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Wealth Management Invest

WealthManagment Invest

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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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In this episode, we discuss upcoming conferences like Innovation Gathering, Veeva Summit, and SOS, and explore how these events are elevating site voices and fostering real connections in the industry. We also touch on the recent Circuit Clinical/Lightship merger news and talk about the importance of networking and support during industry layoffs. …
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Join Brad, Denali, and guest Dan Schell from Clinical Leader for a lively and insightful conversation on the latest trends in clinical research. From the real-world impact of AI and the evolution of site networks to the challenges of technology adoption and industry ethics, this episode dives deep into what’s shaping the future of clinical trials. …
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Join us for a lively episode where we kick things off with tales of catfish, noodling, and regional fishing quirks before diving into the world of clinical research. We discuss the latest cancer center conferences, the persistent challenges facing the industry, and why so many professionals are still relying on spreadsheets and workarounds. Plus, w…
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Laura O'Donnell from GSK challenges the traditional sponsor-site relationship in clinical research. She advocates for treating sites as true customers, not just vendors, by emphasizing transparency, human connection, and meaningful engagement. We dive deep into the challenges sites face, from tech complexity to communication gaps, and explore how t…
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Former FDA Commissioner Dr. Robert Califf provides a brutally honest assessment of the current clinical research landscape. He discusses the critical challenges facing medical innovation, from overly complex clinical trials to profit-driven healthcare systems. Dr. Califf offers insights into why clinical research has become increasingly difficult, …
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In this electrifying episode, legal experts Darshan Kulkarni and Edye Edens dive deep into the complex world of clinical research. From HIPAA compliance and corporate practice of medicine to the hidden risks facing research sites, they break down critical legal insights with their signature wit and candor. Prepare for an eye-opening conversation th…
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In this episode of Note to File, we dive into the recent merger between Circuit and Lightship, explore the behind-the-scenes challenges of clinical research site training, and discuss the ongoing consolidation in the clinical trial industry. Join us for candid insights, industry gossip, and a no-holds-barred conversation about the realities of clin…
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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 …
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We discuss National Clinical Trials Day, Mexico's emerging clinical research landscape, and Javara's recent Series C funding. We dive into the challenges of oncology trials, explore the role of venture capital in healthcare, and share some industry gossip about Signant Health's recent job posting for a Director of Reputation and Crisis Communicatio…
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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. …
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In this episode we sit down with healthcare veteran Matthew Holt, founder of The Health Care Blog and Health 2.0. Matthew shares his fascinating journey from Stanford grad student to healthcare technology commentator, offering candid insights into digital health, clinical trials, and the challenges of healthcare innovation. From discussing the pote…
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In this episode of Note to File, we dive deep into the world of clinical research, exploring the challenges of resident physician training, the impact of private equity on clinical trial management systems, and the often-unspoken ethical dilemmas in the field. Join us as we unpack difficult sponsor behaviors, share hilarious research confessions, a…
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Special Pope election edition. In this episode, Rohit Nambisan from Lokavant and Jonathan Crowther from Pfizer discuss their innovative approach to clinical trial forecasting. They explore how advanced data analytics and AI can help predict and improve trial operational success, from site selection to protocol design. The conversation delves into r…
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In this episode, Meri Beckwith from Lindus Health discusses his journey from venture capital to clinical research, sharing insights on the inefficiencies of traditional CROs. He explains how Lindus is taking a different approach by aligning incentives, focusing on patient experience, and developing innovative trial models. The conversation explores…
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In this episode of Sticky Notes, Brad & Denali dive into the latest trends in clinical research, exploring how younger adults are getting medical advice from social media, the potential impact of pharmaceutical tariffs on R&D, and the evolving landscape of decentralized clinical trials. We discuss the challenges and opportunities of involving healt…
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We sit down with Bree Burks from Veeva to discuss the company's latest innovations in clinical research technology. We dive deep into Veeva's upcoming CTMS (Clinical Trial Management System), their strategy for connecting sponsors and sites, and the importance of creating more streamlined, user-friendly technology for clinical research sites. Bree …
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In this episode, Brad and Denali dive into recent industry developments, including Bay Pine's $1.5 billion acquisition of CenExel clinical research site network, the FDA's potential shift to AI-based animal testing alternatives, growing challenges with clinical trial recruitment and public trust, emerging pharmaceutical import tariffs, and the ongo…
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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. Hig…
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In this episode Jim Kremidas, Executive Director of the Association of Multi-Site Research Corporations (AMRC), discusses the evolving landscape of clinical research sites. We explore how multi-site research corporations are working to improve operational efficiency, quality standards, and patient experiences in clinical trials. Kremidas shares ins…
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In this episode, we sit down with Jamie Massengill from SSM Health to unpack the complex world of clinical research in community healthcare. We dive deep into the challenges of launching successful research programs, exploring innovative partnership models, physician engagement strategies, and how community hospitals can transform clinical trials. …
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In this episode we talk with Chris Venezia, CEO of ProofPilot, about the often-overlooked operational challenges in clinical trials. Chris shares his unexpected journey into clinical research and reveals how ProofPilot is transforming the industry by simplifying communication, document sharing, and patient engagement. From addressing fundamental co…
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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 …
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