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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 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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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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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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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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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 bill…
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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 infrastr…
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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…
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GO BACK THIS BOOK: THE REMAINDERS! ⁠https://www.kickstarter.com/projects/theroutine/the-remainders-1-the-green-green-grass-of-home?ref=user_menu⁠ We have Brandon Bloxdorf, Eric Allred, Ben Collins, and Javi Martinez running the show this week with SPECIAL GUEST..AGAIN.. . JOHN O BURKE! We talk about ⁠THE REMAINDERS! COMICS! REWRITING! SWAMP THINGS!…
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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 …
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GO BACK THIS BOOK: THE REMAINDERS! https://www.kickstarter.com/projects/theroutine/the-remainders-1-the-green-green-grass-of-home?ref=user_menu We have Brandon Bloxdorf, Eric Allred, Ben Collins, and Javi Martinez running the show this week with SPECIAL GUEST.. . JOHN O BURKE! We talk about THE REMAINDERS! HORROR ANTHOLOGY! DC GOSSIP! And a bunch o…
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We're BACK! Apollo City Comics Podcast is ALIVE! Here for our 6th Anniversary! We have Brandon Bloxdorf, Eric Allred, Ben Collins, and Javi Martinez running the show this week!We talk about NEW Apollo City Comics Books and our WEBSITE! Vertigo is Back! Greg Capullo is Rude! Making Comics is hard! Halloween Favorites and so much more! www.apollocity…
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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 ra…
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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 resur…
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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 f…
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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 thei…
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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 es…
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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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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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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 f…
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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 …
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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 approache…
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Innovations in product development have increased access to private markets for financial advisors and their clients. Steve Brennan, managing director and head of Private Wealth Solutions at Hamilton Lane, joined David Bodamer to discuss the state of private investments and Hamilton Lane’s path to developing private wealth strategies. Steve focuses…
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Some real estate structures offer investors major tax benefits. Like-kind exchanges allow investors to roll capital gains from one real estate investment into a new one. DSTs allow 1031 exchangers to pool capital into a fund. Qualified Opportunity Zone funds allow investors to defer capital gains from any previous investments. In this episode, Davi…
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For many individual investors, the traditional 60/40 portfolio focused on stocks and bonds was the only option they had for investment plans. Bluerock is among a group of alternative asset managers creating offerings meant to increase access to other asset types and investment structures. In this episode, David Bodamer speaks with Ramin Kamfar, CEO…
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Real estate investment has historically not been the most innovative space when it comes to using new technologies. But Cadre is aiming to change that. The firm uses predictive models and workflow tools to change the investment experience. It also aims to provide access to real estate investment opportunities previously unavailable to some investor…
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Using recent Wealthmanagement.com research as a jumping off point, in this episode, David Bodamer speaks with Jay Miller, Chief Investment Officer at Forum Investment Group, exploring the company’s focus on multifamily real estate and the various investment options they offer and emphasizing how alternative investments provide opportunities for ave…
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Commodities have long been recognized as a valuable diversification tool, but their complexities and limited accessibility have often deterred average investors from including them in their portfolios. In this episode, David Bodamer speaks with John Love, president and CEO of USCF, on the role of commodities in investment portfolios. They explore t…
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Welcome to a special Bonus Episode of Apollo City Comics! Recently, Brandon Bloxdorf had the pleasure of hosting an incredible panel at this year's San Diego Comic-Con. The Comics, Music, and Games panel consisted of Brandon, Gabriel Valentin, Andi Dukleth, Matt Dunford, and Mark Bernal, and was hosted by Max Flowers. Get 15% off your Coffee and a …
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Welcome back to another episode of Apollo City Comics! For today's movie commentary, Brandon and Alex are joined by special guest Evan Maguire as the crew watches Fantastic Four: Rise of the Silver Surfer! Get 15% off your Coffee and a Comic order with our code!Promo code: Apollocitypodcast Lesser Known ComicsAlex's TwitterApollo City TwitterApollo…
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Welcome back to another episode of Apollo City Comics! For today's show, Brandon and Alex continue the Fantastic Four hype train and dive into the 2001 story by Grant Morrison and Jae Lee, Fantastic Four: 1234! Get 15% off your Coffee and a Comic order with our code!Promo code: Apollocitypodcast Lesser Known ComicsAlex's TwitterApollo City TwitterA…
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Despite the challenges faced by some parts of the commercial real estate industry, the fundamentals of many sectors remain strong and there remains plenty of opportunity for investment. In this episode, David Bodamer is joined by Elizabeth Wohlleb, managing director and head of Real Estate Capital Markets with Cresset Partners, to discuss how the g…
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Welcome back to another episode of Apollo City Comics! For today's movie commentary Brandon, Brandon, and Alex are rewatching the 2005 fan-favorite Fantastic Four! Get 15% off your Coffee and a Comic order with our code!Promo code: Apollocitypodcast Lesser Known ComicsAlex's TwitterApollo City TwitterApollo City Instagram…
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Welcome back to another episode of Apollo City Comics! In today's show Brandon, Brandon, and Alex continue their journey through Miracleman with a couple of bonus stories! These include three short stories titled, "The Yesterday Gambit", "Cold War, Cold Warrior", and "Ghostdance"! Get 15% off your Coffee and a Comic order with our code!Promo code: …
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Welcome back to another episode of Apollo City Comics! For today's episode Brandon, Brandon, and Alex are diving into another Movie Commentary with the classic BATMAN 1989! Get 15% off your Coffee and a Comic order with our code!Promo code: Apollocitypodcast Lesser Known ComicsAlex's TwitterApollo City TwitterApollo City Instagram…
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Welcome to a brand new Comic Overview as Brandon is joined by Sara to dive into the lengthy and beloved HELLBLAZER series! In this episode the pair cover volumes 1 and 2, which include issues #1-12, Annual #1, and The Horrorist #1 and #2. Get 15% off your Coffee and a Comic order with our code!Promo code: Apollocitypodcast Lesser Known ComicsAlex's…
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While trends within real estate rise and fall, there are always themes and strategies that can be used in future markets when looking for investment opportunities. In this episode, David Bodamer speaks with Michael Acton, Managing Director of AEW Capital Management, on what he sees happening within the current real estate market and how investors ……
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We have Kevvo on the show today to talk about Z Class: The Beginning and their current Kickstarter Z Class: Trix! Kevvo expands on why the strengths and importance of engaging YA work and much more. Support Z Class: Trix here. Find Kevvo on all platforms here. Get 15% off your Coffee and a Comic order with our code!Promo code: Apollocitypodcast Les…
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Real estate investments aren’t new to portfolio planning. How does Clarion take the next step in providing alternative real estate investments that provide attractive yields and portfolio diversity? In this episode, David Bodamer speaks with Rick Schaupp, Managing Director at Clarion Partners, about the Clarion Partners Real Estate Income Fund, how…
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Welcome back to another episode of Apollo City Comics! In today's show, Brandon and Alex update the state of their anthologies, "... And Out Come The Comics" and "CyberSync", and discuss the idea of Grey Jedi!Don't forget to check out: And Out Come The ComicsCoffee and a Comic Get 15% off your order with our code! Promo code: ApollocitypodcastLesse…
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There are a lot of reasons why alternatives have a place in investment portfolios. How are current market conditions influencing private equity, private real estate, private credit, and other alternative assets? In this episode, David Bodamer speaks with Patrick McGowan, Head of Alternative Investments and Manager Research at Sanctuary Wealth, on a…
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