Episodes

  • Wealth Management INVEST: Trends in Retail Investor Portfolio Construction

    Wealth Management INVEST: Trends in Retail Investor Portfolio Construction
    Sep 30 2024
    David Bodamer of WealthManagement.com sits down with Mike Scarsciotti, SVP and Head of Investment Specialists at Fidelity Investments, to discuss the changing dynamics of portfolio construction. Fidelity draws insights from analyzing 12,000 portfolios. Their conversation covers significant trends, including the growing popularity of ETFs, the resurgence of active management strategies, and evolving approaches to asset …

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    26 mins
  • Wealth Management INVEST: Private Market Insights with Blackstone’s Joan Solotar

    Wealth Management INVEST: Private Market Insights with Blackstone’s Joan Solotar
    Sep 16 2024
    David Bodamer sits down with Joan Solotar, Global Head of Private Wealth Solutions at Blackstone, to explore the evolution of private market investments and how financial advisors can leverage these opportunities to enhance their clients’ portfolios. Joan discusses how technology and innovation are reshaping investment processes, making it easier for a broader range of investors …

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    32 mins
  • Wealth Management INVEST: Assessing Active ETFs, Live from the Morningstar Investor Conference with Jack Shannon

    Wealth Management INVEST: Assessing Active ETFs, Live from the Morningstar Investor Conference with Jack Shannon
    Jul 23 2024
    David Bodamer speaks with Jack Shannon, a senior analyst on Morningstar’s manager research team, in an episode recorded in front of a live audience at the Morningstar Investor Conference. They delve into the distinctions between active and passive ETFs, highlighting the nuances in their management and trading and whether active ETFs deliver on their premises. …

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    43 mins
  • Wealth Management INVEST: Investing in Private Markets with a Fiduciary-First Approach

    Wealth Management INVEST: Investing in Private Markets with a Fiduciary-First Approach
    Jun 17 2024
    WealthManagement.com’s David Bodamer speaks with Jake Miller, Co-Founder and Chief Solutions Officer at Opto Investments, about the evolving landscape of private markets and how RIAs can leverage new strategies to benefit their clients. They touch on the opportunities and challenges within private equity, private credit, infrastructure, and real estate, as well as Opto’s recent partnership …

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    30 mins
  • Wealth Management INVEST: Wealth Enhancement Group’s Approach to Private Investments

    Wealth Management INVEST: Wealth Enhancement Group’s Approach to Private Investments
    May 20 2024
    WealthManagement.com’s David Bodamer sits down with Doug Huber, Vice President of Investment Strategy at Wealth Enhancement Group, to delve into how the RIA approaches private market strategies amid the ongoing evolution of alternative investments. Doug focuses on: What is the trend of democratization in alternative investments and increased investor access How education plays a crucial …

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    27 mins
  • WealthManagement INVEST: Bridging the Gap in Fixed Income Opportunities

    WealthManagement INVEST: Bridging the Gap in Fixed Income Opportunities
    Apr 29 2024
    Listen in as David Bodamer sits down with Karen Veraa, Head of iShares US Fixed Income Strategy, to discuss fixed-income ETFs. Karen shares insight on navigating the current market complexities, from managing inflation impacts to exploring strategic investment avenues. Karen focuses on: The current state and future prospects of fixed-income markets Insights into fixed-income ETFs …

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    25 mins
  • WealthManagement INVEST: Trends and Innovations in Alternative Investments

    WealthManagement INVEST: Trends and Innovations in Alternative Investments
    Apr 15 2024
    Listen in as David Bodamer sits down with Lawrence Calcano, Chairman and CEO of iCapital, to explore the world of alternative investments and their role in modern portfolio strategies. They unravel the complexities of the alt space, examine recent developments at iCapital, and discuss how advisors are integrating these assets into their offerings for a …

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    31 mins
  • Wealth Management INVEST: Exploring Private Market Strategies with Tony Davidow

    Wealth Management INVEST: Exploring Private Market Strategies with Tony Davidow
    Mar 18 2024
    WealthManagement.com’s David Bodamer is joined by Tony Davidow, Senior Alternatives Investment Strategist with Franklin Templeton Institute. With over 35 years in the industry, Tony shares insights on the increasing accessibility of alternative strategies and the role of private credit, private equity, and real estate in diversified portfolios. He emphasizes the importance of education for advisors …

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    26 mins