Episode 7

full
Published on:

30th Jul 2024

The Tests of Japan with Special Guest Peter Boardman

EWM INSIGHTS with special Special Guest Peter Boardman, Portfolio Manager and Equity Analyst - Nuveen International Value Fund 

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

In this special episode of EWM Insights, we visit again with Peter Boardman, Portfolio Manager and Equity Analyst with Nuveen.

We again pull back the curtain and let the public listen in on a private discussion normally exclusive to private clients of Ellis Wealth Management. 

This episode is packed with valuable information for both seasoned investors and those new to the financial markets.


Peter's extensive background in the financial industry, spanning over 30 years, has seen him work across various regions and sectors. 


His fluency in Japanese and his frequent contributions to the Nikkei newspaper and CNBC Asia make him a trusted source for insights into international markets.




We discuss the Japanese Market in a time where many are considering investment options outside of the US Market.


Peter unique insight to Japan from his own passion and professional experience is truly a treat! 


Topics Covered:

  • Revisiting The Core - Satellite strategy 
  • The Rise of the Nikkei
  • Stock Splits and Cultural Shifts
  • Japan's Debt-to-GDP
  • Back to The Future - AI in the House of the Rising Sun
  • Advice for the Career Minded



Note: This is personal discussion, and NOT an offer to purchase or sell insurance or investment products. 


It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can loose value which includes risk to principle




Additional Resources: 


Ellis Wealth Management

Paul Ellis: 425-405-7720

email: paul.Ellis@elliswealthmanagement.net 


About Peter Boardman

Peter Boardman is a portfolio manager and equity analyst at Nuveen.

Prior to this, Peter was a portfolio manager and equity analyst, at Nuveen affiliate, NWQ Investment Management Company, LLC and a portfolio manager and consumer durables analyst at affiliate, Tradewinds Global Investors, LLC. Prior to that, he was an international equity analyst at NWQ. Before joining the firm, he was a senior analyst with USAA Investment Management where he covered global automobiles, pharmaceuticals, and semiconductors. Prior to that, Peter spent 8 years as a sell-side analyst at UBS Warburg where he followed the automobile and auto parts industries in North America, Japan, and Asia. Peter started his investment career in Japan, where he worked as an analyst for close to fifteen years.

Peter graduated with a B.A. in Economics from Willamette University and an M.S. in International Management from Garvin School of International Management (Thunderbird). Peter has been highly ranked as an analyst in the surveys of Greenwich Associates, Institutional Investor magazine, and by Nihon Keizai Shimbun (Nikkei) newspaper. He is fluent in Japanese. Peter is a trusted source for information on the Japanese market and is quoted regularly in the Nikkei newspaper and also appears on CNBC Asia.

Feel free to share this episode with those in your circle who are on a similar path of learning. 

We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/


Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

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About the Podcast

EWM INSIGHTS
Ellis Wealth Management, LLC presents EWM INSIGHTS, a content-rich lifestyle podcast that goes beyond the checklists, to-do lists, and mere financial markets to celebrate HUMAN CAPITAL.
Throughout INSIGHTS we’ll talk to a variety of professionals, coaches, experts, artists, and every day people as we explore the riches that come from our collective journey.

We hope that as you listen to INSIGHTS our conversations will help you acquire more knowledge and become even more curious of the gifts that are in and all around us, while we support you to reach new heights as we grow together.

Most of all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®




Ellis Wealth Management, LLC
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elliswealthmanagement.net

Ellis Wealth Management, LLC - “Invest in What You Love!"®

About your host

Profile picture for Paul Bertrand Ellis, CIMA®

Paul Bertrand Ellis, CIMA®

Paul Bertrand Ellis, CIMA® is the Managing Director of Ellis Wealth Management, LLC

Paul is an accomplished 25 year financial industry veteran. In addition to various investment and insurance licenses, he holds certification as a Certified Investment Management Analyst (CIMA®) through Investments & Wealth Institute and the Wharton School of the University of Pennsylvania.

In his practice, Paul provides a values-based approach focusing on high net worth wealth management. Professional service and open communication make Paul a personal advocate and passionate client portfolio director.

Paul is an active member of the Investments & Wealth Institute, and member of the Mukilteo Chamber of Commerce.

His volunteer activities have included serving as Chair of the Mukilteo Chamber of Commerce, Co- Chair of the U.W Foster School of Business’ Center for Entrepreneurship and Business Development, and Past -President of the Office of Minority Affairs Friends of the Educational Opportunity Program at the University of Washington.

Paul also participates in various local community projects and initiatives.

As a graduate of the University of Washington, Paul strives to help students achieve their potential through learning and growth opportunities, and is a known engaging guest speaker.

Seattle Magazine has consistently named Paul to The Best Wealth Managers List and he has been named among America’s Most Honored Professionals by American Registry.