InvestmentNews' fintech reporter, Nicole Casperson, has become a true expert on all things Robinhood through her reporting, and she joins Jeff and Bruce on Robinhood's IPO day to share her findings. They discuss the companies challenges, where they go from here, and the performance of the IPO itself. Professor Luke Taylor from Wharton joins today's pod to chat about the results of his department's research on the future of ESG performance. Their verdict? The future will not be as bright as the prior two years worth of gains.
Guest interview with Luke Taylor - 0:45-21:45
Guest interview with Nicole Casperson - 22:00-42:00
Luke's research paper: Dissecting Green Returns
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Guest Bio: Lucian (Luke) Taylor is an associate professor of finance at the Wharton School at the University of Pennsylvania. He earned his AB from Princeton University and MBA and PhD in Finance from the University of Chicago Booth School of Business.
Professor Taylor’s primary areas of research are empirical corporate finance and asset management. His research focuses on two main themes: structural estimation in corporate finance, and understanding the skill of important financial actors like CEOs and active fund managers. His articles have appeared in the Journal of Finance, Journal of Financial Economics, and Review of Financial Studies, as well as nonacademic outlets such as the Wall Street Journal, CNN Money, and Forbes. His research has received the Fama-DFA Prize for best paper in the Journal of Financial Economics, Rothschild Caesarea Center Best Paper Award, Marshall Blume Prize, Jacobs Levy Prize, and the NASDAQ Award. Professor Taylor is an associate editor at the Journal of Financial Economics and Review of Finance.
Since joining Wharton, Professor Taylor has taught Venture Capital and the Finance of Innovation (FNCE 250/750) to undergraduate, MBA, and executive MBA students.
Bruce Kelly talks to local Rhode Island reporter Eli Sherman about the former nontraded REIT czar, Nick Schorsch, and his group’s investments in beloved local eateries in the Ocean State.
Bruce Kelly speaks to longtime compliance expert Sander Ressler about elder fraud, artificial intelligence and GWG Holdings and what advisors and their broker-dealers and RIAs should be guarding against.
Bruce Kelly is joined this week by Jeff Vivacqua of Cambridge Investment Research, who breaks down the company's success as a recruiter of financial advisors.
Bruce Kelly is joined this week by InvestmentNews Managing Editor James Rogers as they look ahead to what the financial advice industry can expect in 2026 after a tumultuous start to the year.
