Atlantic Trust Chief Investment Officer David Donabedian, CFA, focuses on four key themes that will impact the global economic and financial markets outlook.

Direct download: Atlantic_Trust_Podcast_feat._David_L._Donabedian_-_10.18.16.mp3
Category:General -- posted at: 12:02pm EDT

Atlantic Trust Senior Vice President and Fixed Income Portfolio Manager Dan Skolochenko discusses the high price levels in the municipal bond market and explains why investors may prefer to own premium bonds.

Direct download: Atlantic_Trust_Podcast_015_-_Municipal_Bond_Premiums.mp3
Category:General -- posted at: 10:33am EDT

Atlantic Trust Managing Director Brant Houston, CFA, discusses what he believes differentiates the Atlantic Trust Disciplined Equity Strategy from its peers.

Direct download: Atlantic_Trust_Podcast_-_Disciplined_Equity_Strategy_Overview.mp3
Category:General -- posted at: 2:51pm EDT

Atlantic Trust Vice President and Senior Investment Analyst John C. Tennaro, CIMA®, and Vice President and Relationship Manager Nakia A. Maddox-Eubanks examine the differences between sustainable investing and socially responsible investing (SRI), misconceptions about performance and what Atlantic Trust has been doing in this space.

Atlantic Trust Associate Vice Presidents John Switchenko and Katie Bullen discuss the basics of the IRA and 401(k) and important considerations for both types of accounts.

Direct download: Atlantic_Trust_Podcast_16_-_Katie_Bullen.mp3
Category:General -- posted at: 7:47am EDT

Atlantic Trust Senior Wealth Strategist Ryan Christine Coulson provides a starting point for year-end tax planning in light of new rules and regulations governing various tax and estate planning strategies.

Direct download: Atlantic_Trust_Podcast_012_feat._Ryan_Christine_Coulson.mp3
Category:General -- posted at: 2:29pm EDT

Atlantic Trust Chief Investment Officer David Donabedian, CFA, touches on topics such as equities, valuation and key portfolio takeaways as they pertain to the U.S. and global economies.

Direct download: Atlantic_Trust_Podcast_011_feat._David_Donabedian_-_10.20.15.mp3
Category:General -- posted at: 10:04pm EDT

In light of the Fed's decision not to raise interest rates, Chief Investment Officer David Donabedian, CFA, explains the rationale behind the decision and what it means for investors in the fourth quarter and beyond.

Direct download: Atlantic_Trust_Podcast_010_feat._David_Donabedian_-_09.21.15.mp3
Category:General -- posted at: 5:51pm EDT

While once considered “mysterious,” characterized by investor misconceptions and thoroughly debated after the global financial crisis, hedge funds at their core remain a fairly simple structure with a flexible investment mandate. Ohm Srinivasan, CFA, senior investment manager, explains.

Direct download: Atlantic_Trust_Podcast_009_-_Hedge_Funds.mp3
Category:General -- posted at: 4:09pm EDT

The primary role of a trustee—holding title to property for the benefit of another—sounds simple enough on its surface, but selecting a trustee is really a complex decision with many nuances. Senior Wealth Strategist Paulina Mejia explains our approach.


Direct download: Atlantic_Trust_Podcast_008_feat._Paulina_Mejia_-_08.22.15.mp3
Category:General -- posted at: 9:34am EDT




June 2018
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