Explore every episode of the podcast FireSide: A Podcast Series from Future Standard

In the finale of our Private Markets Outlook series, we sit down with Co-President and Chief Investment Officer Mike Kelly for an in-depth look into the new investing imperative in private markets. 

Mike joins Research team members Alan Flannigan and Andrew Korz to explore the shift from disinflation and low rates to today’s environment of volatility, inflation and uncertainty. He gives insights into how private markets offer new opportunities for growth, diversification and operational value creation—especially in the U.S. middle market.  

The Private Markets Outlook podcast series from Future Standard features special guests and portfolio managers from across our firm, each bringing unique perspectives on private equity, private credit and real estate. Get more private markets insights at futurestandard.com/insights 

<Related insights>
Follow the value, not the herd: The new private markets imperative
Q4 U.S. economic outlook: Artificial intelligence, real economic impact
U.S. exceptionalism at a crossroads 

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In this episode of the Private Markets Outlook series, we sit down with Scott Giardina, Managing Director and Head of Trading for Future Standard’s Global Credit Team, for an in-depth look at the current state of private credit.

Scott joins Research team members Alan Flannigan and Andrew Korz to discuss the benefit of specialization in private credit, why lender protections matter more than ever and what it means for investors.

The Private Markets Outlook podcast series from Future Standard features portfolio managers from across our firm, each bringing unique perspectives on private equity, private credit and real estate. Subscribe and stay tuned for more.

<Related insights>
Follow the value, not the herd: The new private markets imperative
Q4 U.S. economic outlook: Artificial intelligence, real economic impact
U.S. exceptionalism at a crossroads

Have a question for our experts? Text us for a chance to have your questions answered on the next episode.

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What’s next for private equity? We continue our Private Markets Outlook series with a discussion featuring Jorge Rossello, Managing Director, LP Secondaries. He joins Research team members Andrew Korz and Alan Flannigan to explore how private equity investors are navigating a shifting landscape. 

The Private Markets Outlook podcast series from Future Standard features special guests and portfolio managers from across our firm, each bringing unique perspectives on private equity, private credit and real estate. Subscribe and stay tuned for more.  

Related:

Follow the value, not the herd: The new private markets imperative
U.S. exceptionalism: At a crossroads

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What lies ahead for CRE? We continue our Private Markets Outlook series with a discussion featuring two of our portfolio managers, Jason Landon (equity) and Rob Lawrence (credit). They join Research team members Andrew Korz and Alan Flannigan to share how major shifts in CRE are playing out on the ground. 

The Private Markets Outlook podcast series from Future Standard features special guests and portfolio managers from across our firm, each bringing unique perspectives on private equity, private credit and real estate. Subscribe and stay tuned for more. 

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Head of Public Policy Jason Cole provides his latest briefing from Washington. Jason updates the team on critical policy developments impacting markets and shaping the Trump administration’s economic agenda. Jason joins SVP of Investment Research Andrew Korz and Investment Research Associate Alan Flannigan to cover the uncertain path forward for tariffs, the looming government shutdown and the evolution of U.S. industrial policy in an AI-driven world.

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Who stands to be the biggest loser if free trade starts to unwind? Who stands to gain?  

Chief Market Strategist Troy A. Gayeski, CFA dives into his latest strategy note on what trade policy may mean for equities and how investors can respond.  

Troy joins Content Strategist Harrison Beck to outline his frameworks for understanding the current tariff-inflected environment. He examines the contributing factors of the GDP, U.S. consumer and bank strength, and the concept he coined to describe this kind of market upheaval, “The Galactic Mean Reversion.” 

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We dive deep into the defining trends shaping private markets in the first episode of our midyear Private Markets Outlook series. Join Andrew Korz, Senior Vice President of Investment Research, and Alan Flannigan, Investment Research Associate, as they explore the forces driving the new private markets imperative: pursuing alpha through specialization and operational excellence.  

The Private Markets Outlook podcast series will feature special guests and portfolio managers from across our firm, each bringing unique perspectives on private equity, private credit and real estate. Subscribe and stay tuned for more.  

<Related insights>
Follow the value, not the herd: The new private markets imperative
U.S. exceptionalism: At a crossroads
Secondaries in first place: A compelling access point in private equity 

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Join Senior Vice President of Investment Research Andrew Korz and Investment Research Associate Alan Flanigan as they explore what the latest developments in tax reform, trade policy and fiscal policy mean for the U.S. fiscal outlook and economy. They dive into the latest edition of Mapping the markets and provide clarity on what it means for investors.

Mapping the markets: Q2 2025
Is private credit a bubble?

Private credit: Steady performance through market cycles

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In a new episode of Head to Head, Jennifer Garcia (Private Wealth Advisor and Managing Director of the Garcia Private Wealth Group at Wells Fargo) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss her unique approach to multi-generational wealth management, what it means to lead one of the few all-women teams in financial services and how she prospects for clients.

“So, I have never cold called ever. To me, the goal was to connect with bankers so that they saw my value and then they would bring clients to me. And how could I nurture that relationship? So, that's really how I built my whole practice and still to this day, all the clients I have are from referral sources.”–Jennifer Garcia 

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Who stands to be the biggest loser if free trade starts to unwind? Who stands to gain? 

Chief Market Strategist Troy A. Gayeski, CFA dives into his latest strategy note on how investors can respond to tariff-induced volatility.  

Troy joins Content Strategist Harrison Beck to outline his framework for understanding the current, trade war-inflected environment. He examines what a “Galactic Mean Reversion” means for equities, how U.S. consumer and bank strength is challenging recession narratives and how investors can prepare for what may come next. 
 
“The thing to remember is that pockets of dislocation and uncertainty are often where you find your best investment opportunities.” –Troy A. Gayeski

Resources:

The Galactic Mean Reversion Part II: Trade wars are not good for S&P 500 profit margins
Domestic resilience in vogue amid selloff

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Join the Investment Research Associate Alan Flanigan and Head of Public Policy Jason Cole for a status update on tariffs, trade and taxes. The team analyzes the post-Liberation Day path forward and what it means for investors. Jason and Alan provide expert analysis of the latest developments out of Washington D.C. and the implications for markets and the economy. 

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In this episode, our research team examines the latest on U.S. tariff policy and how it will impact private markets.

Join Senior Vice President of Investment Research Andrew Korz and Research Associate Alan Flannigan as they discuss the potential ramifications of tariffs on private markets. They also bring in resident expert Dan Wilk, Head of Private Equity Solutions, for his take on how tariffs will impact M&A markets, where they’ll take market sentiment and what this may mean for investors.

Resources mentioned:

Q2 2025 U.S. Economic outlook

Tariffs: Analysis and investment implications

U.S. exceptionalism: At a crossroads

Tariffs: Four essential investor questions answered

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Join the Investment Research team in celebrating March’s NCAA Basketball Tournament with our annual Market Madness show. Our experts put their Sweet 16 of public and private investment strategies to the test and crown a champion in this bracket-style debate.

Senior Vice President of Investment Research Andrew Korz and Research Associate Alan Flannigan provide expert analysis of their sixteen-team field of strategies across public and private equity, real estate and credit. 

<Related insights>
U.S. exceptionalism: At a crossroads
Anatomy of a CRE correction: The road to revival in 2025
Private markets outlook: Refilling the glass

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Can U.S. economic exceptionalism survive the transformations of our time? We analyze the underpinnings of American economic exceptionalism, weigh its resilience and provide a playbook for investing in a new era 

Join Senior Vice President of Investment Research Andrew Korz and Research Associate Alan Flannigan as they delve into their new report, U.S. exceptionalism: At a crossroads.

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On this special edition of The Takeaway, we’re joined by Portfolio Manager and Future Standard Head of Global Credit Andrew Beckman. We go in depth on what differentiates his approach to credit, how his team sources opportunities and his insights into credit markets today.

Andrew sits down with Chief Market Strategist Troy A. Gayeski, CFA who addresses how allocators are responding to credit’s key trends. Senior Content Strategist Harrison Beck leads the conversation. 

Link to Andrew Beckman’s bio:  
https://fsinvestments.com/fs-people/andrew-beckman/

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The Trump administration is shaking up Washington with hundreds of executive orders and an aggressive push to cut government spending. But what's important for markets and what's just media fodder?

Head of Public Policy Jason Cole examines the first weeks of the Trump administration and their implications for markets. Jason joins Senior Vice President of Investment Research Andrew Korz to address the potential impact of tariffs, tax reform and regulatory changes on key strategies. 

“If I’ve got to go into my crystal ball whether or not the Trump's tax cuts are going to get extended, I think it’s going to be a debate that rages throughout the year. And advisors and investors need to be aware that there's not full tax certainty, but I think ultimately there will be a tax bill and it maybe a one- or two-year extension.”–Jason Cole

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In a new episode of Head to Head, Caroline Gundeck (Managing Director, Head of Client and Field Engagement at Morgan Stanley Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to share how she became one of the industry's leading community builders, her team's powerful approach to high-net-worth clients and what it takes to be successful in a "relationship business." 

"This has been and always will be a relationship business. The reason clients do business with you is because of that trusted relationship. They work with you because you can deliver everything else, but they want to work with people they like and trust." - Caroline Gundeck 

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Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his latest strategy note series on the post-election landscape for middle market private equity, private credit, senior commercial real estate lending and liquid multi-strategy funds.

Troy joins Content Strategist Harrison Beck to examine what new policies and continuing trends may mean for investors and allocators. He addresses valuation disparities between listed and private equities, corporate deal flow and bank consolidation, and how middle market private equity may offer compelling opportunities for GARP (growth at a reasonable price). 
 
“We're always trying to look at the pros and cons of election outcomes, just like we look at the pros and cons for any investment opportunity. So far, the pros outweigh the cons.”–Troy A. Gayeski

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Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his new strategy note, Replacing or complementing fixed income with alternatives

Troy joins Content Strategist Harrison Beck to examine how investors can replace or complement fixed income with alternatives. He addresses bonds and duration, the potential impact of Fed cuts, and key strategies including commercial real estate lending, corporate private credit and liquid multi-strategy.

“The more things change, the more they stay the same. And if you think about use cases for alternatives, one of the most profound continues to be as a substitute or complement to fixed income exposure. And that's going to be with us for quite some time.”–Troy A. Gayeski

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As we approach the end of 2024, sparks of life are emerging in private markets, fueling optimism for improved liquidity and a revitalized investment landscape. 

Join Executive Director of Investment Research Andrew Korz and Research Associate Alan Flannigan as they examine private markets and the outlooks for private equity, private credit and commercial real estate in 2025. 

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With over 20 years of experience supporting top athletes, military personal and business leaders, John Stemmerman (Senior Vice President of Performance at Exos) knows that high-performance is much more than just running a faster mile. 

John sits down with Ginevra Czech, Future Standard Director of Client Value Add Programs, to discuss practical strategies for reflection and regulation, and how these key skills can improve personal and professional performance. 

“You’re having one of those nights where it's more challenging, and something comes up where you have a conversation with your significant other and it's a challenging topic. One route is really angry, frustrated, I'm going to snap. [But] if I'm aware that I'm stressed, if I feel what's happening; taking a big breath, reframing what you're going to say and going at it in a better way: that’s a more constructive conversation.”– John Stemmerman

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Voters overwhelming ushered in a new Republican majority. But what can investors expect when it comes to key issues like regulation and inflationary policy? One thing is for certain: You can bet on change.

Join Head of Public Policy Jason Cole and Chief U.S. Economist Lara Rhame as they dive into what the Trump win means for markets, policy and the economy.  

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In a new episode of Head to Head, Jackie Larson (Senior Vice President of the Westside Group at RBC Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how to find your client’s “money language,” the way she works to empower a new generation of women in financial services and how she built an impressive career on kindness and compassion.

“Everybody has a different background as to what their upbringing was around money. And I think the sooner you can learn about the language that they are accustomed to and how they speak, if you can speak on that same level, they feel heard and understood.”–Jackie Larson

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Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his new strategy note, Going for growth: Middle market private equity secondaries

 Troy joins Content Strategist Harrison Beck to examine how middle market PE secondaries offer the potential for growth at a reasonable price. He addresses the potential advantages of the middle market, what makes secondaries attractive, and how middle market private equity, combined with secondaries, may help serve investor needs for growth.
 
“Middle market private equity may be the definition of growth at a reasonable price. And when we look at investor portfolios, they have very little exposure to this key area for growth going forward.” –Troy A. Gayeski

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From public service to private wealth—Joe Brienza shares his journey to becoming a Forbes and Barron’s top-ranked financial advisor. 

In a new episode of Head to Head, Joe Brienza (Managing Director, Clarity Advisors, UBS Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss the adrenaline rush of a new client, what it means to have competition in your blood and his path from working with presidents and political consultants to helping families build wealth and plan for the future.

“I wanted to come in here and do something where at least at nights I can say, “you know what, I'm making a positive impact to someone, not just enriching my W2.” And that was really much more important to me at the beginning—just to do something that was really important. That was how I ended up getting into this business.”—Joe Brienza

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Join Chief U.S. Economist Lara Rhame, Executive Director of Investment Research Andrew Korz and Research Associate Alan Flannigan as they examine their outlooks for equities, credit, real estate and essential macroeconomic trends in Q4.

They discuss their view on interest rates, inflation, and the labor market—and how these key macro factors could impact the investment landscape.

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We are 34 days away from election day. Join FS Investments’ Chief U.S. Economist Lara Rhame and Head of Public Policy Jason Cole as they dive into the critical issues surrounding the election. While the top of the ticket gets most of the focus, control of Congress also hangs in the balance in November. 

They discuss polling data, the battleground states and the potential outcomes for the House and Senate. With an important tax debate on the horizon and heightened economic uncertainty, find out what investors need to know as we approach Election Day. Tune in for insights on the market impact, fiscal policy and the broader economic outlook.

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Even sophisticated clients don’t always understand why financial planning can help them achieve their goals. Regina McCann Hess, Founder and President of Forge Wealth Management, hopes to change that. 

Regina joins Ginevra Czech, Future Standard Director of Client Value Add Programs, to discuss her passion for educating women about finance, insights from her book, Super Woman Wealth, and how she mobilizes her clients’ vision and values to help them secure their futures. 

“A friend of the family wanted to teach me about the stock market. And I said, look, I grew up poor. That’s for rich people. And he said, no, I'm going to give you a stock for a graduation gift, but you have to do the research; you have to tell me why I'm buying this. So, I did it, and he created a monster. I absolutely loved it.”–Regina McCann Hess

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Are private credit markets saturated with too much capital? Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his new strategy note, Are private credit markets too good to be true—Or just factually true?

 Troy joins Content Strategist Harrison Beck to analyze the opportunity set for private credit. He addresses frequent investor questions, examines key trends and dives into the latest data on this essential asset class. 

 “You have two discrete opportunities in private credit that you wouldn't have dreamed of back then, sourcing assets directly from bank balance sheets and being able to provide short term financing vehicles for great companies.” –Troy Gayeski

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Banks are essential to the healthy functioning of the global economy, and their role in the financial system has been anything but static over time. Today, headwinds for banks and the growth of private markets point to further evolution.
 
Join Chief U.S. Economist Lara Rhame and Director of Research Andrew Korz as they dive into their recent Playbook for the great lending evolution to explore the interplay between banks and private credit today.

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In a new episode of Head to Head, Ken Crowley (Private Wealth Advisor and Managing Director at Rockefeller Capital Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss what surfing taught him about the importance of preparation, how growing up in Central America shaped his perspective and the value that creating a diverse, multi-generational team brings to his clients.

“I like to describe our team as really a true representation of America. You've got diversity at different levels, not just generationally, but culturally. And these experiences and perspectives really give us a deep understanding of our clients and their needs.” – Ken Crowley

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How can you achieve sustainable high performance in your work? Stefan Underwood, Senior Vice President of Methodology at Exos, has supported the performance goals of pro athletes, elite military operators and leaders at Fortune 100 organizations.

Stefan sits down with Ginevra Czech, Future Standard Director of Client Value Add Programs, to discuss how to attract top talent by cultivating performance, the current revolution in women’s performance and how his team understands and achieves flow state. 
 
 “The analogy that I give is, does water running over stone make a change? No. But when it consistently does for a long time, it carves canyons. And so, to be a trickle of water, I used to tell athletes that, intensity is king, but consistency rules.”–Stefan Underwood 

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The extraordinary growth in private credit markets has led some investors to question its risks. We go in depth on our recent report, Is private credit a bubble? to offer answers. 

Join Chief U.S. Economist Lara Rhame, Managing Director of Credit Wealth Solutions Robert Hoffman and Executive Director of Research Andrew Korz as they examine important questions on transparency, the quality of borrowers and the rapid flow of money into this key asset class.

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How are investors “becoming the bank” through investments like mortgage REITs? Chief Market Strategist Troy Gayeski shares the key takeaways from his latest strategy note on why current conditions favor these debt-focused CRE investments and how to pick one.

 Troy joins Content Strategist Harrison Beck to examine the regulatory trends shaping CRE lending, how higher interest rates can amplify potential opportunities and what investors may want to seek out when evaluating these investments. 

 “If you can be the bank and potentially earn an attractive return well above cash without taking uncomfortable levels of risk, what a wonderful outcome.” –Troy Gayeski

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With less than 100 days until Americans hit the polls, how are markets reacting to the rapidly evolving headlines and how should investors navigate the most likely scenarios?

Join our experts—Head of Public Policy Jason Cole, Chief U.S. Economist Lara Rhame and Chiron Funds Chief Investment Officer Ryan Caldwell—as they examine the possible policy implications from both administrations and the potential opportunities they may present for investors and allocators.

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It’s a political earthquake, but what will Joe Biden's unexpected withdrawal and Kamala Harris’ emerging candidacy mean for investors?

Join Head of Public Policy Jason Cole and Executive Director of Investment Research Andrew Korz as they delve into how Republicans and Democrats may respond—plus the potential impact on the “Trump trade,” interest rates and market volatility. 

Chapters:
00:00 Introduction and breaking news

01:08 Historical context and unprecedented events

02:50 Immediate political reactions

05:56 Polling and potential candidates

08:16 Vice Presidential selection process

12:12 Republican response and public perception

14:32 Logistics and legal considerations

17:34 Market implications and conclusion

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A mortgage with a sub-3% rate feels like the proverbial golden handcuffs these days. Join Chief U.S. Economist Lara Rhame and Executive Director Andrew Korz as they examine what investors need to know about the latest trends driving the housing market. 

 They discuss the structural and cyclical issues affecting housing supply, the impact of potential Fed policy changes on financing and where sectors like multifamily may offer opportunities for investors and allocators. 

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Join Chief U.S. Economist Lara Rhame, Executive Director of Investment Research Andrew Korz and Research Associate Alan Flannigan as they examine their outlooks for corporate credit, private equities, commercial real estate and key macroeconomic trends for Q3 2024. 

They go in depth on the latest impacts of market concentration, stubborn inflation and more, with a look at the causes and potential implications of the optimism currently priced into markets. 

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The upcoming election will likely mean changes in policy and regulation. What shifts can we expect and how could they impact key markets?

Join Head of Public Policy Jason Cole and Chief U.S. Economist Lara Rhame as they offer insight into the presidential race, Senate and House contests, and key policy areas such as tax reform, debt, deficit dynamics, trade and regulation. 

*This episode was recorded on June 18, 2024.*

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Mike and Kelly consider themselves more than just financial advisors—they’re life advisors.

In a new episode of Head to Head, Managing Partners Mike Barry and Kelly Milligan join Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss their decision to go independent after 20+ years at a name brand firm, the unique, team approach they take to working with clients and their secret to building a truly scalable practice. 

“Three weeks later, they call us. They're bubbly, giddy. Oh, that was such great advice. You know, we found a place, we're moving in four weeks. And to this day, whenever that client comes in, they will say, the best advice you ever gave us had nothing to do with stocks and bonds because you knew what our life was, and you gave us advice that was objective and something that we couldn't see because we're in it.”—Kelly Flannigan

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Private debt is a growing asset class that’s increasingly making headlines. That’s why we’re back in the studio with more cool answers to your burning questions on this key alternative.  

Chief U.S. Economist Lara Rhame and Executive Director of Research Andrew Korz join Head of Private Credit Brian Gerson to further demystify the significance, mechanics and potential opportunities in private debt investing. 

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Are current market conditions too good to be true? Chief Market Strategist Troy Gayeski shares the key takeaways from his latest strategy note on why fear of a “GFC Part II” is a suboptimal reason to hold on to cash.

Troy joins Content Strategist Harrison Beck to examine the current economic landscape, how advisors are addressing investor concerns about asset allocation and the reasons to consider redeploying cash into select alternatives.

“It's really important to differentiate between where things appear too good to be true and where they're just factually true.” –Troy Gayeski

The Takeaway with Troy Gayeski—Too good to be true?—Episode 3

 00:00 Introduction 

00:37 Advisor insight on complimenting private equity allocations

02:31 Integrating alternatives into a portfolio 

03:16 Are market conditions too good to be true?

05:16 Data: Could we see a “Global Financial Crisis Part II”?

07:30 Regulatory changes protecting the economy 

09:13 Increasingly robust protections 

10:22 Investor perception and market realities

11:13 Answering investor hesitations: Why reassess cash?

13:20 “We don’t worry about market volatility”

14:35 Investor timelines and the secondary market

15:42 Key takeaways: The role of alts in the current environment

18:01 How to find Troy’s latest strategy note

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It’s a topic as old as investing: how can portfolio builders better balance greed and fear? Against today’s backdrop of high valuations and concentration in public equities, middle market private equity may offer that ideal mix of risk and reward.

 Join Chief U.S. Economist Lara Rhame, Client Portfolio Manager Philip O’Brien, and Research Associate Madison Murphy as they examine the opportunity set in middle market private equity: what sets this sector apart, how secondaries can solve historic challenges and where investors are making the most of key trends. 

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How does the #1 advisor in the country close business? 

In a new episode of Head to Head, Jeff Erdmann (Founding Partner of the Erdmann Group at Merrill Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how childhood dyslexia helped him launch a multi-billion practice, why he hires “partners” instead of “employees” and how he balances family, mentorship, career and philanthropy.

“It's about connecting with people and finding a connection point. Allowing them to talk about themselves. My rule number one is I never want to speak more than 30 percent of the time in a conversation. [I want to be finding] what matters to them, letting them talk about it and having a deep impactful conversation. And then obviously taking a complex situation and simplifying it for them and then giving them an outcome.” —Jeff Erdmann

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Join Chief Market Strategist Troy Gayeski as he dives into the latest mega trends. Troy sits down with Content Strategist Harrison Beck to examine what’s driving growth in private credit markets, the reason investors are embracing middle market private equity and why exploring alternatives could be essential to staying competitive for financial professionals.
 
 “There's a reason why large institutions in some cases have 80 percent of their capital in alternatives. They're not doing it for their health. They're doing it because in certain areas there are meaningful alpha propositions or excess return above and beyond what you can get in public markets.”—Troy Gayeski

The Takeaway with Troy Gayeski—Embrace alternatives or be left behind?—Episode 2

00:00 Introduction 
00:41 What’s fueling growth in private credit?
02:17 Why are more companies staying private?
03:44 Banking trends creating potential opportunities 
05:05 Advisor response to private markets
07:10 What individuals can learn from institutions
8:19 Alts allocations are projected to triple by 2027 
10:05 Fixed income and interest rate expectations
12:39 Matching appropriate strategies with investor goals
13:11 Is allocating to cash a value add?
14:36 How can advisors offer differentiation?
16:23 The importance of full cycle solutions
18:54 Key takeaways: Why reassess cash?

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In this episode we’re joined by FS Thrive partner, Sarano Kelley, the award-winning speaker, coach and trainer to the financial industry. 

 Sarano sits down with Ginevra Czech, Future Standard Director of Client Value Add Programs, to discuss how to build a “Mega Team,” mobilizing authentic communication to help grow your business and how a hyper focus on process may be the ultimate secret to success.

 “Money moves towards order and money moves towards control. Money moves away from disorder. There's not a single advisor who's going to argue with me and say, I would definitely invest my client's money in a company that was disorganized.”­–Sarano Kelley 

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How can we be bullish on the middle market when the Russell 2000 chronically underperforms the S&P 500? It’s a question that investors often ask when considering middle market private equity—and a perfect opportunity to demystify some of this sector’s unique qualities.

Join Chief U.S. Economist Lara Rhame and Executive Director of Research Andrew Korz as they examine how the Russell 2000 falls short in mirroring the strong fundamentals and robust growth in middle market PE, and how innovative new vehicles are helping investors access its potential opportunities.

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Spring is in the air, and it’s not just the plants that are enjoying the sunshine. The U.S. economy continues its bracing growth, even while the outlook for inflation and interest rates remains stubbornly cloudy.

Chief Market Strategist Troy A. Gayeski joins Content Strategist Harrison Beck to discuss his latest strategy note in a brand new show from Future Standard. He examines where portfolios may need some spring cleaning, especially when it comes to redeploying last year’s cash allocations, and how key alternatives could play a part.

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Private debt is a $1.6 trillion market that’s critical to our economy and to investors—and it’s rapidly evolving. As banks have retreated from certain kinds of lending, private lenders have stepped in to fill the gap, allowing investors to reap the potential rewards. 
 
Join Chief U.S. Economist Lara Rhame, Head of Credit Wealth Solutions Rob Hoffman, and Executive Director of Research Andrew Korz for an initial dive into the private debt market, including the fundamentals of the asset class, recent trends that have fueled its growth and a discussion around the investment case for private debt today. 

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In a new episode of Head to Head, Michelle Marquez (Managing Director at Marquez Private Wealth Management of Raymond James) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how she built an authentic personal brand, her inspiring work with children’s charities and the unique challenge of managing wealth for professional athletes. 

“I think for professional athletes, it's really difficult for them. I know that the statistics are against them. You see that everywhere. It's difficult because they live in chaos. They're pulled from their families and they have to travel alone and by themselves…And unless, as an advisor, you have the time to really dedicate—and not just dedicate, you have to devote time and energy. You have to have the patience to be repetitive. Repeat the goals, repeat what it is you said just an hour ago. It helps them stay focused.”

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