Kimberly Flynn

Friday, Jul 31, 2020

Kimberly Flynn

managing director, alternative investments, XA Investments

The NAVigator

On Twitter: @XAInvestments

Links: xainvestments.com; aicalliance.org

Kimberly Flynn

Josef Schuster

Friday, Jul 31, 2020

Josef Schuster

chief executive officer, IPOX Schuster

The Big Interview

On Twitter: @IPOX888

Links: www.ipox.com

Josef Schuster

Max Gokhman

Friday, Jul 31, 2020

Max Gokhman

head of asset allocation, Pacific Life Fund Advisors

The Big Interview

Links: pacificfunds.com

Max Gokhman

Leonard Wright

Thursday, Jul 30, 2020

Leonard Wright

CPA/PFS, member of the American Institute of CPAs PFS Credential Committee

The Survey Says

On Twitter: @AICPA

Links: aicpa.org; www.360financialliteracy.org; www.aicpa.org/PFSi

Leonard Wright

Damon Ficklin

Thursday, Jul 30, 2020

Damon Ficklin

manager, Polen Global Growth Fund

Money Life Market Call

On Twitter: @PolenCapital

Links: polencapital.com

Damon Ficklin

Paul Lambert

Thursday, Jul 30, 2020

Paul Lambert

portfolio manager, Tocqueville Opportunity

The Big Interview

On Twitter: @TocquevilleAM

Tickers Discussed :SHOP, PCTY, APO

Links: tocquevillefunds.com

Paul Lambert

Patrick O'Hare

Wednesday, Jul 29, 2020

Patrick O'Hare

chief market analyst, Briefing.com

The Big Interview

On Twitter: @briefingcom

Links: www.briefing.com

Patrick O'Hare

William Smead

Wednesday, Jul 29, 2020

William Smead

manager, Smead Value (SMVLX)

Money Life Market Call

On Twitter: @smeadcap

Links: www.smeadcap.com

William Smead

Bill Perkins

Wednesday, Jul 29, 2020

Bill Perkins

author, "Die With Zero"

The Book Interview

On Twitter: @BP22

Links: diewithzerobook.com

Bill Perkins

Anix Vyas

Tuesday, Jul 28, 2020

Anix Vyas

portfolio manager, Harding Loevner

The Big Interview

Links: hardingloevner.com

Anix Vyas
Back to top