Market Insights

Market Insights

By InsigneoBusinessInvesting
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Market Insights episodes

  • Speaker Series - Tamarind Effio

    Tamarind Effio joins us from PNC International Private Bank, with over 18 years of consumer facing banking experience, most recently focused on offering U.S based life insurance policies as a tool for legacy planning, estate tax liability mitigation, estate planning and business succession planning for clients. As a bilingual professional, she has worked in both Latin American and domestic markets supporting financial advisors and wealth managers with life insurance solutions for their clients. Prior to her career in life insurance, Tamarind worked extensively in commercial and residential lending for nationwide banks, and this experience has allowed her to assist clients in navigating the financing of life insurance premiums. Her key to success has been to convey the importance of life insurance as a necessary tool for protection and asset growth on several fronts for clients. There are very few products in the capital markets today that offer the guarantees and tax benefits that life insurance can provide.

    30 min
  • Speaker Series - Dan Magnusson & Robert Minter

    Robert Minter, CFA, CMT, CAIA, Director of ETF Investment Strategy. Robert has written on commodities and has been quoted in press articles. Bob joined abrdn in 2006 and has extensive experience managing US multi asset portfolios. Before joining abrdn, he worked at Vanguard, Fidelity and then Emerald Capital Group, where he managed fixed income portfolios and monetized workout securities for insurance company portfolios. A member of the CFA Institute, CMT Association and the CAIA Association, Bob earned his B.A. in Economics from Rutgers University.

    Featured in the Middle: Dan Magnusson, Sr. Director, is the firm’s ETF specialist working with all clients across national accounts, platform, institutional and retail segments. Dan also works on the branding, marketing and overall support of the firm’s ETF related content, research and initiatives. Before moving into the ETF role, Dan was a regional specialist with abrdn in offering high-level coverage for clients in the Western US. Prior to that, Dan held roles as a regional wholesaler for Guggenheim Investments and began his career in Chicago as a Financial Advisor. Dan has over 20 years of investment experience and has acquired industry registrations such as the Series 7 and 63.

    30 min
  • Speakers Series - Joseph Graham

    Joseph Graham leads the efforts of Lord Abbett’s nvestment Strategist team. This team serves as the client-facing extension of Lord Abbett’s Investment team, communicating with institutional clients and prospects regarding asset allocation topics, market environment, current portfolio positioning, and the firm’s market

    outlook. Mr. Graham currently has a focus on high grade and multi-sector fixed income, including convertibles, but also has an extensive background in quantitative tools and equity portfolio management. Mr. Graham joined Lord
    Abbett in 2015. Prior to joining the firm, he was a Founder and CIO of two quantitative hedge funds: HudsonView Capital Management and Route 3 Capital; an Analyst and Portfolio Manager at Millennium Partners and at LibertyView Capital Management; and an Investment Banking Associate at Morgan Keegan. He has been
    in the financial services industry since 1999.

    Mr. Graham earned a BS in finance and philosophy Summa Cum Laude from Washington University and an MBA with Honors from the Wharton School of Business at the University of Pennsylvania. He is also a holder of the CFA® (Chartered Financial Analyst) designation.

    34 min
  • Insigneo Quarterly Call - Q2 2024

    Economy in Motion: The Kinetic Art of Turning Energy into Wealth

    • Introductory Remarks
    • Macroeconomic & Market Forecast
    • A Chain Reaction
    • Energy Storage and Investment Opportunities
      • 44 min

    About Market Insights

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    Explore our perspectives on global markets. Dive into market commentaries, CIO notes, and reports designed to help you understand the economic environment and what headlines are moving markets today.…