45 min listen
BlackRock's Liz Koehler on Financial Advice, Using Models, and Raising the Bar
BlackRock's Liz Koehler on Financial Advice, Using Models, and Raising the Bar
ratings:
Length:
28 minutes
Released:
Jun 7, 2023
Format:
Podcast episode
Description
The need for great financial advice continues to grow, with a landscape we haven’t witnessed in 15 years. So, what does Blackrock, the world’s largest asset manager, have to say about this? What might we expect from here? In this episode, we’ll dig into the latest advice trends, covering the use of models, behavioral application, and evolving investors’ needs. We're delighted to be joined by Liz Koehler, Managing Director and Head of Advisor Engagement from Blackrock.
Released:
Jun 7, 2023
Format:
Podcast episode
Titles in the series (100)
Not-So-Crude Markets: Energy Infrastructure and MLPs: A chart of oil prices in the past year looks a lot like a roller coaster. And the stock prices of oil companies tend to follow oil prices higher or lower. Today's episode will discuss an energy investment that’s different in many ways from the oil companies that are household names because of their corresponding gas stations—firms like Exxon Mobil and Chevron. We'll focus on energy infrastructure and MLPs, or master limited partnerships, and how they're used in some of our portfolios. Joining Host Drew Carter is joined by George Metrou, Portfolio Manager for the Dividend Select Equity strategy here in the US, and Dan McNeela, who is co-head of our target risk strategies in the U.S. Recording date: June 24, 2019 by Simple, but Not Easy