Best Finserv Podcasts (2024)

1
18. This Could’ve Been an Email… 30:46

9d ago30:46

30:46

How could a single misstep in email etiquette affect your career? This episode dissects the do's and don'ts of effective email communication. Learn the basics like addressing emails correctly, crafting concise subject lines, and professional email addresses. We'll share best practices for managing your inbox, emphasizing timely responses and avoidi…

1
2024 Midyear Outlook: Waves of Transformation 19:56

1d ago19:56

19:56

Vivek Paul, UK Chief Investment Strategist for the BlackRock Investment Institute joins host Oscar Pulido to discuss the rise of AI and its potential to deliver a productivity boom, the role of private markets in infrastructure, and how geopolitical dynamics are influencing investment strategies, and ultimately answer the question of how investors …

1
Are You Retirement Ready? A Call-In Guide To Retirement 18:30

8d ago18:30

18:30

In this special episode, we’ve asked some of our listeners to send in some questions about their retirement concerns. Here with me are retirement experts Anne Ackerley, Senior Advisor on Retirement and Liz Koehler, Head of US Wealth Advisor Engagement here at BlackRock. Together we’ll answer your questions about saving for retirement and give you s…

1
Episode 10: The AICPA Engage Tax Planning Road Show 18:56

13d ago18:56

18:56

In this episode recorded on the floor of AICPA Engage 2024, Michael Finke, PhD, CFP® engages thought leaders and financial professionals in attendance to discuss the impact of The College’s upcoming Tax Planning Certified Professional™ (TPCP™) Program. He talks specifics about the content of the program and dives deeper into the value of specialize…

1
Driving AI and ML Investment in Financial Services - with Craig Mackereth of Rimini Street 16:59

12d ago16:59

16:59

Today’s guest is Craig Mackereth, Executive Vice President of Global Service Delivery at Rimini Street. Rimini Street is a publicly traded company specializing in third-party support for mission-critical systems at financial services organizations and beyond. Craig returns to the program today to discuss the best strategies for driving AI and ML in…

1
Nearshoring Dynamics: Latin America’s Strategic Economic Shift in the Global Market 16:52

15d ago16:52

16:52

Latin America is a region at the cusp of a transformative era as a region. It's become a hotbed of discussion for investors worldwide, as it undergoes a remarkable convergence of forces from a new era of high rates and macro risk to the rise of Nearshoring in Mexico and the demographic changes shaping retirement. Axel Christensen, Chief Investment …

1
Investing In The Future: The New Era of Infrastructure 18:53

23d ago18:53

18:53

Infrastructure is experiencing a transformative moment, owing to the rise of remote work, the digital revolution, urbanization and a changing energy landscape driven by AI’s increasing demand for data centers. David Giordano, Global Head of BlackRock Climate Infrastructure, helps us explore the major structural forces driving this change, and exami…

1
17. Unique Routes to Thriving in Finance with Bradley Xaltipa 25:32

24d ago25:32

25:32

What if you could turn your unique heritage and passions into powerful tools for professional success? This week on the FinServ Podcast, we sit down with Bradley Xaltipa, a FinServ fellow who has done just that. Bradley brings a fresh perspective to the financial services industry. He shares how focusing on strengths, not weaknesses, has guided his…

1
Episode 9: The Future of Financial Advice 29:23

27d ago29:23

29:23

Technology, especially artificial intelligence (AI) is making increasing inroads into the day-to-day of financial services professionals. How will this shift impact the future of the industry? Host Jared Trexler speaks with Derek Notman, CFP®, founder and CEO of fintech company Couplr.AI. Couplr recently announced a partnership with The College to …

601
How AI Looks in the Portfolio - with Manish Goyal of Berkshire Partners 15:05

26d ago15:05

15:05

Today’s guest is Manish Goyal, Operating Partner at Berkshire Partners. Berkshire Partners is a Boston-based private equity firm with substantial experience and investments in consumer products and retail, business services, communications, industrials, and healthcare sectors. Manish returns to the show today to tell us what AI is looking like from…

1
Is India The Next Global Growth Powerhouse? 21:00

1M ago21:00

21:00

India has recently become the world's most populous country overtaking China and is projected to become the world's third largest global economy by 2027. Gargi Pal Chaudhuri, Chief Investment and portfolio strategists for the Americas at BlackRock and Tara Iyer, Chief US macro strategist for the BlackRock Investment Institute join host Oscar Pulido…

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16. How Listening to Clients Can Transform Your Business with Bonnie Treichel 28:34

1M ago28:34

28:34

Ready to tackle the rollercoaster of entrepreneurship? In this week's episode, Jamie Hopkins sits down with Bonnie Treichel, the CEO and Founder Partner at Endeavor Law and Endeavor Retirement, for a chat about her journey in entrepreneurship. Fresh from the Broadridge FI360 Advisor Conference, Bonnie shares some of the ups and downs she's faced si…

951
Data Governance in the Age of GenAI for Financial Services - with Andrew Beddoes of Provenir 16:17

1M ago16:17

16:17

Today’s guest is Andrew Beddoes, Business Consultant at Provenir. Provenir is a software company that develops an AI-powered credit risk decisioning platform. Andrew joins us on today’s show to talk about leveraging data and generative AI to find insights into consumer behavior data surrounding collections workflows. Throughout the episode, Andrew …

1
Episode 8: FinServe Females Now! 35:35

1M ago35:35

35:35

Women are taking control of their financial futures more than ever before, but the financial services industry often fails to meet their unique needs or address their specific planning concerns. We host a candid conversation in this episode of our Shares podcast. Join Lindsey Lewis, MBA, CFP®, ChFC® and Alanah Phillips, MBA as they speak with Cary …

1
AI And The Energy Grid: Solving for AI’s Power Needs 19:58

2M ago19:58

19:58

The world remains abuzz over artificial intelligence, but rapid advancement and adoption of the technology is poised to drive a significant increase in power demand, and this demand could redefine energy consumption as we know it. Today we ask the critical question: is the energy sector equipped for the AI power revolution? Will Su, of BlackRock's …

1
Episode 7: Going Deep on FIAs and RILAs 38:50

2M ago38:50

38:50

Many financial professionals say annuity products can make sense as one part of a comprehensive financial plan; however, they can also be extremely complex and difficult to use effectively. We get an expert opinion in the latest episode of our Shares podcast! Our host Michael Finke PhD, CFP® welcomes Bobby Samuelson, executive editor of The Life Pr…

1
Driving Collection Workflows with AI - with Andrew Beddoes of Provenir 17:28

2M ago17:28

17:28

Today’s guest is Andrew Beddoes, Business Consultant at Provenir. Provenir is a software company that develops an AI-powered credit risk decisioning platform. Andrew joins us on today’s show to talk about AI’s impact on collections workflows from the perspective of auto loans. Throughout the episode, Andrew emphasizes the importance of using data a…

1
How Is Consumer Resilience Adapting To Changing Market Conditions? 20:38

2M ago20:38

20:38

American consumers, often seen as a bellwether for the global economy - have been largely resilient and healthy despite sticky inflation and higher interest rates. But, can this resilience continue as difficult market conditions persist? Lisa Yang, portfolio manager and co-head of the consumer industry “super group” within BlackRock Fundamental Equ…

1
Equity Opportunities Beyond AI 21:32

2M ago21:32

21:32

AI has powered stock market returns over the past year, but what are investors missing beyond AI? Carrie King, U.S. and Developed Markets CIO for BlackRock's Fundamental Equities Group, joins host Oscar Pulido to shine a light into forgotten corners of the US equity market to uncover what may be some underappreciated sources of return. Sources: Bla…

1
15. Finance in Agriculture and the Alt Frontier with Dr. Craig Lemoine 30:51

2M ago30:51

30:51

Discover the world of agriculture through the lens of finance with Dr. Craig Lemoine, who joins us to talk shop about the specialized needs of farmers and ranchers. We get into the essential economic contributions of agriculture, and the mission of the Agriculture-Focused Financial Planner (AFFP) program at the University of Illinois, shedding ligh…

1
Episode 6: What AI Knows About Retirement Income 30:23

2M ago30:23

30:23

Artificial intelligence (AI) is increasingly a fundamental part of our business and personal lives – and the financial services profession is no exception. But how can financial professionals leverage AI effectively without compromising the quality of their advice? Our host Chet Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF® speaks with Eric Ludwig, PhD,…

1
AI for Private Equity Challenges - with Manish Goyal of Berkshire Partners 20:28

2M ago20:28

20:28

Today’s guest is Manish Goyal, Operating Partner at Berkshire Partners. Berkshire Partners is a Boston-based private equity firm with substantial experience and investments in consumer products and retail, business services, communications, industrials, and healthcare sectors. Manish joins us on today’s show to discuss the unique challenges private…

1
Episode 5: The Retirement Income Illiterate 29:01

3M ago29:01

29:01

Planning for retirement has never been more important – but as The College’s recent Retirement Income Literacy Study proves, a majority of older Americans still fail a test of basic financial knowledge needed for sound planning. In this episode of our Shares podcast, host Eric Ludwig, PhD, CFP® speaks with fellow researcher Chet Bennetts, CFP®, ChF…

1
Larry Fink on Rethinking Retirement 19:06

3M ago19:06

19:06

For more than a decade, Larry has written an annual letter not only to focus on critical long-term issues but also to start a conversation about finding solutions. This year, Larry Fink, CEO and Chairman of BlackRock is considering the challenge of retirement, why it has become an increasingly difficult proposition for too many, and what opportunit…

1
14. Tight Aggressive: The Journey Into Quantitative Finance with Cliff Asness 32:15

3M ago32:15

32:15

How did a middle-class kid go from watching superhero cartoons to scaling the heights of Wall Street? Cliff Asness, the quantitative virtuoso behind AQR, pulls back the curtain on his journey from comic book fan to financier. In this episode of the FinServ Podcast, Dr. David and Cliff take us along on their journeys through underachieving adolescen…

1
Mitigating Cybersecurity Risk with AI-driven IT Systems - with Darren Humphries of Acora 22:02

3M ago22:02

22:02

Today’s guest is Darren Humphries, Group Chief Information Security Officer and Chief Technology Officer Partner at Acora. Acora is a UK-based, award-winning provider of managed, consultancy, and professional services in information technology and security across many industrial sectors. Darren returns to the podcast to discuss the relationship bet…

1
What Can Insurance Premiums Tell Us About Inflation? 20:12

3M ago20:12

20:12

You might not think of insurance as such a key input to their overall consumption basket, but the impact of the insurance industry is felt far beyond what individual consumers pay for individual policies and extends broadly throughout the supply chain as a necessary input for many industries in the production process. Mike Pensky, portfolio manager…

1
Episode 4: Let’s Talk Taxes 37:14

3M ago37:14

37:14

In celebration of Tax Day, we commemorate the occasion with an episode dedicated to all things taxes – including one of the top minds in tax planning today. Join our host Michael Finke, PhD, CFP® and Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP®, ChFC®, BFA™, Chief Planning Officer at Buckingham Wealth Partners, for a detailed conversation on wha…

1
The Tides Of Time: The Economic Impact of Aging Demographics 22:21

3M ago22:21

22:21

The BlackRock Investment Institute has outlined five mega forces that are shaping the macroeconomic landscape and demographic divergence is another one of them. The aging of populations will limit how much major economies can produce and grow, leaving governments with less tax revenue to support rising retirement and healthcare expenses. The impact…

1
13. Charting a Path in Finance: Utilizing Community 33:44

3M ago33:44

33:44

The journey of growth can be nerve-wracking. “Can I do this?” and “Will this work out?” are often asked along the way. But this week, Dr. David Rhoiney is joined by FinServ mentee, Gracelynn Wiest, and her mentor Jess Bost, CFP®, RICP®, AIF®, from Alpha Architect, to discuss drawing support and resources from the community around you, regardless of…

1
Episode 3: Actualizing a Dream 30:22

3M ago30:22

30:22

It can be hard to thrive and survive as an advisor in the financial services industry – but it’s even harder to make it in Hollywood, and doing so requires skills that are universal: perseverance, dedication, and a commitment to following your dreams. Our host Eric Ludwig, PhD, CFP® is joined by his own martial arts instructor, small business owner…

1
Driving IT Development Across Financial Services Tech Stacks with AI - with Darren Humphries of Acora 29:04

3M ago29:04

29:04

Today’s guest is Darren Humphries, Group Chief Information Security Officer and Chief Technology Officer Partner at Acora. Acora is a UK-based, award-winning provider of managed, consultancy, and professional services in information technology and security across many industrial sectors. Darren joins us on today’s show to discuss new opportunities …

1
Fixed Income: No Time To Yield! 17:58

3M ago17:58

17:58

Bond yields are higher today than they were 20 years ago. With inflation indicators falling around the globe, the time of elevated cash rates may be drawn to a close. Investors are moving back into bonds in record numbers, with 2023 global bond ETF inflows totaling $333 billion. Yet, as global central banks appear at or near the end of a tightening…

1
12. Guiding the Next Generation: Insights on Mentorship 26:08

4M ago26:08

26:08

Join Jamie Hopkins as we navigate the impact of mentorship within the professional realm. Kellan Brown from FinServ, a virtuoso in sales leadership, joins us alongside Meg Roberts, a University of Colorado senior, to discuss the indelible marks mentorship has left on their lives. Kellan's journey from mentee to mentor reveals a wealth of insights i…

1
Episode 2: All Aboard! 38:18

4M ago38:18

38:18

Much has been written and said about the nonstop nature of the financial services profession – part of the reason many new advisors leave the business early in their careers. Is there a better way that can help advisors avoid burnout? Our host Alanah Phillips, MBA, co-chair of The College’s Next Gen Advisory Task Force, sits down with Libby Greiwe,…

1
Looking at the Future of FinServ IT - with Jason Walker of BigPanda 21:44

4M ago21:44

21:44

Today’s guest is Jason Walker, Chief Innovation Officer at BigPanda. BigPanda is a California-based software developer whose AIOps-powered platform helps businesses improve their service support and incident management systems. Jason returns to the platform to talk about the future of IT for financial services, given the potential of new generative…

1
Dynamics Down Under: Deciphering APAC's Economic Landscape RECORDED LIVE 21:16

4M ago21:16

21:16

In the ever-evolving tapestry of geopolitics and economics, the Asia-Pacific region stands at a pivotal juncture. In this special episode, we took The Bid down under to record this episode live in Sydney. Wei Li, Global Chief Investment Strategist for BlackRock joined Oscar Pulido to discus the intricacies of high inflation, emerging competing geop…

1
Episode 1: Dave Ramsey's Bad Math 42:22

4M ago42:22

42:22

In a recent episode of his own podcast, financial guru Dave Ramsey touted an 8% withdrawal rate for assets as his advice to those at or near retirement – and decried those who might disagree as “goober supernerds.” To assess the validity of Ramsey’s claims, our host Michael Finke, PhD, CFP® assembled The College’s resident retirement supernerds – a…

1
How Are The Younger Generation Investing In The Future? RECORDED LIVE 16:44

4M ago16:44

16:44

Younger investors are looking at a future with aging populations and reduced labor forces and a new age of technology and connectivity that is impacting their values and expectations. On the other hand, pre-retirees now are having to consider that fact that their generation will live longer and what do they want to prioritize in their retirement ye…

1
11. Bridging Ambition and Experience: The Power of Mentorship 24:37

4M ago24:37

24:37

When talking about relationships, we often focus on the bond created between the client and the professional. However, establishing a strong mentor-mentee relationship in your career is essential for personal and professional growth. This week on “FinServ”, Kate Healy, founder of AdvoKate IQ, LLC, and her mentee, graduate student Valentyna Voloshyn…

1
Episode 0: Welcome to Shares 1:00

4M ago1:00

1:00

Welcome to Shares! Featuring the thought leaders of The American College of Financial Services along with subject matter experts and rising stars from across the industry, this podcast explores the personal, conceptual, and practical sides of financial services with powerful, actionable insights in three strategic focus areas: specialized knowledge…

1
Approaches to AI Infrastructure for Service Support and Incident Management for Financial Services - with Jason Walker of BigPanda 21:23

4M ago21:23

21:23

Today’s guest is Jason Walker, Chief Innovation Officer at BigPanda. BigPanda is a California-based software developer whose AIOps-powered platform helps businesses improve their service support and incident management systems. Jason joins us on this week’s podcast to discuss what financial leaders need to know to drive the IT infrastructure necess…

1
Women In Investing: Strategies For Financial Empowerment 19:58

4M ago19:58

19:58

Does inflation impact women differently, are women more risk averse investors than their counterparts and what are some ways in which women can become better investors? Oscar Pulido, welcomes Anne Ackerley, head of BlackRock's Retirement Group, and Gargi Pal Chaudhuri, head of iShares Investment Strategy and Markets Coverage at BlackRock, to discus…

1
Do You Foster a Culture of Growth? ft. Dr. Mary Murphy 21:34

5M ago21:34

21:34

In this episode, host Oscar Pulido speaks with Dr. Mary Murphy, social psychologist at Stanford and Indiana Universities, and author of the forthcoming book Cultures of Growth, about the importance of fostering a culture of growth within organizations. Dr. Murphy discusses how a growth mindset can drive innovation, resilience, and adaptability, and…

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Leveraging Data Governance Strategies to Unlock GenAI Use Cases in Financial Services - with Andrew Sellers of Confluent 15:45

5M ago15:45

15:45

Today’s guest is Andrew Sellers, Head of Technology Strategy at Confluent. Previously, he served as Chief Technology Officer at QOMPLX, a high-growth startup in cyber-risk analytics, and as a Senior Cyberspace Operations Officer, CTO, and Assistant Professor of Computer Science in the United States Air Force. Andrew returns to the platform alongsid…

1
How To Build Wealth ft. Earn Your Leisure 19:07

5M ago19:07

19:07

In honor of Black History month, host Oscar Pulido sits down with the founders of Earn Your Leisure, Troy Millings and Rashad Bilal, to discover how this dynamic duo is revolutionizing the financial literacy landscape. Breaking down the importance of a hands-on learning experience, Troy and Rashad share their journey of transforming financial educa…

1
10. Redefining Innovation: Pushing the Envelope 39:04

5M ago39:04

39:04

Innovation begins when leaders become unwilling to accept the status quo. Pushing the envelope, both professionally and personally, can open previously locked doors. This week, Dr. David Rhoiney and Jamie Hopkins discuss the ideal conditions to foster innovation and the different ways that businesses are differentiating themselves from their compet…

1
Mining The Gap For Low Carbon Transition Materials 19:38

5M ago19:38

19:38

The investment landscape surrounding the low carbon transition is poised for change and opportunity. Oscar Pulido explores the brown-to-green transition and the role of mining materials in the transition to a low carbon economy. Joined by Olivia Markham, a portfolio manager from BlackRock's Fundamental Equity Team, together they discuss the changes…

1
What Data Governance Means for Financial Services - with Andrew Sellers of Confluent 24:13

5M ago24:13

24:13

Today’s guest is Andrew Sellers, Head of Technology Strategy at Confluent. Previously, he served as Chief Technology Officer at QOMPLX, a high-growth startup in cyber-risk analytics, and as a Senior Cyberspace Operations Officer, CTO, and Assistant Professor of Computer Science in the United States Air Force. Andrew joins Emerj Senior Editor Matthe…

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GenAI Through A COO Lens ft. BlackRock COO Rob Goldstein 24:06

5M ago24:06

24:06

Join host Oscar Pulido as he explores the transformative power of AI and its impact on the financial services industry. Rob Goldstein, Chief Operating Officer of BlackRock, and Lance Braunstein, Head of Aladdin Engineering, share their optimistic perspectives on Gen AI and the evolution of technology over the past year. They discuss how AI is resha…

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