सर्वश्रेष्ठ Core 3 Group Llc पॉडकास्टस (2024)

1
Michael Patchen of Colleva - Artificial Intelligence and An Exciting Way that AI is Helping Develop Better Advisors, Leaders and Employees 45:27

6d ago45:27

45:27

Today, Rusty and Robyn are joined by Michael Patchen, Co-Founder and CEO at Colleva. Key Takeaways Mike’s professional background and how he got where he is today. What inspired the founding of Colleva? What are the challenges that Mike is seeing in the RIA space and how is Colleva helping address these? Also, how does he envision it transforming t…

1
Ep. 26 - David Haddad | Haddad's | The "Can-Do People" 58:53

10d ago58:53

58:53

Haddad’s is the leading film and television equipment rental company in America. They work relentlessly to provide the best service and equipment for you. With 4,400+ television and film productions to their name, Haddad’s is still headquartered in the building where it all began outside of Pittsburgh with offices and fleet hubs in Brooklyn, New Yo…

1
Ryan Issakainen of First Trust - Buffered ETFs, Artificial Intelligence and Much More 49:30

13d ago49:30

49:30

Today, Rusty and Robyn are joined by Ryan Issakainen, Senior Vice President, Exchange-Traded Fund Strategist at First Trust Advisors. Since joining First Trust in January of 2000, Mr. Issakainen has worked in various capacities with Unit Investment Trusts, Closed-Ended Funds, Structured Products, and Exchange-Traded Funds. As an ETF Strategist at F…

1
Yuri Khodjamirian of Tema ETFs - Strategic Active ETFs and Strategies to Watch 34:07

20d ago34:07

34:07

Today, Rusty and Robyn are joined by Yuri Khodjamirian, Chief Investment Officer of Tema ETFs. Yuri spent over a decade at Majedie Asset Management managing UK and Global portfolios. As co-manager of the Majedie UK Income Fund, he helped build the fund from start-up stage, raising several billion in assets. He later set up his own long-only fund an…

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Ep. 25 - Jim Christiana | Unlocking the Power of NIL | How M7 Sports Transforms Athlete Careers 1:07:10

24d ago1:07:10

1:07:10

In this episode of our podcast, we have the pleasure of interviewing Jim Christiana, an entrepreneur and former politician who has made significant strides in the sports community with M7 Sports. M7 Sports Pittsburgh stands out as a premier destination for athletes seeking top-notch training and for adults looking to enhance their fitness through v…

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The Brinker Due Diligence Team - Due Diligence and How to Do it Right 43:56

27d ago43:56

43:56

Today, Rusty and Robyn are joined by John Hoffman, Ryan Alderman, Jimmy Dooling, Greg King and Chris Hart from Brinker’s Due Diligence team. Key Takeaways [04:10] - The professional background of each of our guests today and what led them to Brinker. [09:06] - If they had to do due diligence on a due diligence team, what would they look for in that…

1
Jerry Parker of Chesapeake Capital - The Most Successful Turtle Trader: Lessons From a Career of Systematic Investing 1:06:31

1M ago1:06:31

1:06:31

Today, Rusty and Robyn are joined by Jerry Parker, CEO of Chesapeake Capital. Mr. Parker is the Chairman and Chief Executive Officer of Chesapeake and Chesapeake Holding Company. Mr. Parker received a Bachelor of Science degree in Commerce, with an emphasis in Accounting, from the University of Virginia in 1980. Mr. Parker started his trading caree…

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Ep. 24 - Jeff Hancher | Turning Pressure Into Potential 57:44

1M ago57:44

57:44

Jeff Hancher is a dynamic entrepreneur, speaker, and leadership expert known for his impactful approach to developing talent and driving organizational success. With over 20 years of experience in the corporate world, Jeff has a unique ability to inspire and empower individuals to reach their fullest potential. He is the founder of Jeff Hancher Ent…

1
Joe Smith of Parti Pris - Direct Indexing and Unified Managed Householding - What Does that Mean? 54:50

1M ago54:50

54:50

Today, Rusty and Robyn are joined by Joe Smith. Joe is Co-founder, Chief Investment Officer and head of Parti Pris’ Investment Strategy Committee. He has executive responsibility for wealthtech platform development, and thought leadership. In his leadership role, he brings deep expertise in applying technology and portfolio optimization tools to po…

1
Scott Davis and John Finneran of Capital Group - The Most Successful Active ETF Launch in History 43:10

2M ago43:10

43:10

Today, Rusty and Robyn are joined by Scott Davis and John Finneran, the Head of ETFs and ETF Sales Specialist respectively at Capital Group. Scott T Davis is an ETF director at Capital Group, home of American Funds. He has 17 years of industry experience and has been with Capital Group for 16 years. Prior to his current role, Scott led product deve…

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Ben Cruikshank of Flourish Financial - Our Love Hate Relationships with Cash and Annuities 58:56

2M ago58:56

58:56

Today, Rusty and Robyn are joined by Ben Cruikshank. Ben is President of Flourish, where he oversees all client-facing teams, including Sales, Relationship Management, Partnerships, and Support. Ben is a frequent commentator on issues related to investment advisors and has appeared in The Wall Street Journal, Barron's, Marketwatch, and numerous ind…

1
Ep. 23 - Brian Hess | The Pavement Group | Top Contractor School 1:14:29

2M ago1:14:29

1:14:29

Brian Hess, the Founder and CEO of The Pavement Group and 1TeamMedia is not only a successful entrepreneur, but has been a great leader in helping others succeed in business. The Pavement Group has quickly evolved into an institution and has become the most advanced pavement management company in the country. Brian Hess, the CEO, realized early on …

1
Adam Abbas of Harris Associates - It’s All About Fixed Income 33:16

2M ago33:16

33:16

Today, Rusty and Robyn are joined by Adam Abbas, Head of Fixed Income and Portfolio Manager at Harris Associates. Adam Abbas has been a manager of the Oakmark Bond Fund and Oakmark Equity and Income Fund since 2020. He is also a vice president of the Oakmark Funds. He started at Harris Associates in 2018 after working as a lead portfolio manager at…

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David Ricci of William Blair - The Future of Growth Investing 38:47

2M ago38:47

38:47

Today, Rusty and Robyn are joined by David Ricci, a Portfolio Manager at William Blair. David Ricci, CFA, partner, is a portfolio manager on William Blair’s Large Cap Growth strategy, which he joined in 2011. From 2005 to 2018, he was also a portfolio manager on the Mid Cap Growth strategy. Previously, he was the group head for the consumer sector,…

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Ep. 22 - Art Robinson | BLK DYMND Rewards 53:51

2M ago53:51

53:51

Art Robinson, the Founder and CEO of startup BLK DYMND Rewards, is a long time entrepreneur with many stories of uphill battles. Being an entrepreneur is about seeing opportunities in markets and industries that are not so common. With a background in finance, Art has continuously explored opportunities in new markets with his many different entrep…

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Eric Crittenden of Standpoint Asset Management - What Does It Mean to Take an All Weather Approach to Investing? 37:44

3M ago37:44

37:44

Today, Rusty and Robyn are joined by Eric Crittenden, Founder and Chief Investment Officer at Standpoint Asset Management. Standpoint is an investment firm focused on bringing all-weather portfolio solutions to US investors. Eric has over 20 years of experience researching, designing and managing alternative asset portfolios. Eric holds a BA in Fin…

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Mike Singleton of Invictus Research - The Things That Matter and the Things That Don’t 38:07

3M ago38:07

38:07

Today, Rusty and Robyn are joined by Mike Singleton, Senior Analyst and Principal at Invictus Research. Mike studied finance and theology at the University of Notre Dame, where he graduated summa cum laude. After graduating, Mike had the opportunity to work for several years with Broad Run Investment Management, where he spent most of his time cond…

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Ep 21 - Jason Ortitay | Entrepreneur | State Representative 1:14:08

3M ago1:14:08

1:14:08

Over a very short span, Pennsylvania State Representative Jason Ortitay has watched his career and lifestyle take shape in ways he could never have imagined. Originally launching his career in the corporate world, Jason voluntarily exited to become an entrepreneur — starting a cheesecake business. A few years into his successful Family business ven…

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James St. Aubin of Sierra Investment Management and Ocean Park Asset Management - What’s Ahead for the Markets and How Will Artificial Intelligence Impact the Investment Industry? 36:27

3M ago36:27

36:27

Today, Rusty and Robyn are joined by James St. Aubin, Chief Investment Officer of Sierra Investment Management and Ocean Park Asset Management. James St. Aubin, CFA®, CAIA®, is Chief Investment Officer for Sierra Investment Management. He has oversight of all activities of the Investment Management department, in collaboration with Sierra co-founde…

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Tyson Walker of Orion OCIO - The Ins and Outs of Portfolio Audits 35:14

3M ago35:14

35:14

Today Rusty & Robyn are joined by Tyson Walker, Director of Portfolio Strategy at Orion OCIO, also known as Town Square Capital, in Salt Lake City. Tyson Walker serves as the Director of Portfolio Strategy at TownSquare Capital, where he leads a dedicated team of investment analysts. In this role, Tyson ensures that financial advisors receive exper…

1
Ep. 20 - Kyrk Pyros | Allegheny Crane & Rigging | A Pittsburgh Hero 53:42

3M ago53:42

53:42

Kryk Pyros, better known as the man who lifted the PAT bus from the sink hole in downtown PIttsburgh, is not only a town hero - but a great entrepreneur. Kryk started his entrepreneurial career in college, seeing early success in the construction industry. A few years later after learning more about the industry, Kryk go involved in the crane busin…

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Kostya Etus of Dynamic Advisor Solutions - Investment Models and Why Advisors Should Use Them 1:01:45

3M ago1:01:45

1:01:45

Today, Rusty and Robyn are joined by Kostya Etus, CIO of Dynamic Advisor Solutions. Konstantin “Kostya” Etus, CFA® is the Chief Investment Officer at Dynamic Advisor Solutions. He is responsible for leading Dynamic’s Investment Management team and overseeing all investment operations at Dynamic, including investment people, philosophy, process, por…

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Kevin Carter of EMQQ Global - The Compelling Case for Emerging Markets 49:31

4M ago49:31

49:31

Today Rusty & Robyn are joined by Kevin Carter, Founder and Chief Investment Officer of EMQQ Global. Kevin T. Carter is the Founder & Chief Investment Officer of EMQQ Global, including EMQQ, FMQQ, and INQQ. While he considers himself an active “value” investor first and foremost, he has collaborated with Princeton economist and indexing legend, Dr.…

1
Ep. 19 - Nalli - Elias Law | Estate Planning & Elder Law 1:08:50

4M ago1:08:50

1:08:50

Michael W. Nalli, Esq., is the firm Founder and President. Ashley M. Elias, Esq., serves as Vice-president. Both hustle hard every day along with their professional Staff to ensure their clients’ needs are properly addressed. Listen to their style and approach along with industry-related challenges and changes on this episode of the Boss Juice Podc…

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Gerard O’Reilly of Dimensional Fund Advisors - What Happens When a Rocket Scientist Becomes an Investment Manager? 48:49

4M ago48:49

48:49

Today Rusty & Robyn are joined by Gerard O’Reilly from Dimensional Fund Advisors. Gerard O’Reilly serves as Co-Chief Executive Officer and Co-Chief Investment Officer of Dimensional Fund Advisors LP and is a Dimensional Director. He was named Co-CEO in 2017 and has been with Dimensional since 2004. Along with Co-CEO Dave Butler, Gerard guides the f…

1
Bill Wostoupal of Orion - Custom Indexing and the Future of Wealth Management 34:21

4M ago34:21

34:21

This week, Rusty and Robyn are joined by Bill Wostoupal, EVP of OCIO at Orion. Bill is the EVP, of Orion OCIO. He is responsible for the coordination and execution of Orion's vision to offer custom indexing, and other outsourced services, to our prospective and existing investment advisory customer base. Key Takeaways [04:26] - Bill has been in the…

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Ep. 18 - Brian Teyssier | Top Pittsburgh Realtor 48:43

4M ago48:43

48:43

Brian has been a trusted and experienced realtor since 2006 in the Greater Pittsburgh area, and licensed in SE Florida. He started out as a "flipper" just to save himself some commission but as time went on, realized his skills were in repping buyers and sellers. He sells on average 50 homes/year in Pittsburgh and represents a handfull of builders/…

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Jessica Golson of Carson Wealth Management - The Future of the Wealth Management Industry and How to Encourage More Women to Join It 28:52

4M ago28:52

28:52

Today Rusty & Robyn are joined by Jessica Golson, Senior Vice President of Investments and Trading at Carson Wealth Management. Jessica received a Bachelor of Science in Business Administration from the University of Nebraska Omaha, where she majored in Finance, Banking and Investment Science, and minored in Management. In 2012, she received a Mast…

1
Greg Wilensky and Jeremiah Buckley of JanusHenderson - Fixed Income and Building Balanced Portfolios 45:39

5M ago45:39

45:39

Today Rusty & Robyn are joined by Greg Wilensky and Jeremiah Buckley, head of US Fixed Income and Portfolio Manager at JanusHenderson respectively. Greg Wilensky is Head of US Fixed Income and a portfolio manager at Janus Henderson Investors, a position he has held since 2020. Prior to joining the firm, Greg served as senior vice president, directo…

1
Ep. 17 - Emre Basman | Owner of Armina Stone 1:00:29

5M ago1:00:29

1:00:29

Established in 2015, Armina Stone is locally owned and operated and is made up of a diverse group of skilled individuals who have come together as a team - dedicated to the design, fabrication and installation of natural stone and quartz for residential and commercial projects. With three locations in the Greater Pittsburgh area, Armina Stone has e…

पॉडकास्ट सुनने लायक

Core 3 Group Llc पॉडकास्टस

पॉडकास्ट सुनने लायक

1
Boss Juice Podcast

Febbraro Media Company LLC & Core 3 Group LLC

1
Orion's The Weighing Machine

Orion Portfolio Solutions

1
Michael Patchen of Colleva - Artificial Intelligence and An Exciting Way that AI is Helping Develop Better Advisors, Leaders and Employees 45:27

1
Ep. 26 - David Haddad | Haddad's | The "Can-Do People" 58:53

1
Ryan Issakainen of First Trust - Buffered ETFs, Artificial Intelligence and Much More 49:30

1
Yuri Khodjamirian of Tema ETFs - Strategic Active ETFs and Strategies to Watch 34:07

1
Ep. 25 - Jim Christiana | Unlocking the Power of NIL | How M7 Sports Transforms Athlete Careers 1:07:10

1
The Brinker Due Diligence Team - Due Diligence and How to Do it Right 43:56

1
Jerry Parker of Chesapeake Capital - The Most Successful Turtle Trader: Lessons From a Career of Systematic Investing 1:06:31

1
Ep. 24 - Jeff Hancher | Turning Pressure Into Potential 57:44

1
Joe Smith of Parti Pris - Direct Indexing and Unified Managed Householding - What Does that Mean? 54:50

1
Scott Davis and John Finneran of Capital Group - The Most Successful Active ETF Launch in History 43:10

1
Ben Cruikshank of Flourish Financial - Our Love Hate Relationships with Cash and Annuities 58:56

1
Ep. 23 - Brian Hess | The Pavement Group | Top Contractor School 1:14:29

1
Adam Abbas of Harris Associates - It’s All About Fixed Income 33:16

1
David Ricci of William Blair - The Future of Growth Investing 38:47

1
Ep. 22 - Art Robinson | BLK DYMND Rewards 53:51

1
Eric Crittenden of Standpoint Asset Management - What Does It Mean to Take an All Weather Approach to Investing? 37:44

1
Mike Singleton of Invictus Research - The Things That Matter and the Things That Don’t 38:07

1
Ep 21 - Jason Ortitay | Entrepreneur | State Representative 1:14:08

1
James St. Aubin of Sierra Investment Management and Ocean Park Asset Management - What’s Ahead for the Markets and How Will Artificial Intelligence Impact the Investment Industry? 36:27

1
Tyson Walker of Orion OCIO - The Ins and Outs of Portfolio Audits 35:14

1
Ep. 20 - Kyrk Pyros | Allegheny Crane & Rigging | A Pittsburgh Hero 53:42

1
Kostya Etus of Dynamic Advisor Solutions - Investment Models and Why Advisors Should Use Them 1:01:45

1
Kevin Carter of EMQQ Global - The Compelling Case for Emerging Markets 49:31

1
Ep. 19 - Nalli - Elias Law | Estate Planning & Elder Law 1:08:50

1
Gerard O’Reilly of Dimensional Fund Advisors - What Happens When a Rocket Scientist Becomes an Investment Manager? 48:49

1
Bill Wostoupal of Orion - Custom Indexing and the Future of Wealth Management 34:21

1
Ep. 18 - Brian Teyssier | Top Pittsburgh Realtor 48:43

1
Jessica Golson of Carson Wealth Management - The Future of the Wealth Management Industry and How to Encourage More Women to Join It 28:52

1
Greg Wilensky and Jeremiah Buckley of JanusHenderson - Fixed Income and Building Balanced Portfolios 45:39

1
Ep. 17 - Emre Basman | Owner of Armina Stone 1:00:29

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