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Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

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Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.
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Simplify offers innovative options-based strategies to help build better portfolios. Tune in for insights from our Keeping it Simple series for conversations with industry leaders as they discuss events that shape today's markets. For more information, visit us at simplify.us or email info@simplify.us.
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The “Asset Champion Podcast” offers candid conversations with some of the industry’s most successful asset management leaders. In each 20-minute episode, host Mike Petrusky talks with guests about emerging trends in asset management for fleet, construction, manufacturing, and facilities. You'll discover best practices that will help you streamline your preventive maintenance, work orders, inventory, inspections, and more. You'll also get to know each guest on a more personal level and hear t ...
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Podcasts Archives - Revere Asset Management

Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates

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PodcastsThe Your Money Radio Show, a summary of the past week’s stock market action and breakdown of all the news that the team at Revere Asset Management is following to help you understand the economy and the investment strategies we use to help our clients.
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Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...
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Emso Talks

Emso Asset Management

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Emso is an emerging markets fixed income asset manager, seeking to deliver superior risk-managed returns on fixed income investments in emerging markets. Emso's team combines decades of experience with a research-driven investment culture, analyzing the political, legal, economic, and technical aspects of investments to build portfolios for Emso's investors. The firm currently has approximately USD 5 billion under management across absolute return, liquid alternative, unconstrained long only ...
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Revere Asset Management - Your Money

Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates

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The Your Money Radio Show, a summary of the past week’s stock market action and breakdown of all the news that the team at Revere Asset Management is following to help you understand the economy and the investment strategies we use to help our clients.
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Insights Now

Dr. David Kelly, J.P. Morgan Asset Management

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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, where he sits down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications to help inform building stronger investment plans for the long-term.
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Moody's Talks - Focus on Finance

Moody's Investors Service, Ana Arsov, Danielle Reed, Mark Wasden, Bruno Baretta, Donald Robertson

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Hosted by Danielle Reed of Moody's Financial Institutions team, Focus on Finance helps you keep on top of developments within the banking, insurance and asset management sectors — from the impact of tech disrupters and cyber risk to the ongoing effects of ESG and lower-for-longer interest rates. Published by Moody's Investors Service.
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Compak Market Wrap is a weekly program featuring a detailed analysis of the days news from Wall Street and around the world. You can count on each program to have detailed technical and fundamental analysis as well as forecasts for the future. You can learn more about MarketWrap and Moe Ansari on the web at www.Compak.com/media.
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MAGELLAN - In The Know

Magellan Asset Management

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’Magellan - In The Know’, is our monthly investment podcast, dropping on the last Tuesday of every month. Since inception in August 2020, we’ve been bringing you timely, thought-provoking insights to help you navigate today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks in global markets. Join Magellan as we engage with industry experts, CEOs, and our investment team, offering deep analyses on macroeconomic ...
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Amberdata is the leading digital asset data provider and provides comprehensive insights into blockchain networks, crypto markets, and decentralized finance. Join us as we explore the cryptoeconomy with leaders and experts in the space.
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Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in L ...
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Conversations with the Global Investment Team at Southeastern Asset Management, leaders in long-term, concentrated, engaged, value investing since 1975. Disclaimer: Current and future holdings are subject to risk and past performance is no guarantee of future results. This podcast was recorded from 2018 to 2021. Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy or sell any securities. Securities identi ...
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Private markets are opaque and unfamiliar to many people. Within the podcast series 'Private Markets Unleashed', we are interviewing fascinating individuals representing diverse alternative asset classes to enhance transparency and foster greater understanding of private markets.
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ATLalts

Andres Sandate

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ATLalts is a podcast for those interested in learning about alternative investments and alternative asset classes through interviews with investors, asset owners, and industry practitioners. ATLalts explores venture capital, private equity, real estate, credit, private debt, distressed, hedge funds, commodities, FX, currencies, infrastructure, structured products, digital assets, multi-alternatives, secondaries, collectibles, farmland, timberland, and more specialized alternative assets such ...
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On this show we reveal some of the latest developments in the fast-growing Alternative Data sector. Satellite imaging, news-crawling, credit card data... and many more fresh new data sources are increasingly being used by investors to gain a competitive edge when making market decisions. We speak to data providers, asset managers, and anyone else in the sector to better understand this dynamic phenomenon. For more of an introduction to Alternative Data and its past, present and future, pleas ...
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NicsaTalk brings you conversations with C-suite and thought leaders from the asset and wealth management industry. Get insights into the personal backgrounds, career pathing, and mentors and sponsors that paved their professional journeys. Hear about some of the defining experiences of their careers, and the lessons they learned along the way. Nicsa is a not-for-profit trade association striving to connect all facets of the global asset and wealth management industry in order to develop, sha ...
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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Canada's Real Estate Podcast

Carla Browne & Adrian Schulz

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Welcome to Canada’s Real Estate Podcast, where seasoned real estate experts Carla Browne and Adrian Schulz guide you through the intricate world of Canadian real estate. With a wealth of experience and a finger on the pulse of the market, Carla and Adrian delve into current trends, offering invaluable insights on buying, selling, owning, financing, and managing real estate. Recognized as one of the 45 Best Canada Real Estate Podcasts by Feedspot, our podcast is your compass to navigate the d ...
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Due to rapid globalisation of commerce, financial markets are interconnected like never before. It’s hard to reliably time markets in any economic environment but actionable insights can unlock opportunities. At PGIM India, our focus has always been on the long-term trends that can help lead to unique and untapped investment opportunities. We provide access to active investment strategies in the pursuit of consistent performance and market expertise to meet our clients' needs. PGIM India off ...
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Asset Management & Investments

Asset Management & Investments

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Asset Management & Investments is an excellent real estate investment firm that provides its clients with a wealth of opportunities. With their experienced team of professionals and extensive portfolio of residential, commercial, and investment properties located all over the country, Asset Management & Investments offers families and individuals a great selection when it comes to purchasing real estate.
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Stay up to date with important stories on the economy & markets. Podcast guests include prominent asset managers, entrepreneurs, and thought leaders in asset management and economics. Please visit WealthQB.com for more information about our firm and other important disclosures. Disclosures: Gordon Asset Management, LLC is a registered investment adviser. Information presented in this podcast is for educational & entertainment purposes only and does not intend to make an offer or solicitation ...
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Welcome to GAIN Meets...the new podcast from GAIN, a UK charity on a mission to empower and educate the next generation of investment professionals . Join us as we explore the exciting world of investment management and introduce you to key investment concepts – no previous knowledge needed. In each episode, we sit down with industry experts to talk about a specific investment topic and take a quick tour of their career to date. So whether you're an aspiring student looking to pursue a caree ...
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Pay or Quit

Shawn Johnson & Tony Cline

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Welcome to Pay or Quit, the podcast for entrepreneurs and business owners who are ready to face the unfiltered truth of what it takes to succeed. Hosts Tony Cline and Shawn Johnson, bring you a show that goes beyond the polished success stories and dives into the real, messy, and often challenging aspects of business ownership. This podcast is designed for those who sometimes feel alone in their entrepreneurial journey, struggle with imposter syndrome, and find themselves on the brink of bur ...
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Genius Loves Company

Rockefeller Capital Management

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We recognize genius wherever it exists, and if you’re known by the company you keep, we are proud not only to spotlight the women that are part of Rockefeller Capital Management’s unique network, but in that same spirit, to welcome our brilliant listeners. Genius Loves Company is a series featuring women who are seasoned leaders and their inspiring insights and perspectives. In candid conversations, our guests share how different life experiences, priorities, and values have led them to pers ...
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BimTube's Mission We aim to build everyone’s digital knowledge with content and conversations to inspire and instigate 'Better Information Management' to enable better decisions, better infrastructure, better services, and better outcomes for our social, economic, and environmental infrastructure. Background The podcast's theme revolves around 'Better Information Management'—exploring how Digital, Data, and Technology enable other sectors, domains, activities, initiatives, and outcomes. Audi ...
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Blue Alternative Asset Management

Blue Alternative Asset Management

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Blue Alternative Asset Management is a privately held company in New York, NY which specializes in wealth management, financial advisor and operating business. For more info: https://gust.com/companies/blue-alternative-asset-management
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Welcome to Wealth Radio, growing wealth made easy. Listen to the month's market highlights through Wealth Watchers, where we break down the main events that transpired and their implications on your investments. Understand complex investment jargon through the Investment Jargon Buster series. Questions? Send us an email at bpiwealth@bpi.com.ph.
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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
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Advisor Success Series

Freedom Investment Management, Inc.

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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but in ...
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Kylash Ramesh is Integrated Workplace and Facility Asset Program Manager at The National Institutes of Health where he is passionate about Asset Management strategies that integrate both data and human experiences while managing the inventory of all NIH facility assets. Mike Petrusky asks Kylash about how anecdotal experiences should be integrated …
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Andy Constan and Cem Karsan join Mike and Harley for a debate on market structure.For more information, https://www.simplify.usInvesting involves risk including potential loss of principal.Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Mana…
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Southeastern’s CEO and Head of Research Ross Glotzbach sits down with Nick DeIuliis, CEO of CNX Resources. They delve into a range of topics, beginning with Nick’s history in the Pittsburgh area and at CNX, where he has been an employee since the 1990s and became CEO in 2014. Ross and Nick reminisce about Southeastern’s engagement with CNX that led…
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Chris Martin, Director of Research at Amberdata interviews Ryan Rassmussen, Head of Research at Bitwise Asset Management. In this podcast, we talk about the state of the Bitcoin and Ethereum ETFs, the adoption of crypto by retail and institutional investors, and the positive outlooks in the industry. In addition, we recap Bitwise's 2024 predictions…
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Dr. Omar Aguilar, President, CEO, & CIO of Schwab Asset Management, reflects on his background and highlights the importance of being flexible about your career path. Recorded on-site at Nicsa Diversity Project North America’s Fearless Leadership Symposium 2024. For more, visit http://nicsa.org/podcasts…
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Were you ever the kid growing up that had to ask, “how do you know?” or “why?” about anything and everything? Turns out, having that inquisitive nature is something that can be extremely valuable to us as we plan out our finances and our retirements, and in today’s show, we’ll dive into some of those questions that you should be asking as you appro…
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Many investors are still underweight emerging market equities. While the asset class outperformed developed markets by a wide margin in the first decade after the millennium, emerging market equity returns have since lagged, leaving investors with a degree of skepticism. But, looking ahead, one cannot deny the immense promise that many emerging mar…
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In this episode, GAIN trustee Rahul Moodgal sits down with Georgina Witter, UK Institutional & Intermediary Sales Associate at Brown Advisory, to explore the exciting world of sales and marketing within asset management. We kick things off with a whistlestop tour of Georgina's career journey, from her early days to landing her current role. She sha…
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Dan Ricci is the Head of Information Systems at Prime Buchholz, an independent investment consultant and OCIO founded in 1988. If you are building or buying software, this is the episode. Dan shares how they built Prime Plus, an investment analytics tool that is used by their investment consultants and their clients. Dan shares his thoughts on a wi…
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Geopolitical shocks can happen abruptly and when they do, the disruption to trade and global economies can be profound. In this episode of ‘Magellan In the Know’ we turn to one of Magellan’s trusted geopolitics advisers to survey the situations in the world’s trouble spots, and give sound, sometimes surprising, assessments of what to expect, and wh…
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The gamma and theta characteristics of ODTE are attached at the hip. But the zero day to expiration straddle on last Wednesday’s Fed day was no normal ODTE. We might call this straddle a OTTD straddle. Zero theta to decision. The Fed decision isn’t just a date on the calendar. It’s a specific time of day on that date. It’s not like NFP which comes …
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Toby Rodes is the Co-Founder and Managing Partner at Kaname Capital, a value- and quality-oriented manager of small-cap Japanese equities. Our conversation covers the case for Japan and why this time is different. We discuss Toby’s deep-rooted fascination with Japan, his education in Japanese culture, and his transition to investing on the sell sid…
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Watch the video version on YouTube. With comprehensive oversight and deep expertise in a diverse array of investment vehicles, including real estate, real assets, hedge funds, private equity, private credit and liquid alternative solutions, our mission is to demystify these often lesser-known asset classes. By providing clear, real-world examples, …
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Today’s show highlights include: How predictability can lead to the downfall of your business. The crucial role of modifying your brand, website, logo, and mission statement as your company grows. Practical tips for analyzing every aspect of your business and identifying KPIs for change. Why adaptability is essential for entrepreneurs to succeed. L…
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Can Factor Timing really give investors an edge in today’s markets? In this episode, host Vincent Weber dives into this hotly debated strategy with Dan Jelicic, Chief Investment Officer and Portfolio Manager of the Trium Avala strategies, and a pioneer in quantitative finance. With over 20 years of experience, Dan offers insider insights on how tim…
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In this insightful episode, our COO and Programmes Director, Laura Jones, sits down with Sara Hamid, a recent participant in the GAIN Empower Investment Internship Programme. Sara has just completed a prestigious internship in Sustainable Investing at abrdn, and she joins us to share her experiences and advice for students looking to break into the…
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Send us a text EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others. Join Co-CIO, Jens Nystedt, for the 9th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming event…
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In this BimTube podcast, we speak with chartered surveyor Jeremy Murfitt Dip. REM, FRICS, FIQ about drones and geospatial data in surveying. Topics include the shift to drone-based data, its impact on property and infrastructure, photogrammetry, and UK drone regulations. Jeremy: LinkedIn | Everything is Somewhere References: Esri UK User Conference…
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Mike Maples Jr. is a partner at Floodgate, a pre-seed and seed-stage venture capital firm he co-founded in 2006 with Anne Miuro-Ko. He has been on the Forbes Midas list eight times in the last decade and backed Twitter, Lyft, Twitch, Okta, and many others in their earliest stages. Attempting to understand if he had been lucky or skillful, Mike stud…
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In this episode I speak to Tim Baker, a familiar face in the community with a long and storied history in various data and markets roles. In our conversation of two halves, Tim and I start by discussing a court case in which Tim is taking a deep interest, around the fate of the CUSIP identifier. We then discuss Tim’s recent coup in which he swooped…
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When it comes to private investments, guess what topic we get asked the most? Yes, real estate! Today, we will discuss a strategy called the “1031 exchange”. The biggest advantage is the tax deferral function. You can keep rolling from one real estate investment to the next (with some nuances.) And if you do it right, it can potentially eliminate c…
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Watch the video version on YouTube. As rising geopolitical tensions and the pandemic fallout have uncovered weaknesses in global supply chains, many nations have begun to rethink their trading relationships. U.S. policy, for example, has turned increasingly nationalistic, with recent administrations implementing tariffs and non-tariff barriers to t…
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Dave Breazzano is the head of the Credit Team at Polen Capital, where he oversees $8 billion of the firm’s $65 billion in assets. Dave is one of the OGs in high yield, having started in the early 1980s and invested continuously through more than forty years since. Our conversation covers some history of the high-yield market alongside Dave’s involv…
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Today’s show highlights include: How complacency creates a cycle that stops your business from advancing. The hidden dangers of working for a “neutral” firm and how it can limit your success. A growing trend of firms driving a wedge between financial advisors and their clients. Why the advisor-client relationship holds more value than the firm-clie…
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Most of the discussions on the Alpha Exchange podcast consist of guests sharing views on market risk and portfolio construction. To be sure that leads the conversations down the path of monetary policy, positioning, inflation and growth. There’s a great deal of consideration around the price of optionality and the correlation of assets. But what ab…
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In this week's podcast episode, we are excited to welcome Julien Marencic, Partner and Founder at Jera Capital. Jera Capital specializes in providing selective exposure to unlisted companies through secondary transactions in partnership with leading private equity managers in North America and Western Europe. The firm focuses on acquiring stakes in…
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We talk to QuantCube Technology co-founder and CEO Thanh-Long Huynh about how machine learning and alternative data combined can identify financial trends far ahead of official data. Speakers: Thanh-Long Huynh, co-founder and CEO of QuantCube Technology; Vincent Gusdorf, AMD, Digital Finance and AI Analytics, Moody’s Ratings Hosts: Danielle Reed, V…
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In this episode GAIN Programmes Director and COO, Laura Jones, sits down with two GAIN Empower Investment Internship alumni, Zoë Rhoades and Maeve Mulloy, to talk about their experience of the GAIN Empower Investment Internship Programme. Join us to hear about the application process, the support offered from GAIN, the work that Maeve & Zoë underto…
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Hal Liebes is the COO of Alger, an investment firm known for its bottom-up fundamental research process that was founded in 1964. Hal joined Alger in 2005 as they were rebuilding the firm after losing 35 of its 55 employees on 9/11. Hal shares how curiosity and knowing how you work is crucial for finding the right type of role for career happiness.…
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“Elections have consequences”. So said former US President Barack Obama. He probably didn’t have our trusty fear gauge, the VIX, in mind, but he may as well have. We are one day away from the US presidential debate. I am not sure this one can deliver the same fireworks that resulted from June 27th. It may devolve into a food fight, with each side h…
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