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Wealth Management Invest

WealthManagment Invest

108 episodes

5 days ago

Welcome to the WealthManagement Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETFs and SMAs.

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Welcome to the WealthManagement Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETFs and SMAs.

Show more...

Episodes (20/108)

Wealth Management Invest

Wealth Management Invest: How MAI Capital Approaches Private Markets with Ben Sayer

In this episode of the Wealth Management Invest Podcast, host David Bodamer interviews Ben Sayer, managing director and head of the alternative investments group at MAI Capital Management. Ben shares insights on MAI’s longstanding approach to private markets, the rise of evergreen structures, and the operational challenges of managing illiquid assets. He also discusses how … Read More Read More

4 days ago

30 minutes 21 seconds

Wealth Management Invest

Wealth Management Invest: Cerity’s Tom Cohn on Private Market Allocations

In this episode of the Wealth Management Invest Podcast, host David Bodamer interviews Tom Cohn, partner and chief solutions officer at Cerity Partners. They explore the significance of private markets in client portfolios and discuss asset allocation strategies. Tom shares insights on the evolution of private markets, the rise of evergreen structures and the impact … Read More Read More

1 month ago

28 minutes 28 seconds

Wealth Management Invest

Wealth Management Invest: Rethinking Portfolio Diversification with Don Calcagni

In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Don Calcagni, the chief investment officer of Mercer Advisors, to explore how Mercer attempts to align investment decisions with financial goals. David and Don dive into defining clear investment objectives that align with clients’ financial aspirations, the importance of moving … Read More Read More

2 months ago

35 minutes 11 seconds

Wealth Management Invest

Wealth Management Invest: Demystifying Crypto for Financial Advisors with Kristen Mirabella

In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Kristen Mirabella, head of partnerships at Eaglebrook Advisors, to discuss the evolving role of cryptocurrency in wealth management. Eaglebrook is a digital asset platform that allows advisors to invest directly in crypto through separately managed accounts. Kristen talks about Eaglebrook’s … Read More Read More

3 months ago

30 minutes 29 seconds

Wealth Management Invest

CAIS’s Brad Walker on Making Alternative Investments Accessible

Join David Bodamer, Editorial Director at WealthManagement.com, and his guest, Brad Walker, Co-President at CAIS, as they delve into the transformative landscape of alternative investments. Discover why independent wealth managers and RIAs are increasingly incorporating alts into client portfolios and the innovative trends making this possible. Highlights from this episode include: The growth and evolution … Read More Read More

4 months ago

28 minutes 38 seconds

Wealth Management Invest

Wealth Management Invest: Apollo’s Stephanie Drescher on Bringing Alts to the Wealth Channel

Join David Bodamer as he sits down with Stephanie Drescher, Apollo’s chief client and product development officer, to unravel the potential of alternative investments for wealth advisors. David and Stephanie explore why Apollo is confident in hitting $150 billion in assets within the wealth channel and why traditional portfolios fall short without private market exposure. … Read More Read More

5 months ago

31 minutes 43 seconds

Wealth Management Invest

Wealth Management Invest: Unpacking Hightower’s Approach to Private Markets with Robert Picard

In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Robert Picard, managing director and head of alternative investments at Hightower, to unravel the shifting dynamics of private markets and their role in contemporary investment portfolios. With over 34 years of experience, Robert shares insights into why billionaires and university … Read More Read More

5 months ago

35 minutes 14 seconds

Wealth Management Invest

Wealth Management Invest: Ares’ Approach to Private Markets with Brendan McCurdy

In this episode of the Wealth Management Invest podcast, host David Bodamer connects with Brendan McCurdy, managing director and co-head of the financial advisor solutions team at Ares, to delve into private market investments. They discuss how financial advisors navigate the complexities of private equity, private credit, real estate, and infrastructure. David and Brendan discuss: … Read More Read More

6 months ago

27 minutes 25 seconds

Wealth Management Invest

Wealth Management INVEST: A Global Perspective on Wealth Investment in Private Markets with Partners Group’s Robert Collins

WealthManagement.com’s Executive Editor for Investments David Bodamer chats with Robert Collins, co-head of private wealth at Partners Group. Partners Group, an alternative asset manager, was an early mover into the global wealth market, including a popular 15-year-old private equity fund in the United States. Collins explores the shift from public to private markets and its … Read More Read More

8 months ago

29 minutes 9 seconds

Wealth Management Invest

Wealth Management Invest: Brookfield’s David Levi on HNW Investors’ Views on Alternatives

WealthManagement.com’s David Bodamer delves into the recent research published by Brookfield Oaktree Wealth Solutions with David Levi, managing partner and CEO of Brookfield’s Global Client Group. During their conversation, they discuss Brookfield’s strategic focus on making institutional-quality assets accessible to a broader investor base. David shares: Takeaways from Brookfield’s recent research on the use of … Read More Read More

9 months ago

28 minutes 24 seconds

Wealth Management Invest

Wealth Management Invest: Breaking Down Semi-Liquid Funds with StepStone’s Bob Long

In this episode of the Wealth Management Invest podcast, host David Bodamer sits down with Bob Long, CEO and partner of StepStone Private Wealth, to explore StepStone’s approach to developing private market investments for the wealth channel. Long discusses why Stepstone has opted for evergreen funds—semi-liquid, continuously invested structures rather than traditional drawdown funds. Such … Read More Read More

10 months ago

28 minutes 32 seconds

Wealth Management Invest

Wealth Management INVEST: Trends in Advisor Portfolio Construction

David Bodamer of WealthManagement.com sits down with Mike Scarsciotti, SVP and Head of Investment Specialists at Fidelity Investments, to discuss the changing dynamics of portfolio construction. Fidelity draws insights from analyzing 12,000 portfolios. Their conversation covers significant trends, including the growing popularity of ETFs, the resurgence of active management strategies, and evolving approaches to asset … Read More Read More

10 months ago

25 minutes 58 seconds

Wealth Management Invest

Wealth Management INVEST: Private Market Insights with Blackstone’s Joan Solotar

David Bodamer sits down with Joan Solotar, Global Head of Private Wealth Solutions at Blackstone, to explore the evolution of private market investments and how financial advisors can leverage these opportunities to enhance their clients’ portfolios. Joan discusses how technology and innovation are reshaping investment processes, making it easier for a broader range of investors … Read More Read More

11 months ago

31 minutes 37 seconds

Wealth Management Invest

Wealth Management INVEST: Assessing Active ETFs, Live from the Morningstar Investor Conference with Jack Shannon

David Bodamer speaks with Jack Shannon, a senior analyst on Morningstar’s manager research team, in an episode recorded in front of a live audience at the Morningstar Investor Conference. They delve into the distinctions between active and passive ETFs, highlighting the nuances in their management and trading and whether active ETFs deliver on their premises. … Read More Read More

1 year ago

43 minutes 28 seconds

Wealth Management Invest

Wealth Management INVEST: Investing in Private Markets with a Fiduciary-First Approach

WealthManagement.com’s David Bodamer speaks with Jake Miller, Co-Founder and Chief Solutions Officer at Opto Investments, about the evolving landscape of private markets and how RIAs can leverage new strategies to benefit their clients. They touch on the opportunities and challenges within private equity, private credit, infrastructure, and real estate, as well as Opto’s recent partnership … Read More Read More

1 year ago

29 minutes 37 seconds

Wealth Management Invest

Wealth Management INVEST: Wealth Enhancement Group’s Approach to Private Investments

WealthManagement.com’s David Bodamer sits down with Doug Huber, Vice President of Investment Strategy at Wealth Enhancement Group, to delve into how the RIA approaches private market strategies amid the ongoing evolution of alternative investments. Doug focuses on: What is the trend of democratization in alternative investments and increased investor access How education plays a crucial … Read More Read More

1 year ago

26 minutes 52 seconds

Wealth Management Invest

WealthManagement INVEST: Bridging the Gap in Fixed Income Opportunities

Listen in as David Bodamer sits down with Karen Veraa, Head of iShares US Fixed Income Strategy, to discuss fixed-income ETFs. Karen shares insight on navigating the current market complexities, from managing inflation impacts to exploring strategic investment avenues. Karen focuses on: The current state and future prospects of fixed-income markets Insights into fixed-income ETFs … Read More Read More

1 year ago

24 minutes 51 seconds

Wealth Management Invest

WealthManagement INVEST: Trends and Innovations in Alternative Investments

Listen in as David Bodamer sits down with Lawrence Calcano, Chairman and CEO of iCapital, to explore the world of alternative investments and their role in modern portfolio strategies. They unravel the complexities of the alt space, examine recent developments at iCapital, and discuss how advisors are integrating these assets into their offerings for a … Read More Read More

1 year ago

30 minutes 58 seconds

Wealth Management Invest

Wealth Management INVEST: Exploring Private Market Strategies with Tony Davidow

WealthManagement.com’s David Bodamer is joined by Tony Davidow, Senior Alternatives Investment Strategist with Franklin Templeton Institute. With over 35 years in the industry, Tony shares insights on the increasing accessibility of alternative strategies and the role of private credit, private equity, and real estate in diversified portfolios. He emphasizes the importance of education for advisors … Read More Read More

1 year ago

26 minutes 5 seconds

Wealth Management Invest

Wealth Management INVEST: How Can Alternative Investments Benefit Portfolios

WealthManagement.com’s David Bodamer sits down with Aaron Filbeck, who leads UniFi by CAIA, to delve into how the CAIA association contributes to the education surrounding alternative investments. They explore the recent overhaul of the CAIA’s core program, designed to equip industry experts with a thorough grasp of alternative investment approaches and their role in asset … Read More Read More

1 year ago

21 minutes 16 seconds