# fiduciaries (podcasts) — RSS Amplifier Recent posts from the 3 feeds in the RSS Amplifier directory that cover fiduciaries. Page: Feed: --- ## [Michael Pettis on China's overinvestment paradox, and the Japan-style reckoning still to come](https://share.transistor.fm/s/705c5482) _2026-08-03 · Amanda White · Fiduciary Investors Series_ China's advanced infrastructure and ballooning debt are two sides of the same story, says Carnegie Endowment nonresident senior fellow Michael Pettis, who compares China's coming consumption-led rebalancing to Japan's in the 1980s. In conversation with Top1000funds.com Asia Pacific correspondent Darcy Song, Pettis unpacks what this means for institutional investors weighing China exposure over… [Listen](https://media.transistor.fm/705c5482/c5dfbd53.mp3) ## [Why Asian equities' growth will outlast the AI-driven semiconductor cycle](https://share.transistor.fm/s/2b277ea0) _2026-05-28 · Amanda White · Fiduciary Investors Series_ In the latest episode of the Fiduciary Investors Series, Liao spoke with Top1000funds.com Asia Pacific correspondent Darcy Song on why the convergence of innovation, demographics and improving shareholder returns makes Asian equities an increasingly compelling diversification trade for asset owners navigating a geopolitically fractured world. [Listen](https://media.transistor.fm/2b277ea0/5ed9c431.mp3) ## [APAC equities move from tactical to structural buys](https://share.transistor.fm/s/f883afc2) _2026-03-29 · Amanda White · Fiduciary Investors Series_ APAC equities’ 2025 rally has renewed interest, but Franklin Templeton’s Christy Tan says the case is now structural, driven by trade diversification and domestic growth. Geopolitics and energy volatility will create divergence, so investors should favour targeted country allocations over broad regional exposure. In the podcast with Top1000funds.com, Tan unpacks what this means for portfolio… [Listen](https://media.transistor.fm/f883afc2/338dbff1.mp3) ## [IMCO World View: Active strategies, diversification and liquidity focus](https://share.transistor.fm/s/094f8eb0) _2026-03-23 · Amanda White · Fiduciary Investors Series_ Pension funds are navigating a more complex environment shaped by higher rates, inflation and shifting currency dynamics. In its latest World View paper, Canada’s IMCO warns of rising bond yields, concentration risks in passive investing, and the need to prepare for a weaker US dollar, with alternatives like the Swiss franc and yen gaining relevance. Speaking to Amanda White on the… [Listen](https://media.transistor.fm/094f8eb0/5ccbb107.mp3) ## [Why active managers are mimicking the flaw of passive benchmarks](https://share.transistor.fm/s/dd5ec811) _2026-03-16 · Amanda White · Fiduciary Investors Series_ In a conversation with Top1000funds.com editor Amanda White, Hamzaogullari unpacks the tenets of good genuine active management including a long-term structural approach and truly differentiated insights, which focuses on the quality of ideas not the quantity. For example, he says there will only be five to six companies which will benefit disproportionally from the AI trend while most of the… [Listen](https://media.transistor.fm/dd5ec811/b2cfbc0e.mp3) ## [Stephen Kotkin on regional conflicts, and the one war investors can't price](https://share.transistor.fm/s/e1f06675) _2026-03-10 · Amanda White · Fiduciary Investors Series_ The Trump administration’s strikes on Iran stems from a deep conflict between the two nations which has existed for the past 47 years, according to Professor Stephen Kotkin, senior fellow at the Hoover Institution at Stanford University. [Listen](https://media.transistor.fm/e1f06675/0f122868.mp3) ## [Blue Owl's James Clarke on navigating private credit's first real cycle](https://share.transistor.fm/s/4183bcf1) _2026-03-08 · Amanda White · Fiduciary Investors Series_ In this conversation, Top1000funds.com editor Amanda White spoke to James Clarke, global head of institutional capital at Blue Owl Capital, about the credit cycle, the evolution of private credit, data centre financing, and what institutional investors should expect from their managers. [Listen](https://media.transistor.fm/4183bcf1/f3147942.mp3) ## [Oregon’s private equity future](https://share.transistor.fm/s/a1223b2d) _2026-02-12 · Amanda White · Fiduciary Investors Series_ In this conversation Top1000funds.com editor Amanda White speaks to Oregon State Treasurer, Elizabeth Steiner, about the future role and expectations of private equity, how a maturing of the asset class puts pressure on returns, and the private/ public asset mix in the fund’s four-yearly asset allocation review which has just begun. [Listen](https://media.transistor.fm/a1223b2d/fc791353.mp3) ## [CalPERS’ Stephen Gilmore on the total portfolio approach](https://share.transistor.fm/s/9b6d8aab) _2025-12-17 · Amanda White · Fiduciary Investors Series_ The board of CalPERS has approved a momentous structural change that gives the $556 billion fund a single reference portfolio for judging performance, delegated authority to investment staff to construct the portfolio, and a simplified measure of success. The fund’s chief investment officer, Stephen Gilmore, has been behind the fund’s shift to this approach which he says can add 50 to 60 basis… [Listen](https://media.transistor.fm/9b6d8aab/2c288883.mp3) ## [NAPFA's Vision for 2026: Kathryn Dattomo on Advancing Fee-Only Fiduciary Planning – Episode #36 of NAPFA Nation](https://napfamindsetmastery.libsyn.com/napfas-vision-for-2026-kathryn-dattomo-on-advancing-fee-only-fiduciary-planning-episode-36-of-napfa-nation) _2025-12-09 · NAPFA Nation Podcast_ In Episode #36 of NAPFA Nation, host Marie Swift speaks with NAPFA CEO Kathryn Dattomo to unpack the association's new strategic framework for 2026 and what it means for fee-only fiduciary advisors. Dattomo shares how the framework grew out of a full year of listening sessions, surveys, and focus groups with NAPFA members and volunteer leaders, ultimately coalescing into three core pillars that… [Listen](https://traffic.libsyn.com/clean/secure/napfamindsetmastery/NAPFA_Kathryn_Dattomo_December_2025.mp3?dest-id=1911755) ## [Transcript-Driven Stock Discovery (Sponsored)](https://crawlproof.com/a/IfT7d6rgVvWu) _2025-12-09 · **Sponsored**_ Ranked, evidence-backed watchlists from indexed executive transcripts for 1–2 quarter horizons ## [Navigating Change: Bob Veres on Trials and Triumphs of the Financial Planning Profession – Episode #35 of NAPFA Nation](https://napfamindsetmastery.libsyn.com/navigating-change-bob-veres-on-trials-and-triumphs-of-the-financial-planning-profession-episode-35-of-napfa-nation) _2025-11-11 · NAPFA Nation Podcast_ In Episode #35 of NAPFA Nation, host Marie Swift speaks with renowned industry commentator Bob Veres to discuss his newest book, A Behind-the-Scenes History of the Financial Planning Profession , a sweeping history of the profession through Veres' 45-year career. Veres explores pivotal moments that have shaped the profession, from the collapse of limited partnerships in the 1990s and the tech… [Listen](https://traffic.libsyn.com/clean/secure/napfamindsetmastery/NAPFA_Bob_Veres_November_2025.mp3?dest-id=1911755) ## [Work/Life Harmony: Jennifer Gray on Aligning Personal Energy, Values and Emotional Boundaries – Episode #34 of NAPFA Nation](https://napfamindsetmastery.libsyn.com/worklife-harmony-jennifer-gray-on-aligning-personal-energy-values-and-emotional-boundaries-episode-34-of-napfa-nation) _2025-10-14 · NAPFA Nation Podcast_ In Episode #34 of NAPFA Nation, host Marie Swift speaks with Jennifer Gray, LPC, LMHC, EMDR , founder of Jennifer Gray Counseling , a renowned mentor, mental health therapist, and entrepreneurial well-being expert, about the challenges of maintaining work/life harmony for financial advisors and entrepreneurs, exploring why true balance is less about perfectly portioning time and more about… [Listen](https://traffic.libsyn.com/clean/secure/napfamindsetmastery/NAPFA_Jennifer_Gray_October_2025.mp3?dest-id=1911755) ## [Unlocking the Secrets of the Isle of Man Property Market: Insider Tips You Never Knew!](https://soundcloud.com/martin-hall-192524156/unlocking-the-secrets-of-the-isle-of-man-property-market-insider-tips-you-never-knew) _2025-09-22 · Deep Dive Podcast Powered by Atla.im_ In this episode of the Deep Dive Podcast, hosts Martin and Lyle welcome Tim Groves, a chartered surveyor and residential property expert at Black Grace Cowley estate agents. Tim shares insights on the real estate market on the Isle of Man, discussing the dynamics between commercial and residential sectors, the impact of supply shortages, and the community-focused approach of his firm in enhancing… [Listen](https://feeds.soundcloud.com/stream/2174861397-martin-hall-192524156-unlocking-the-secrets-of-the-isle-of-man-property-market-insider-tips-you-never-knew.mp3) ## [Breaking Barriers: Uziel Gomez on Empowering First-Generation Wealth Builders – Episode #33 of NAPFA Nation](https://napfamindsetmastery.libsyn.com/breaking-barriers-uziel-gomez-on-empowering-first-generation-wealth-builders-episode-33-of-napfa-nation) _2025-09-09 · NAPFA Nation Podcast_ In Episode #33 of NAPFA Nation, host Marie Swift speaks with Uziel Gomez, CFP®, AFC® , Founder of Primeros Financial , a virtual, fee-only financial planning firm dedicated to empowering first-generation wealth builders, helping them take control of their finances and use money to live life by design—intentionally and aligned with their values. Gomez shares his personal and professional journey as… [Listen](https://traffic.libsyn.com/clean/secure/napfamindsetmastery/NAPFA_Uziel_Gomez_September_2025.mp3?dest-id=1911755) ## [In the Mix: Natalie Pine on Community, Fiduciary Standards, and Niche Expertise – Episode #32 of NAPFA Nation](https://napfamindsetmastery.libsyn.com/in-the-mix-natalie-pine-on-community-fiduciary-standards-and-niche-expertise-episode-32-of-napfa-nation) _2025-08-12 · NAPFA Nation Podcast_ In Episode #32 of NAPFA Nation, host Marie Swift speaks with Natalie Pine, CFP®, ChSNC® , Managing Partner of Briaud Financial Advisors and chair-elect of the NAPFA National Board. Pine reflects on her path into the financial planning profession, sharing that her first NAPFA conference experience left a lasting impression due to the inclusive and supportive atmosphere. Even before becoming a… [Listen](https://traffic.libsyn.com/clean/secure/napfamindsetmastery/NAPFA_Natalie_Pine_August_2025.mp3?dest-id=1911755) ## [Elevating The Profession: Dan Moisand on the Fiduciary Standard and the Future of Financial Planning – Episode #31 of NAPFA Nation](https://napfamindsetmastery.libsyn.com/elevating-the-profession-dan-moisand-on-the-fiduciary-standard-and-the-future-of-financial-planning-episode-31-of-napfa-nation) _2025-07-08 · NAPFA Nation Podcast_ In Episode #31 of NAPFA Nation, host Marie Swift speaks with Dan Moisand, CFP® , a prominent leader in financial planning, former chairman of the CFP Board of Standards, and principal at his wealth management firm, Moisand Fitzgerald Tamayo, LLC . Moisand reflects on his 25 years as a NAPFA member and his longstanding advocacy for the fiduciary standard. He identifies two of the profession's most… [Listen](https://traffic.libsyn.com/clean/secure/napfamindsetmastery/NAPFA_July25_Dan_Moisand.mp3?dest-id=1911755) ## [Leveling Up: Scott Levin on Lifelong Learning, Leadership, and Community at NAPFA – Episode #30 of NAPFA Nation](https://napfamindsetmastery.libsyn.com/leveling-up-scott-levin-on-lifelong-learning-leadership-and-community-at-napfa-episode-30-of-napfa-nation) _2025-06-10 · NAPFA Nation Podcast_ In Episode #30 of NAPFA Nation, host Marie Swift speaks with Scott Levin, J.D., LL.M., MBA, CFP®, ChFC®, CAP®, MCEP® , Financial Advisor and Senior Estate Planning Specialist at Wescott Financial Group. Levin shares his passion for lifelong learning, the value of advanced education, and the importance of networking within the fee-only financial planning community. The duo discusses upcoming NAPFA… [Listen](https://traffic.libsyn.com/clean/secure/napfamindsetmastery/NAPFA_June25_Scott_Levin.mp3?dest-id=1911755) ## [Sarah Mercer | From Law to Ecology: Discover the Journey of a Passionate Environmental Advocate](https://soundcloud.com/martin-hall-192524156/sarah-mercer-from-law-to-ecology-discover-the-journey-of-a-passionate-environmental-advocate) _2025-05-29 · Deep Dive Podcast Powered by Atla.im_ In this episode of The Deep Dive, we’re joined by Sarah Mercer, co-founder of Earthscope, a social enterprise dedicated to transforming the Isle of Man into a nature-first nation. Sarah shares her journey from aspiring environmental lawyer to climate communicator and change maker, offering insight into how Earthscope is driving sustainability through transformative training, stakeholder… [Listen](https://feeds.soundcloud.com/stream/2104273887-martin-hall-192524156-sarah-mercer-from-law-to-ecology-discover-the-journey-of-a-passionate-environmental-advocate.mp3) ## [Empowering Change: Daphne Jordan on DEIB, Education, and Inclusive Financial Planning – Episode #29 of NAPFA Nation](https://napfamindsetmastery.libsyn.com/empowering-change-daphne-jordan-on-deib-education-and-inclusive-financial-planning-episode-29-of-napfa-nation) _2025-05-13 · NAPFA Nation Podcast_ In Episode #29 of NAPFA Nation, host Marie Swift speaks with Daphne Jordan, CFP® , Partner and Senior Wealth Advisor at Pioneer Wealth Management Group . Jordan discusses the importance of education as a transformative tool and shares insights into her experiences with diversity, equity, inclusion, and belonging (DEIB) in the industry, including her role in creating the NAPFA Diversity, Equity,… [Listen](https://traffic.libsyn.com/clean/secure/napfamindsetmastery/NAPFA_May25_Daphne_Jordan.mp3?dest-id=1911755) ## [Clara Issac | Recycling Revolution: How One Woman's Gamble Transformed a Community!](https://soundcloud.com/martin-hall-192524156/recycling-revolution-how-one-womans-gamble-transformed-a-community) _2025-04-24 · Deep Dive Podcast Powered by Atla.im_ In this episode of the Deep Dive podcast, the hosts discuss the journey and impact of Recycle Collect, a social enterprise focused on recycling on the Isle of Man. The guest reflects on the rapid growth of the business over four years, highlighting community engagement, challenges in selling recycling services, and the importance of education in shifting public mindsets about recycling. The… [Listen](https://feeds.soundcloud.com/stream/2084094909-martin-hall-192524156-recycling-revolution-how-one-womans-gamble-transformed-a-community.mp3) ## [Ultra-Quiet Business Mini (Sponsored)](https://crawlproof.com/a/PW3TjbifNfsC) _2025-04-24 · **Sponsored**_ Compact business mini, ultra-quiet for focused work. ## [The world in flux and Trump’s role in a new equilibrium](https://share.transistor.fm/s/4ba6a4eb) _2025-04-11 · Amanda White · Fiduciary Investors Series_ In this live recording from the Fiduciary Investors Symposium, hosted by Top1000funds.com in Singapore in March 2025, Professor Kotkin unpacks what’s next for the US and the world [Listen](https://media.transistor.fm/4ba6a4eb/172829d5.mp3) ## [Defending Fiduciary Integrity: Knut Rostad on SEC Challenges, the Fiduciary Standard, and NAPFA's Essential Role – Episode #28 of NAPFA Nation](https://napfamindsetmastery.libsyn.com/defending-fiduciary-integrity-knut-rostad-on-sec-challenges-the-fiduciary-standard-and-napfas-essential-role-episode-28-of-napfa-nation) _2025-04-08 · NAPFA Nation Podcast_ In Episode #28 of NAPFA Nation, host Marie Swift speaks with Knut A Rostad , MBA, President at The Institute for the Fiduciary Standard . Rostad discusses why he believes the fiduciary standard is dying at the SEC and what fee-only fiduciary advisors can do to protect it, a topic he explored in his NAPFA article: The Fiduciary Best Interest Standard is Dying at the SEC – Fee-Only Fiduciary… [Listen](https://traffic.libsyn.com/clean/secure/napfamindsetmastery/NAPFA_April25_Knut_Rostad.mp3?dest-id=1911755) ## [Strength in Community: Joni Alt on NAPFA's Impact, Communication, and Fiduciary Commitment – Episode #27 of NAPFA Nation](https://napfamindsetmastery.libsyn.com/strength-in-community-joni-alt-on-napfas-impact-communication-and-fiduciary-commitment-episode-27-of-napfa-nation) _2025-03-11 · NAPFA Nation Podcast_ In Episode #27 of NAPFA Nation, host Marie Swift speaks with Joni Alt, CFP® EA , Senior Wealth Advisor at Evermay Wealth Management. Alt is also a long-time NAPFA volunteer and NAPFA National Board Member. Alt discusses the 2025 NAPFA Spring Conference happening May 7-10, 2025 in Phoenix, how the conference planning team crafts the agenda for the event, determines its educational value, and builds… [Listen](https://traffic.libsyn.com/clean/secure/napfamindsetmastery/NAPFA_March25_Joni_Alt.mp3?dest-id=1911755) ## [Unlocking the Secrets of Effective Presentations: Transforming Knowledge into Action!](https://soundcloud.com/martin-hall-192524156/unlocking-the-secrets-of-effective-presentations-transforming-knowledge-into-action) _2025-03-05 · Deep Dive Podcast Powered by Atla.im_ In this episode of the Deep Dive Podcast, hosts Martin and Lyle are joined by Rich Mulholland, an entrepreneur and speaker, who shares his journey from lighting designer in the music industry to founding various successful businesses, including Missing Link and Too Many Robots. Rich discusses key insights on the art and science of presentations, the importance of effective storytelling in… [Listen](https://feeds.soundcloud.com/stream/2047154052-martin-hall-192524156-unlocking-the-secrets-of-effective-presentations-transforming-knowledge-into-action.mp3) ## [The Secret Ingredient to Thriving Businesses: A Deep Dive into Culture Strategy](https://soundcloud.com/martin-hall-192524156/d6485bac-d4b0-495e-87e0-dfdc53777c7b) _2025-02-04 · Deep Dive Podcast Powered by Atla.im_ In this episode of the Deep Dive podcast, host Lyle and Martin talks with Travis about the significance of culture in business. Travis shares his journey from leadership and soft skills development to focusing on shaping organisational culture, emphasising that good culture is crucial for performance and employee engagement. They discuss themes such as leadership’s role in fostering a positive… [Listen](https://feeds.soundcloud.com/stream/2025762440-martin-hall-192524156-d6485bac-d4b0-495e-87e0-dfdc53777c7b.mp3) ## [From Local to Global: Discover the Secrets of Building a Powerful Legal Alliance](https://soundcloud.com/martin-hall-192524156/from-local-to-global-discover-the-secrets-of-building-a-powerful-legal-alliance) _2025-01-14 · Deep Dive Podcast Powered by Atla.im_ In this episode, Richard and Chris discuss their journeys within TAG Alliances, highlighting the growth and support provided to member firms in the legal and accounting sectors. They emphasise the importance of relationships, collaboration, and the value of belonging to an international network that facilitates referrals and knowledge sharing. The conversation also touches on future expansion… [Listen](https://feeds.soundcloud.com/stream/2008814723-martin-hall-192524156-from-local-to-global-discover-the-secrets-of-building-a-powerful-legal-alliance.mp3) ## [Unlocking Brand Secrets: How Passion Fuels Transformation and Success!](https://soundcloud.com/martin-hall-192524156/unlocking-brand-secrets-how-passion-fuels-transformation-and-success) _2024-11-28 · Deep Dive Podcast Powered by Atla.im_ In this episode of the Deep Dive podcast, hosts Martin and Lyle chat with Jess Le Merle who shares insights from her 16-year career in marketing and branding. The conversation explores the evolution of marketing practices, the importance of branding, and personal experiences with rebranding efforts, including the challenges and rewards of combining work and personal relationships in a business.… [Listen](https://feeds.soundcloud.com/stream/1969000331-martin-hall-192524156-unlocking-brand-secrets-how-passion-fuels-transformation-and-success.mp3) ## [Unlocking AI: How One Man's Journey to the Isle of Man is Transforming Technology!](https://soundcloud.com/martin-hall-192524156/unlocking-ai-how-one-mans-journey-to-the-isle-of-man-is-transforming-technology) _2024-11-17 · Deep Dive Podcast Powered by Atla.im_ In this episode of the Deep Dive Podcast, Martin is joined by Jason, who discusses his extensive experience in the AI industry and the evolution of artificial intelligence over the years. They delve into the impact of AI on business practices, highlighting how AI technologies can improve efficiencies and decision-making, and share practical examples of AI implementation in local businesses. The… [Listen](https://feeds.soundcloud.com/stream/1960389219-martin-hall-192524156-unlocking-ai-how-one-mans-journey-to-the-isle-of-man-is-transforming-technology.mp3)