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Arnerich Massena, Inc.
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Arnerich Massena, Inc.
Arnerich Massena Podcast
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Episodes of Arnerich Massena Podcast
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Erik Selden has been in commercial banking and real estate lending for more than 17 years, including eight years as Senior Vice President at First Citizens Bank. Having financed more than a quarter billion dollars in real estate, he’s seen a wi
This year, the United Nations is “recognizing the contribution of women and girls around the world who are leading the charge on climate change adaptation, mitigation, and response, to build a more sustainable future for all”: the theme for Int
This year, the United Nations is “recognizing the contribution of women and girls around the world who are leading the charge on climate change adaptation, mitigation, and response, to build a more sustainable future for all”: the theme for Int
Susheela Peres Da Costa, BA, MA, CIMA, Head of Advisory at Regnan, is a pioneer of researching diversity, equity, and inclusion in the world of finance. Her best practice guides and white papers have been published by PRI, Regnan, and Responsib
“A professional trustee is probably easier to define by what we are not,” begins Greg Bowman, CEO of Northwest Trustee & Management Services in this podcast interview with Senior Wealth Strategist Glen Goland, JD, CFP. A trustee is not an inves
What is long-term care insurance, do you need it, and what types of options are available? As people plan ahead for their future needs, long-term care insurance can be an important part of the puzzle, and Adam Clough, MBA, CFP®, CLU, TEP, Direc
“It actually turns out that 60 percent of adults do not have an estate plan, which is pretty shocking, especially since 90 percent of people say that they want to benefit their families and make their deaths as easy as possible on their familie
Senior wealth strategist Glen Goland, JD, CFP, sits down with personal and divorce coach Lara Brunstrom of Sterling Fire Coaching to learn more about the divorce process and how coaching can help people manage both the practical issues and the
In this 10-minute podcast, senior wealth strategist and investment advisor Glen Goland, JD, CFP, interviews Eric Hormel, CPA, accountant and shareholder from accounting firm Perkins and Company. They explore the question of whether an individua
Life happens, and we want to help you be prepared. Our goal is to build legacies, and part of that includes planning to ensure your family’s legacy is protected in any eventuality. In this podcast, investment and philanthropic advisor Katherine
“There are a lot of moving pieces in the federal tax world right now,” begins senior wealth strategist Glen Goland, JD, “with signs of future tax increases all around us, I’m grateful to have a chance to help our clients get out in front of som
“Reach out, reach out – connect! We are all in this together!” ~Kate DeGraw, I AM Learning Partnership Community Service CoordinatorArnerich Massena’s I AM Learning Partnership is working hard to continue delivering critical help and services
As we launch a brand new decade, it’s a good time to take a look back at where we are coming from and think about where we’re headed. In this podcast, Co-CEO and Co-CIO Bryan Shipley, CFA, CAIA, sits down with research analyst Ben Larsen to rec
Join senior research analyst Arthur Coyne, CFA, and research analyst Melissa Liu as they talk about the coming cultural, economic, and political changes that may affect the investment landscape in 2020. Each year, we gather together our analyti
In Part 2 of our podcast series, Investment Committees: More than the sum of their parts, we take a look at traditional versus discretionary advisory services. Luka Arnerich, CAIA, a consultant with more than ten years of working with committee
In our recent white paper, Investment Committees: More than the sum of their parts, we look at why some investment committees generate better investment outcomes than others. We examine what elements can make a committee successful, and discuss
We recently posted part 1 and part 2 of our Impact Investing Podcast Series, which provided some background and context to the history of Arnerich Massena’s impact research, and then discussed what impact investing is and why it’s drawing atten
We’re pleased to now present part 2 of our Impact Investing Podcast Series, in which we look at what impact investing is and why it’s worth your attention. In this podcast, co-CIO Bryan Shipley, CFA, CAIA, and investment advisor Ryland Moore di
Arnerich Massena is pleased to introduce our first Research Focus podcast, in which we take a deep dive into our investment research and share our thoughts on the market landscape and investment topics. In this inaugural Research Focus podcast,
Introducing Arnerich Massena's Impact Investing Podcast Series: in this series of podcasts, we'll explore impact investing from a variety of different angles. This is Part 1, featuring co-CIOs Tony Arnerich and Bryan Shipley, CFA, CAIA, providi
Arnerich Massena is excited to announce the addition of philanthropic advising to our service model. Philanthropy is a fundamental component of the company’s corporate philosophy and vision, and the firm shares this passion with clients by prov
Listen to co-CIO Bryan Shipley, CFA, CAIA and investment advisor Kate Deines as they dive deeper into the discussion about Arnerich Massena’s 2019 investment trends to watch for. In this podcast, they’ll discuss the accelerated changes in techn
Arnerich Massena senior consultant James Ellis, CFA, shares insights on how public universities can make up funding shortfalls after decreases in state spending. He discusses fundraising solutions and investment portfolio ideas for funding publ
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