Best Ocio Podcasts (2023)

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Mindy Diamond on Independence for Financial Advisors

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$1.6B 6 Years Later: Matt Celenza on Doubling Growth, Opportunity, and Life After Merrill 57:01

13h ago57:01

57:01

With Matthew Celenza, Founder and Managing Partner at Boulevard Family Wealth Overview Wirehouse advisors often wonder what they are missing as they watch peers and colleagues break away to the independent space. Matt Celenza was once that guy. He believed he had access to everything his UHNW clients needed—until his move revealed just how much mor…

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The Meb Faber Show

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Radio Show: Jonathan Treussard & Nic Johnson on Carbon Credits, Pre-Worrying & Disrupting Residential Real Estate | #510 59:47

3m ago59:47

59:47

Today’s returning guest is Jonathan Treussard, who recently left Research Affiliates to launch his own RIA. This time Jonathan brought along Nic Johnson, who ran the commodity desk at PIMCO until early last year, overseeing over $20 billion. In today’s episode, the three of us kick around a bunch of topics. We talk about asset allocation, investor …

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The Meb Faber Show

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Austin Root, Stansberry Asset Management - The Case For Productive Assets | #509 1:03:19

7d ago1:03:19

1:03:19

Today’s guest today is Austin Root, Chief Investment Officer of Stansberry Asset Management. Previously, he co-founded and ran North Oak Capital, a New York-based hedge fund that received a strategic investment from Julian Robertson and Tiger Management. In today’s episode, Austin starts off by discussing the combination of financial planning & inv…

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Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

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How Shannon Saccocia, the CIO of $67B AUM Neuberger Berman Private Wealth, thinks about the changing role of alternatives in client portfolios 59:52

7d ago59:52

59:52

Today’s show brings us inside the mind of a top allocator and CIO in the private wealth world. We talk with Shannon Saccocia, the CIO of Neuberger Berman Private Wealth, a division of NB that has almost $70B of assets under management. With over 24 years of experience, Shannon brings a wealth of knowledge on private markets to bear. At NB Wealth, s…

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Mindy Diamond on Independence for Financial Advisors

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Private Equity and the RIA: Two Perspectives on the Value of Growth 48:20

14d ago48:20

48:20

A conversation with Mark Copeland, Founder, Signature Estate & Investment Advisors (SEIA) & Ben Prigal, Vice President of Reverence Capital Partners Overview Mark Copeland, Founder of Signature Estate & Investment Advisors (SEIA) and Ben Prigal, Vice President of Reverence Capital Partners, discuss the value of partnership between private equity an…

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The Meb Faber Show

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Jim Bianco on "The Biggest Economic Event of Our Lifetime" & The End of the 40-Year Bond Bull Market | #508 1:25:04

14d ago1:25:04

1:25:04

Today’s guest today is Jim Bianco, President and Macro Strategist at Bianco Research and one of my favorite macro minds around. In today’s episode, Jim holds absolutely nothing back. He shares why 2020 was the biggest economic event of our lifetime, why the 40-year bond bull market is dead, and why energy is going to be weaponized going forward. We…

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The Meb Faber Show

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Whatcha Waiting For? 15:54

18d ago15:54

15:54

In today’s episode, Meb reads a recent email sent to Cambria subscribers about using a shareholder yield approach to express the opportunity in global value stocks today. Resources: Performance after Peak Valuation: Navigating the Tech Sector’s High Multiples Think Income and Growth Don’t Exist In This Market? Think Again Think Income and Growth Do…

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Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

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How private equity and the NIL are changing the game for sports with UCLA QB and NIL National Male Athlete of the Year, Chase Griffin 43:34

20d ago43:34

43:34

Welcome back to the Alt Goes Mainstream podcast. Today’s show dives into the collision of culture, sports, and finance. We talk with Chase Griffin, a student-athlete and QB at UCLA, who has become a pioneer in the college athletics Name Image Likeness (NIL) movement and is the 2x winner of the NIL Male Athlete of the Year awards from the NIL Summit…

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Mindy Diamond on Independence for Financial Advisors

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From Lifer to Leaver: $3B Former UBS Advisor Finds His New Edge 56:43

21d ago56:43

56:43

A conversation with Ghislain Gouraige, Partner, NewEdge Wealth Overview Ghislain Gouraige, a 15-year UBS veteran and former esteemed leader of the firm’s Private Wealth Advisory Council, kept his head down and built an extraordinary $3B business. Then, he started to see the potential outside of UBS, sharing, “You can’t unsee what you’ve seen.” That…

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The Meb Faber Show

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Thomas George, Grizzle - Disruption at a Reasonable Price | #507 55:08

21d ago55:08

55:08

Today’s guest is Thomas George, President of Grizzle and Portfolio Manager of the DARP ETF. In today’s episode, Thomas talks about investing in disruption at a reasonable price. Key word: reasonable. He talks about the sector and thematic focus of the ETF and takeaways from the 2022 sell-off in the growthier parts of the market. As we wind down, he…

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Mindy Diamond on Independence for Financial Advisors

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Embracing the Modern Advisor: An Inside Look at Goldman Sachs Advisor Solutions 44:35

28d ago44:35

44:35

A conversation with Richard Lofgren, Managing Director – Goldman Sachs Advisor Solutions Overview It was big news when Goldman Sachs announced their custody offering, turning the heads of top advisors looking to leverage the Goldman name in their leap to independence. In this episode, Richard Lofgren, the Managing Director of Goldman Sachs Advisor …

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The Meb Faber Show

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Radio Show with Corey Hoffstein: Roaring Kitty, Bitcoin ETF & T-Bill and Chill | #506 1:33:47

28d ago1:33:47

1:33:47

Today’s Radio Show is with guest co-host Corey Hoffstein. In today’s episode, Corey and Meb talk about whether topics are overhyped or underhyped: Bitcoin ETF recent news BlackRock launching Target-Date ETFs The death of the 60/40 T-Bill & Chill The Magnificent 7 Dividends They also talk about Roaring Kitty pitching us to come on the podcast in sum…

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Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

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Jamie Rhode, Principal at family office Verdis Investment Management, on how to drive the most meaningful returns in early-stage venture as a LP 48:11

29d ago48:11

48:11

Welcome back to the Alt Goes Mainstream podcast. On today’s show, we bring the institutional family office perspective to private markets. We talk with Jamie Rhode, a Principal at Verdis Investment Management. Verdis is a single family office based in Philadelphia that was built on the rich legacy of the family, a major business family, that has sp…

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Mindy Diamond on Independence for Financial Advisors

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How to Navigate the Emotional Rollercoaster Ride of a Transition: A Special Industry Update 36:29

1M ago36:29

36:29

A conversation with Louis Diamond Overview Mindy Diamond and Louis Diamond share ideas from 25 years of experience to help advisors navigate the daunting process of transition and advice on how to better cope with what can feel like a tumultuous ride. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the …

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The Meb Faber Show

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Que Nguyen, Research Affiliates – Walking the Tightrope: High Valuations in an Inflationary Landscape | #505 45:20

1M ago45:20

45:20

Today’s guest today is Que Nguyen, the CIO of Equity Strategies at Research Affiliates. In today’s episode, she shares why stretched valuations along with a rise in interest rates and inflation may create a tinderbox for investors. But not everything is gloomy – she’s sure to share some areas she sees opportunity in the U.S. market today. We also d…

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Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

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Taking the pulse of seed investing and creating an actively managed index of early-stage innovation with Maelle Gavet, CEO of Techstars, one of the world’s largest pre-seed investors 51:23

1M ago51:23

51:23

Welcome back to the Alt Goes Mainstream podcast. Today we bring on one of the world’s largest pre-seed investors to cover what the state of early-stage investing looks like. We welcome Maelle Gavet, the CEO of Techstars, a leading accelerator and global investment business that works with early-stage startups. Maelle has taken a background where sh…

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Mindy Diamond on Independence for Financial Advisors

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Seeing the Future Through the Eyes of the Client: A $770mm UBS Breakaway Story 54:00

1M ago54:00

54:00

A conversation with Matthew Murphy, CEO, Partner and Rebecca Baker, COO, Partner – Marble Wealth Overview Matthew Murphy and Rebecca Baker of Marble Wealth discuss their choice to leave UBS and opt for independence early in their careers, the impact of signing on to the firm’s retire-in-place program ALFA, their age as a competitive advantage, and …

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The Meb Faber Show

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Mebisode – What If You Owned No US Stocks? | #504 8:56

1M ago8:56

8:56

In this Mebisode, Meb reads his post titled, What If You Owned No US Stocks? ----- Follow Meb on Twitter, LinkedIn and YouTube To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter inv…

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Mindy Diamond on Independence for Financial Advisors

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Goldman Custody Platform Trailblazers: $1B Merrill Breakaway Team One Year Later 58:33

2M ago58:33

58:33

A conversation with Scott Shagrin, Ira Ravitz, and Lisa Westermark, Co-Founders of Beverly Hills Private Wealth Overview The founders of Beverly Hills Private Wealth discuss their motivations to leave Merrill after building a billion-dollar business, their transition to independence and experience as one of the first RIAs to choose Goldman Sachs Ad…

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The Meb Faber Show

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Jon Hirtle, Hirtle, Callaghan & Co. – OCIO Pioneer | #503 50:10

2M ago50:10

50:10

Today’s guest today is Jon Hirtle, founder and Executive Chairman of Hirtle, Callaghan & Co., a $20 billion Outsourced CIO business he founded over 35 years ago. Jon is well known for creating the OCIO model that is commonplace today. In today’s episode, Jon shares what led him to start his firm and the OCIO model itself over three decades ago. He …

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Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

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Why now is Europe's time according to Joe Schorge, Co-Founder & Managing Partner of Isomer Capital, one of Europe's most active VC fund-of-funds 1:06:43

2M ago1:06:43

1:06:43

Welcome back to the Alt Goes Mainstream podcast. Today, we travel to London to talk with someone who has seen the evolution of the European tech ecosystem up close. We discuss the rise of Europe with Isomer Capital’s Co-Founder and Managing Partner Joe Schorge. Isomer is a pan-European fund-of-funds, co-investment, and secondaries platform that is …

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Mindy Diamond on Independence for Financial Advisors

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An Industry Update on Mega-Moves: How the Ever-Increasing Number of Billion-Dollar Transitions Are Rocking the Industry 40:55

2M ago40:55

40:55

A conversation with Louis Diamond and Jason Diamond Overview With 2023 mega-advisor moves already outpacing 2022, this episode explores case studies to answer: What was needle-moving enough to leave the firms where they built phenomenal businesses? What can we all learn from this activity? What is the impact on recruiting and the industry at large?…

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The Meb Faber Show

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Mikhail Samonov – Lessons from Two Centuries of Financial History | #502 1:13:39

2M ago1:13:39

1:13:39

Today’s guest is Mikhail Samonov, CEO of Two Centuries Investments, which was established to create long term wealth for investors through its blend of innovative and behaviorally focused investment strategies. In today’s episode, Mikhail walks through what led him to focus so much on ‘long history’ in his research. He shares lessons learned from s…

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Origins - A podcast about the LP and VC ecosystem.

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Q4 Market Predictions w/ Ed Sim (Boldstart) & Seyonne Kang (StepStone) 1:04:18

2M ago1:04:18

1:04:18

In this episode of Origins, Nicholas Chirls (Notation) and Beezer Clarkson (Sapphire Partners) host Ed Sim, founder of Boldstart and Seyonne Kang, Partner at StepStone. Ed is the founder of boldstart ventures, a day-one partner and true believer for developer first, enterprise infra, & SaaS founders. He is currently a board member/observer of Snyk,…

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Mindy Diamond on Independence for Financial Advisors

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Orion’s Founder Eric Clarke on How Advisors Can Innovate, Disrupt and Win 1:00:45

2M ago1:00:45

1:00:45

A conversation with the Industry Visionary from Orion Advisor Solutions Overview The outgoing CEO of the wealthtech powerhouse shares his journey from the founding of Orion, the firm’s growth over the years, and perspectives on the future of wealth management, technology and AI, and much more. Listen in… > Download a transcript of this episode… NOT…

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The Meb Faber Show

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John Davi, Astoria Advisors - Macro+Quant, Inflation & Global Diversification | #501 57:45

2M ago57:45

57:45

Today’s guest is John Davi, CEO and CIO of Astoria Portfolio Advisors, which provides ETF managed portfolios and sub-advisory services. In today’s episode, John walks through his macro plus quant approach to the markets. We touch on his entrance into the ETF space with two tickers I love: PPI & ROE. We also talk about global diversification, opport…

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Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

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Monthly Alts Pulse, Ep. 4: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital 21:35

2M ago21:35

21:35

Welcome to the 4th episode of a collaboration between iCapital x Alt Goes Mainstream. Here’s the latest episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano, the Chairman & CEO of iCapital, who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the a…

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Mindy Diamond on Independence for Financial Advisors

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Summit Trail’s Jack Petersen on How Their Blockbuster Break Created a $16B Firm Designed to Serve the Unique Needs of UHNW Clients 1:00:34

2M ago1:00:34

1:00:34

A conversation with Jack Petersen, Managing Partner and Advisor at Summit Trail Advisors Overview The Barclays breakaway discusses his 2015 landmark leap with 5 partners, 3 offices, and $3B in AUM, plus shares why he feels UHNW clients are best served in independence, what they do to drive extraordinary growth, and much more. Listen in… > Download …

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The Meb Faber Show

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Soo Chuen Tan, Discerene - Contrarian, Long-Term Value Investing | #500 1:05:21

2M ago1:05:21

1:05:21

Today’s guest is Soo Chuen Tan, Founder & President of Discerene Group, which has a fundamental, contrarian, long-term value investing philosophy. Today’s episode starts off with lessons from working under the great Seth Klarman at Baupost. Then we spend a lot of time around what the ideal structure is for an investment firm and how to build a true…

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Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

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How "tech's most unlikely venture capitalist," Pear VC's Pejman Nozad, has built a seed investing powerhouse 49:33

2M ago49:33

49:33

Welcome back to the Alt Goes Mainstream podcast. Startup stories are often stuff of dreams — and today’s podcast is a story about one of tech’s most unlikely venture capitalists. Journalist and professional soccer player turned immigrant turned self-proclaimed "best carwasher in San Jose" turned Persian rug salesman turned top Silicon Valley seed i…

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Mindy Diamond on Independence for Financial Advisors

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Wells Fargo’s Barry Sommers on Transforming the Wealth Management Experience 57:52

3M ago57:52

57:52

Rare access to one of the top-of-the-food-chain leaders who discusses the direction of Wells, how it compares to its peers, the value to HNW and UHNW clients, a perspective on recruiting and the ideal advisor type, the future of the industry, and much more.

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The Meb Faber Show

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Kevin Carter, EMQQ Global - India is Happening NOW | #499 57:46

3M ago57:46

57:46

Today’s returning guest is Kevin Carter, Founder and CIO of EMQQ Global. In today’s episode, Kevin pounds the table for India’s tech sector. He covers the demographic trends, The India Stack, the difference from China 15 years ago and the current valuations. He also explains why environmental risks are something to keep an eye on in India. Listen t…

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Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

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How $9B OCIO Capricorn Investment Group has proven that doing well and doing good don't have to be mutually exclusive: A conversation with Partner Bill Orum 53:34

3M ago53:34

53:34

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features a pioneer in the sustainable investing world. Bill Orum, who is a Partner at Capricorn Investment Group, has proven that investors can do well and do good at the same time. Bill and his Partners have led Capricorn, a $9B AUM sustainable investment platform serving families, f…

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Mindy Diamond on Independence for Financial Advisors

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Financial Advisor Economics: From Transition and Beyond 29:44

3M ago29:44

29:44

In an active recruiting environment, advisors are eager to understand where deals are at and where they’re headed. Beyond a transition deal, how can advisors monetize their business over time – thinking about the short-, mid- and long-term – whether they are in an employee or independent model?

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The Meb Faber Show

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Liz Ann Sonders on The State of the Markets | #498 59:29

3M ago59:29

59:29

Today’s guest is Liz Ann Sonders, the Chief Investment Strategist of Charles Schwab. In today’s episode, Liz Ann starts off by sharing some timeless lessons from her mentor, the great Marty Zweig! Then she shares her view of the economy and markets. She touches on earnings estimates, expectations for the Fed, market breadth, and where she sees oppo…

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