Get insights and ideas from leading institutional investors, money managers, research analysts and others as they talk about banking, investing, pensions, portfolio management and more. II's Video Center is the only place where you'll find what they have to say, in their own words.
War Stories Over Board Games
Could Hellman & Friedman Have Survived as Friedman and Hellman?
4:53 | June 21, 2017
Video Series: Part 16 - War Stories Over Board Games
Tully Friedman, co-founder of legendary private equity firm Hellman & Friedman, plays Liar’s Dice for War Stories over Board Games. The managing partner of FFL Partners shares the bold question he …
Solutions for Asset Managers - …
How To Optimize Data Costs and Still Get What You Need
| May 31, 2017
Video Series: Part 3 - Solutions for Asset Managers - Animated Video Series
As the implementation of new regulations regarding the unbundling of research approaches, it raises the question: How do you find the research you need while managing costs?.Sponsored by Thomson …
What They Wish They'd Known Before Becoming an Analyst
2:34 | January 13, 2017
Video Series: Part 50 - Short Cuts
JPMorgan's Lisa Gill says being an analyst is a 24/7 business. Here, Gill and other top analysts share what they wish they'd known about the job.
The 2016 Fintech Finance 35
How Venture Capital Investing Is Advancing Financial Inclusion
3:17 | December 12, 2016
Video Series: Part 6 - The 2016 Fintech Finance 35
Michael Schlein of Accion International says fintech innovations – including creative uses of data and algorithms – are proving capable of bringing disadvantaged populations into the banking and …
Delivering Alpha 2016
The First Rule of Investing: Don't Lose Money
3:04 | December 09, 2016
Video Series: Part 8 - Delivering Alpha 2016
That's also the second rule of investing, says Blackstone's Stephen Schwartzman, because if you don't lose money, you will significantly outperform the market.
The 2016 All-America Research Team
Mainstream Food Companies Are Struggling to Stay Relevant
3:17 | December 03, 2016
Video Series: Part 8 - The 2016 All-America Research Team
Consumers have been shifting away from mainstream food, says Kenneth Goldman of J.P. Morgan Chase, but margins are reaching unimaginable levels.
The 2016 Tech 50
How Axioma Is Changing the Way Financial Firms Use Technology
4:10 | October 09, 2016
Video Series: Part 6 - The 2016 Tech 50
CEO Sebastian Ceria discusses cloud computing, Axioma's Innovation Lab and having the right processes in place to allow for growth.
The 2016 All-Asia Research Team
Macro Poses Threats Even as Growth Continues in Asia's Insurance Sector
3:20 | September 25, 2016
Video Series: Part 7 - The 2016 All-Asia Research Team
China's insurance sector continues to grow, says Credit Suisse's Charles Zhou, but falling yields and other macro factors are creating headwinds in the industry.
The 2016 Hedge Fund Industry Awards
Hedge Fund Firm Appomattox's Competitive Edge
3:48 | August 26, 2016
Video Series: Part 5 - The 2016 Hedge Fund Industry Awards
Susan Webb's Appomattox prides itself on seeing opportunity through a different filter, what it calls diversity of thought.
The Leading Edge
Duke Energy CEO on the Foundation of Good Leadership
4:17 | July 21, 2016
Video Series: Part 11 - The Leading Edge
The Dan River coal ash spill was a call to action for Duke Energy, says CEO Lynn Good. It forced the company to focus on the larger issues of operational excellence and environmental safety.
The 2016 Money Masters
Mackay Shields Is an Active Manager in a Passive Marketplace
3:18 | July 20, 2016
Video Series: Part 6 - The 2016 Money Masters
Municipal market money managers are traditionally very passive, but not Robert Dimella of Mackay Shields. His firm prides itself on transparency and taking a more active approach to investing.
America's Most Honored Companies of …
What Success Means to America's Top Executives
2:03 | May 19, 2016
Video Series: Part 6 - America's Most Honored Companies of 2016
If you do what you enjoy, the money will follow, says former Marriott CFO Carl Berquist.
The 2016 Trading Technology 40
Tradier CEO Dan Raju Weighs in on Product Acceleration
3:23 | April 19, 2016
Video Series: Part 6 - The 2016 Trading Technology 40
Tradier eliminates the “heavy lifting” of introducing new investment products, shortening the cycle from years to months or weeks, according to CEO and co-founder Dan Raju, No. 40 on II’s Trading …
The 2016 All-Europe Research Team
Media: Tune In for Long-Term Opportunities
2:38 | March 21, 2016
Video Series: Part 6 - The 2016 All-Europe Research Team
Daniel Kerven, captain of the Bank of America Merrill Lynch team that tops the media roster, is urging clients to choose value over growth right now but notes there are plenty of long-term …
The Fintech Finance 35
Experience Plus Acceleration: The SenaHill Formula
4:01 | December 14, 2015
Video Series: Part 6 - The Fintech Finance 35
Neil DeSena's trading technology background meshed with Justin Brownhill's banking and start-up track record in the 2013 launch of SenaHill Partners.
The 2015 All-America Research Team
Shipping: Smooth Seas Ahead for Energy Transporters
2:48 | December 08, 2015
Video Series: Part 9 - The 2015 All-America Research Team
The No. 1 analyst in the sector, J. Michael Webber of Wells Fargo Securities, is bullish on product and crude tankers and recommends companies with sustainable cash flow growth and strong balance …
The 2015 Fintech Finance 35
Hans Morris and Nyca Partners Bridge the Coasts
3:32 | December 07, 2015
Video Series: Part 5 - The 2015 Fintech Finance 35
The venture capital cultures of Wall Street and Silicon Valley "don't get each other," says former Citigroup and Visa executive Hans Morris. He founded Nyca Partners in 2014 to promote mutual …
Series 4:36 mins
Target Date Fund Solutions for …
Minimizing the Effect of Inflation In Retirement
4:36 mins | November 30, 2015
Video Series: Part 4 - Target Date Fund Solutions for Today’s Retirement Challenges
In the conclusion to this continuing discussion, Peter Cavallini, Product Manager for Prudential Day One Funds, along with Prudential thought leaders Sri Reddy and Jeremy Stempien, discuss the unique …
The 2015 Global Economic Outlook
Clouds on the Geopolitical Horizon
4:17 | November 12, 2015
Video Series: Part 6 - The 2015 Global Economic Outlook
U.S.-China relations are likely to deteriorate while Middle East outlook can hardly get worse, says Eurasia Group's Ian Bremmer.
Delivering Alpha 2015: What Defines …
It's Not What You Know that Matters, It's What You Don't Know
3:44 | October 15, 2015
Video Series: Part 8 - Delivering Alpha 2015: What Defines a Great Investor?
Great investors need to understand history and experience as a framework for their decision-making process, says Fadi Bousamra, who manages the Nashville pension fund.
The 2015 European Money Masters
The Various Influences that Shape an Investor's Approach
3:24 | October 07, 2015
Video Series: Part 5 - The 2015 European Money Masters
Don't be too smart, says AP4's Magnus Eriksson. He and other top investors talk about what influences their decisions.
The 2015 Tech 50
Understanding the Power and Influence of Financial Technology
3:32 | September 02, 2015
Video Series: Part 6 - The 2015 Tech 50
Xignite CEO Stephane Dubois, No. 45 on this year's Tech 50, leverages the cloud to make data easily accessible in real time via mobile and other developing technologies.
Series 6:51 mins
Emerging Market Investment …
Building Multi-Asset Portfolios
6:51 mins | August 31, 2015
Video Series: Part 4 - Emerging Market Investment Strategies
There is a variety of requirements for building out a successfully balanced multi-asset portfolio, given widely differing global economic scenarios and the relative risks they may carry, according to …
Mentoring and Collaboration in …
How Collaboration Can Help Endowments Further Their Missions
3:24 | August 26, 2015
Video Series: Part 3 - Mentoring and Collaboration in Finance
Steve Algert, managing director of the J. Paul Getty Trust, says the most important aspect of collaboration is the willingness to give something up to get something in return.
The 2015 Money Masters
Phillip Hart and Dennis Ruhl Are Rewriting the Rules of Investing
3:21 | August 04, 2015
Video Series: Part 7 - The 2015 Money Masters
JPMorgan's Phillip Hart and Dennis Ruhl are on the cutting edge of applying financial theory to the markets.
Series 5:45 mins
Pragmatism Presides, Equities and …
Pragmatism Presides, Equities and Opportunism Rise - Part Four
5:45 mins | August 03, 2015
Video Series: Part 4 - Pragmatism Presides, Equities and Opportunism Rise
Risk is back on the table for retail investors; high-net-worth investors want good uncorrelated returns in all market conditions, but risk appetite is not the same for Asian and western investors.
Women in Hedge Funds
How to Tackle the Gender Gap in the Hedge Fund Industry
4:27 | July 29, 2015
Video Series: Part 3 - Women in Hedge Funds
While many doors have opened for women, the social means necessary to help were never put in place, says Katherine Chan of Anandar Capital Management.
America's Most Honored Companies of …
How to Build a Real Company
2:53 | April 13, 2015
Video Series: Part 3 - America's Most Honored Companies of 2015
CEO Michael Kneeland has grown United Rentals by focusing on the company's salesforce, products and expansion into other markets.
The 2015 All-Europe Research Team
3 Reasons Why Nordic Countries Will Outperform the Euro Zone
2:44 | March 31, 2015
Video Series: Part 7 - The 2015 All-Europe Research Team
Mika Koskinen of SEB Equities is forecasting a 2 percent growth rate for Nordic countries in 2015. One reason: exposure to international growth.
Series 7:39 mins
Latest OneWire CEO Interviews
Richard Chilton, CEO & Founder - Chilton Investment Company - Episode 2
7:39 mins | February 24, 2015
Video Series: Part 3 - Latest OneWire CEO Interviews
"It’s okay to get involved in something you really love and have a passionate career that maybe doesn't pay a ton of money or takes longer for you to make money."
The 2014 All-America Research Team
Dynamic Growth Can Be Found in the Cloud
2:54 | December 01, 2014
Video Series: Part 8 - The 2014 All-America Research Team
Kash Rangan of Bank of America Merrill Lynch suggests two things software companies can do to regain growth: make acquisitions and go for the cloud.
The Future of Hedge Funds
Why Hedge Funds Will Flourish as Volatility Increases
4:13 | October 15, 2014
Video Series: Part 6 - The Future of Hedge Funds
Josh Friedman of Canyon Capital expects hedge funds, with their entrepreneurial environment, to be better-prepared for increasing volatility than more traditional asset managers.
The Global Outlook at the 2014 IMF …
Emerging-Markets Weakness and Geopolitical Tensions Weigh on Markets
4:40 | October 10, 2014
Video Series: Part 5 - The Global Outlook at the 2014 IMF Meeting
Investment slowdown and Fed tightening are likely to put brakes on emerging markets; geopolitical risks spare markets but depress growth.
Series 6:36 mins
Conversations with Tomorrow
Renewable Energy for Everyone, Everywhere
6:36 mins | October 05, 2014
Video Series: Part 2 - Conversations with Tomorrow
A battery that can power the planet. A steel making process that can cleans the air by reducing CO2. In this second film in our series visionary energy expert Professor Donald R. Sadoway looks at the …
2014 Delivering Alpha
The Future of the Markets and the Pitfalls for Investors
3:03 | September 29, 2014
Video Series: Part 8 - 2014 Delivering Alpha
There is no shortage of decent stocks, says hedge fund manager Leon Cooperman, who looks for equities that are mispriced relative to the market.
Series 3:10 mins
Prudential Retirement Series
Decision Paralysis & Making Choices for Retirement
3:10 mins | September 15, 2014
Video Series: Part 4 - Prudential Retirement Series
Prudential Day One℠ Funds: Designed for the challenge of complexity to prepare for a longer retirement.
The 2014 Money Masters
3 Things to Look for in a Stock
4:09 | July 21, 2014
Video Series: Part 7 - The 2014 Money Masters
Matt Kamm of Artisan Partners considers three factors before investing in equities: competitive protection, reasonable valuation and accelerating profit cycles.
The 2014 All-America Executive Team
Finding Success in the Insurance Business
4:04 | April 28, 2014
Video Series: Part 3 - The 2014 All-America Executive Team
Since joining Hartford Financial in 2010, CFO Christopher Swift has played an integral role in turning the company around, moving it away from life insurance and annuities to property and casualty.
The 2014 All-Europe Research Team
What Investors Can Expect From European Retailers in 2014
3:21 | March 30, 2014
Video Series: Part 8 - The 2014 All-Europe Research Team
Richard Chamberlain of Bank of America Merrill Lynch talks about H&M, Next and the retail sectors that he expects to perform well this year.
Series 2:25 mins
Income that's Not at the Mercy of the Fed
2:25 mins | December 16, 2013
Video Series: Part 4 - Oppenheimer Series
Episode Four - One smart move: Exchange interest rate risks for credit risks designed to help generate income.
Series 3:28 mins
Prudential PIM Series
Why invest in real estate in Latin America?
3:28 mins | December 02, 2013
Video Series: Part 3 - Prudential PIM Series
The 2013 All-America Research Team
Consumer Spending: What to Expect This Holiday Season
3:03 | November 29, 2013
Video Series: Part 9 - The 2013 All-America Research Team
A boring holiday season would be a good holiday season, says Matthew Boss of J.P. Morgan. Here are the key factors that will influence this year's holiday retail sales.
Is Alpha Dead?
The Biggest Mistakes Investors Make
7:29 | November 28, 2013
Video Series: Part 10 - Is Alpha Dead?
Institutional investors are not immune to bad investing decisions. We asked five top money managers to talk about what investors most often get wrong.
Series 3:56 mins
Russell Investments Non-Profit …
Four Key Questions To Ask When Selecting An Investment Outsourcing Provider
3:56 mins | November 18, 2013
Video Series: Part 2 - Russell Investments Non-Profit Series
Lisa Schneider, Managing Director, Non-Profits and Healthcare Systems, Russell Investments
Series 1:47 mins
The 2013 All-America Research …
Top 2013 Research Analyst Paul Sankey Shares His Energy Stock Picks
1:47 mins | October 08, 2013
Video Series: Part 5 - The 2013 All-America Research Analysts on CNBC
The No. 1 integrated oil analyst, Deutsche Bank's Sankey, sheds light on ExxonMobil's underperformance.
Series 5:28 mins
PGI CREATE Report Series
Assets Classes that Should Benefit from "New Retirement" Investing - CREATE Report Series
5:28 mins | July 22, 2013
Video Series: Part 4 - PGI CREATE Report Series
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June 21, 2017
Tully Friedman, co-founder of legendary private equity firm Hellman & Friedman, plays Liar’s Dice for War Stories over Board Games. The managing partner of FFL Partners …
June 14, 2017
Don Marron brought presidential advisors like Henry Kissinger, Otto Eckstein, and Bill Moyers directly to big investors and built the first big data firm—in 1968.
June 07, 2017
Ex-corporate raider Josh Gotbaum joins War Stories Over Board Games, and reveals the late-night phone call that took him to Hollywood, made Gotbaum the guru of ‘Greed Is …
June 01, 2017
Tully Friedman, ex-Saloman Brothers partner, co-founder of Hellman & Friedman, and Managing Partner of FFL Partners tells of a “rough and tough” John Gutfreund – and how …
May 31, 2017
In the second episode of this roundtable discussion, our panel of thought leaders on asset management tackle the use of scenarios in managing risks, and the difference …