Best CAIA Podcasts (2024)

1
How to Protect, Grow, and Monetize Your Asset with Thomas Fautrel 26:25

1h ago26:25

26:25

Forbes recognized Thomas Fautrel as a 2018 and 2019 Top Next-Gen Wealth Advisor, and in 2021-2024, Thomas was featured on the Forbes Best-In-State Wealth Advisors list. Before founding Seventy2 Capital, Thomas served as a Senior Vice President with Morgan Stanley Wealth Management and an Assistant Vice President with Merrill Lynch & Co. He began hi…

1
Succession Timing - Episode 60 14:05

15h ago14:05

14:05

Safeguard the future of your business with strategic succession planning. Learn how to pick a successor, when to start planning, and what milestones to hit along the way. Mac and Jason offer expert insights and actionable tips to give you the confidence and clarity needed to initiate this essential aspect of business ownership. Tune in to ensure yo…

1
feeder sound premiere: CNTRL - BRTHN EP (incl. Oscar Jones & Rupert Hartick) [Leftback Intercities] 8:56

5d ago8:56

8:56

feeder sound premiere: CNTRL - BRTHN EP (incl. Oscar Jones & Rupert Hartick) [Leftback Intercities]The next release from Leftback's digital sub-label, Leftback Intercities, is a unique collaboration. @cntrlcntrl, @oscarjonesmusic, and @rupert-hartick have joined forces to create the EP "BRTHN".Discover more: https://www.feeder.ro/2024/06/12/cntrl-l…

1
feeder sound 428 mixed by ZYA (rec at SW32) 1:39:45

3d ago1:39:45

1:39:45

feeder sound 428 mixed by ZYA (rec at SW32)Hello, feeders and music enthusiasts! Welcome to a new episode of the feeder sound series. We are delighted to present a unique set recently recorded by Zya at the 32nd edition of the Sunwaves festival."I am the kind of DJ who tries to fit the context, and daytime slots offer much freedom to explore. Here …

1
100: Private Equity Co-investments with Neuberger Berman 41:58

3d ago41:58

41:58

It is our 100th episode of the [i3] Podcast and we are celebrating this with an in-depth discussion on innovation in private equity, especially mid-life transactions, with David Morse, Managing Director and Global Co-Head of Private Equity Co-Investments at Neuberger Berman. Enjoy the show! Overview of Podcast with David Morse of Neuberger Berman01…

1
Joe Koster – Editor of "Value Investing World" and Founder & Co-Owner of Sorfis Investments 31:36

3d ago31:36

31:36

In this episode, we talk with Joe Koster, Founder & Co-Owner of Sorfis Investments. If you're a fan of Berkshire Hathaway or Buffet/Munger investment disciple, you may know Joe from his poplar Substack newsletter Value Investing World. What you may not know is that Joe resides right here in NE Ohio. After being born and raised here, Joe moved to th…

1
Succession Planning 101 - Episode 59 11:06

4d ago11:06

11:06

You've given your all to your thriving business. Now it’s time to plan for its future and yours. Succession planning is vital to safeguarding your company's legacy after you retire. In this episode, Mac and Jason discuss the essentials of succession planning, like choosing and training a successor, and how to make the transition as smooth as possib…

1
feeder sound 427 mixed by Ruslan Masalygin [Buta Records] 1:01:06

5d ago1:01:06

1:01:06

feeder sound 427 mixed by Ruslan Masalygin [Buta Records]Welcome to the latest episode of the feeder sound podcast! This week, we are thrilled to feature an exceptional artist making waves in minimal house and breaks genres.Ruslan Masalygin launched his music career in 2008, diving into the world of minimal house and breaks. Together with Mhrrmv an…

1
feeder sound premiere: Pascal Benjamin - Drive [Dirty Hands] 9:07

8d ago9:07

9:07

feeder sound premiere: Pascal Benjamin - Drive [Dirty Hands]Per Hammar’s @dirtyhandsrec imprint delivers the debut LP, ‘Echoes Of A Galaxy’, from @pascal-benjamin this June, comprising twelve original compositions from the Dutch artist. Hailing from the Netherlands capital city of Amsterdam, producer and DJ Pascal Benjamin has been releasing his tw…

1
Tour Da Yoop, Eh and Building Wealth – Drawing Correlations with James Studinger 35:32

10d ago35:32

35:32

Allow us to introduce James Studinger, a man who believes ‘Wealth is a Choice’, as he shares in his bestseller of the same name. James, a Yooper, has shaped his financial advising approach through his outdoor adventures in Michigan's Upper Peninsula. His experiences, from hiking across the U.P. to conquering Ironman races and climbing Mt. Rainier, …

1
The Greatest Example of Fund Marketing: Blackstone's BREIT 19:22

10d ago19:22

19:22

Exposing the Real Story Behind Blackstone's Real Estate Income Trust (BREIT)Join us as we delve deep into the complexities surrounding Blackstone's Real Estate Income Trust (BREIT), the potential financial reckonings and the broader marketing implications for the democratization of alternative assets. I'm revisiting a previous episode with Phil Bak…

1
feeder sound 426 mixed by Connie Yin 1:01:28

18d ago1:01:28

1:01:28

feeder sound 426 mixed by Connie Yin"This fun mix was recorded in my Bushwick, New York home studio in May 2024. The music I gravitate to has always been quirky, often bouncy, with lots of intelligence AND attitude. It is an emotional mix starting a bit on the darker / dronier / minimally side and slowly getting techy, deep, and ending playfully fu…

1
George Mateyo – Chief Investment Officer at KeyBank 32:43

18d ago32:43

32:43

In this episode, we talk with George Mateyo, Chief Investment Officer at the KeyBank. George has worked for several prominent organizations in the NE Ohio investment community and he shares his career journey with us. George also talks about his background and expertise in implementing alternative assets into portfolios as well as Key's current mar…

1
Winning with Fewer Clients and Customized Solutions: Insights from Bruce Berry of Genesis Financial Partners 30:05

24d ago30:05

30:05

Meet Bruce Berry; he’s intentionally not that guy. He’s not the guy who chases every business opportunity. He’s not someone who spends time on LinkedIn prospecting and connecting with potential clients. In fact, he doesn’t even have a LinkedIn account. He believes that fostering a fewer deep, and highly customized client relationships brings greate…

1
Tax Laws for Charitable Contributions - Episode 58 13:55

27d ago13:55

13:55

Crafting a legacy of giving through charitable donations is fulfilling and strategic when aligned with your financial plan. This week, Andrew and Mac talk about the taxes related to charitable giving and the various donation strategies available to maximize your philanthropic impact and tax relief. From the simplicity of cash donations to the fores…

1
🚨 feeder sound premiere: Odette - Deep Down And Closely [VDKDGTL] 5:09

29d ago5:09

5:09

🚨 feeder sound premiere: Odette - Deep Down And Closely [VDK DGTL]Join the weekend vibe with the latest musical release from Dutch DJ and producer @odette-official on her digital imprint VDKDGTL. The track "Deep Down and Closely" showcases an immersive soundscape and a passion for grooves and breaks that recall the ‘90s/‘00s IDM.Read more: https://…

1
Tony Gattuso – Senior Director, Investments at the Cleveland Foundation 26:21

1M ago26:21

26:21

In this episode, we talk with Tony Gattuso, Senior Director, Investments at the Cleveland Foundation. The Cleveland Foundation is one of Cleveland's most prominent foundations and has a long and storied history. Tony takes us through his career path, what he sees as the benefits of having an in-house investment function, and the origins of his nick…

1
Non-Traditional Charitable and Political Giving - Episode 57 8:11

1M ago8:11

8:11

Combine your generosity of spirit with your track record of smart investing to make a real difference in the world. Join Jason and Mac this week to learn innovative approaches to blending financial strategy with social change through non-traditional charitable and political giving. In this episode, we’ll discuss impact investing, program-related in…

1
🔊 feeder sound 425 mixed By Cora M 1:36:49

1M ago1:36:49

1:36:49

feeder sound 425 mixed By Cora M"In this podcast, we'll explore the subtleties of Minimal / Microhouse characterised by their minimalist approach and finesse in rhythm construction. Each track is carefully selected, creating an immersive atmosphere where every sound has its importance. Deep basslines, hypnotic vocals, and subtle textures intertwine…

1
99: Global Equities with Janus Henderson 39:35

1M ago39:35

39:35

In episode 99 of the [i3] Podcast, we speak with Julian McManus, who is a Portfolio Manager on the Global Alpha Equity Team at Janus Henderson Investors. We spoke about global equities, the role of the Magnificent 7, Japanese equities and hybrid cars. Enjoy the show!Overview of Podcast with Julian McManus, Janus Henderson Investors02:00 Getting int…

1
Building a Successful Advisory with the Family-First Principle: Anthony Zanetti of Mardin Capital Group 35:55

1M ago35:55

35:55

‘Family First’ is a philosophy many believe in, yet few follow it in their work life. Why? Is it really possible to build a successful business around this philosophy? How about doing it while transitioning from a stable wholesaler career in financial advisory to the independent advisory side? Anthony Zanetti shows us how. On this episode of The Ac…

1
Transferring Your Family Business - Episode 56 12:15

1M ago12:15

12:15

As a successful business owner, how and when to transfer your business to your kids is a significant, complex decision. This week, the guys talk about how to transition ownership to your family. Whether selling or gifting your company, Mac and Jason look closely at pros and cons of each approach through the lens of family dynamics and your retireme…

1
feeder sound premiere: IULY.B - Dark Safari [Adam‘s Bite] 7:33

1M ago7:33

7:33

feeder sound premiere: IULY.B - Dark Safari [Adam‘s Bite]@iuly-b delivers his debut album ‘Dimensions’ via Switzerland’s @adamsbite in April 2024, comprised of eleven originals from the Romanian artist.Across the past decade Iasi, Romania’s IULY.B has steadily stamped his mark on the underground scene through his releases on the likes of Metereze, …

1
Paying for College - Episode 55 14:38

2M ago14:38

14:38

Juggling life, kids, and money makes planning for college feel overwhelming, but it's super easy to start and maintain! It’s totally normal to feel the weight of tuition prices and unsure about how to give your children the best opportunity to succeed. Mac and Andrew are here to walk you through getting started, and how to keep it going through all…

1
feeder sound premiere: J Gabriel & Shaun Reeves - Imposter Part 2 [Convent] 8:13

2M ago8:13

8:13

feeder sound premiere: J Gabriel & Shaun Reeves - Imposter Part 2 [Convent]@jgabriel and @shaunreeves collaborated on the “Delivery” EP for Convent label, born from their shared love for minimal house music. The tracks were crafted through experimentation with analog equipment similar to a Moog modular synth and vintage Roland SH2."Shaun and I were…

1
feeder sound premiere: Chech - Regular Guy (Reboot remix) [FAFO Records] 7:33

2M ago7:33

7:33

feeder sound premiere: Chech - Regular Guy (Reboot remix) [FAFO Records]In the labyrinthine landscape of underground electronic music, FAFO Records proudly introduces its latest addition to the fold. Hailing from the vibrant Spanish region of Galicia and with a musical journey spanning over 15 years, Chech brings a wealth of experience and creativi…

1
98: Artificial Intelligence in Wealth Management 1:01:40

2M ago1:01:40

1:01:40

In episode 98 of the [i3] Podcast, we are speaking with Will Liang, who is an executive director at MA Financial Group, but is also well-known for his time with Macquarie Group, where he worked for more than a decade, including as Head of Technology for Macquarie Capital Australia and New Zealand. We discuss the application of AI in financial servi…

1
🟠 feeder sound premiere: Fedo - Laci EP [Atrium] 12:04

2M ago12:04

12:04

🟠 feeder sound premiere: Fedo - Laci EP [Atrium]@atrium-records, the Amsterdam-based record label and events collective has recently unveiled its latest EP titled "Laci or Rio De 13". This captivating release features three masterful originals by Ukrainian-Greek producer @sergeyfedorov, showcasing his rich musical universe and diverse range of mood…

1
Embracing Community as a Key Differentiator with Randy Cohen, CRPC® 34:45

2M ago34:45

34:45

Discover why community involvement, philanthropy, and doing what’s right clients is at the core of Rany Cohen’s advisory practice. Catch this episode of The Active Advisor podcast, where host Bryan Moore chats with Randy Cohen, Financial Advisor at IHT Wealth Management. Join them as they discuss the world of finance, the importance of active manag…

1
Raising Financially Savvy Children - Episode 54 11:56

2M ago11:56

11:56

Raising financially savvy kids is hard, especially with so much flashy marketing competing for their attention and cash. Financial literacy is essential, but it's largely neglected in school so you’re left to fill the void. In this episode, Mac and Andrew offer practical strategies for teaching your kids about budgeting, banking, saving, taxes, and…

1
Helping Your Child Buy a Home - Episode 53 10:29

2M ago10:29

10:29

As a first-time homebuyer, your kid may have limited resources. You’d like to be able to help, but what's the right way? This week, Mac and Andrew dig into the different strategies to help your child buy their first home, exploring IRS thresholds for cash gifts or the tax benefits of becoming your kid’s landlord. They’ll guide you through the emoti…

1
97: Talking Leadership with Felicity Walsh 48:36

2M ago48:36

48:36

In this episode of the [i3] Podcast, we speak with Felicity Walsh, Managing Director and Head of Australia & New Zealand for Franklin Templeton about leadership, fostering a great work culture, mentorship and lab coats. Enjoy the show! Overview of Podcast with Felicity Walsh, Franklin Templeton01:00 Hanging up the chemistry lab coat and safety spec…

1
Actionable Tips for Advisors: Stand Out by Improving Online Presence With Matt Kress 36:09

2M ago36:09

36:09

What’s the single most important part of an Advisor’s website and how can you maximize its impact? Why does it matter if we can see your pupils? For answers to these questions and many more actionable tips to improve your website and LinkedIn profile, catch this episode of The Active Advisor. Host Bryan Moore chats with Matt Kress who is actively b…

1
Russell Moenich – Executive Chairman & Investment Analyst at North Beach Holdings, LLC 31:57

2M ago31:57

31:57

In this episode, we talk with Russell Moenich, Executive Chairman & Investment Analyst at North Beach Holdings, LLC. Russell is a lifelong Clevelander, a Buffet/Munger disciple, and an extreme sports enthusiast. We dive into all of those interests and more in this conversation that starts with a lawn care business and ends with mentions of the 1995…

1
Teaching Children Financial Literacy - Episode 52 12:10

2M ago12:10

12:10

Teaching your kids about saving and investing now will help them make the smart decisions to thrive in the future. And they’re never too young to start. In this episode, Mac and Andrew discuss how to create a language around money and financial concepts from a very early age that leads to open communication and collaboration as they grow. They talk…

1
RSUs and Tax Implications - Episode 51 12:23

3M ago12:23

12:23

If your RSUs are about to vest, you know the tax implications can be complicated. How you decide to act is so important. Andrew and Mac are here to help you feel more confident in your next steps so you can get the most out of what you’ve worked so hard to earn. In this episode, the guys will talk about how and when RSUs are taxed, what types of ta…

1
feeder sound 424 mixed by Fat Dubs 1:09:13

3M ago1:09:13

1:09:13

feeder sound 424 mixed by Fat Dubs"From my point of view, I feel my style is elegant with long & smooth blends. I try to push boundaries between weird, ambient, dubby & avant-garde or vanguard sounds" - Fat DubsDiscover more: https://www.feeder.ro/sound/By feeder sound

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☀️ feeder sound premiere: Yama Music - T.A.L.K (Lizz remix) [Yama Music Recordings] 7:10

3M ago7:10

7:10

feeder sound exclusive premiere: YAMA Music To Release New EP titled ’T.A.L.K’ feat. Lizz [Yama Music Recordings] - YAMU009 "The ‘T.A.L.K’ EP is the first YAMA Music release of 2024 and the first release to include a remix. So, we were happy when LIZZ agreed to take on the task of remixing ‘T.A.L.K’. And we're even happier when we hear the outcome.…

1
From Music to Becoming a Wealth Advisor: Riffing with Matt Zeigler 47:51

3M ago47:51

47:51

Discover the unconventional journey of Matt Zeigler, Managing Director and Private Wealth Advisor at Sunpointe Investments, as he shares insights on the role of trust, connection, and creativity in wealth advisory. Host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, riffs with Matt as they create a playlist while discussing Matt’s journ…

1
Matt Rodak – CEO and Founder of Upright, formerly Fund that Flip 32:59

3M ago32:59

32:59

In this episode, we talk with Matt Rodak, CEO and Founder of Upright. Upright, formerly Fund that Flip, is a technology platform used to invest in and obtain loans for renovating residential real estate. Matt was born and raised in Northeast Ohio and it's where he discovered his passion for real estate investing. Despite living somewhere else now, …

1
Private Equity: Everything you thought you knew about it is probably wrong | Ludovic Phalippou - Oxford University 41:43

3M ago41:43

41:43

Discover the untold truths of the private equity world in this eye-opening episode, featuring Ludovic Phalippou, a renowned professor of financial economics at Oxford University Saïd Business School. Unpack the complex realities of private equity, from misconceptions about past performance to the intricacies of fee structures. Ludovic, known as the…

1
Making Your Charitable Giving Sustainable - Episode 50 13:48

3M ago13:48

13:48

Giving to charities and nonprofits feels great, and with the right philanthropic strategy, you can create a legacy of giving. Today, we talk about the art of aligning donation strategies with your financial plan. Learn about the simplicity of cash donations, the benefits of bequests through wills or trusts, and other examples of strategic philanthr…

1
Long-term Strategies for Complex Compensation Plans - Episode 49 15:23

3M ago15:23

15:23

Moving into the executive suite is exciting, as is the compensation you'll be receiving for the extra responsibility you’re taking on. Executive compensation plans are constructed to make sure you’re well taken care of, but they can be complicated. It’s up to you to understand the details in order to make the most out of these new compensation inst…

1
feeder sound 423 mixed by Kat 1:01:50

3M ago1:01:50

1:01:50

We invite you to celebrate International Women's Day with a deep and organic set recorded by Kat. The latest episode of our feeder sound series is available in full length in the Female Power playlist. Read more: https://www.feeder.ro/2024/03/08/sound-422-kat/Friday's mood is on. Enjoy! 🔊By feeder sound

1
☀️ feeder sound premiere Bryz - Re Maj 8:07

3M ago8:07

8:07

feeder sound premiere Bryz - Re MajToday's feeder sound premiere is from Bryz aka @comanbr, an enigmatic figure in both local and international underground electronic music scenes. BRYZ, whose real name is Emanuel Coman, lives and works in Bucharest, Romania. He found inspiration in jazz and blues, which he combined with electronic music. His produ…

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96: T Rowe Price's Maria Elena Drew – Towards Net Zero Portfolios 41:50

3M ago41:50

41:50

In episode 96 of the [i3] Podcast, we speak with Maria Elena Drew, Director of Research – Responsible Investing, at T. Rowe Price about the challenges and opportunities of transforming investments into net zero portfolios. How does it affect your objectives and engagement with companies? Enjoy the show!Overview of Podcast with Maria Elena Drew, T. …

1
The Bogle Effect: ETFs, Passive Investing & New Era of Investing - Eric Balchunas 46:23

3M ago46:23

46:23

We uncover the massive impact Jack Bogle, the titan of the investing industry, had in reshaping the investing landscapes for the better, with Eric Balchunas author of the book 'The Bogle Effect.' From revolutionizing low-cost index investing, the birth of the RIA movement, to setting the stage for the future of asset management – learn how Bogle ha…

1
From Wall Street to Main Street with Barbara Ginty, CFP®, CEPA®, President of IFS 32:41

3M ago32:41

32:41

Curious what it looks like when you leave a high-paying job on Wall Street to purchase the family business? Why is estate planning a crucial part of the financial planning process? Why is financial services a great career choice for women? Your search ends here; click the link and listen to the podcast. Welcome to another episode of The Active Advi…

1
Lauren Rich Fine, CFA – Senior Managing Director at Gries Financial 29:31

3M ago29:31

29:31

In this episode, we talk with Lauren Rich Fine, CFA and Senior Managing Director at Greis Financial. Lauren has a long a disguised career in financial services that took her to Wall Street for a time before she returned to her roots here in Cleveland. Lauren is also a woman of many passions outside of the workplace. We talk about challenges early i…

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CAIA Podcasts

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