Dinner discussion varies from family to family, be it sports, politics, religion or neighborhood gossip. For Chief Investment Officer Jim Lowell, those conversations centered around stocks, bonds, cash and savings accounts—and the insights gleaned from generations of money managers.

In this episode, Vice President Liz Kesselman speaks with Jim about the foundational values gleaned from the money managers in their lives and how those valuable lessons have helped in navigating turbulent markets past and present.