सर्वश्रेष्ठ Investment Management पॉडकास्टस (2025)

1
Lessons Learned from Boutique Asset Manager Collapses 40:12

1d ago40:12

40:12

In this episode of Rosemont Roundtable, Chris Banholzer joins colleagues Chas Burkhart and Brad Mook to examine the fragile state of long-only, active boutique managers. They explore causes behind widespread AUM declines and firm closures, discuss leadership and ownership challenges, and share insights on building more resilient, sustainable boutiq…

1
Chester Dawes, COO & CFO – Palistar Capital (EP.63) 41:34

4d ago41:34

41:34

Chester Dawes is the COO and CFO at Palistar Capital, an alternative asset manager focused on investing in the future of mission critical digital infrastructure. Launching and growing a private equity firm is not easy. I enjoyed sitting down with Chester to discuss how his experience going from ‘big four’ accounting to industrial to private equity …

1
Ep.326: (11.03.25) Private Credit, Bankruptcies, and Potential Fallout 10:24

3d ago10:24

10:24

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the recent First Brands and Tricolor bankruptcies related to private credit and the potential future fallout from private credit challenges.द्वारा Vaughan Nelson Investment Management

1
Thriving amid customer losses?! - The weird case of Yieldstreet 40:07

7d ago40:07

40:07

In this episode, George Aliferis explores the complexities and risks associated with high-yield investment platforms, focusing on Yield Street, now rebranded as Willow Wealth. Through personal investigation and a detailed case study, he uncovers how Yieldstreet’s business model potentially leads to significant losses for investors, despite attracti…

1
Echoes of ETFs: The Coming Fixed Income Revolution 36:04

15d ago36:04

36:04

We discuss the transformative developments in the fixed income market with Blake Lynch from IMTC. Advancements in cloud computing and automation are streamlining the traditionally manual processes associated with fixed income investments, allowing for customized portfolios at scale. This has made SMA wrappers (Separately Managed Accounts) a lot mor…

1
Melissa Stolfi, Global COO – TCW (EP.62) 40:48

18d ago40:48

40:48

Melissa Stolfi is the Executive Vice President and Global COO of TCW, a leading global investment management firm with over $200 billion in assets. Being competitive in the global asset management space is an ongoing effort. I really enjoyed sitting down with Melissa to talk about her career evolution to TCW and how they've built their platform for…

1
Wealth Management Invest: Building Resilient Portfolios with Vanguard’s Todd Schlanger 29:21

19d ago29:21

29:21

In this episode of Wealth Management Invest, host David Bodamer speaks with Todd Schlanger, CFA, senior investment strategist for multi-asset investing at Vanguard, to explore how advisors can approach portfolio construction in today’s market. Todd shares why the 60/40 portfolio still plays a crucial role, the rise of dynamic and active-passive str…

1
Ep.325: (10.16.25) Q3 2025 Emerging Markets Strategy Recap 13:40

22d ago13:40

13:40

Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 3rd Quarter of 2025.द्वारा Vaughan Nelson Investment Management

1
Ep.324: (10.16.25) Q3 2025 Small Cap Value Recap 5:03

22d ago5:03

5:03

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2025.द्वारा Vaughan Nelson Investment Management

1
Ep.323: (10.15.25) Q3 2025 Value Opportunity Recap 10:21

23d ago10:21

10:21

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 3rd Quarter of 2025.द्वारा Vaughan Nelson Investment Management

1
Ep.322: (10.15.25) Q3 2025 Select Strategy Recap 10:29

23d ago10:29

10:29

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 3rd Quarter of 2025.द्वारा Vaughan Nelson Investment Management

1
Ep.321: (10.15.25) Q3 2025 Global SMid Strategy Recap 4:54

23d ago4:54

4:54

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 3rd Quarter of 2025.द्वारा Vaughan Nelson Investment Management

1
Ep.320: (10.15.25) Q3 2025 International Strategy Recap 10:24

23d ago10:24

10:24

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 3rd Quarter of 2025.द्वारा Vaughan Nelson Investment Management

1
Brian Douglas, CEO – Graham Capital (EP.61) 45:55

1M ago45:55

45:55

द्वारा Ted Seides – Allocator and Asset Management Expert

1
Ep.319: (09.25.25) Rate Cuts & Broadening Market 7:36

1M ago7:36

7:36

Chris Wallis, CEO and CIO at Vaughan Nelson, shares his recent market observations after a rate cut and what he sees behind the broadening market rally.द्वारा Vaughan Nelson Investment Management

1
Ep.318: (09.23.25) Winners & Warnings: Developed World Has Auto Problems 14:48

2M ago14:48

14:48

Adam Rich, Deputy CIO and Portfolio Manager at Vaughan Nelson, discusses the Capital Allocation Team's most recent research; Developed World Has Auto Problems.द्वारा Vaughan Nelson Investment Management

1
Lisa Dallmer, COO – Dimensional Fund Advisors (EP.60) 45:21

2M ago45:21

45:21

Running and scaling a global fund group has its challenges. So when I was asking who I should talk to, Lisa's name came to the forefront. Her lens on the industry from the sell side to the buy side is quite unique. Lisa's recognized not only for driving operational excellence and revenue growth, but also for her ability to guide teams through trans…

1
Wealth Management Invest: The Role of Secondary Markets in Private Wealth with Coller Capital’s Jonathan McEvoy 30:53

2M ago30:53

30:53

In this episode of Wealth Management Invest, host David Bodamer talks with Jonathan McEvoy, managing director, Investor Relations and head of Private Wealth Secondaries Solutions Distribution at Coller Capital, to explore how secondaries provide an additional access point to private markets. Jonathan shares the growth story of private equity and pr…

1
Ep.317: (09.10.25) Winners & Warnings: The AI Trade to Narrow 18:14

2M ago18:14

18:14

Adam Rich, Deputy CIO and Portfolio Manager at Vaughan Nelson, discusses the Vaughan Nelson Capital Allocation Team's most recent research, The AI Trade to Narrow.द्वारा Vaughan Nelson Investment Management

1
Ryan Ripp, COO – Flat Rock Global (EP.59) 40:14

2M ago40:14

40:14

Ryan Ripp is the co-president and COO at Flat Rock Global, an alternative credit manager specializing in the junior tranches of CLOs. If you read anything about the industry, the headlines are often about how alternatives are making their way to the wealth channel. The thing I always turn to is how is this going to work operationally. There are so …

1
Ryan Teal, Head of ODD – Albourne (EP.58) 50:05

2M ago50:05

50:05

Ryan Teal is a Partner and Head of Operational Due Diligence at Albourne, a global investment consulting firm. Ryan and I talk about the role of AI within the ODD lens. Whether you’re an ODD practitioner or a manager trying to understand current trends you will want to take a listen. Ryan shares their approach on using AI as well as some recent sur…

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Ep. 316: (08.26.25) Fed Independence, USD Reserve Currency, Fed's Move 7:28

2M ago7:28

7:28

Chris Wallis, CEO and CIO at Vaughan Nelson, describes the Fed's historical independent role, examines risks to the USD as the primary reserve currency, and ties together inflation outlook and rates.द्वारा Vaughan Nelson Investment Management

1
Wealth Management Invest: How MAI Capital Approaches Private Markets with Ben Sayer 30:21

3M ago30:21

30:21

In this episode of the Wealth Management Invest Podcast, host David Bodamer interviews Ben Sayer, managing director and head of the alternative investments group at MAI Capital Management. Ben shares insights on MAI’s longstanding approach to private markets, the rise of evergreen structures, and the operational challenges of managing illiquid asse…

1
Ashley Sweren, COO/CCO – Standard Crypto (EP.57) 37:35

3M ago37:35

37:35

Ashley Sweren is the COO and CCO at Standard Crypto, a venture capital firm focused on crypto, Web3, blockchain, and DeFi. With institutional investing, we are all keenly focused on finding uncorrelated assets. But here’s the catch: when you go beyond the fundamentals, things get interesting with diligence, operations and finding best in class serv…

1
Ep.315: (08.06.25) Time to Cut Rates and Where is Inflation Headed 6:01

3M ago6:01

6:01

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the current rate environment, why it is time for a cut, and the state of inflation.द्वारा Vaughan Nelson Investment Management

1
Navigating the OCIO Landscape with Nikki Kraus of Strategic Investment Group 38:55

3M ago38:55

38:55

In this episode of Rosemont Roundtable, Chas sits down with Nikki Kraus, CEO of Strategic Investment Group, a leading $31B pure-play OCIO for endowments, foundations, and other institutions. With over three decades of experience advising investment committees, Nikki shares her perspective on the evolution of the OCIO model, the sustaining principle…

1
Agentic AI 2.0: from Efficiency to Alpha 50:08

3M ago50:08

50:08

Marco Aboav, CEO of Etna Research, delivers a contrarian take on the current state of AI and automation in financial services. The real challenge now is not technology, but change management, for operational efficiency. But not as a magic bullet for generating alpha. The real edge comes from domain expertise, data selection, and sophisticated model…

1
David Brenner, COO – TIFF (EP.56) 43:35

3M ago43:35

43:35

David Brenner is the COO of TIFF Investment Management, an OCIO for nonprofit organizations. Stepping into the COO role of an established manager takes a unique set of skills so I turned to David for his insight. We discuss the common challenges of assessing culture, talent, and legacy; and the importance of timing of when to listen and when to tak…

1
Diary of a Quant Hedge Fund - Dr Richard Saldanha 18:15

4M ago18:15

18:15

A deep dive into the inner workings of hedge funds and quantitative investing, with Dr. Richard Saldanha, a seasoned quant, former hedge fund manager, and now an academic and consultant.Richard shares stories from his career, including cautionary tales of fraud, and offers a contrarian take on the democratization of finance. Learn why adaptability,…

1
Wealth Management Invest: Cerity’s Tom Cohn on Private Market Allocations 28:28

4M ago28:28

28:28

In this episode of the Wealth Management Invest Podcast, host David Bodamer interviews Tom Cohn, partner and chief solutions officer at Cerity Partners. They explore the significance of private markets in client portfolios and discuss asset allocation strategies. Tom shares insights on the evolution of private markets, the rise of evergreen structu…

1
Ep.314: (07.17.25) Q2 2025 Emerging Markets Strategy Recap 7:06

4M ago7:06

7:06

Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 2nd Quarter of 2025.द्वारा Vaughan Nelson Investment Management

1
Ep.313: (07.16.25) Q2 2025 Global SMid Strategy Recap 5:15

4M ago5:15

5:15

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 2nd Quarter of 2025.द्वारा Vaughan Nelson Investment Management

1
Ep.312: (07.14.25) Q2 2025 International Strategy Recap 5:24

4M ago5:24

5:24

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 2nd Quarter of 2025.द्वारा Vaughan Nelson Investment Management

1
Taking the Drama out of Estate Planning to Deliver More Holistic Wealth Advice - Gene Farrell, President & CEO, Vanilla 42:12

4M ago42:12

42:12

I love referring to the HBO show Succession, it’s one of the greatest dramas, I would go as far as to compare it with my all-time favourite, “The Sopranos”. And… it truly is a masterclass in how NOT to handle estate planning. Family feuds, intense legal battles, and being reckless with your assets are great for drama, but you don’t want any of that…

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Ep.311: (07.11.25) Q2 2025 Select Strategy Recap 9:11

4M ago9:11

9:11

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 2nd Quarter of 2025.द्वारा Vaughan Nelson Investment Management

1
Ep.310: (07.10.25) Q2 2025 Value Opportunity Recap 9:08

4M ago9:08

9:08

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 2nd Quarter of 2025.द्वारा Vaughan Nelson Investment Management

1
Ep.309: (07.10.25) Q2 2025 Small Cap Value Recap 4:03

4M ago4:03

4:03

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2025.द्वारा Vaughan Nelson Investment Management

1
Hyper-trained AI agents for private markets data | Andrea Carnelli Dompe - Tamarix Technologies 26:52

4M ago26:52

26:52

My chat with Andrea Carnelli Dompe, the founder and CEO of Tamarix Technologies, about the intersection of private market investing and AI technology. We discuss the usefulness of AI agents in helping institutional investors, family offices, and ultra-high-net-worth individuals escape the operational chaos of private markets investing. It’s also a …

1
Heather Kennedy Miner, COO – Advent International (EP.55) 55:47

4M ago55:47

55:47

Heather Kennedy Miner is the COO at Advent International, one of the largest private equity firms in the US. I enjoyed sitting down with Heather to talk about her career path beginning with investment banking and then her 20 years at Goldman Sachs evolving into a variety of positions giving her a unique combination of technical and soft skills well…

1
Kent Collier, CEO – Octus (EP.54) 42:37

5M ago42:37

42:37

Kent Collier is the CEO of Octus, the leading voice in data and intelligence for the credit markets. It was exciting to sit down with Kent to hear about his role as an investor and how he saw an opportunity in the market to create something bigger with the way Wall Street accessed critical information. Kent shares his experience on how they expande…

1
Democratizing Private Market Knowledge | Leyla Kunimoto - Accredited Investor Insights 37:41

5M ago37:41

37:41

I spoke with Leyla Kunimoto, the writer behind the Accredited Investor Insights Substack, and I finally got what it takes to “democratize private assets”. One approach is to incentivize financial advisors to distribute evergreen funds and enroll them in a 'university' established by one of the dominant firms in the market. Alternatively, you can em…

1
Ep.308: (06.26.25) US - Iran and All Time Highs. Rate Pressure. 7:57

5M ago7:57

7:57

Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast to discuss the US' actions against Iran, the market simultaneously approaching all-time highs, and pressure on Chairman Powell to cut rates.द्वारा Vaughan Nelson Investment Management

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Is it possible that we're better off without ESG investing? [Remix & Reflect: Alex Edmans X James Lawrence] 16:06

5M ago16:06

16:06

Once a celebrated investment concept amassing over $50 trillion in assets, ESG is now facing criticism and skepticism. George Aliferis reflects on ESG, recalling previous podcast conversations with two experts: Alex Edmans, an academic and author, and James Lawrence, Head of Investment at Smart Pension. If it's end of ESG, is this the beginning of …

1
Wealth Management Invest: Rethinking Portfolio Diversification with Don Calcagni 35:11

5M ago35:11

35:11

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 …

1
Reena Jashnani-Slusarz, COO & GC – Juniper Hill Capital Management (EP.53) 43:23

5M ago43:23

43:23

Reena Jashnani-Slusarz is the chief operating officer and General Counsel at Juniper Hill, a multifamily office based in Menlo Park, California. I had fun sitting down with Reena to talk about her non-linear career arc to find herself in a GC and COO role. This was a wide-ranging conversation touching upon some of the legal and operational complexi…

1
Quant X Digital Power for Wealth | Ross Milward - Quantifeed 38:25

5M ago38:25

38:25

In this episode, George Aliferis hosts Ross Milward, CTO and co-founder of Quantifeed, to discuss the transformative impact of digitization and automation in the financial sector. They delve into Ross's career journey from Deutsche Bank to co-founding Quantifeed, and how their platform leverages software engineering and quantitative finance to impr…

1
Letti de Little, CCO – Grain Management (EP.52) 45:01

5M ago45:01

45:01

Letti de Little is the Chief Compliance Officer for Grain Management, a private equity firm that invests in telecom, infrastructure, and wireless spectrum assets. Today’s LP is focused on finding uncorrelated assets more than ever. But doing so often requires an understanding of the operational nuances which are different from buying traditional, t…

1
Better Outcomes For Investors with Data Management Technology | Thomas McHugh - Finbourne 39:12

6M ago39:12

39:12

Tom McHugh, the CEO and co-founder of Finbourne, shares how they are transforming financial data management to deliver better outcomes. Tom shares the complexities of managing diverse financial data sources and how Finbourne's technology aims to simplify this landscape. He explains how their unique approach helps firms maintain gross margins, reduc…

1
Wealth Management Invest: Demystifying Crypto for Financial Advisors with Kristen Mirabella 30:29

6M ago30:29

30:29

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. …

1
Rethinking Pension: Income as an Outcome | Doug Brodie - Chancery Lane Income Partners 45:06

6M ago45:06

45:06

Redefining Retirement Income: Insights from Chancery Lane's CEODoug Brodie, CEO of Chancery Lane, a firm specializing in retirement income planning, discusses the evolving landscape of pension schemes. Brody critiques the industry's focus on pension pots rather than sustainable income and offers an outcome-driven approach. We also explore the mecha…

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