Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...
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Rosemont Roundtable: Exploring the Business of Investment Management (Formerly Global Investment Leaders)
Rosemont
Rosemont Roundtable: Exploring the Business of Investment Management features interesting conversations with thought leaders in the investment industry covering topics such as business strategy, M&A, succession planning, asset allocation and more.
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Podcast by Vaughan Nelson Investment Management
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Whole Life Stewardship: Financial Planning, Investment Management - Money, Abilities, Time, Health
Ashley Hodge, Certified Financial Planner
Certified Financial Planner, Ashley Hodge shares his expertise about the stewardship of not only your finances, but your life in every episode - focusing on 4 areas: Money, Abilities, Time, Health. Subscribe now so you don't miss an episode. Find out more at http://www.AshleyHodge.com
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The podcast that gets your investment management career questions answered. Have you ever wondered how the stock market works? Are you curious about that an investor actually does on a day-to-day basis? Do you want to find out if the investment industry is anything like what you see on TV? If so, click below to listen to this series special where we sit down with three experienced investors to share experiences, debunk myths and tackle stereotypes! We also have a few laughs in the process! F ...
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Welcome to the Wealth Management 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 ETF ...
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Know Your Risk Radio with Zach Abraham, Chief Investment Officer, Bulwark Capital Management
Bulwark Capital Management
Do you know how much risk your retirement portfolio is actually exposed to? Whether it’s preservation of capital or an aggressive growth strategy, every investor needs a clearly defined RISK PROFILE. Host Zach Abraham, Chief Investment Officer at Bulwark Capital Management, will cover all types of investment vehicles and you’ll learn what investing looks like when portfolios aren’t influenced by the corporate objectives of the big banks and Wall Street brokerage houses. Subscribe to the podc ...
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Chase breaks down the daily dots from today's action.
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Getting To Know Our New Partner—Northside Capital Management
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43:03
In the latest episode of Rosemont Roundtable: Exploring the Business of Investment Management, Brad Mook sat down with Jim DeWolfe, managing member and president of Northside Capital Management, for a compelling conversation on Northside’s unique investment philosophy, its approach to ultra-high-net-worth client management and the strategic partner…
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Amy Knapp, COO – Corsair Capital (EP.29)
37:11
37:11
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37:11
Amy Knapp is the COO of Corsair Capital, a private equity firm that is focused on buyouts and infrastructure. When we started the podcast, the goal was to share best practices among investment operations professionals, and my conversation with Amy fires on all cylinders. Amy discusses her career path from public accounting to an unexpected opportun…
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Wealth Management INVEST: Wealth Enhancement Group’s Approach to Private Investments
26:52
26:52
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26:52
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 invest…
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Zach and Chase sitdown for a longform discussion.
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Know Your Risk Radio - June 1, 2024
52:43
52:43
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52:43
Zach has a market update and he goes in depth on the Trump Verdict.
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Zach and Chase break down the daily dots from today's action.
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Zach and Chase break down the daily dots from today's action.
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Zach and Chase break down the daily dots from today's action.
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Know Your Risk Radio - May 25, 2024
53:45
53:45
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53:45
Zach has a market update.
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Zach and Chase break down the daily dots from today's action.
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Zach and Chase break down the daily dots from today's action.
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Zach and Chase break down the daily dots from today's action.
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Chase breaks down the daily dots from today's action.
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Nasdaq Solovis at Verger Capital (EP.28)
33:59
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33:59
This Sponsored Insight highlights Nasdaq’s Solovis, a multi-asset class portfolio, data, and risk management system for asset owners. We spoke with Jeff Manning of Verger Capital Management, a $2.8 billion OCIO that was created out of the Wake Forest University Office of Investments. Verger’s CIO, Jim Dunn, was an early guest on Capital Allocators,…
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[REPLAY] Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
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Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is Wake Forest University. Prior to forming Verger, he served as CIO of Wake Forest for five years. That transition from a sole client to an OCIO business, is a fascinating part of our conversation. Before joining Wake, Jim traveled the world as…
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Chase breaks down the daily dots in today's action.
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Chase breaks down the daily dots from today's action.
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Chase breaks down the daily dots from today's action.
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Know Your Risk Radio - May 11, 2024
53:45
53:45
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53:45
Zach has a market update and a discussion about inflation.
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Chase breaks down the daily dots from today's action.
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Zach and Chase break down the daily dots from today's action.
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Zach and Chase break down the daily dots from today's action.
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Karl Sprules, COO – AllianceBernstein (EP.27)
45:41
45:41
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45:41
Karl Sprules is the COO at Alliance Bernstein, a global asset manager with $725 billion in assets and over 4,700 employees. I really enjoyed speaking with Karl as he shows how you can be nimble at scale. We cover a lot of territory from his beginnings at Alliance Capital in the technology group, navigating the merger that created AB, and his evolut…
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Zach and Chase break down the daily dots from today's action.
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Zach and Chase sit down for a longform discussion.
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Know Your Risk Radio - May 4, 2024
53:45
53:45
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53:45
Zach has a market update and discussions on inflation and the upcoming roadshow webinar.
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Zach and Chase break down the daily dots from today's action.
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Zach and Chase break down the daily dots from today's action.
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Zach sits down with his older sister for a discussion on mental health.
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Zach and Chase break down the daily dots from today's action.
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Ep.270: (05.01.24) Inflation, Correction, Deploying Capital
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8:07
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8:07
Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast with recent views on inflation, the inflation connected market correction, and how he's deploying capital.Av Vaughan Nelson Investment Management
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Zach and Chase break down the daily dots from today's action.
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WealthManagement INVEST: Bridging the Gap in Fixed Income Opportunities
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24:51
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…
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Know Your Risk Radio - April 27, 2024
53:45
53:45
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53:45
Zach has a market update and a discussion about risk.
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Av Ashley Hodge
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Zach and Chase break down the daily dots from today's action.
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Zach and Chase break down the daily dots from today's action.
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Zach and Chase break down the daily dots from today's action.
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Michael Lukasek, Managing Director – University of Pennsylvania (EP.26)
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40:14
Mike Lukasek is a Managing Director and the COO for the University of Pennsylvania’s Office of Investments. Mike has been the COO of Penn’s Endowment for over 14 years. Prior to that, he was a VP at Goldman Sachs for their private equity fund of funds business and a VP of Finance at Summit Partners. Given his tenure at Penn, Mike brings perspective…
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Zach and Chase break down the daily dots from today's action.
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Ep.269: (04.22.24) Q1 2024 Global SMid Recap
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4:50
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Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 1st Quarter of 2024.Av Vaughan Nelson Investment Management
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Know Your Risk Radio - April 20, 2024
53:45
53:45
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53:45
Chase Taylor joins Zach for the full hour in this special episode of Know Your Risk Radio.
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Chase Taylor breaks down the daily dots from today's action.
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The Search for an OCIO: Strategies, Risks and Evaluations with Barclay Douglas
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49:03
In the latest episode of the Rosemont Roundtable: Exploring the Business of Investment Management (formerly known as Global Investment Leaders), Chas Burkhart sat down with Barclay Douglas, an investment industry veteran with over 15 years at the helm of Criterium Advisors, a firm offering traditional consulting services, but focused on Outsourced …
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Chase Taylor breaks down the daily dots from today's action.
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Ep.268: (04.18.24) Q1 2024 Small Cap Value Recap
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4:33
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Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2024.Av Vaughan Nelson Investment Management
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Chase Taylor breaks down the daily dots from today's action.
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Ep.266: (04.17.24) Q1 2024 Value Opportunity Recap
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6:47
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6:47
Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 1st Quarter of 2024.Av Vaughan Nelson Investment Management
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Ep.267: (04.18.24) Q1 2024 Select Recap
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Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 1st Quarter of 2024.Av Vaughan Nelson Investment Management
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