Ronald O'Hanley

GOATs of Investing. 🐐     Mario Gabelli and John Catsimatidis are two exceptional leaders, investors, and entrepreneurs (and native New Yorkers) who have not only delivered remarkable returns but also built enduring enterprises through thoughtful capital allocation, differentiated long-term insights, resilience, and conviction.     It was a privilege to hear fellow Bronx native Mario Gabelli, Founder & CEO of Gabelli Funds rejoin John Catsimatidis, Founder & CEO of Red Apple Group, for another engaging discussion on the #1 Sunday show, #TheCatsRoundtable on 77 WABC Radio.     Their conversation covered critical topics including the U.S. economy, market strategies, and the outlook as we head into 2025, particularly in the context of post-election dynamics.     Mario also shared insights on his position as the largest shareholder of voting stock of Paramount. He recently urged the Federal Communications Commission to pause its review of the transfer of broadcast licenses related to Paramount’s proposed merger with Skydance and RedBird Capital Partners—a development recently highlighted in New York Post and Barron's.     This insightful conversation originally aired on Sunday, November 24, on New York’s #1 rated station, 77 WABC Radio, owned and operated by Red Apple Group.     Interview Link:   https://lnkd.in/eCaxdJPR     #Investing #MarioGabelli #JohnCatsimatidis #FinanceLeadership #EconomicOutlook #Paramount #Skydance #TheCatsRoundtable #WABC #LongTermThinking #Stocks #Bonds #Markets #2025investing #RedAppleGroup #WABC770 #NYPost #Barron's #media

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It was a pleasure hosting Reihan Salam, President of the Manhattan Institute, at the Red Apple Group offices recently. Reihan’s insights into policy, economics, and the future of our cities are consistently thought-provoking. As a regular contributor on platforms like CNN, Real Time with Bill Maher on HBO (Warner Bros. Discovery), and The Atlantic, he remains an essential voice in today’s policy discourse. Fun fact (aka nerd alert!): Reihan and I go way back—30 years ago, we were competitors on two of the nation’s top-ranked speech and debate teams at Stuyvesant High School and Iona Preparatory School. Those formative years sharpened our skills in public speaking and critical analysis, setting the stage for professional journeys defined by rigorous inquiry. It’s inspiring to see how those early days of debate shaped leaders and thinkers like Reihan, who now contributes so significantly to the broader discourse on public policy and governance. Recently, Reihan joined John Catsimatidis, Founder & CEO of Red Apple Group, on The Cats Roundtable on 77 WABC Radio, to discuss the current state of the U.S., with a special focus on New York. As a Brooklyn native and the son of Bangladeshi immigrants, Reihan brings a uniquely grounded and thoughtful perspective on improving New York City and State. This segment originally aired on Sunday, November 3, on New York’s #1 rated station, 77 WABC Radio, owned and operated by Red Apple Group. Reihan’s views on the path forward for New York are well worth a listen.  Interview Link:  https://lnkd.in/ecWY2Eme    Manhattan Institute: Under Reihan’s leadership, is a cornerstone in the world of public policy. Established in 1977, the Institute remains one of America’s leading think tanks. Through rigorous research and data-driven recommendations, the Institute shapes public policy debates, offering non-partisan, research-based solutions to some of the nation's most pressing challenges. Under Reihan's leadership, as cities and states grapple with post-pandemic challenges, the Institute’s research will be more essential than ever, guiding efforts to create resilient, vibrant communities. Through Reihan’s stewardship, the Manhattan Institute continues its mission with a steadfast commitment to integrity, clarity, and data over partisanship. Ultimately, Reihan and the Manhattan Institute exemplify the power of ideas, showing that dedication to facts, intellectual rigor, and principled discourse can lead to real, meaningful change. #ManhattanInstitute #PolicyLeadership #PublicPolicy #EconomicFreedom #Governance #NewYorkPolicy #ThoughtLeadership #RedAppleGroup #WABCRadio #PublicDiscourse #SpeechAndDebateLegacy #FreeMarketIdeas #ConstructiveDialogue #RedAppleGroup #JohnCatsimatidis #WABC770 #NewYork #NewYorkState #NewYorkCity

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With the 2024 US presidential election on the horizon, the stakes are high for the tech sector and innovation-driven industries. Franklin Equity Group discusses how different election outcomes could shape America's tech leadership and innovation landscape. https://lnkd.in/gBPWe2qH.

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In times of political uncertainty and shifting SEC regulations, asset managers face unprecedented challenges. During the FT Live’s Future of Asset Management North America conference, Mike Tae, my colleague and Co-President of Investor Communications Solutions, shared valuable insights on navigating these complexities. I'm delighted to highlight Mike’s perspective on staying ahead in this regulatory landscape. See how Broadridge is helping asset managers tackle these challenges and stay informed on the latest regulatory news impacting the industry: http://spklr.io/6041vorT #FTFOAM #RegulatoryInsights #FinancialServices

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Read PIMCO’s Sustainable Investing Report for our latest thinking on market drivers and trends such as climate risk, biodiversity and carbon analytics: https://bit.ly/3VheheE

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Golub Capital has partnered with the NYU Impact Investment Fund to establish the Golub Capital Social Impact Investment Education Fund and support its experiential learning program, which provides students with hands-on experience making impact investments and managing a fund. Read more: https://okt.to/qX74wZ #AbuDhabi #privatecredit #NYUStern #impactphilanthropy

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⭕ Harnessing the Power of Ichigo Ichie (一期一会) In this year’s President’s Letter, I reflect on the markets, the balance between long-term resilience and short-term adaptability, and our excitement about the opportunities ahead. 📊 Link to full letter is below Orbis Investments

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Wellington Management is thrilled to have been named “LDI Manager of the Year” (mega category) by @CIO Magazine as part of their 2024 Industry Innovation Awards program. Director of Corporate Pension Strategies Ryan Randolph was honored to accept on behalf of our LDI team at the Awards ceremony in NYC. Learn more about this accomplishment and the Awards program here: https://lnkd.in/eRfRpwhT Wellington Management did not pay a fee to be considered for this award. Winners were selected by CIO Magazine after reviewing written submissions. The award winners were announced on December 10, 2024, a two-part submission was made on September 19, 2024 and was judged based on written responses about Wellington’s liability-driven investing business. Wellington Management was the only winner in the LDI (mega) category, which was judged based on CIO Magazine’s criteria. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results. #LDI #CorporateDB #pensions

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Wellington Management is thrilled to have been named “LDI Manager of the Year” (mega category) by @CIO Magazine as part of their 2024 Industry Innovation Awards program. Director of Corporate Pension Strategies Ryan Randolph was honored to accept on behalf of our LDI team at the Awards ceremony in NYC. Learn more about this accomplishment and the Awards program here: https://lnkd.in/eZhpVE3v Wellington Management did not pay a fee to be considered for this award. Winners were selected by CIO Magazine after reviewing written submissions. The award winners were announced on December 10, 2024, a two-part submission was made on September 19, 2024 and was judged based on written responses about Wellington’s liability-driven investing business. Wellington Management was the only winner in the LDI (mega) category, which was judged based on CIO Magazine’s criteria. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results. #LDI #CorporateDB #pensions

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Last week, members of TwentyFour's asset-backed securities (ABS) portfolio management team attended the Opal Group CLO Summit in Dana Point, California. With over 2,000 participants, the event showcased the global evolution of the CLO market. Historically US-focused, the conference now sees growing participation from European investors and CLO managers. In his latest blog, Aza Teeuwen discusses why 2024 has been an incredible year for CLOs, but also highlights that tail risk has not gone away and the potential for a bump in the road is substantial. Read more: https://okt.to/jOXDEf #CLOs #AssetBackedSecurities

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For insight on the mid-cap space, check out this video featuring Boston Partners' Tim Collard, portfolio manager of John Hancock Disciplined Value Mid Cap Fund: https://lnkd.in/eK7u6DMW Learn more about John Hancock Disciplined Value Mid Cap Fund (JVMIX): https://lnkd.in/eVN7UdjB #JohnHancockProduct #ActiveManagement

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