Best Atlas Wealth Management Podcasts (2025)

1
Expat Chat Episode 149 - The Importance of Wills for Expats 18:37

9h ago18:37

18:37

Welcome to Episode 149 of the #ExpatChat Podcast, where we explore the latest tax and financial issues affecting Australian expats. In this episode, The Importance of Wills for Expats, Atlas Wealth Managing Directors James Ridley and Brett Evans unpack the complexities of managing your estate while living overseas.They provide an overview of estate…

1
Finding the Edge: Sourcing Investment Opportunities with Matthew Wright of the Disciplina Group 58:22

2d ago58:22

58:22

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Matthew Wright, founder of Disciplina Group and former Chief Investment Officer at Vanderbilt University, for a deep dive into manager research, due diligence, and portfolio construction in the OCIO market. Matthew shares his philosophy for sourcing and underwriting emer…

1
Dakota Live! Podcast: Doing the Research: Systematic Investing with Ken Frier of Atlas Capital 41:20

9d ago41:20

41:20

In this episode of the Dakota Live! Podcast, Robert Morier sits down with Ken Frier, Chief Investment Officer at Atlas Capital Advisors, to discuss the role of systematic investing in portfolio construction and decision-making. With more than three decades of experience managing institutional capital at Disney, Hewlett-Packard, Stanford Management …

1
Expat Chat Episode 148 - Expat Dos and Donts for SMSFs 15:43

12d ago15:43

15:43

Welcome to Episode 148 of the #ExpatChat Podcast, where we explore the latest tax and financial issues affecting Australian expats. In this episode, Expat Do’s and Don’ts for SMSFs, Atlas Wealth Managing Directors James Ridley and Brett Evans unpack the complexities of managing Self-Managed Superannuation Funds (SMSFs) while living overseas.They pr…

1
Dakota Live! Podcast: Strategic LP Perspectives & the Future of Emerging Managers in Venture Capital 58:41

16d ago58:41

58:41

In this powerful episode of the Dakota Live! Podcast, we dive deep into the future of venture capital, emerging manager selection, and the evolving dynamics between GPs and LPs with two thought leaders reshaping the industry: Rohit Yadav, author of The Big Book of Venture Capital, and Jamie Rhode, Partner at Screendoor, an LP platform backing early…

1
Expat Chat Episode 147 - Q&A with James Ridley and Martin Jack 30:10

19d ago30:10

30:10

Welcome to the one hundred and forty seventh episode of the #Expatchat podcast, where we dive into the most pressing tax and financial issues impacting #Australianexpats around the globe. Hosted by James Ridley, Managing Director of Atlas Wealth Management, this episode features a special Q&A with Martin Jack, Atlas Wealth’s Financial Planner - APA…

1
Dakota Live! Podcast: Private Market Manager Research with Windrose Advisors 24:44

23d ago24:44

24:44

In this episode of the Dakota Live! Podcast, host Robert Morier welcomes Amanda Kane, Director of Private Investments with Windrose Advisors, for an in-depth discussion on private market manager research and its critical role in portfolio construction. With extensive experience in asset allocation, investment due diligence, and manager selection, A…

1
Expat Chat Episode 146 - Expats Managing Compensation Schemes 22:32

29d ago22:32

22:32

Expat Chat Episode 146 - Expats Managing Compensation SchemesWelcome to the one hundred and forty sixth episode of the #Expatchat podcasts, where we discuss the latest tax and financial issues affecting an #Australianexpat. In this episode, Atlas Wealth Managing Directors, James Ridley and Brett Evens dive deep into the complexities of equity compe…

1
Dakota Live! Podcast: Inside Fixed Income Manager Research with Marquette Associates 47:27

1M ago47:27

47:27

In the latest episode of the Dakota Live! Podcast, Robert Morier welcomes Frank Valle, Associate Director of Fixed Income at Marquette Associates, for a thoughtful and practical conversation on manager research, fixed income portfolio construction, and the evolving dynamics of investment consulting. Frank shares insights from nearly two decades in …

1
Expat Chat Episode 145 - Case Study: Australian Expat in the US 29:56

1M ago29:56

29:56

Welcome to the one hundred and forty fifth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In this episode of Expat Chat, Atlas Wealth’s cross-border financial planner Martin Jack joins James Ridley, Managing Director (APAC), to walk through a real-life case study involving two U…

1
Expat Chat Episode 144 - Changes to US taxes and Q&A 18:29

1M ago18:29

18:29

Welcome to the one hundred and forty fourth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In this episode, James Ridley, Managing Director of the Australian office, breaks down the implications of the recently passed “One Big Beautiful Bill” on Australian expats living in the U…

1
Dakota Live! Podcast: Inside the Private Markets Playbook with HB Wealth 40:29

2M ago40:29

40:29

Join host Robert Morier and Andrew O’Shea in this insightful episode of the Dakota Live! Podcast as they sit down with Zach Ruchman, Managing Director of Private Investments at HB Wealth, a $26 billion multi-family office and RIA. With a background that spans from global public policy to direct private equity co-investments, Zach shares his journey…

1
Dakota Live! Podcast: Inside the WK Kellogg Foundation's Investment Strategy with Shanelle Brown 56:30

2M ago56:30

56:30

Join us for an exclusive conversation with Shanelle Brown, Managing Director of Public Equity at the W.K. Kellogg Foundation. With more than a third of the Foundation’s assets under her oversight, Shanelle offers a rare, behind-the-scenes look at how a values-based organization navigates the complexities of global markets while staying grounded in …

1
Dakota Live! Podcast: Empowering Institutional Investors with Callan 40:29

2M ago40:29

40:29

Explore the world of investment consulting with Lauren Mathias, Senior Vice President at Callan, on this episode of the Dakota Live! Podcast. Lauren shares her journey from an analyst to a leader in manager research and due diligence, covering non-U.S. equities and her role as Callan's Diversity, Equity, and Belonging Champion. Gain insights into C…

1
Dakota Live! Podcast: Private Credit & the OCIO Mindset with Adam Ladd of Windrose Advisors 26:29

2M ago26:29

26:29

Welcome back to the Dakota Live! Podcast—where insights from top allocators and industry professionals meet the practical tools needed to succeed in asset management. In this episode, we head to Boston to meet with Adam Ladd, Vice President at Windrose Advisors, for a conversation about the art and science of manager due diligence—and why private c…

1
Expat Chat Episode 143 - Expat Tips and Tricks for the 2025 EOFY 23:22

3M ago23:22

23:22

Welcome to the one hundred and forty third episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we discuss what tips and tricks are available for Australian expats with the 2025 end of financial year rapidly approaching.When you move overseas the idea of forgetti…

1
Dakota Live! Podcast: Seeding Next-Gen Venture Managers with Main Character Capital 1:02:14

3M ago1:02:14

1:02:14

Join us for an insightful episode of the Dakota Live! Podcast featuring Andrea Lo, Founding and Managing Partner at Main Character Capital. Andrea shares her unique journey across venture capital, fund operations, and blockchain innovation—and how those experiences led her to launch a GP seeding strategy focused on backing the next generation of bo…

1
Expat Chat Episode 142 - Living in Switzerland as an Australian Expat 32:31

3M ago32:31

32:31

Welcome to the one hundred and forty second episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we discuss what life is like living as an Australian expat in Switzerland.With over 5,000 Australian expats calling Switzerland home there are many appealing factors …

1
Dakota Live! Podcast: Reentering with Rigor - Sean Poe on Manager Selection at Key Private Bank 1:02:14

3M ago1:02:14

1:02:14

In this episode of the Dakota Live! Podcast, host Robert Morier welcomes Sean Poe, Director of Investment Manager Research at Key Private Bank, for an insightful conversation about investment philosophy, rethinking career paths, and the art of selecting managers across public and private markets. With a dynamic background that spans equity research…

1
Expat Chat Episode 141 - Labor 2.0. What does it mean for Expats 24:32

3M ago24:32

24:32

Welcome to the one hundred and forty first episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we discuss how the Albanese governments re-election with a increased majority will effect Australian expats.At the recent Australian federal election not only did the …

1
Dakota Live! Podcast: Lessons from a Single-Family Office with Verdis Investment Management 58:59

3M ago58:59

58:59

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Jamie Biddle, Founding Partner and CEO of Verdis Investment Management, a single-family office managing capital for multiple generations of the DuPont family. Together, they explore the philosophy and practice behind multi-generational investing, how legacy shapes long-t…

1
Expat Chat Episode 140 - How Can Expats Take Advantage of the Weak Australian Dollar 17:49

3M ago17:49

17:49

Welcome to the one hundred and fortieth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we discuss how expats can take advantage of the weaker Australian dollar.Currency is a topic that monopolises the conversations for most Australian expats and when it com…

1
Dakota Live! Podcast: The Importance of Portfolio Innovation with Partners Capital 30:59

3M ago30:59

30:59

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Alex Band, Chief Investment Officer of Partners Capital, for an in-depth discussion about the evolving landscape of institutional investing and Outsourced Chief Investment Officer (OCIO) services. Alex shares his journey from biochemical sciences to finance, pivotal less…

1
Dakota Live! Podcast: Growth, Innovation, and the Future of Private Markets with Cerity Partners 51:57

4M ago51:57

51:57

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Chris Burrows, Partner at Cerity Partners, to explore the modern allocator’s toolkit for private market manager selection. With nearly two decades of experience leading private markets research, Chris shares how data, technology, and deeper qualitative insights have resh…

1
Dakota Live! Podcast: The Waco Edge: Investing with Purpose at Baylor University 1:02:58

4M ago1:02:58

1:02:58

In this compelling episode of the Dakota Live! Podcast, host Robert Morier sits down with Renee Hanna and Kailey Ransom from Baylor University's Office of Investments to explore how a mission-driven approach informs manager research, team dynamics, and long-term investment success. Baylor’s $2.1 billion endowment supports a range of initiatives inc…

1
Expat Chat Episode 139 - When is a Tariff not a Tariff 27:52

4M ago27:52

27:52

Welcome to the one hundred and thirty ninth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we discuss the topic that is monopolising all the media at the moment - tariffs.Whilst tariffs aren't solely related to Australian expats it does indirectly affect th…

1
Dakota Live! Podcast: Constructing the Future of Wealth Management with CW Advisors 42:41

4M ago42:41

42:41

In this episode of the Dakota Live! Podcast, host Robert Morier welcomes back Jennifer DeSisto, Chief Investment Officer of CW Advisors, for a wide-ranging conversation about her new role and the rapidly evolving RIA landscape. Now overseeing a $14 billion platform, Jen shares how she's building out CW Advisors’ investment platform from the ground …

1
Dakota Live! Podcast: Investing Early with the Brooklyn Youth Charitable Investment Group 40:59

4M ago40:59

40:59

In this special release episode of the Dakota Live! Podcast, we sit down with Jasper Gould and Emile Chilingirian, co-founders of the Brooklyn Youth Charitable Investment Group (BYCIG), just as students in New York and across the country begin their spring break. It’s a timely opportunity to pause, reflect, and start conversations that matter—like …

1
Expat Chat Episode 138 - When is a good time for an Expat to use a Trust 14:21

4M ago14:21

14:21

Welcome to the one hundred and thirty eighth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we discuss when is a good time for an Australian expat to use a trust in Australia.Family trusts have been around for many years and financial professionals in Austr…

1
Dakota Live! Podcast: Following the Fundamentals with the Knights of Columbus 51:10

4M ago51:10

51:10

In this unique episode of the Dakota Live! Podcast, Robert Morier sits down with Anthony Minopoli, President and Chief Investment Officer of Knights of Columbus, to explore nearly two decades of leadership, investment insights, and values-based decision making at one of the largest Catholic financial institutions in the world. What makes this episo…

1
Dakota Live! Podcast: Seeding the Next Generation of Private Market GPs with New Catalyst Strategic Partners 1:09:55

5M ago1:09:55

1:09:55

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Demetrius Sidberry, Managing Director at New Catalyst Strategic Partners, to explore the transformative role GP seeding and strategic capital are playing in shaping the future of private markets. From early-stage seeding opportunities to structured partnerships and growt…

1
Dakota Live! Podcast: Unlocking Alpha in Private Markets with Epic Funds 53:13

5M ago53:13

53:13

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Alec Garza, Managing Partner at Epic Funds, to explore how smaller, differentiated private market investments can drive superior risk-adjusted returns. Epic Funds specializes on identifying and partnering with managers in niche, under-the-radar segments of private market…

1
Expat Chat Episode 137 - How Does the Trump Factor Affect Expats? 17:20

5M ago17:20

17:20

Welcome to the one hundred and thirty seventh episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we discuss how do the recent announcements made by the US government affect Australian expats living in the US and overseas.Since the Trump administration was inaug…

1
Dakota Live! Podcast: Navigating Uncertainty with Brian LaBore 49:25

5M ago49:25

49:25

With increasing market volatility and shifting capital allocations, experienced hands are invaluable. On this episode of the Dakota Live! Podcast, we sit down with Brian LaBore, founder of LaBore Investment Partners, to take a top-down view of today’s markets and the trends shaping manager selection. With over 25 years of investment research and ad…

1
Expat Chat Episode 136 - Why Australian Expats Should Avoid Investment Bonds 17:36

5M ago17:36

17:36

Welcome to the one hundred and thirty sixth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we discuss why Australian expats should avoid investing in investment bonds when they live overseas and are saving for retirement.Any Australian expat who has spent t…

1
Dakota Live! Podcast: Building Resilient Portfolios: A Live Panel on Manager Selection 53:44

5M ago53:44

53:44

Join us for a special live episode of the Dakota Live! Podcast, recorded at Loyola University Chicago. Our latest show presents a unique opportunity to hear from three distinguished leaders in the world of manager research and selection: Katharine Wyatt, CIO, Loyola University Chicago Stephanie Szymanski, CIO, Lakeview Capital Management Aoifinn De…

1
Expat Chat Episode 135 - Q&A With Dubai Based Financial Planner Adam Prentice 19:40

6M ago19:40

19:40

Welcome to the one hundred and thirty fifth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat James and Adam run through some questions Australian expats have asked in our Australian Expat Financial Forum Facebook Group.In this episode we run through the follo…

1
Dakota Live! Podcast: Looking Beyond the Crowd with Titan Advisors 43:11

6M ago43:11

43:11

In the latest episode of the Dakota Live! Podcast, host Robert Morier welcomes Chris Paolino, Co-Chief Investment Officer at Titan Advisors, a global alternative investment firm managing approximately $3.7 billion for institutional investors. family offices, and high net worth individuals. With decades of experience in manager research and due dili…

1
Expat Chat Episode 134 - Australian Expat Finance Q&A Session 17:40

6M ago17:40

17:40

Welcome to the one hundred and thirty fourth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we run through some questions Australian expats have asked in our Australian Expat Financial Forum Facebook Group.We often find that when speaking to Australian expa…

1
Expat Chat Episode 133 - Can An Expat Retire Between Two Countries? 18:44

6M ago18:44

18:44

Welcome to the one hundred and thirty third episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we discuss can Australian expats retire between two countries and if so how can they do it.Like everything in life the answer is it depends. It depends on where you w…

1
Expat Chat Episode 132 - Managing Sharia Law as an Australian Expat 14:55

6M ago14:55

14:55

Welcome to the one hundred and thirty second episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we discuss how Australian expats manage sharia law when they move to the Middle East or any other country that's governing law is based on the Islamic faith.With des…

1
Dakota Live! Podcast: Reactivating Investments with CIBC Pension Fund 58:19

6M ago58:19

58:19

In this episode of The Dakota Live! Podcast, host Robert Morier sits down with Yasir Mallick, Executive Director and Head of Public Markets at CIBC Pension Fund. Yasir shares insights into the evolving landscape of Canadian institutional investing, detailing his experience in manager selection, due diligence, and portfolio construction across publi…

1
Expat Chat Episode 131 - We're Back for 2025 23:14

6M ago23:14

23:14

Welcome to the one hundred and thirty first episode and we are back for another year of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we provide a review of the year that has been and what we expect to in the year to come.We also talk about the recent announcement of…

1
Dakota Live! Podcast: Breaking Into Venture Capital with Girls Into VC 28:40

7M ago28:40

28:40

In this episode of the Dakota Live Podcast, Robert Morier sits down with Isabella Mandis, the inspiring founder of Girls Into VC, to explore her journey in venture capital and the future of private markets. With the increased adoption of private markets in retail portfolios, Isabella shares her insights on how venture capital serves as both a start…

1
Dakota Live! Podcast: GP Staking and Emerging Manager Success with Xponance Alternative Solutions 1:07:25

7M ago1:07:25

1:07:25

In this episode of the Dakota Live! Podcast, Robert Morier sits down with Marquette Chester, Head of Alternatives, and Michael A.B. Orr, Chief Investment Officer at Xponance Alternative Solutions (XAlts), a subsidiary of Xponance focused on GP stakes investing and emerging manager research. Headquartered in Philadelphia, Xponance Alternative Soluti…

1
Dakota Live! Podcast: Building Financial Resilience with Bernstein Private Wealth Management 40:27

7M ago40:27

40:27

Kick off the new year by focusing on what matters most. In the latest episode of the Dakota Live! Podcast, Robert Morier sits down with Clare Golla, National Managing Director of Philanthropic Services at Bernstein Private Wealth Management, to explore their unique approach to building financial resilience for families and nonprofits alike. Clare s…

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