Insight in Indian Country Podcast
Trusted Expertise Serving Tribal Nations
Last year was a real rollercoaster for many businesses and for the markets. If you are a Tribal treasurer or finance director, we’re sure you are happy 2022 is over. Now, it’s time to take some notes on what we learned. Global events such as the invasion of Ukraine, supply chain shortages due to lockdowns in China, and growing impacts of inflation have affected many investment portfolios.
This episode, REDW National Tribal Practice Leader Wes Benally is looking back on the 2022 market with Daniel Yu, Co-Chief Investment Officer and Senior Investment Manager with REDW Wealth Management. Daniel carries 18 years of investment experience. He leads the research team and is responsible for the overall investment process including investment analysis, research, portfolio management, and asset allocation.
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REDW LLC is proud to bring you the Insight in Indian Country Podcast, covering important advisory, accounting, and finance topics that impact Tribal Nations and business affairs. Thanks for listening!
Meet Your Hosts
Wesley Ryan Benally, CPA
REDW Principal and National Tribal Practice Leader
As the leader of REDW’s National Tribal Practice, Wes is committed to improving financial literacy throughout Indian Country. He oversees audits of a wide range for Native American communities, state and local government agencies, and non-profits, nationwide and is a member of the Arizona State Board of Accountancy’s Peer Review Oversight Advisory Committee and serves as an instructor with Arizona State University’s American Indian Policy Institute.
Daniel Yu, CFA®, CFP®, AIF®
REDW Wealth Management Co-Chief Investment Officer and Senior Investment Manager
With 22 years of experience, Daniel serves as the firm’s Co-Chief Investment Officer and is a voting member and chairs the REDW Wealth Investment Committee. He leads the research team and is responsible for the overall investment process including investment analysis, research, portfolio management, and asset allocation.
Daniel is a Chartered Financial Analyst® (CFA®) and a member of the CFA Institute and the CFA Society of New Mexico. He is also a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary (AIF®).
Compensation Studies—Your Key to Hiring & Retaining Top Talent.
It’s important to attract—and retain—the best employees to ensure the long-term success and sustainability of your tribal organization. And given an exceptionally competitive labor market and the usual budget constraints, this means basing your employee compensation and benefits programs on relevant and reliable data.
More from Insight in Indian Country
- Paving the Way for Growth: NMSCPA 2nd Annual Tribal ConferenceWes Benally is joined by fellow REDW Principals Victor Flores and Chris Henderson to touch on conference topics including tribal economics, entrepreneurship, and impact investing with native-owned businesses.
- NMSCPA’s Second Annual Tribal ConferenceREDW is proud to co-sponsor this half-day Conference on Tribal Enterprise economics for tribal leaders and those involved with tribal and tribal-run businesses
- Investment Intelligence: Decoding What Matters in Global MarketsA panel of Financial Planning professionals from REDW Wealth will share their insights on the global economy and the markets, past and present.
- NAFOA 42nd Annual ConferenceFrom April 29-30, REDW will be joining with tribes, state and federal government officials, and leading industry experts to discuss the latest economic issues in Indian Country.
- Reducing Risks in Retirement Plan Management with Paul Madrid, CPA®, CFP®, AIFA®This episode, Wes Benally and Paul Madrid discuss the Tribal fiduciary role and reducing risk in the management of employer-sponsored retirement plans.
