies through ETFs.📈

I was honored to be invited by Raymond Aaron to join him on his podcast! 🎙️ We discussed the key message from my bestselling book, The Million Dollar Decision, and how everyday investors can beat Wall Street at its own game. We also dive into the critical difference between mutual funds and ETFs—and why it’s crucial for your investment strategy. #investing #etf #mutualfunds

Episode 49 is LIVE 📶 🔊 The next episode we bring our listeners is a deep dive into growth-stage investing with a guest who has 10 years of experience in alternative investment and investment banking. Erica Blob, Partner and Co-Founder at Brighton Park Capital, joins the podcast this week and not only shares her interesting journey to Brighton Park Capital, but also gives our listeners insight into the firm's investment philosophies and value creation strategies. Listen to Sean Mooney and Erica's conversation to understand more about: 🔹 Erica's path to PE including learning from some industry legends 🔹 The challenges and triumphs of establishing Brighton Park Capital during the pandemic 🔹 Key traits Brighton Park Capital looks for in growth-stage companies and their strategic approach to fostering operational excellence 🔹 An innovative approach to engaging with LPs 🔹 The current thematic focuses for value creation within the portfolio 🔹 A life-hack for frequent travelers Want to hear more? Listen to the episode on any podcast platform or by directly clicking the link in the comments ⤵