Money, Riches & Wealth - The Podcast

MRW - Podcast - OPEN SHOW - July 26, 2017

This week, Drew and Tom took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...

MRW - Podcast - Chris Tidmore (guest) - July 19, 2017

Drew and Chris are joined by Chris Tidmore.

Chris Tidmore, CFA, is a senior investment strategist in Vanguard Investment Strategy Group. Before joining Vanguard in August 2015, Mr. Tidmore was the managing partner of Butcher's Hill Capital, LLC, which managed the Geneva Arbitrage Fund. The Geneva Arbitrage Fund employed both merger arbitrage and event-driven investment strategies. Before the launch of the Geneva Arbitrage Fund, Mr. Tidmore worked as an arbitrage trader, analyst, and portfolio manager for a family-owned holding company. In addition, he was an options trader on the American Stock Exchange. Before his work in the securities industry, he was employed as an auditor, providing audit, accounting, and consulting services to various charitable and governmental organizations. Mr. Tidmore has developed and taught courses in financial accounting, financial statement analysis, asset valuation, equity derivatives, trading, portfolio management, alternative investments, and CFA® and CPA review courses for an extensive list of clients. He also has lectured on various accounting and finance topics to both the CFA Institute and the CFA Society of Philadelphia. Mr. Tidmore earned a B.S. in accounting at the University of Delaware. He is a CFA charterholder and is a past president of the CFA Society of Philadelphia.

MRW - Podcast - Norm Champ (guest) - July 5, 2017

Drew and Tom are joined by Norm Champ.

Norm Champ is a partner in Investment Funds Group in the New York office of Kirkland & Ellis LLP. Previously, Norm was the director of the Division of Investment Management at the U.S. Securities and Exchange Commission (SEC).  

While at the SEC, Norm played a key role in the SEC’s completion of landmark reforms in 2014 to strengthen the $3 trillion money market fund industry, and led important structural and policy changes in the Division of Investment Management. He was the leader of interactions with the Financial Stability Oversight Council as the Council turned its attention to whether asset management firms are “systemically important.” He also worked on crisis management efforts at securities firms to protect customers of those firms. Norm also headed the creation of Guidance Updates and Senior Level Engagement initiatives, both of which were established to provide transparency to the industry about the priorities and goals of the SEC and to create a dialogue between policymakers and the senior management of asset management firms. Norm’s book, Going Public, about his experiences at the SEC is available on Amazon. For more information on Going Public, visit www.goingpublicthebook.com.

Prior to becoming the Director of the Division of Investment Management, he was the Deputy Director of the SEC’s Office of Compliance, Inspections and Examinations (OCIE) and the Associate Regional Director for Examinations in the SEC’s New York Regional Office. In these capacities he supervised SEC examinations of investment advisors, investment companies, broker-dealers, national securities exchanges, credit rating agencies, clearing firms and other market participants.

MRW - Podcast - OPEN SHOW - June 28, 2017

This week, Drew and Tom took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...

MRW - Podcast - Danny O'Brian - June 21, 2017

Drew and Chris are joined by Danny O'Brian.

Danny has enjoyed the great privilege throughout his professional career to serve in roles that make a real difference in the lives of real people.

Currently, Danny is the CEO of Avila Home Care which represents the integration of his professional experiences in senior living, health care and pastoral ministry. Danny believes that the diversity of his professional background and experiences will enable him to provide all the care and services that you or your loved one needs to thrive in the home you love – extraordinary care delivered with unparalleled kindness.

Danny spent sixteen years as a senior executive and board member of Erickson Living, one of the nation’s leaders in senior living and health care. He served as Executive Director of Charlestown Retirement Community in Catonsville. At the time, it was the largest life-care retirement community in the United States, providing housing and healthcare for over 2,400 residents. Danny was honored to lead an incredible team of 1,300 staff members dedicated to providing excellent service and care 24/7/365.

In 2006, Danny received an unexpected invitation to become the pastor of Grace Fellowship Church. In his younger days, he served in a ministry to teenagers called Young Life and earned my seminary degree. While Danny had never had the ambition to be a pastor or lead a church, he couldn’t say “no” when I felt God ask me to serve in this way.

MRW - Podcast - OPEN SHOW - June 14, 2017

This week, Drew and Tom took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...

MRW - Podcast - Chris White (guest) - June 7, 2017

Drew and Graham are joined by Chris White.

Chris White, CFA, is an experienced wealth management advisor and strategist who has invested on behalf of hundreds of individuals, families, couples and institutions for more than 25 years. Through this work, he has developed a keen sense of human nature and come to understand how human emotions, life experience, and family history (more than rationality) typically drive decisions people make about their money. He is a chartered financial analyst and a member of the CFA Institute, the Boston Security Analysts Society, and the Boston Economics Club

MRW - Podcast - OPEN SHOW - May 31, 2017

This week, Drew and Tom took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...

MRW - Podcast - George Melloan (guest) - May 24, 2017

Drew and Chris are joined by George Melloan.

George Melloan is a former editorial page deputy editor and columnist at the Wall Street Journal. Encounter Books will publish his new book, “Free People Free Markets, How The Wall Street Journal Opinion Pages Shaped America” in July.

His latest previous book is titled “When the New Deal Came to Town, a Snapshot of a Place and Time With Lessons for Today,” published by Simon and Schuster’s Threshold Editions in November 2016. It details how the federal policy errors of first the Republicans and then the Democrats prolonged the Great Depression and how the people of a small farm village in Indiana coped with the resulting hard times.

In 2009, Simon & Schuster published his book titled “The Great Money Binge, Spending Our Way to Socialism,” which described how an easy money policy at the Fed created a credit bubble in the early 2000s. Combined with a government policy to stimulate home ownership, this led to unsound mortgage lending which caused distress once the credit bubble began to deflate and housing prices began to fall. These were the prime causes of the 2008 stock market crash and 2009 recession, he asserted.

A 1978 book, authored by Mr. Melloan and his wife Joan, was titled “The Carter Economy” and forecast the troubles that a combination of price controls and an inflationary monetary policy would cause for the Jimmy Carter administration and the nation at large. It was published by John Wiley & Sons.

During his 64-year at The Wall Street Journal, Mr. Melloan was a reporter in Chicago and Detroit, manager of the Cleveland and Atlanta news bureaus, a page one editor in New York, and a foreign correspondent based in London. Among other news events of the late 1960s, he covered the Six-Day war in Israel, the Biafran war in Nigeria and the unsuccessful efforts at economic reform in the Soviet Union.

Mr. Melloan joined the Journal editorial page in 1970 and was made deputy editor in 1973. In 1987 he launched the Journal’s Business World column. In 1990 he moved to Brussels to oversee the European and Asian editorial pages, starting a new column, titled Global View. Returning to New York in late 1994, he added coverage of the Americas to his international responsibilities. He retired in 2006, but has continued to contribute op-eds and book reviews to the Journal.

Mr. Melloan is a member of the New York Council on Foreign Relations and the Dutch Treat Club in New York. He was winner of the Gerald Loeb award for distinguished business and financial journalism in 1981, the Daily Gleaner award of the Inter American Press Association twice in the 1980s for his writings about Soviet inroads in Latin America, and the American Spectator’s Barbara Olson award for excellence and independence in journalism in 2006. His home is in Westfield, N.J.

MRW - Podcast - OPEN SHOW - May 17, 2017

This week, Drew and Chris took the time to answer the pressing questions listeners have on personal finance, investing, the economy and much more! ...