Created with Sketch.
Gordon Asset Management Podcast
38 minutes | Jun 23, 2021
The anatomy of a balanced fund wsg/ T. Rowe Price's Ira Carnahan
The Gordon Asset Management Podcast welcomes Ira Carnahan to the show. Ira works on the portfolio management team for T. Rowe Price's Capital Appreciation Fund. T. Rowe Price Capital Appreciation is one of our favorite balanced funds; consistently ranking among the best performing of its peers. On the podcast Ira explains the management philosophy behind the fund and highlights some potential areas of growth. For more information, please visit troweprice.com.Music compliments of Id Obelus: https://idobelus.bandcamp.com/
4 minutes | Jun 4, 2021
QUICK TAKE: Is 401k Participant Data a Plan Asset? Todd Z's rundown on the Shell Oil 401k lawsuit
Is your personal data a plan asset or can service providers use this data to cross-sell financial products? In this brief update Todd Zempel breaks down recent developments from the Shell Oil 401k lawsuit. For more information about our firm, please visit www.WealthQB.com
26 minutes | May 19, 2021
The 4th Industrial Revolution is Here w/ Tom Snyder, Executive Director of RIoT
The Gordon Asset Management Podcast welcomes Tom Snyder to the show. Tom is the executive director of Raleigh NC's RIoT organization. RIoT is an organization that mentors entrepreneurs, a startup accelerator, and R&D lab, for companies and individuals in the IoT (Internet of Things) space. On the podcast Tom discusses what happening at RIoT, the business climate in North Carolina, and upside potential for technology during the 4th Industrial Revolution. For more information about Tom or RIoT, check out www.riot.org.
37 minutes | Mar 30, 2021
A growthy way to invest in real estate w/ Burland East
The Gordon Asset Management Podcast welcomes Burland East to the show. Burl is CEO at American Assets Capital Advisers and Portfolio Manager for the Altergris/AACA Opportunistic Real Estate Fund. On the episode Burl describes his process which has led to significant outperformance in his real estate fund and highlights areas he sees future potential for growth. For more information about Burl, please visit aacadvisers.com.
36 minutes | Mar 25, 2021
Entrepreneurial legend Scot Wingo opines on everything
The Gordon Asset Management Podcast welcomes Scot Wingo to the show. Scot is a successful serial entrepreneur and curator of the 'triangle tweeners' list--an index of North Carolina triangle region start-ups. On the episode Scot shares his thoughts on everything from the local Raleigh start-up scene, to blockchain, and the economy. For more information about Scot check out his podcast, the Jason & Scot Show at www.retailgeek.com or follow Spiffy at www.getspiffy.com.
35 minutes | Mar 6, 2021
The State of Free Enterprise w/ Northwood University's Dr. Dale Matcheck
The Gordon Asset Management Podcast welcomes Dr. Dale Matcheck to the show. Dr. Matcheck is Professor and Department Chair of Economics at Northwood University--a college rooted in the ideology of the free market system. On the episode Dr. Matcheck addresses some of the challenges to the free enterprise system we face on the heels of COVID, as well as the shortfalls of higher education. For more information about Dr. Matcheck or Northwood University, please visit Northwood.edu.
29 minutes | Feb 22, 2021
What is Responsible Investing? wsg/Megan Fielding, Senior Director of Responsible Investing for TIAA/Nuveen
The Gordon Asset Management Podcast welcomes Megan Fielding to the show. Megan is Senior Director of Responsible Investing for TIAA/Nuveen. On the episode Megan breaks down what Responsible Investing (also known as ESG or Sustainable Investing) is and the potential opportunity it has created for investors. For more information about Megan or TIAA/Nuveen, please visit nuveen.com.
37 minutes | Jan 29, 2021
"Meme Stonk" Special Report with James Abate, former hedge fund manager who co-authored the book on short selling
Join the Gordon Asset Management Podcast for a special 'meme stonk' special report with James Abate. James is a former hedge fund Manager and author of the book "Short Selling: Strategies Risks and Rewards". James is also founder and Chief Investment Officer of Centre Asset Management, LLC. On the podcast, we discuss the wild action this week in 'meme stonks' like GameStop and the potential for knock-on effects in other areas of the market.For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.
27 minutes | Jan 28, 2021
The Best Index Target Date Fund Series? wsg/Stephen Noll & Kyle Wall, Portfolio Managers with TIAA/Nuveen
The Gordon Asset Management Podcast welcomes Stephen Noll & Kyle Wall to the show. Steve and Kyle are Portfolio Managers for TIAA/Nuveen's Multi Asset (target date) team. TIAA/Nuveen has been recognized by Lipper as the "best mixed asset large fund company" 5-years in a row (2016-2020). On the podcast Steve and Kyle lay out the philosophy behind the construction and management of TIAA/Nuveen's target date fund series which has resulted in stellar performance relative to their peers. For more information about TIAA/Nuveen, please visit nuveen.com.
26 minutes | Jan 21, 2021
The Best Small-Cap Growth Fund of the Decade wsg/Samantha Lau, Co-CIO at Alliance Bernstein
The Gordon Asset Management Podcast welcomes Samantha Lau to the show. Samantha is , Co-Chief Investment Officer for Small and SMID Cap Growth Equities at Alliance Bernstein. On the podcast Todd Zempel and Samantha discuss the process she and her team employ which has resulted in substantial outperformance in her investment strategies. For more information about Samantha or Alliance Bernstein, please visit https://www.alliancebernstein.com/
32 minutes | Jan 12, 2021
01.12.21 Market Update
Join Todd Zempel and Joe Gordon as they discuss bright spots in the market and widening breadth of the market recovery including a resurgence in energy, industrials, and financials.
32 minutes | Dec 31, 2020
Top Actively Managed Target Date Fund? wsg/John Doyle, SVP & Retirement Strategist with American Funds
The Gordon Asset Management Podcast welcomes John Doyle, Senior Vice President & Retirement Strategist for Capital Group / American Funds to the show. On the podcast we discuss the past, present, and future of Target Date Fund solutions, differentiators among TDF providers, and considerations for TDF suitability. For more information about Capital Group / American Funds, please visit https://www.capitalgroup.com/.
25 minutes | Dec 29, 2020
12.29.20 Market Update
Join Todd Zempel, Joe Gordon, and Glenn Moore as they discuss the widening breadth of the market recovery, the COVID stimulus bill, potential problems in the labor market, and other market moving events of the week.
24 minutes | Dec 17, 2020
Special Guest: Brian Graff, CEO of the American Retirement Association
The Gordon Asset Management Podcast welcomes Brian Graff, CEO of the American Retirement Association ("ARA") to the show to discuss the current retirement plan regulatory landscape. For more information about Brian, the ARA, or current retirement advocacy efforts, please visit usaretirement.org or araadvocacy.org.
26 minutes | Dec 14, 2020
401(k) Record-Keeping Developments wsg/Aaron Schumm, Founder & CEO of Vestwell
Join Todd Zempel and Vestwell Founder & CEO, Aaron Schumm, as they discuss the current landscape of retirement plan record-keeping.With over 15 years of FinTech, FinServ, and wealth management experience, Aaron Schumm founded Vestwell in 2016 to modernize the way 401(k) plans are offered. Prior to Vestwell, Aaron co-founded FolioDynamix which was sold to Actua in 2014. Additional roles included time at Northern Trust, Citigroup, and Fiserv. For more information on Aaron and Vestwell, please visit vestwell.com.
28 minutes | Dec 8, 2020
12.08.20 Market Update
Join Todd Zempel, Joe Gordon, and Glenn Moore as they discuss more vaccine-induced euphoria, the employment situation, and other market moving events of the week.
27 minutes | Dec 1, 2020
12.01.20 Market Update
Join Todd Zempel, Joe Gordon, and Glenn Moore as they discuss the vaccine-induced euphoria that led to a record-breaking rally in the stock market during November 2020.
40 minutes | Nov 24, 2020
A Brief History of the 401(k) wsg/Ted Benna, The Father of the 401(k)
Join Todd Zempel, Joe Gordon, and JT Stilley for a special guest interview from the 'Father of the 401(k)' Ted Benna. Ted is credited as the first benefits practitioner to deconstruct the tax code to imagine and implement the first 401(k) plan. Tune in for a brief history of the 401(k) and a discussion about its future direction. For more info on Ted, please visit http://benna401k.com/.
30 minutes | Nov 17, 2020
Guest Interview: James Abate of Centre Asset Management, LLC
Joe Gordon and Todd Zempel welcome James Abate to the show to discuss his views on the market, potential investment opportunities on the horizon, and James' philosophy on managing money.James A. Abate, MBA, CPA, CFA, is the Chief Investment Officer of Centre Asset Management, LLC, and the portfolio manager of the firm's American Select Equity and Global Listed Infrastructure Strategies. For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.
34 minutes | Nov 11, 2020
11.10.20 Market Update
Join Joe Gordon, Todd Zempel, and Glenn Moore to recap the news and events of the week. Topics include the election, electoral college voting process, Pfizer's news about a COVID-19 vaccine, stimulus efforts, and potential for inflation.
Terms of Service
Do Not Sell My Personal Information
© Stitcher 2021