BISA Portfolio Podcast
A look at issues affecting the bank and insurance securities community
Podcasting since 2021 • 23 episodes
BISA Portfolio Podcast
Latest Episodes
Multi-Gen Perspectives on Hot Topics | Live at Conference
In this episode of the BISA Portfolio Podcast, Jay McAnelly (Ameriprise Financial Institutions) and Lee Bennett (F&G Life) of the BISA Content Advisory Committee interview a diverse group of industry professionals and students on h...
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26:15
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How Research Insights Can Inspire Success
In this episode of the BISA Portfolio Podcast, Kevin Mummau and Kevin McCarthy from the BISA Research Committee talk with Scott Smith of Cerulli about how to effectively use BISA's Insights & Analytics Advantage monthly repor...
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12:58
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Navigating Customer Complaints With Jarrett Jacobs and Debi Lucke
In this episode of the BISA Portfolio Podcast, BISA Regulatory & Compliance Education Committee member Connie Capco of Northern Trust Securities talks with Jarret Jacobs of Fifth Third Securities and Debi Lucke of Ameriprise Financ...
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22:53
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DE&I Voices: The Value of Diverse Teams With Jermaine Perrien & Megan Richter
In this final episode in the BISA Portfolio Podcast “DE&I Voices” series, guest host Logan Hickman of Nationwide converses with Megan Richter of Key Investment Services and Jermaine Perrien of Symetra about the value of diverse tea...
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17:02
BISA Portfolio Podcast — DE&I Voices: 2024 Rising Stars Experience
In this episode of the BISA Portfolio Podcast series “DE&I Voices,” guest host Logan Hickman of Nationwide interviews 2024 Rising Stars awardees Madi Vandegrift of Truist Wealth and Juan Muñoz of Nationwide. They share their experi...
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16:37
