Xtrackers
Hosts Brad Wright and Chris Boyd are joined by John O’Connor and C. Allen Parker of JH
Whitney Investment management who together with Xtrackers have created the “Geostrategic
Risk Rating” system.
John is CEO of JH Whitney and was previously Chairman of JP Morgan Alternative Asset
Management. He’s a Senior Fellow at USMA West Point, has served as a member of the US
Department of Defense Business Board, a Civilian Aide to the Secretary of the Army for New
York, and has received awards from the Secretary of Defense, the Air Force, and the Navy.
Allen is President of JH Whitney and previously served as Interim CEO as well as General
Counsel for Wells Fargo & Company.
They discuss:
-What a Global Geostrategic Risk Rating system means for companies
-How this may affect our investments in these companies
-How the US government is responding to these risks
-Possible paths the US-China relationship could take

Learn more about our current geopolitical landscape and the Xtrackers US Critical Technologies
ETF (CRTC) that could potentially provide a solution for investors looking to mitigate these
risks in their portfolios at www.Xtrackers.com

For more information on JH Whitney, DWS the Geostrategic Risk Rating or CRTC please
contact Paul Berard, Xtrackers New England ETF Specialist @ paul.berard@dws.com , 203-
364-9426 or visit their website at Xtrackers US National Critical Technologies ETF| Xtrackers
by DWS

Kathleen speaks with FPA of New England chapter President Marybeth Breed and Massachusetts State Treasurer Deborah Goldberg about the various initiatives Treasurer Goldberg has worked on to promote financial education across the Commonwealth of Massachusetts. We learn about the task force she convened to determine the best approaches to developing financial education in our communities, the work of the Office of Economic Empowerment and the Baby Steps savings program, and why the Treasurer believes that financial education is a proactive medicine that can be used to address other problems. We also discuss why educating kids about finances as part of the school curriculum is such an important objective, the bi-partisan bill she put forth requiring financial education in our schools, and the challenges of getting new topics added to school curriculum.

Massachusetts State Treasurer Deborah Goldberg

Office of Economic Empowerment

Office of Economic Empowerment - YouTube

Worth in Wealth Program

Operation Money Wise

7Michael Connaughton – Lead Advisor
Hosts Brad Wright and Kathleen Kenealy are joined by Michael Connaughton. Mike is co-
founder of Lead Advisor, a wealth management collective that specializes in building firms,
practices and careers. They provide creative perspective, time leverage and industry insights for
growth focused businesses and professionals. With a niche in talent acquisition and development,
Lead Advisor partners with firms and practices to help solve for service, scalability and
succession planning. They also empower professionals in the field through career strategy
coaching, leadership development and study groups.
Michael is a CFP who went to Providence College, lives in the Boston area, and yet somehow
finds himself a Milwaukee Bucks fan?! Find out why…
They discuss:
-What goes into a talent search and whether candidates are difficult to find
- What candidates are searching for in a new firm
-Coaching both firms and candidates
-Lead Advisor’s app for vetted candidates

Learn more about Michael and Lead Advisors: https://www.lead-advisor.com/

Newsletter:

https://mailchi.mp/1f81a3c34ca4/lead-advisors-talent-market-insights-for-september-17380127

Web based app for several core employee roles for hiring firms:

https://app.careers.lead-advisor.com/login/start