21 episodes
The Tao of Chao Podcast Philip Chao
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- Business
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5.0 • 1 Rating
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The Tao of Chao Podcast focuses on contemporary issues, regulations and class action cases impacting pension and defined contribution retirement plan fiduciaries. Philip Chao and his guests will discuss relevant issues that a plan fiduciary should pay attention to and how such challenges are relevant in operating their retirement plans while serving in the sole interest of participants and beneficiaries.
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Understanding Market Cycles and Macroeconomic Themes: Insights from Franklin Templeton's Experts | Tao of Chao 18
If you are a student of the market and interested in gaining insights into the cyclical and secular landscape, topics that are highly relevant in today's economic climate, please tune in to this episode of Tao of Chao.The world is always uncertain, and Dr. Onsel Gulbiten offers her view on inflation, interest rate risks, and geopolitical challenges. Michael Salm provides his perspective on separating sovereign, private, corporate, and banking balance sheets to understand the marketplace and t...
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The Power of Personalization in Retirement Planning with Shawn O’Brien | Tao of Chao 17
“Personalization” in defined contribution retirement arrangements such as 401(k), 403(b), and 457 plans continues to gain momentum. This is not a fad or a marketing slogan. It is real and does improve outcomes. One way or another, personalization has seeped into our lives by suggesting entertainment, improving comfort in automobiles, saving time in kitchens, tailoring education, providing faster food service, and providing unique shopping experiences. However, personalization in retirement pl...
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Examining Proposed Changes to The Fiduciary Rule with Kevin Walsh | Tao of Chao 16
The Department of Labor has once again proposed changes to The Fiduciary Rule to expand fiduciary application to those selling investing products and delivering advice to retirement plans.Kevin Walsh, a legal expert in this matter joins Philip Chao to discuss the reasons behind the push and what the DOL is trying to accomplish. There is no question that we need fiduciaries to serve in our best interest but will the DOL's approach succeed in extending projection under every circumstance?DISCLO...
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The Impact of Cultural Differences on Leadership Success with Joy Chen | Tao of Chao 15
Chinese Americans quickly learn that there are cultural differences between the Eastern and Western business worlds. Today's guest is our bridge between the two.In this podcast episode, Philip Chao interviews Joy Chen, CEO of the Multicultural Leadership Institute. They discuss the importance of cross-cultural communication and the impact of cultural differences on leadership success. Joy shares her personal journey and how she developed cultural fluency through immersion in Western business ...
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Strategic Foresight with Peter Scoblic | Tao of Chao 14
Welcome to Tao of Chao, where we explore some of the most important topics in finance and economics. Join Philip Chao as he welcomes Peter Scoblic to explore the fascinating world of strategic foresight. Peter is the co-founder, and principal of Event Horizon Strategies. Peter is also a professor at Georgetown University and Harvard’s Development Program, and he is currently writing a book about the history of decision making under uncertainty. In this episode, Peter dives into how to formula...
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Defining Central Bank Digital Currency (CBDC) with Elliot Hentov | Tao of Chao 13
Welcome to Tao of Chao, where we explore some of the most important topics in finance and economics. Join Philip Chao as he welcomes Elliot Hentov back for an important discussion on Central Bank Digital Currency (CBDC). Elliot is the head of macro policy research and chief geopolitical strategist at State Street Global Advisors, so he's got a unique insight into this topic. Discover why CBDCs are growing in popularity, how they differ from cryptocurrencies, and what implications they have fo...