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15 episodes
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Choate Family Office Choate IA
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- Business
A podcast series presented by the Choate Family Office exploring important topics related to wealth management, investing, and managing risk across generations.
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Utilizing ESG as Criteria in Investment Analysis
In this episode of the Family Office Services Podcast Series, Choate Investment Advisors’ Erin Kerr and Alison Svizzero discuss how environmental, social, and governance (ESG) criteria are used by investors in evaluating companies, in addition to traditional fundamental analysis, to determine long-term performance.
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Investment Implications of the Current Debt Ceiling Negotiations
In this episode of the Family Office Services podcast, Tamer Alamuddin and Christine Wright of Choate Investment Advisors discuss the current U.S. debt ceiling, related political gridlock and fears about financial instability.
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Safe Assets During 2023 Bank Turmoil
In this episode of the Family Office Podcast Series, Managing Director, Tamer Alamuddin, and Senior Portfolio Manager, Henry Dormitzer, of Choate Investment Advisors discuss safe assets in light of the recent volatility in the banking sector.
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Economic Impact of Russia-Ukraine Conflict
Choate Investment Advisors’ managing director, Tamer Alamuddin, and senior investment analyst, Harrison Odaniell, discuss the global economic consequences that are unfolding as a result of Russia’s invasion of Ukraine.
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Effective Planning for Realizing Capital Gains
Lanny Thorndike, president of ChoateIA, and Erin Kerr, a portfolio manager at ChoateIA, discuss the basics of capital gains taxes and how to think strategically about incurring these gains periodically in order to enhance longer-term performance.
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Choosing a Trustee
Choate's Wealth Management Group co-chair Kristin Abati is joined by partner Renat Lumpau to discuss the structure of a trust, the different types of trustees that exist, and how to effectively choose your own trustee.