The Tao of Chao Podcast

Philip Chao
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The Tao of Chao Podcast

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. 

  1. 19/12/2024

    Lifetime Income w/ Bonnie Treichel: Frameworks, Collaboration, and Fiduciary Leadership | Tao of Chao Podcast 25

    How can advisors and plan sponsors tackle the complexities of lifetime income and retirement sufficiency? In this episode of the Tao of Chao, Philip sits down with Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement, to explore the critical role of frameworks, behavioral finance, and procedural prudence in addressing retirement challenges.They discuss the importance of asking the right questions, the evolving landscape of QDIA solutions, and how collaboration across the industry c...

    53min

  2. 25/11/2024

    Navigating the Intersection of Data and Decision-Making in Finance w/ William Kinlaw | Tao of Chao Podcast 24

    In life, we all operate in a varying degree of ignorance or blindness when deciding the future. Information is the critical ingredient - even though the final decision is based on one’s judgment and interpretation of the information. In theory, the more relevant and accurate information we have, the higher the probability of us making the “right” decision about the future. Even though there is no perfect prediction about how others would react to the same set of information,...

    1h2min

  3. 03/11/2024

    High-Yield Municipal Strategies & The Impact of Fed Rate Cuts w/ Daniel Close | Tao of Chao 23

    Daniel Close, Lead Portfolio Manager for High-Yield Municipal Strategies at Nuveen, joins host Philip Chao in this episode of Tao of Chao to explore the evolving landscape of high-yield municipals. They discuss the effects of the Fed's rate cuts, differences between municipal and treasury yield curves, and the future of fixed-income solutions. Daniel shares his expert insights on municipal market growth, supply-demand dynamics, and what makes today's high-yield municipal bonds different from ...

    46min

  4. 17/09/2024

    Diversifying for Success with Philip Chao & Bryan Moore | Tao of Chao 22

    In this episode of The Tao of Chao podcast, host Philip Chao switches roles and becomes the guest as he sits down with Bryan Moore for a deep dive into discretionary investment management and the importance of diversification. Philip shares insights into his work advising institutions, including the nuances of behavioral finance and portfolio management in today’s financial landscape. Together, they explore how tactical adjustments can protect clients from market volatility while also seizing...

    44min

  5. 13/08/2024

    Exploring Immigration and Migration Policies with Dr. Andrew Selee | Tao of Chao 21

    Join us as we sit down with Dr. Andrew Selee, president of the Migration Policy Institute, to discuss the complexities of immigration and migration policies globally, with a special focus on the United States, Latin America, and the Caribbean. Dr. Selee shares insights from his extensive research, the current state of migration, and the impact of immigration on economies and societies. Tune in to understand the challenges and opportunities in managing migration and the future of immigration p...

    1h4min

  6. 16/07/2024

    The Importance of Fiduciary Responsibilities w/ Todd Levy | Tao of Chao 20

    In the 20th episode of the Tao of Chao podcast, host Philip Chao sits down with Todd Levy, a Managing Director with The Retirement Plan Company, one of the country’s leading independent providers of account recordkeeping, third-party administration, and actuarial services for qualified retirement plans. They analyze the intricate world of fiduciary responsibilities, the evolving landscape of retirement planning, and the importance of maintaining clear client communication. The discussion...

    51min

  7. 18/06/2024

    The American Manufacturing Renaissance with Michael Underhill | Tao of Chao 19

    Michael Underhill, a trained economist, investment strategist, and investor in the infrastructure space, emphasizes the urgency of two crucial policy areas for the future — energy and immigration. Michael and Philip Chao stress the need for a comprehensive energy policy to prepare for increased energy dependence and a coherent immigration policy to support the human capital demand necessary for the American manufacturing revival. These policies are not just beneficial but essential for the fu...

    50min

  8. 21/05/2024

    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...

    55min
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Sobre

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. 

Informações

  • Criado por
    Philip Chao
  • Anos de atividade
    2023 - 2024
  • Episódios
    28
  • Classificação
    Livre
  • Copyright
    © 2025 The Tao of Chao Podcast
  • Site do podcast
    The Tao of Chao Podcast

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