ThinkLeader's Podcast

Ron Pechtimaldjian

Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.

  • 34 minutes 18 seconds
    A Conversation with IncomeConductor CEO Sheryl O'Connor
    30 April 2024, 1:43 pm
  • 34 minutes 35 seconds
    A Conversation with HealthView Services CEO Ron Mastrogiovanni
    29 April 2024, 1:28 pm
  • 32 minutes 26 seconds
    A Conversation with IncomePath Co-Founder Tamiko Toland
    22 April 2024, 3:25 pm
  • 31 minutes 58 seconds
    A Conversation with Ferri Investment Solutions CEO Rick Ferri
    11 April 2024, 7:15 pm
  • 12 minutes 26 seconds
    How Charitable Works and Philanthropy Connect Alger to Its Community

    As part of the Luminaries Class of 2023, Alger CEO and Chief Investment Officer Dan Chung is being recognized in the category of Community Impact. This podcast was recorded before the ceremony on November 28 where we announced that Dan was the winner of the Community Impact award in the asset manager group. 

    Through his leadership role, Chung oversees the day-to-day operations of the boutique investment manager firm and also guides its charitable and philanthropic work, which mainly focuses on the New York City area. Over the past year, Alger and Chung have worked closely with Brooklyn Hospital to help the facility and its nursing staff as they continue to address issues related to the COVID-19 pandemic.

    In this podcast, Chung discusses his and Alger's other charitable work as well as what financial advisors can do to connect to their communities. In the interview, Chung talks about:

    • How Alger focused its philanthropy efforts on New York City and those families affected by the Sept. 11, 2001 terrorist attacks.

    • What advisors can do to help connect their firms to the communities they serve.

    • Why the U.S. and global economy is likely to change again next year and how advisors can respond to better serve their clients.

     To hear more of this conversation between Dan Chung and moderator Roger Wohlner, press play.

     

    19 December 2023, 5:25 pm
  • 31 minutes 50 seconds
    Ask the Retirement Expert About Guardrails, Income Planning and Inflation: Jamie Hopkins
    14 December 2023, 3:24 pm
  • 30 minutes 34 seconds
    Ask the Retirement Expert About RMDs & Taxes: Ed Slott
    5 December 2023, 4:24 pm
  • 9 minutes 35 seconds
    How Vestmark Uses Innovation to Help Advisors With Tax and Portfolio Management
    17 November 2023, 10:44 pm
  • 35 minutes 10 seconds
    Ask the Retirement Expert About Safe Spending and Income Portfolios: Christine Benz
    16 November 2023, 3:20 pm
  • 32 minutes 14 seconds
    Ask the Retirement Expert About Tricky Income-Planning Issues: Steve Parrish
    10 November 2023, 3:14 pm
  • 12 minutes 59 seconds
    How Raymond James' Jodi Perry Created a Trailblazing, 30-Year Career
    2 November 2023, 2:23 pm
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