In this Coffee Chat episode of the Investing and Other Stories Podcast, your host ⁠⁠⁠⁠⁠⁠Margarita Triantafyllidou, CFA⁠⁠⁠⁠⁠⁠ welcomes co-host Rebecca Hollowell (a non-investing expert) to break down the world of index funds and ETFs.

Discover what an index fund is, the difference between active and passive funds, and common mistakes beginners make when investing. Learn valuable tips for researching and choosing the right index funds and enjoy a fun quiz game.

Tune in to gain practical insights and confidence in your investment journey. Don't forget to subscribe and stay tuned

00:00 Introduction to Index Funds

01:30 Understanding Index Funds and ETFs

05:52 Active vs Passive Funds

08:05 Common Misconceptions and Bad Advice

10:51 Game Time: Active or Passive?

13:22 Research Tips for Beginners

16:41 Conclusion and Recap

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🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content!

🌟 A big thank you to our episode's sponsor ⁠⁠Finchat.io⁠⁠, your go-to-place for stock analytics, KPIs and AI tools.

Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.

In today’s episode of Investing & Other Stories Podcast, host Margarita Triantafyllidou, CFA welcomes Amber Fairbanks, co-portfolio manager of the IMPAX Global Social Leader Strategy.

Amber discusses how her background in environmental

Learn about the key trends and growth opportunities in emerging markets, the misconceptions of trading off returns when investing sustainably, and the distinctive characteristics between active and index sustainable funds. Amber also provides advice for women aspiring to lead in asset management.

Tune in for an episode filled with keen insights and practical tips on sustainable investing.

00:00 Introduction and Amber's Background

02:21 ESG, Sustainable or Impact Investing?

03:49 Understanding the Social Leader Strategy

06:13 Is Corporate Culture an Alpha Driver?

09:06 Trends in the Consumer Sectors

10:53 The Right Mindset for Global Investing

14:05 Index Funds vs Active Funds for Sustainable Investing

22:17 Ways to Promote Women in Finance

24:50 Advice for Aspiring Sustainable Investors

NEW TO THE SHOW?        

🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content!

🌟 A big thank you to our episode's sponsor ⁠⁠Finchat.io⁠⁠, your go-to-place for stock analytics, KPIs and AI tools.

Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.

In this Coffee Chat episode of the Investing and Other Stories Podcast, your host ⁠⁠⁠⁠⁠Margarita Triantafyllidou, CFA⁠⁠⁠⁠⁠ welcomes co-host Rebecca Hollowell (a non-investing expert) to discuss how you can choose among Financial Advisors, Robo

We dive into financial advisors’ roles, the differences between them and financial planners and robo advisors, and how to determine the best option for your financial needs.

We discuss the concept of fiduciary responsibility, and share some intriguing stories from the financial advisor world. By the end, you'll have a clearer understanding of how to manage your finances effectively. Tune in and join us for a deep dive into the world of financial advisors!

NEW TO THE SHOW?        

🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content!

🌟 A big thank you to our episode's sponsor ⁠⁠⁠⁠⁠Finchat.io⁠⁠⁠⁠⁠, your go-to-place for stock analytics, KPIs and AI tools.

Not Financial Advice. You must conduct your own due

In today’s episode of Investing & Other Stories Podcast, host Margarita Triantafyllidou, CFA welcomes Rayna Lesser Hannaway, Small Company Growth Portfolio Manager at Polen Capital.

The discussion delves into the advantages of active

IN THIS EPISODE, YOU'LL LEARN:

01:30 Meet Our Guest: Rayna Lesser Hannaway

02:33 Rayna’s Career Journey

04:14 The Case for Active Management in Small Caps

06:47 Defining Quality Companies

08:33 The Mindset for Success in Small Cap Investing

10:33 Historical Insights and Market Cycles

16:10 AI: How Small Companies are Using AI to Compete

19:48 Feminine Traits that Translate Well in Investing

27:13 Rayna’s Favorite Books for Aspiring Investors

31:52 Top Investment Decisions and Tips

And much, much more!

NEW TO THE SHOW?        

🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content!

🌟 A big thank you to our episode's sponsor ⁠⁠Finchat.io⁠⁠, your

Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.

🎉 Welcome to the first episode of the Investing and Other Stories Podcast, byFinance Latte. In today’s episode, your host⁠⁠Margarita Triantafyllidou, CFA⁠⁠ welcomes Ankur Crawford, Portfolio Manager at Alger. Ankur shares her AI and Growth stock insights, and her unique journey from a PhD in material science to money management, providing deep insights on: - How early we are in the AI cycle and its potential - The impact of AI in various industries- Strategies for managing market volatility and risk - The importance of a long-term mindset in growth investing - Her thoughts on women in finance - Tips for success as an individual investor

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• The Investing and Other Stories Podcast is brought to you by⁠⁠⁠Finance Latte.⁠⁠⁠
• Follow our social media accounts:⁠LinkedIn⁠,⁠Instagram⁠, and⁠YouTube⁠. 
• Get the latest news on stocks, funds and ETFs with our weekly⁠newsletter⁠.
• Download our free⁠guide⁠ with the 7 Steps to Create Your Unique Investment Strategy

🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content!

🌟 A big thank you to our episode's sponsor⁠⁠⁠Finchat.io⁠⁠⁠, yourgo-to-place for stock analytics, KPIs and AI tools.

Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.

Welcome to the Investing & Other Stories Podcast, brought to you by Finance Latte. Grab your coffee and join us for unfiltered conversations about long-term investing, mindset, and stock markets. I’m your host, Margarita Triantafylliou, a CFA charterholder and professional investor.

In the “Investing & Other Stories” podcast we’ll get investing insights and stories from the top professional fund managers around the world. In-between episodes with professionals, join me for beginner-level "coffee chats" with Rebecca Hollowell. It doesn’t matter if you are a beginner or seasoned investor; join us every other week for inspiration and strategies to better invest your money.