# com institutional (podcasts) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover com institutional. Page: Feed: --- ## [Maintaining Conviction Through Disruption](https://centerforinvestmentexcellence.podbean.com/e/maintaining-conviction-through-disruption/) _2026-05-26 · Center For Investment Excellence_ In this episode of the Center for Investment Excellence podcast, David Lebovitz is joined by Danielle Hines, Director of U.S. Equity Research, to discuss how a long-term, valuation-driven equity research process can help investors maintain conviction amid rapid disruption. They explain the U.S. core equity research framework—anchored by a tenured, career analyst model and a time-tested five-year… [Listen](https://mcdn.podbean.com/mf/web/cx7vzsgyzrrw8dxt/VIDEO-0426-AM-6078079-CIE-podcast-v2.mp3) ## [2026 Asset Allocation Draft](https://centerforinvestmentexcellence.podbean.com/e/2026-asset-allocation-draft/) _2026-01-29 · Center For Investment Excellence_ In this episode of the Center for Investment Excellence podcast, David Lebovitz and Jared Gross discuss their annual asset allocation draft. They review last year’s investment picks, share macroeconomic expectations for 2026, and debate opportunities across equities, fixed income, real assets, and alternatives. Listeners will hear perspectives on inflation, central bank policy, global growth, and… [Listen](https://mcdn.podbean.com/mf/web/axbtwrjipcvf4dtn/2026-asset-allocation-draft.mp3) ## [LTCMA’s 30th Anniversary: Shifting landscapes and silver linings](https://centerforinvestmentexcellence.podbean.com/e/ltcma-s-30th-anniversary-shifting-landscapes-and-silver-linings/) _2025-10-31 · Center For Investment Excellence_ In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Tim Lintern, Research Analyst at J.P. Morgan Asset Management. Together, they unpack the latest findings from the 30th annual edition of Long-Term Capital Market Assumptions. The discussion covers the key findings of this year’s publication, including the projections that are at the core of our approach to… [Listen](https://mcdn.podbean.com/mf/web/bhapcz6upreghmzr/3709716-2025-CIE-Podcast.mp3) ## [U.S. exceptionalism and developed markets](https://centerforinvestmentexcellence.podbean.com/e/us-exceptionalism-and-developed-markets/) _2025-10-16 · Center For Investment Excellence_ In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Jared Gross, Head of Institutional Portfolio Strategy at J.P. Morgan Asset Management. Together, they unpack the latest findings from the Strategic Investment Advisory Group, focusing on the theme of U.S. exceptionalism. The discussion covers the key factors behind America’s economic and market leadership,… [Listen](https://mcdn.podbean.com/mf/web/v8ght8uaqbx6rhdw/CIE-Podcast-Jared-Gross.mp3) ## [How Endowments and Foundations are tackling taxes, liquidity, and portfolio construction](https://centerforinvestmentexcellence.podbean.com/e/how-endowments-and-foundations-are-tackling-taxes-liquidity-and-portfolio-construction/) _2025-09-08 · Center For Investment Excellence_ In this episode of the Center for Investment Excellence podcast, hosted by David Lebovitz, we explore key themes impacting endowments and foundations, from government funding changes and tax policies to the role of alternative investments and liquidity needs. Featuring Mack Kline, Head of Endowments, Foundations, and Healthcare, we provide in-depth discussions on navigating today's complex… [Listen](https://mcdn.podbean.com/mf/web/6qiuerkezx6yxymk/CIE-Mack-Kline.mp3) ## [Transportation assets and tariffs: Is bad news good news?](https://centerforinvestmentexcellence.podbean.com/e/transportation-assets-and-tariffs-is-bad-news-good-news/) _2025-06-26 · Center For Investment Excellence_ In this episode of the Center for Investment Excellence podcast, hosted by David Lebowitz, the focus is on the transportation sector amidst a backdrop of global economic uncertainty. Andy Dacey, CEO and CIO of J.P. Morgan Asset Management's Global Transportation Group, joins the discussion to explore how macroeconomic factors, such as trade tariffs and geopolitical tensions, are influencing… [Listen](https://mcdn.podbean.com/mf/web/knnwtukvy9cwre8v/CIE-Podcast.mp3) ## [Unpacking policy uncertainty](https://centerforinvestmentexcellence.podbean.com/e/unpacking-policy-uncertainty/) _2025-04-03 · Center For Investment Excellence_ This episode hosted by David Lebovitz features a discussion with Dr. David Kelly, chief global strategist at J.P. Morgan. It covers topics such as the economic outlook for 2025, the impact of U.S. immigration and trade policies, and potential fiscal and regulatory changes under the new administration. The conversation also touches on the implications of government efficiency measures and potential… [Listen](https://mcdn.podbean.com/mf/web/52ec9j2hwnu7ktvf/Center-for-Investment-Excellence-Ep-1.mp3) ## [2025 Asset Allocation Draft](https://centerforinvestmentexcellence.podbean.com/e/2025-asset-allocation-draft/) _2025-01-17 · Center For Investment Excellence_ In this episode, join host David Lebowitz, Global Market Strategist, and special guest Jared Gross, Head of Institutional Portfolio Strategy, as they return to the Center for Investment Excellence for their annual Asset Allocation Draft. In this insightful episode, they provide a comprehensive macroeconomic update and delve into the intricacies of asset allocation for 2025. The discussion covers a… [Listen](https://mcdn.podbean.com/mf/web/i6vcpn4dsi6nx3u5/VIDEO-0124-AM-2399803-CIE_January-Audio-Only.mp3) ## [2025 LTCMAs: Higher starting points but healthier foundations](https://centerforinvestmentexcellence.podbean.com/e/2025-ltcmas-higher-starting-points-but-healthier-foundations/) _2024-12-12 · Center For Investment Excellence_ In this episode, join host David Lebowitz, Global Market Strategist, and special guest Gabriela Santos, Chief Market Strategist for the Americas, as they delve into the optimistic outlook for global markets. Discover how AI, economic growth, and inflation dynamics are shaping investment opportunities for the next decade. Gain valuable insights into asset classes, market trends, and strategies to… [Listen](https://mcdn.podbean.com/mf/web/87kinepze5gwti84/center-for-investment-excellence-2024-october-28-audio-only-1.mp3) ## [Collect Open Source Legends (Sponsored)](https://crawlproof.com/a/j6sj5SPsBfFW) _2024-12-12 · **Sponsored**_ Open-licensed art, limited foil trading packs, and optional on-chain mints. ## [Across the Great Divide: Public and Private markets reconsidered](https://centerforinvestmentexcellence.podbean.com/e/across-the-great-divide-public-and-private-markets-reconsidered/) _2024-11-13 · Center For Investment Excellence_ In this episode of "Center for Investment Excellence," David Lebovitz, Global Strategist, Multi-Asset Solutions and Jared Gross, Head of Institutional Portfolio Strategy discuss insights from the SIAG Public & Private Markets series. They explore the roles of real estate, credit, and equity in diversified portfolios, highlighting the blend of public and private investments. [Listen](https://mcdn.podbean.com/mf/web/nim46mbuamggnq5p/VIDEO-0124-AM-2364454-SIAG-Video-Series-v2-1.mp3)