Subscribe

IN THE OFFICE

‘IN the Office’ with Mike Edwards, deputy CIO of Weiss Multi-Strategy Advisers

Mike Edwards of Weiss Multi-Strategy Advisers sits down with InvestmentNews anchor Gregg Greenberg to discuss the China reopening trade, plus other Asia-focused investing strategies.

‘IN the Office’ with Steve Scanlon, head of individual retirement at Equitable

Steve Scanlon, Equitable's head of individual retirement, sits down with InvestmentNews anchor Gregg Greenberg to discuss the surge of interest in annuities, as well as how investors can find the product that best fits their financial needs.

‘IN the Office’ with Rachel Schnoll, CEO of the Jewish Communal Fund

Rachel Schnoll, CEO of the Jewish Communal Fund, sits down with InvestmentNews anchor Gregg Greenberg to discuss the benefits of donor-advised funds, as well as explain what makes the Jewish Communal Fund special.

‘IN the Office’ with Karen Altfest, founder of Altfest Personal Wealth Management

Karen Altfest, founder of Altfest Personal Wealth Management, sits down with InvestmentNews anchor Gregg Greenberg to explain how women — and widows in particular — can expand their knowledge base and take control of their financial futures.

‘IN the Office’ with Raj Bhattacharyya, CEO of Robertson Stephens Wealth Management

Robertson Stephens Wealth Management CEO Raj Bhattacharyya sits down with InvestmentNews anchor Gregg Greenberg to discuss his outlook for M&A in 2023, as well as best practices for onboarding and adding new advisor teams.

‘IN the Office’ with Mary Ann Bartels, chief investment strategist at Sanctuary Wealth

Mary Ann Bartels, Sanctuary Wealth's chief investment strategist, sits down with InvestmentNews anchor Gregg Greenberg to offer her outlook for stocks, earnings and crypto in 2023.

‘IN the Office’ with Alexandra Lebenthal, senior advisor at Houlihan Lokey

Gregg Greenberg learns what makes women on Wall Street cheer — and cry — and what practical steps firms can take to win, retain and advance women.

‘IN the Office’ with Stifel CEO Alex David

Stifel Independent Advisors CEO Alex David sits down with InvestmentNews anchor Gregg Greenberg to discuss why some financial advisers prefer the independent route and Stifel in particular.

‘IN the Office’ with Fortune 500 executive and author Daphne Jones

Fortune 500 executive Daphne Jones sits down with InvestmentNews anchor Gregg Greenberg to discuss her new book, 'Win When They Say You Won't.'

‘IN the Office’ with CNBC reporter and author Bob Pisani

CNBC reporter Bob Pisani sits down with InvestmentNews anchor Gregg Greenberg to discuss his new book, 'Shut Up and Keep Talking.'