Choate Family Office
18 episodes - English - Latest episode: 6 months ago -A podcast series presented by the Choate Family Office exploring important topics related to wealth management, investing, and managing risk across generations.
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Episodes
Utilizing ESG as Criteria in Investment Analysis
October 23, 2023 04:00 - 14 minutes - 888 BytesIn this episode of the Family Office Services Podcast Series, Choate Investment Advisors’ Erin Kerr and Alison Svizzero discuss how environmental, social, and governance (ESG) criteria are used by investors in evaluating companies, in addition to traditional fundamental analysis, to determine long-term performance.
Investment Implications of the Current Debt Ceiling Negotiations
May 23, 2023 04:00 - 11 minutes - 699 BytesIn this episode of the Family Office Services podcast, Tamer Alamuddin and Christine Wright of Choate Investment Advisors discuss the current U.S. debt ceiling, related political gridlock and fears about financial instability.
Safe Assets During 2023 Bank Turmoil
March 21, 2023 04:00 - 8 minutes - 504 BytesIn this episode of the Family Office Podcast Series, Managing Director, Tamer Alamuddin, and Senior Portfolio Manager, Henry Dormitzer, of Choate Investment Advisors discuss safe assets in light of the recent volatility in the banking sector.
Economic Impact of Russia-Ukraine Conflict
March 15, 2022 04:00 - 16 minutes - 993 BytesChoate Investment Advisors’ managing director, Tamer Alamuddin, and senior investment analyst, Harrison Odaniell, discuss the global economic consequences that are unfolding as a result of Russia’s invasion of Ukraine.
Effective Planning for Realizing Capital Gains
August 16, 2021 04:00 - 11 minutes - 661 BytesLanny Thorndike, president of ChoateIA, and Erin Kerr, a portfolio manager at ChoateIA, discuss the basics of capital gains taxes and how to think strategically about incurring these gains periodically in order to enhance longer-term performance.
Choosing a Trustee
June 04, 2021 04:00 - 13 minutes - 812 BytesChoate's Wealth Management Group co-chair Kristin Abati is joined by partner Renat Lumpau to discuss the structure of a trust, the different types of trustees that exist, and how to effectively choose your own trustee.
Investing in Bitcoin: Opportunities & Risks
April 08, 2021 04:00 - 12 minutes - 740 BytesTamer Alamuddin, managing director of ChoateIA, and Erin Kerr, a portfolio manager at ChoateIA, explore the broader landscape of blockchain and the basics of Bitcoin, including key advantages and risks for investors.
Cybersecurity Best Practices for High Net Worth Individuals
January 25, 2021 05:00 - 14 minutes - 894 BytesChoate Wealth Management Group co-chairs Kristin Abati and Brian Monnich are joined by Adam Bookbinder, a partner in Choate's Government Enforcement & Compliance Group and former Assistant U.S. Attorney for the District of Massachusetts and chief of its Cybercrime Unit, to discuss best practices for managing cybersecurity risks.
The 2020 Election Could Impact Tax Planning
October 01, 2020 04:00 - 14 minutes - 891 BytesDepending on which candidate wins office, the 2020 presidential election may radically alter the tax landscape for high net worth individuals. In this episode of our Family Office Podcast series, Kristin Abati and Brian Monnich, practice group leaders of Choate’s Wealth Management Group, discuss potential new or increased tax changes and techniques to consider now that may reduce tax burdens going forward.
Market Perspectives from the Industrials Sector
September 03, 2020 04:00 - 29 minutes - 1.72 KBGeraldine Alias, a senior portfolio manager at Choate Investment Advisors, is joined by Chip Grace, a founding partner of private equity firm May River Capital, to discuss May River’s investment philosophy, the types of industrial companies May River believes will outperform in our current environment, and how May River and its portfolio companies are navigating the effects of COVID-19.
Long-Term Planning: A Guide to GRATs
August 10, 2020 04:00 - 22 minutes - 1.33 KBRenat Lumpau and Jes Lambert, principals in Choate’s Wealth Management Group, and Christine Wright, a portfolio manager at Choate Investment Advisors, discuss the compelling role that Grantor Retained Annuity Trusts (GRATs) can play in long-term planning, how they should be structured to maximize the planning benefits, and identify the investment strategies that make the most sense to use in a GRAT.
COVID-19 and the Evolving Global Security Threat
July 31, 2020 04:00 - 33 minutes - 1.98 KBTodd Millay, managing director of Choate Investment Advisors, is joined in this episode of the Choate Family Office Podcast Series by Dr. Taylor Fravel, director of the MIT security studies program. They discuss the current global security situation and what it means for investors while focusing on three broad themes: increasing fragility of multilateral institutions, deteriorating U.S.-China relations, and the rise of nationalism/populism around the world.
Investing in Growth Companies during the COVID-19 Crisis
July 14, 2020 04:00 - 12 minutes - 747 BytesErin Kerr, a portfolio manager at Choate Investment Advisors, is joined by Kevin Seth, a partner and portfolio manager at Edgewood Management, to discuss Edgewood’s investment philosophy and process, the types of companies Edgewood believes will outperform in this environment, and how investors should approach the market now.
The Federal Reserve's Role in the Economy
July 06, 2020 04:00 - 32 minutes - 1.92 KBTodd Millay, managing director of Choate Investment Advisors, is joined by Dr. Cary Leahey, an independent economic consultant, to discuss the state of the economy and in particular, the Federal Reserve.
COVID-19's Impact on the Bond Market
June 22, 2020 04:00 - 17 minutes - 1.01 KBHenry Dormitzer of Choate Investment Advisors continues the conversation on municipal bonds with Anson Clough and Nathan Harris of Appleton Partners as they discuss the current state of the bond market.
The Basic Concepts of Municipal Bonds
June 22, 2020 04:00 - 17 minutes - 1.04 KBHenry Dormitzer, senior portfolio manager of Choate Investment Advisors, is joined by Anson Clough, managing director of Appleton Partners, and Nathan Harris, co-director of municipal research of Appleton Partners, to discuss all things municipal bonds.
Investing in Small Cap Companies
June 08, 2020 04:00 - 19 minutes - 1.13 KBTamer Alamuddin, a Senior Portfolio Manager at Choate Investment Advisors, and Jim Robillard, Founder and Chief Investment Officer of Spyglass Capital Management, discuss the criteria for investing in small cap companies and adapting an investment approach while navigating the COVID-19 crisis.
China's Ongoing Economic and Political Developments
May 11, 2020 04:00 - 24 minutes - 1.42 KBTodd Millay, the managing director of Choate Investment Advisors, and Andy Rothman, an investment strategist at Matthews Asia, discuss the origins of the virus in China, its effect on the Chinese economy, and how China is recovering after apparently containing the outbreak.