The Black Swans Podcast: The show that spotlights women in finance.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Investment Due Diligence 101 LIVE From The Exchange ETF Conference: Featuring Cinthia Murphy
30:33
30:33
Play later
Play later
Lists
Like
Liked
30:33
When it comes to building investment portfolios, there are a lot of considerations. Passive vs. active, performance, fees, the list goes on. As an industry, we have become hyper focused on fees. Large passive asset managers like Blackrock, Vanguard and State Street have risen to dominate the ETF market. Are fees really the cornerstone for which inv…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Changing the Face of Finance: Special Guest Sonya Dreizler
33:59
33:59
Play later
Play later
Lists
Like
Liked
33:59
For decades the financial services industry has been dominated by middle-aged white men. It's the image we saw on television, in movies and on industry conference stages. Today, the field is as diverse as it has ever been, yet still the stereotype of the old boys club remains. Sonya Dreizler and her partner Liv Gagnon have set out to change that as…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Inspiring Legacy: Special Guest Jacqueline "JaQ" Campbell
41:55
41:55
Play later
Play later
Lists
Like
Liked
41:55
A Mission Focused, Multi-Generational Wealth Expert Jacqueline "Jaq" Campbell is a charismatic and inspiring leader in the wealth management industry. Jaq joined hosts Shana Orczyk Sissel and Suzanne Lundeen Abrams to discuss her journey in the financial industry and how legacy planning empowers families to build multi-generational wealth and break…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Live from EXCELL! The Queen of Alternatives: Featuring Shana Orczyk Sissel
31:32
31:32
Play later
Play later
Lists
Like
Liked
31:32
The Black Swans Podcast recorded LIVE from the Cosmopolitan in Las Vegas at the Carson Excell Conference. In this episode hosts Suzanne Lundeen Abrams and Shana Orczyk Sissel discuss the recent challenges Shana has faced in her life and career. In this candid conversation Shana discusses her journey to launch Banrion Capital Management, what it mea…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Evolution of Indexing: Special Guest Joy Yang
49:34
49:34
Play later
Play later
Lists
Like
Liked
49:34
Live from the ETF Exchange Conference at the Fontainebleau Miami Beach Joy Yang discusses her journey from Chinese immigrant to a sought after quantitative research analyst. Joy walks us through how John Bogle’s little idea of index investing became a multi-trillion dollar business & why indexing is more than passive exposure to the S&P 500. Joy Ya…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Portfolio Strategy and Predicting Inflation: Special Guest Frances Newton Stacy
43:36
43:36
Play later
Play later
Lists
Like
Liked
43:36
Shortly after first discovering her passion for day trading, Frances Newton Stacy was among the few to predict and trade the 2007 stock market crash. Today, she regularly appears on Fox Business News and CNBC and is the Director of Portfolio Strategy at Optimal Capital. On this episode, hear the finance wonk discuss her work bringing an institution…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Hedge Fund Activism: Special Guest Nicole Boyson
55:00
55:00
Play later
Play later
Lists
Like
Liked
55:00
While Dr. Nicole Boyson didn’t come from a family of academics, she found an interest in studying investments and corporate finance, which led her to become a professor of finance at Northeastern University. On this episode, hear Dr. Boyson discuss “hedge fund activism” - a relevant academic interest on which she has extensive knowledge - and what …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Taking Risks, Business Confidence, and Adversity: Special Guest Velera Wilson
51:51
51:51
Play later
Play later
Lists
Like
Liked
51:51
Not only is Velera Wilson a strategic driver for top brands worldwide and the founder of Positive Identity, a company inspires and equips women to own their greatness; she’s also the author of a new book, “You’re Absolutely Worth It”, which continues her mission of teaching women to succeed without hesitation. On this episode, hear the global speak…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Tax Proposals and Estate Planning: Special Guest Megan Gorman
46:17
46:17
Play later
Play later
Lists
Like
Liked
46:17
Beginning the new season of The Black Swans podcast is Megan Gorman, who breaks down the latest tax proposals in Biden’s American Jobs Plan and American Families Plan, which cover child tax credits, capital gains rates, and more. Gorman found her passion for taxes after leaving her small hometown in New Jersey for college; today, she’s a founder an…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Hedge Funds, GameStop & The Future of Investing: Special Guest Dominique Mielle
56:14
56:14
Play later
Play later
Lists
Like
Liked
56:14
Dominique Mielle is a former partner and senior portfolio manager at hedge fund Canyon Capital, is currently a full-time corporate board director, and ws named as Ernst & Young's 2017 "Top 50 Women in Hedge Funds." In this episode, Mielle discusses changes in the financial industry, retail investing and the ongoing GameStop phenomenon, and her fort…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Bridging the Generational Divide: Special Guest Julia Carreon
51:06
51:06
Play later
Play later
Lists
Like
Liked
51:06
Julia Carreon is a strategic adviser whose specialty is in Gen Z, Wealth Tech & Digital Transformation. Her relentless focus on execution has served her and her teams well. She has led 400+ person teams at a Fortune 50 company where she was responsible for everything from strategy to launch of end-to-end digital initiatives for clients and employee…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Our Money Stories: Special Guest Eugenie George
49:46
49:46
Play later
Play later
Lists
Like
Liked
49:46
Have you ever thought about how your personal history, ancestry, and environment plays a role in your money habits? People rarely connect their personal history with their health, wealth, relationships, and career. Eugenie George is a financial wellness specialist and educator and this is her specialty! Eugenie attributes her success in personal fi…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Bitcoin 101: Special Guest Morgen Rochard, CFA
47:38
47:38
Play later
Play later
Lists
Like
Liked
47:38
Morgen Rochard is a fee-only CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst and Registered Life Planner. Prior to founding Origin Wealth Advisers LLC in 2014, Rochard managed portfolios at UBS Financial Services for high net worth investors. She also worked at Merrill Lynch providing financial analysis for a large private wealth team. Sh…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
COVID-19 Separating Fact from Fiction: Special Guest Dr. Carrie Mantha
49:19
49:19
Play later
Play later
Lists
Like
Liked
49:19
Dr. Carrie Mantha returns to the podcast to help us separate fact from fiction on all things CoVID-19. Dr. Carrie Mantha is the managing director of Aporia Capital, a Nordic focused life science venture fund based in Oslo, Norway. She is an experienced investor, serial entrepreneur, and trusted advisor with a passion for bringing paradigm-changing …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Winning by Investing in Women: Special Guest Shelly Porges
43:16
43:16
Play later
Play later
Lists
Like
Liked
43:16
Shelly Porges is Co-Founder and Managing Partner of The Billion Dollar Fund for Women and Beyond the Billion. She is also a Board Member of the Financial Alliance for Women and on the Advisory Board for Cornerstone Capital, Mindshift Capital, Different Funds and Global Invest Her. Ms. Porges also served as President of the North American Jury for C…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Confessions of an Allocator: Special Guest Vanessa Wieliczko
54:36
54:36
Play later
Play later
Lists
Like
Liked
54:36
Vanessa Wieliczko is the Director of Investments for HoyleCohen Wealth Management, overseeing $2.5 billion in AUM, and serving in the leadership of an RIA with 49 employees, and offices in San Diego, Santa Monica, Sacramento & Phoenix. She leads the firm’s Investment Committee, helping to define future growth and development of investment managemen…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
All About Responsibility: Special Guest Liz Simmie
50:13
50:13
Play later
Play later
Lists
Like
Liked
50:13
Liz Simmie is the co-founder of Honeytree Investment Management, an asset management firm focused on responsible growth, based in Toronto. Together with the team she manages Honeytree’s concentrated active investment strategies for institutional and private clients. Honeytree believes what is traditionally seen as ‘ESG’ data is just as important to…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Psychology of Money: Special Guest Dr. Joy Lere
45:47
45:47
Play later
Play later
Lists
Like
Liked
45:47
Joy Lere is a licensed clinical psychologist and consultant who practices where Freud meets finance. She has previously served as an Associate Clinical Professor in Clinical Psychology at George Washington University and has held research and clinical positions with Penn Medicine Princeton Health, the Department of Defense, and Children's National …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Turning the Tables: Special Guest Penny Phillips
59:19
59:19
Play later
Play later
Lists
Like
Liked
59:19
After a decade of working with financial advisors and institutions on practice management, Penny launched Thrivos Consulting with a vision of building a firm that would transcend the traditional norms of industry consulting. Founded on the belief that in order to thrive one must successfully navigate change, Thrivos offers services designed to supp…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
COVID-19 A Global Perspective: Special Guest Dr. Carrie Mantha
51:07
51:07
Play later
Play later
Lists
Like
Liked
51:07
A scientist by education and physician by training, Dr. Mantha spent many years on Wall Street, leading healthcare investments for the Galleon Group, one of the largest and most influential asset managers in the US. Over the course of her career, she directed more than two billion dollars of investment capital into cutting-edge biotechnology and me…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Investing in Freedom: Special Guest Perth Tolle
48:20
48:20
Play later
Play later
Lists
Like
Liked
48:20
Perth Tolle is the founder of Life + Liberty Indexes. Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in CA and TX. Prior to Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Through her China experien…
…
continue reading