FireSide: A Podcast Series from Future Standard

The first quarter was marked by a continuation of last year’s economic optimism, albeit against the backdrop of stubborn inflation and high rates. While many investors still dream about substantial rate cuts, a return to the “old normal” could require investors to adjust. Join Executive Director, Investment Research Andrew Korz and Chief U.S. Economist Lara Rhame as they examine CRE pressures, mov...

Eve Ellis (Vice President, the Matterhorn Group, William Blair) has received numerous awards, both for her work as a top wealth advisor and for her leadership in promoting equity and empowerment in financial services and beyond. In a new episode of Head to Head, Eve joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss what it means to be “passionate about fairness,” why she...

In celebration of March Madness, Chief U.S. Economist Lara Rhame and the Investment Research team go head-to-head in “Market Madness.” In this bracket-style debate, our experts consider which topics will be most influential to markets for the rest of the year and what it means for investors. Have a question for our experts? Text us for a chance to have your questions answered on the next episode....

Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth and one of the industry’s most trusted experts in economic analysis and financial communication, joins Chief U.S. Economist Lara Rhame for a conversation on market trends, career building, women pathfinders and more.  Listen for the 2024 economic outlook she refers to as a “bucking bull,” her storied path to success in finance (incl...

In this episode, we’re joined by our partners at HelloHive, the next-gen recruitment and resume technology company working to create more equitable pathways for early-career talent. Ginevra Czech, Future Standard Director of Client Value Add Programs, sits down with HelloHive’s Head of Client Strategy Claire Schulz, Customer Success Manager Kyra Maryland, and Partnerships Associate Christiann Cann...

Markets started the year with high expectations and high valuations. But volatility and expensive equities are just a few of the challenges facing investors in 2024.  Chief U.S. Economist Lara Rhame and Executive Director, Research Andrew Korz sit down to discuss their latest chartbook examining the five key challenges facing investors today—and how alternatives may address those challenges and pr...

The commercial real estate (CRE) market continues to endure a correction that began 18 months ago. Andrew Korz (Executive Director, Research) joins Chief U.S. Economist Lara Rhame to discuss the progress of the correction, examine its drivers and identify potential areas of opportunity that persist despite the challenged market environment Have a question for our experts? Text us for a chance to h...

Jason Cole, Head of Public Policy and Corporate Social Responsibility at FS Investments, joins Chief U.S. Economist Lara Rhame to discuss what the latest policy decisions could mean for investors.  Lara and Jason address evolving pressures on Treasuries, where the Fed may move next and how election results could impact financial regulation, taxes and deglobalization in the coming year. Have a ques...

Lara Rhame sits down with Executive Director, Investment Research Andrew Korz to review last year’s 10 for ’23—and unveil this year’s 10 for ’24, her forecast for the 10 essential trends facing investors in markets, policy and the economy in the new year.  Her outlook? While 2024 is opening with optimism that a recession has been avoided, inflation, tighter credit conditions and a steep hill of de...

Whether you’re a team of one, or the one in charge of the whole team, everyone has a stake in career development.   In this episode, we’re joined by Ace Quintana, Head of Organizational & Leadership Development at Future Standard and our in-house expert on the Predictive Index (PI)—the validated workstyle assessment we use to power career development at our firm and one of the key resources we...

Louise and Nina Gunderson are more than just an incredibly successful advisor team at UBS Private Wealth Management—they’re also mother and daughter. In a new episode of Head to Head, Louise and Nina join Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss running a team like a family, blazing new trails in financial services and working together to build multi-generational rela...

In this episode we’re joined by Chris Serrano, Performance Manager at EXOS and James Boyd, Wealth Management Advisor at Van Buren Financial Group. One is an expert in fitness, the other is an expert in finance, but each day they tackle the same challenge—helping clients achieve their goals. Chris and James sit down with Future Standard Director of Client Value Add Programs Ginevra Czech to share i...

The U.S. commercial real estate (CRE) market has come under pressure from rising interest rates and an uncertain economic outlook. The multifamily sector has experienced what feels like a full market cycle in the span of just three years. With uncertainty swirling around the CRE space, Robert Hoffman and Andrew Korz take a deep dive into their outlook for the rental market.  Have a question for ou...

What is the perception of financial services? And how can we nurture talent that hasn’t always seen a place for themselves in the industry?  In this episode, we’re joined by Carlos Muñoz, Head of Asset Manager DEI Engagement at Morgan Stanley. He heads The Morgan Stanley Equity Collective, an industry leading group of top firms (including Future Standard) that work together to educate, empower and...

Taylor Swift may be the biggest trend in the economy today. And it’s not just because her Eras tour is giving a lift to everything from airlines to hotels (what other pop star can claim chart-toppers on both Billboard and the Fed’s Beige Book?), but it’s also because of the intriguing way her meteoric rise echoes best practices in accessing alternatives and private equity.    In this episode, we a...

In a new episode of Head to Head, Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Rory O’Hara, CFP®, CRPC®, Founder and Senior Managing Partner at Ausperity Private Wealth.   In this episode, Rory shares the early career lessons he learned cold calling (communicate authority and grow a thick skin), how he helps his team learn and grow, and the ways his fir...

In a new episode of Head to Head, Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Rachel Gottlieb, Managing Director - Wealth Management at UBS. In this episode Rachel shares how she turned a college internship into a career in financial services that landed her on lists like Forbes Top Next Gen Wealth Advisors, Forbes Top Women Wealth Advisors, and Wall S...

In this episode, the Investment Research team explores the unprecedented concentration in the U.S. equity market. This top-heavy market meant impressive returns for investors over the first half of the year, but it could become one of the key risks for portfolios in the coming period. Have a question for our experts? Text us for a chance to have your questions answered on the next episode. For mor...

In a new episode of Head to Head, Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Scott Highmark, President and Principal of Mosaic Family Wealth. Scott shares how he went from being a college basketball athlete to becoming a financial advisor eventually opening his own firm.  Have a question for our experts? Text us for a chance to have your questions ans...

The CRE market is undergoing a painful correction today, as demonstrated by declining property values and tepid investment activity. In this episode, we analyze the causes, address concerns around debt financing and examine what comes next in the CRE market. Have a question for our experts? Text us for a chance to have your questions answered on the next episode. For more research insights go to h...

We chat with Brent Callaway from FS Thrive partner Exos to learn how elite athletes combine movement, nutrition, recovery, and mindfulness to build a foundation of sustainable high performance and prepare for life’s biggest moment like the NFL combine and beyond.  With years of experience coaching and preparing elite athletes for the largest sports stages in the world, Exos Vice President of Perfo...

In a new episode of Head to Head, Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Lara Rhame, Chief U.S. Economist at FS Investments. Lara shares how she landed her first job with the Fed and pivoted to a career on Wall Street and later, FS Investments. Have a question for our experts? Text us for a chance to have your questions answered on the next episod...

In a new episode of Head to Head, Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Patti Brennan, President and CEO of Key Financial. Patti shares how she went from working as an Oncology and ICU nurse to being one of the top financial advisors in America. Have a question for our experts? Text us for a chance to have your questions answered on the next epis...

In the inaugural episode of Head to Head, a new podcast from FireSide, Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Cheryl Young,  Private Advisor at Rockefeller Global Family Office. Cheryl shares how she built her business and why she believes her authenticity sets her apart as a top advisor. Have a question for our experts? Text us for a chance to ha...

The U.S. debt ceiling is once again back in focus. Jason Cole, Executive Director of Public Policy and Corporate Social Responsibility breaks down what exactly is happening in Washington D.C. and how it might affect our economy and financial markets. Have a question for our experts? Text us for a chance to have your questions answered on the next episode. For more research insights go to https://f...