Episodes

Colin Lynch, Managing Director and Head of Alternative Investments at TD Asset Management, joins Chris Battaglia to discuss how culture, fiduciary discipline, and diversification shape effective decision-making in private markets. Drawing on his background as a professional musician, Colin explains how performance, preparation, and the ability to “read the room” directly inform his investment approach. Central to TD’s philosophy is a collaborative team culture built around an “obligation to diss...

Host Chris Battaglia interviews Keiko Honda, an adjunct senior research scholar at Columbia University and a prominent figure in global investment. Keiko shares insights from her experience in management consulting, academia, and leadership roles, including as CEO and CIO of the World Bank’s Multilateral Investment Guarantee Agency. They discuss the evolution, challenges, and importance of ESG (Environmental, Social, and Governance) investing, exploring regional perspectives on ESG, particularly...

Host Chris Battaglia interviews Elizabeth Fernando, CIO of NEST. The two discuss the history and growth of NEST, which was established in 2010 to address the lack of workplace pensions and the need for affordable retirement savings. The podcast was recorded ahead of the Global Fiduciary Symposium which took place from November 11th to 14th in Tokyo, Japan. Key Notes: NEST was created following the 2008 Pensions Act which introduced auto-enrollment to ensure every employer in the UK offers a w...

On this episode of Global Fiduciary Insights, host, Chris Battaglia, interviews Professor Takatoshi Ito from Columbia University about the future of Japan’s asset management business. The podcast comes ahead of Professor Ito's keynote speech at the Global Fiduciary Symposium on November 12th in Tokyo, Japan. Topics also discussed: Professor Takatoshi Ito discusses Japan’s recent interest rate changes and their impact on the yen-dollar exchange rate. Japan’s "Asset Management Nation" initiativ...

In today’s episode, Chris Battaglia welcomes back economist and author of “Money Magic: an Economist’s Secrets to More Money, Less Risk & Better Outcomes”, Larry Kotlikoff, to discuss interest rate protection strategies and products investors may want to consider. Specific strategies they discuss include: Alternatives to investing in the stock market to protect against interest rates and taxes, including Treasury Inflation-Protected Securities (TIPS) How Larry thinks about the percentage allo...

In today’s episode, Chris Battaglia welcomes back economist and author of “Money Magic: an Economist’s Secrets to More Money, Less Risk & Better Outcomes”, Larry Kotlikoff, to discuss inflation, rising interest rates and the effect they may be having across different elements in investors’ portfolios. They discuss several strategies homeowners may want to consider: Using IRAs, Roth IRAs or even savings to pay down mortgages Major tax breaks available to homeowners that have nothing to do with...

In this episode, host Chris Battagia and Larry Kotlikoff provide a critical perspective on various aspects of financial planning, emphasizing the need for more realistic and economically sound approaches to planning for longevity and retirement. They also discussed: The importance of planning for longevity and the economic challenges it presents, emphasizing the need to plan for one's maximum age of life rather than just life expectancy. Critiques of the current state of the financial plannin...