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Japan - A Look Behind the Curtain with Special Guest Peter Boardman
Episode 1218th October 2023 • EWM INSIGHTS • Paul Bertrand Ellis, CIMA®
00:00:00 00:41:45

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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, Portfolio Manager and Equity Analyst, Peter Boardman is our guest.

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

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

Peter Boardman shares his unique insight to Japan from his own passion and life experiences - as well as his professional career. 


Topics Covered:

  • Lessons to be Learned from the History of the Nikkei
  • Demographics in the Land of the Rising Sun
  • The 4 R's of Japan
  • Japan's Birthrate and the Effect on the Economy 
  • Will Political Tensions with China move Japanese jobs elsewhere in in Asia or Mexico 


Note: This is personal life story and 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!®