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#FASuccess Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach, With Peter Krull

Nerd's Eye View

Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. Welcome everyone! Welcome to the 419th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Peter Krull.

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Green Flag For Sports Investment

Global Finance

Drop your guard for an instant, and youll get clobbered by a barrage of sporting investments in the Middle East and North Africa (MENA). billion this year, according to a 2024 white paper by Middle East Sports Investment Forum. With a $2 billion annual investment, the sports industrys contribution to Saudi GDP should equal $16.5

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BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

Global Finance

Younger, globally minded clients are driving a shift to offshore investments, making strategic and flexible wealth planning more critical than ever. Global Finance : How is the increased demand for offshore investments in Latin America impacting high-net-worth clients long-term strategies?

Banking 115
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Tariffs and Returns: Lessons from 150 Years of Market History

CFA Institute

Prior to joining Northern Trust, Baltussen was, amongst others, the head of Equity Factor Investing and co-head of Quantitative Fixed Income. He is currently interning at Northern Trust Asset Management, where he supports investment reseach and strategy. He holds a PhD in mathematics, an MBA in finance, an M.A.

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Revisiting the Factor Zoo: How Time Horizon Impacts the Efficacy of Investment Factors

CFA Institute

PGIM is the global investment management business of Prudential Financial, Inc. Prior to joining PGIM, he was the head of retirement research for Morningstar Investment Management LLC. Prior to joining PGIM, Stempien was a director of investments at Morningstar Investment Management.

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How to Prepare Your Finance Team for Growth 

CFO Talks

Invest in Learning and Development Continuous learning is the backbone of growth. Constructive feedback is equally important. It requires you to invest time, energy, and resources into their development. This understanding helps you identify training needs and create tailored development plans.

Finance 52
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Managing Regret Risk: The Role of Asset Allocation

CFA Institute

Stephen Campisi, CFA, is managing director at The Pensar Group, where he provides research, consulting services, and post-credential education in the areas of asset allocation, risk analysis, portfolio construction, and performance evaluation. He continues to mentor and provide guidance to investment professionals.