Best Investment Quorum Podcasts (2024)

1
Head to Head: Mike Barry and Kelly Milligan, Quorum Private Wealth 41:37

16d ago41:37

41:37

Mike and Kelly consider themselves more than just financial advisors—they’re life advisors. In a new episode of Head to Head, Managing Partners Mike Barry and Kelly Milligan join Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss their decision to go independent after 20+ years at a name brand firm, the unique, team approach the…

1
FireSide: Q3 Research roundup—Navigating market optimism 35:27

2d ago35:27

35:27

Join Chief U.S. Economist Lara Rhame, Director of Investment Research Andrew Korz and Research Associate Alan Flannigan as they examine their outlooks for corporate credit, private equities, commercial real estate and key macroeconomic trends for Q3 2024. They go in depth on the latest impacts of market concentration, stubborn inflation and more, w…

1
FireSide: Election 2024—Market and investing impact 31:52

9d ago31:52

31:52

The upcoming election will likely mean changes in policy and regulation. What shifts can we expect and how could they impact key markets? Join Head of Public Policy Jason Cole and Chief U.S. Economist Lara Rhame as they offer insight into the presidential race, Senate and House contests, and key policy areas such as tax reform, debt, deficit dynami…

1
FireSide: Answering the burning questions around private debt—Part 2 33:36

24d ago33:36

33:36

Private debt is a growing asset class that’s increasingly making headlines. That’s why we’re back in the studio with more cool answers to your burning questions on this key alternative. Chief U.S. Economist Lara Rhame and Executive Director of Research Andrew Korz join Head of Private Credit Brian Gerson to further demystify the significance, mecha…

1
Living Sustainably through Managed Farmland with Hosachiguru Farms 44:40

29d ago44:40

44:40

Today's episode explores the novel concept of Managed Farmland! Since Covid, we have seen a rise in plotted development launches across the outskirts of metros along with tier 2 & 3 cities, as people crave open space, clean environments and a connection to nature. As urban Indians start to put more thought into their health, wellness, and living a …

1
The Takeaway with Troy Gayeski: Too good to be true? 20:08

1M ago20:08

20:08

Are current market conditions too good to be true? Chief Market Strategist Troy Gayeski shares the key takeaways from his latest strategy note on why fear of a “GFC Part II” is a suboptimal reason to hold on to cash. Troy joins Content Strategist Harrison Beck to examine the current economic landscape, how advisors are addressing investor concerns …

1
Ep 6: Federico Charosky, CEO and Founder of Cyber Security specialists, Quorum Cyber 28:16

1M ago28:16

28:16

In the sixth episode of the Invested Podcast, we interview Federico Charosky, the founding CEO of Quorum Cyber, an award-winning cyber security business which has developed advanced solutions to protect organisations against security attacks and breaches. Federico's journey into the world of computing began in his early teens, fuelled by his passio…

1
FireSide: Middle market private equity—Greed versus fear 34:35

1M ago34:35

34:35

It’s a topic as old as investing: how can portfolio builders better balance greed and fear? Against today’s backdrop of high valuations and concentration in public equities, middle market private equity may offer that ideal mix of risk and reward. Join Chief U.S. Economist Lara Rhame, Client Portfolio Manager Philip O’Brien, and Research Associate …

1
Head to Head: Jeff Erdmann, Merrill Private Wealth Management 34:21

1M ago34:21

34:21

How does the #1 advisor in the country close business? In a new episode of Head to Head, Jeff Erdmann (Founding Partner of the Erdmann Group at Merrill Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how childhood dyslexia helped him launch a multi-billion practice, why he hires “partners” ins…

1
The Takeaway with Troy Gayeski: Embrace alternatives or be left behind? 21:05

2M ago21:05

21:05

Join Chief Market Strategist Troy Gayeski as he dives into the latest mega trends. Troy sits down with Content Strategist Harrison Beck to examine what’s driving growth in private credit markets, the reason investors are embracing middle market private equity and why exploring alternatives could be essential to staying competitive for financial pro…

1
FS Thrive x Sarano Kelley: Access your potential 35:20

2M ago35:20

35:20

In this episode we’re joined by FS Thrive partner, Sarano Kelley, the award-winning speaker, coach and trainer to the financial industry. Sarano sits down with Ginevra Czech, FS Investments Director of Client Value Add Programs, to discuss how to build a “Mega Team,” mobilizing authentic communication to help grow your business and how a hyper focu…

1
Renewable Energy, Sustainability & Climate Action with Ms. Tanya Singhal, Founder of Mynzo Carbon 40:28

2M ago40:28

40:28

All over the world, we are seeing Climate change impact people's lives. The scope and complexity of the problem is massive, and solutions are often hard to implement. However, we know that Renewable energy, circular economies and sustainable practices all play a role, and that corporations, governments and the public are all stakeholders here. To t…

1
FireSide: The middle market—Beyond the limit of public equities 23:00

2M ago23:00

23:00

How can we be bullish on the middle market when the Russell 2000 chronically underperforms the S&P 500? It’s a question that investors often ask when considering middle market private equity—and a perfect opportunity to demystify some of this sector’s unique qualities. Join Chief U.S. Economist Lara Rhame and Executive Director of Research Andrew K…

1
How to deal with bad Air Quality in Cities with Abhinav Gupta, CEO of ActiveBuildings 36:05

2M ago36:05

36:05

Welcome back for an episode with a recurring guest! Over the past few years, the air quality in urban India has gone from a seasonal problem in certain cities to a growing concern among the entire urban population in India. This can be seen in the AQI or Air Quality Index in most Indian cities, with more days of the year in the "severe" and harmful…

1
The Takeaway with Troy Gayeski: Putting cash to work 23:47

2M ago23:47

23:47

Spring is in the air, and it’s not just the plants that are enjoying the sunshine. The U.S. economy continues its bracing growth, even while the outlook for inflation and interest rates remains stubbornly cloudy. Chief Market Strategist Troy A. Gayeski joins Content Strategist Harrison Beck to discuss his latest strategy note in a brand new show fr…

1
FireSide: Answering the burning questions around private debt – Part 1 29:00

3M ago29:00

29:00

Private debt is a $1.6 trillion market that’s critical to our economy and to investors—and it’s rapidly evolving. As banks have retreated from certain kinds of lending, private lenders have stepped in to fill the gap, allowing investors to reap the potential rewards. Join Chief U.S. Economist Lara Rhame, Head of Credit Wealth Solutions Rob Hoffman,…

1
Ep 5: Virraj Jatania, Co-Founder & CEO of FinTech platform, Pockit 32:08

3M ago32:08

32:08

In the fifth episode of the Invested podcast, we sit down with CEO Virraj Jatania of Pockit, a fintech platform on a mission to revolutionise financial inclusion. Born into an entrepreneurial family, Virraj’s passion for business was cultivated from a young age. It was his time spent growing up in India, Russia, & the Middle East, and witnessing fi…

1
Head to Head: Michelle Marquez, Marquez Private Wealth Management, Raymond James 37:38

3M ago37:38

37:38

In a new episode of Head to Head, Michelle Marquez (Managing Director at Marquez Private Wealth Management of Raymond James) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how she built an authentic personal brand, her inspiring work with children’s charities and the unique challenge of managing wealth for professional…

1
FireSide: Q2 2024 Research roundup—Adjusting to the old normal 23:29

3M ago23:29

23:29

The first quarter was marked by a continuation of last year’s economic optimism, albeit against the backdrop of stubborn inflation and high rates. While many investors still dream about substantial rate cuts, a return to the “old normal” could require investors to adjust. Join Executive Director, Investment Research Andrew Korz and Chief U.S. Econo…

1
Head to Head: Eve Ellis, the Matterhorn Group, William Blair 30:04

4M ago30:04

30:04

Eve Ellis (Vice President, the Matterhorn Group, William Blair) has received numerous awards, both for her work as a top wealth advisor and for her leadership in promoting equity and empowerment in financial services and beyond. In a new episode of Head to Head, Eve joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss what i…

1
3D Report: Q1 2024 Recap—Effectively valuing the Mag Six 56:55

4M ago56:55

56:55

While the Magnificent Six continue to lead the S&P 500 to new heights, markets are still learning how to effectively value these tech growth superstars. Meanwhile investors begin to face the reality of their rate cut pipedreams amid strong economic momentum and an increasingly volatile world. In this episode of 3D Report, Chief Investment Officer R…

1
FireSide: Market Madness 2024 50:36

4M ago50:36

50:36

In celebration of March Madness, Chief U.S. Economist Lara Rhame and the Investment Research team go head-to-head in “Market Madness.” In this bracket-style debate, our experts consider which topics will be most influential to markets for the rest of the year and what it means for investors.By FS Investments

1
FireSide x Mary Ann Bartels: Follow your gut, follow your intuition 42:47

4M ago42:47

42:47

Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth and one of the industry’s most trusted experts in economic analysis and financial communication, joins Chief U.S. Economist Lara Rhame for a conversation on market trends, career building, women pathfinders and more. Listen for the 2024 economic outlook she refers to as a “bucking bu…

1
FS Thrive x HelloHive: Breaking down barriers 38:49

4M ago38:49

38:49

In this episode, we’re joined by our partners at HelloHive, the next-gen recruitment and resume technology company working to create more equitable pathways for early-career talent. Ginevra Czech, FS Investments’ Director of Client Value Add Programs, sits down with HelloHive’s Head of Client Strategy Claire Schulz, Customer Success Manager Kyra Ma…

1
Ep 4: Tom Dunlop, Founder & CEO of LegalTech specialist, Summize 29:04

4M ago29:04

29:04

In the fourth episode of the Invested Podcast, we interviewed Tom Dunlop, the founding CEO of Summize, a software specialist transforming contract management for the legal industry. Tom shares his journey from teenage sports star to accomplished commercial and technology lawyer, establishing a revolutionary software business. From badminton courts …

1
SEBI MSM REIT Regulations Explained with Mr. Shiv Parekh, Founder & CEO of hBits 39:31

4M ago39:31

39:31

Amongst emerging trends within the last 5 years, Fractional Ownership has become a popular concept to democratize Real Estate ownership for investors in India. According to a recent report from Knight Frank, the market for fractional ownership in India is projected to grow from $5.4 billion in 2020 to $8.9 billion in 2025. As this space grows, SEBI…

1
FireSide: 5 challenges and 5 opportunities 20:37

5M ago20:37

20:37

Markets started the year with high expectations and high valuations. But volatility and expensive equities are just a few of the challenges facing investors in 2024. Chief U.S. Economist Lara Rhame and Executive Director, Research Andrew Korz sit down to discuss their latest chartbook examining the five key challenges facing investors today—and how…

1
FireSide: Anatomy of a CRE correction—2024 Update 23:38

5M ago23:38

23:38

The commercial real estate (CRE) market continues to endure a correction that began 18 months ago. Andrew Korz (Executive Director, Research) joins Chief U.S. Economist Lara Rhame to discuss the progress of the correction, examine its drivers and identify potential areas of opportunity that persist despite the challenged market environment…

1
Ep 3: Luke Pargeter, Co-Founder & CEO of iAM Compliant, Chester-based EdTech specialist 24:17

5M ago24:17

24:17

In the third episode of the Invested Podcast, we sit down with Luke Parteger, the founding CEO of iAM Compliant, a revolutionary web-based compliance tool for schools. Luke shares his entertaining journey into the world of entrepreneurship, which began when he was just five years old, and how he went from working in facilities management to creatin…

1
FireSide: What's happening in Washington? 27:41

6M ago27:41

27:41

Jason Cole, Head of Public Policy and Corporate Social Responsibility at FS Investments, joins Chief U.S. Economist Lara Rhame to discuss what the latest policy decisions could mean for investors. Lara and Jason address evolving pressures on Treasuries, where the Fed may move next and how election results could impact financial regulation, taxes an…

1
FireSide: 10 for ’24—Ten big ideas for 2024 28:47

7M ago28:47

28:47

Lara Rhame sits down with Executive Director, Investment Research Andrew Korz to review last year’s 10 for ’23—and unveil this year’s 10 for ’24, her forecast for the 10 essential trends facing investors in markets, policy and the economy in the new year. Her outlook? While 2024 is opening with optimism that a recession has been avoided, inflation,…

1
3D Report: Q4 2023 Recap—The economy has to normalize 44:58

7M ago44:58

44:58

A surprise to the upside has continued to delight investors and confound experts throughout 2023. But despite the current giddy growth, gathering headwinds are likely to bring the economy back to a more rational place in the new year. In this episode of 3D Report, Chief Investment Officer Ryan Caldwell and Chief U.S. Economist Lara Rhame examine th…

1
Ep 2: Liz Ashall-Payne, founding CEO of ORCHA, a global leader in digital health accreditation 29:01

8M ago29:01

29:01

In the second episode of Invested we caught up with Liz Ashall-Payne, founding CEO of (ORCHA), a global leader in health app accreditation and distribution. Liz is now at the forefront of healthcare transformation programs in the NHS, Europe, and North America, but starting from more humble beginnings she set out with an admirable aim to help peopl…

1
FS Thrive x Ace Quintana: Mapping career growth 41:41

8M ago41:41

41:41

Whether you’re a team of one, or the one in charge of the whole team, everyone has a stake in career development. In this episode, we’re joined by Ace Quintana, Head of Organizational & Leadership Development at FS Investments and our in-house expert on the Predictive Index (PI)—the validated workstyle assessment we use to power career development …

1
Ep 1: Andrew Avanessian, CEO of digital adoption platform, AppLearn 26:43

8M ago26:43

26:43

Invested interviews business leaders, entrepreneurs and innovators who are at the helm of some of the UK’s fastest growing companies. Not everyone is cut out to be an entrepreneur so we explore what motivates and drives them, and how they have got to where they are today. We will hear their inspirational stories in honest accounts of their struggle…

1
Understanding Real Estate Alternative Investments with Mr. Ramashrya Yadav, Founder & CEO of Integrow Asset Management 33:14

8M ago33:14

33:14

One of the biggest decision drivers of a real estate project is its financing. For developers, raising capital from the right sources is critical to enabling the project to be completed. Over the years sources of capital for Indian real estate have evolved from the traditional Institutional Banking, to include NBFCs and Institutional Private Equity…

1
Head to Head: Louise & Nina Gunderson, UBS Private Wealth Management 41:00

8M ago41:00

41:00

Louise and Nina Gunderson are more than just an incredibly successful advisor team at UBS Private Wealth Management—they’re also mother and daughter. In a new episode of Head to Head, Louise and Nina join Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss running a team like a family, blazing new trails in financial services and…

1
FS Thrive: Goal setting—start with the why, achieve the wins 32:46

9M ago32:46

32:46

In this episode we’re joined by Chris Serrano, Performance Manager at EXOS and James Boyd, Wealth Management Advisor at Van Buren Financial Group. One is an expert in fitness, the other is an expert in finance, but each day they tackle the same challenge—helping clients achieve their goals. Chris and James sit down with FS Investments Director of C…

1
Building to Rent with Mr. Vijeth Reddy, Co-Founder & CEO of Kots 35:16

9M ago35:16

35:16

Joining us today is Mr. Vijeth Reddy, the Co-Founder and CEO of Kots a pioneering residential leasing company operating in East Bangalore, that caters to the needs of both tenants and Landlords. Renting an apartment in a metro city is fraught with challenges for both the tenant and the landlord. If you’re a tenant you have several criteria you’re j…

1
Invested Podcast Trailer 1:04

9M ago1:04

1:04

Welcome to our new podcast, Invested, by Maven Capital Partners, where we interview CEOs and founders from our portfolio companies to share their experiences in honest accounts of struggle and success when growing their business. Guests will provide real insight into the advantages and encounters of working with a private equity investor and the im…

1
FireSide: Q4 2023 Research roundtable—Can the growth continue? 39:40

9M ago39:40

39:40

Even with unanswered questions about a potential slowdown, the Q4 economy is largely firing on all cylinders. Commercial real estate continues to navigate a unique correction, while rising stock/bond correlation helps corporate credit shine. Can the growth continue? Join Lara Rhame, Chief US Economist, Robert Hoffman, Managing Director, Credit Weal…

1
Building India's First Prop-Tech Unicorn with Mr. Saurabh Garg, Co-Founder and CBO of NoBroker.in 34:15

9M ago34:15

34:15

Joining us today is Mr. Saurabh Garg, the Co-Founder and CBO of India’s first Proptech Unicorn, NoBroker. During the last decade, one of the fastest growing sub-sectors within Indian Real Estate has been Proptech, as an increasing number of real estate transactions have been happening online. This surge is reflected in the investor market as well, …

1
Reimagining Space: The Convergence of Hospitality and Work with Mr. Vivek Narain, Founder of Quorum Club and District 150 35:19

10M ago35:19

35:19

Welcome to Season 3 of Concrete Conversations, the Indian Real Estate Podcast! (now in Video format too on YouTube!) In the past couple of years, the lines between hospitality and commercial workspaces have started to blur, as the demand for premium amenities in grade A commercial spaces rises, and members clubs and collaborative spaces proliferate…

1
FireSide: Multifamily—A rental health check-in 23:34

10M ago23:34

23:34

The U.S. commercial real estate (CRE) market has come under pressure from rising interest rates and an uncertain economic outlook. The multifamily sector has experienced what feels like a full market cycle in the span of just three years. With uncertainty swirling around the CRE space, Robert Hoffman and Andrew Korz take a deep dive into their outl…

1
FS Thrive x Carlos Muñoz: The Equity Collective 34:29

10M ago34:29

34:29

What is the perception of financial services? And how can we nurture talent that hasn’t always seen a place for themselves in the industry? In this episode, we’re joined by Carlos Muñoz, Head of Asset Manager DEI Engagement at Morgan Stanley. He heads The Morgan Stanley Equity Collective, an industry leading group of top firms (including FS Investm…

1
FireSide: Economy, markets and Taylor Swift 36:33

10M ago36:33

36:33

Taylor Swift may be the biggest trend in the economy today. And it’s not just because her Eras tour is giving a lift to everything from airlines to hotels (what other pop star can claim chart-toppers on both Billboard and the Fed’s Beige Book?), but it’s also because of the intriguing way her meteoric rise echoes best practices in accessing alterna…

1
Head to Head: A conversation with Rory O'Hara, Founder of Ausperity Private Wealth 31:38

11M ago31:38

31:38

In a new episode of Head to Head, Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Rory O’Hara, CFP®, CRPC®, Founder and Senior Managing Partner at Ausperity Private Wealth. In this episode, Rory shares the early career lessons he learned cold calling (communicate authority and grow a thick skin), how he hel…

1
FS Thrive x Jason Cole: What’s happening in Washington? 26:55

11M ago26:55

26:55

What happens in Washington is almost always felt on Wall Street. No one knows this better than Executive Director of Public Policy and Corporate Social Responsibility, Jason Cole. In this episode, Ginevra Czech, Director of Client Value Add Programs, sits down with Jason to discuss what he refers to as the three Cs of government: Confrontation, com…

1
3D Report: Q2 2023 Recap—An exuberant upside surprise 1:16:25

11M ago1:16:25

1:16:25

The first half of the year is what happens when Wall Street predicts a recession that doesn’t materialize: Exuberant upside surprise and massive valuation lift. But while today’s markets remain doggedly optimistic, forward-looking indicators are forecasting headwinds in the near future. In this episode of the 3D Report, Chief Investment Officer Rya…

1
FireSide: Q3 2023 Research roundtable—Rethink what you know 53:06

12M ago53:06

53:06

In this episode of FireSide, the Investment Research team offers their Q3 outlooks for macro, credit markets and commercial real estate. The first half of the year saw a contradictory confluence of pessimism and impressive performance. That has left investors rethinking the popular market ideas they’ve held for the past 15 years. Join Head of Resea…

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Investment Quorum Podcasts

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