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Hello Podcast listeners,Today is a very special episode with Kirk Du Plessis, Founder and CEO of Option Alpha. Kirk founded Option Alpha back in 2008. Before this he was a former M&A Investment Banker and REIT Research Analysis. He earned his Bachelor’s in Finance from the University of Virginia. In today’s episode we discuss Option Alpha and his g…
 
Hello Podcast listeners,Today is a very special episode with Dana D’Auria, CFA, Co-CIO at Envestnet PMC. She is also a member of Envestnet PMC’s Investment Committee and has nearly 15 years of experience managing and implementing investment solutions for wealth managers. Before this, she was Managing Director of Symmetry Partners. She was also Pres…
 
Hello Podcast listeners,Today is a very special episode with Randy Grieser, author, speaker, and founder of Achieve Centre for Leadership and the Crisis & Trauma Resource Institute. Randy co-authored several books which include “The Culture Question”, “The Ordinary Leader”, and the topic of conversation is on his new one, “A Little Book About Traum…
 
Hello Podcast listeners,Today is a very special episode with Ken Nakamura, CEO of GMO-Z.com Trust Company. Ken holds several positions at GMO-Z.com which includes Head of Stablecoin GYEN/ZUSD, Bitcoin Mining project, General Manager at GMO-Z.com USA, Director of Board of Directors/CMO GMO-Z.com Switzerland AG. Before this Ken worked as Vice Preside…
 
Hello podcast listeners,Today is a very special episode with Juan Carlos Artigas, Head of Research at the World Gold Council. Prior to this, Juan Carlos worked at JP Morgan Securities as a US and Emerging fixed income strategist. He earned his BS in Actuarial Sciences from ITAM (Mexico) and his MS in Statistics from the University of Chicago. In to…
 
Hello Podcast listeners,Today is a very special episode with David Barse, Founder and CEO of XOUT Capital, an index company, DMB Holdings, a private family office and an Executive Producer for film ‘Summer of Soul’. David also served as CEO of Third Avenue management for 25 years. David earned his JD at Brooklyn Law School and his Bachelors from Ge…
 
Hello podcast listeners,Today is a very special episode with Christopher Huemmer, Senior Investment Strategist for FlexShares Exchange Traded Funds. Before this Chris worked at Zacks Investment Research where he was Director of Index Services. He earned his BS from Cornell University and is a CFA Charterholder. In today’s episode we discuss infrast…
 
Hello podcast listeners,Today is a very special episode with James Katz, Founder and CEO of Humankind Investments. Before this James was a quantitative equity analyst at Vanguard. He earned his PhD in Business Administration from Stanford and his Bachelors in Computer Science, Philosophy, Political Science, and Economics from the University of Penn…
 
Hello Podcast listeners,Today is a very special episode with Dan Ahrens, Portfolio Manager and COO at Advisor Shares. Before this he founded Ahren Advisors, L.P., where he was portfolio manager of the Ladenburg Thalman Gaming and Casino Fund. Prior to this he was president of Mutuals.com Funds, where he launched the Vice Fund and was portfolio mana…
 
Hello Podcast listeners,Today is a very special episode with Cameron Brandt, Director of Research at EPFR, an Informa Financial Intelligence business. Before this, Cameron worked as a journalist at a number of regional papers in the US and was managing editor of now-closed World Paper in Boston. He earned his BA in Economics and Political Science f…
 
Hello podcast listeners,Today is a very special episode with Brian Walsh, Jr., Financial Advisor at Walsh & Nicholson Financial Group. Before this Brian, was Senior Vice President of Investments at Lincoln Financial Group. Prior to this, Brian was a Police Officer in Prince William County, Virginia. He earned his MBA in Finance and Portfolio Manage…
 
Hello podcast listeners,Today is a very special episode with Iman Brivanlou, Managing Director High Income Equities at TCW and the TCW Global Real Estate Fund. Iman heads TCW’s High Income Equities group and is Lead Portfolio Manager for the High Dividend, REIT, BDC, Preferred, and Low Volatility Strategies. Before this he worked at Kayne Anderson …
 
Hello Podcast listeners,Today is a very special episode with William Green, Author, Editor, Journalist and Public Speaker, and Moderator. Prior to this, William was the Editor-at-large at Bloomberg News. He also worked at Time Magazine where he was Editor, Time Europe, Asia Editor, Time, and Deputy Editor, Time Asia. William authored several books …
 
Hello listeners,Today is a very special episode with Dan Pipitone, co-founder of TradeZero America. He is also managing member of the Boomerang Development Group. Before this he was VP Operations of Turnkey Brokerage Solutions, Inc. and principal at Nobletrading.com. He is a graduate of Binghamton University with a BS in accounting. In today’s epis…
 
Hello Podcast listeners,Today is a very special episode with Mark Giambrone, Managing Director and Portfolio Manager at Barrow Hanley Global Investors. Before this Mark, served as a portfolio consultant at Holt Value Associates. Mark earned his MBA from the University of Chicago and his BS in Business from Indiana University. In today’s episode we …
 
Hello Podcast listeners,Today is a very special episode with Steve Wyett, BOK Financial Chief Investment Strategist. Prior to this, Steve was SVP Portfolio Management Executive at Bank of Oklahoma. He also worked as VP Analyst/ Trader at Tom Johnson Investment Management Inc and VP- Registered Representative at RBC Wealth Management. Steve earned h…
 
Hello Podcast listeners,Today is a very special episode with Rob Lachenauer, Partner and CEO of Banyan Global Family Business Advisors. Prior to founding Banyan, Rob was CEO of Cambridge Advisors to Family Enterprise. Before this he was partner at The Boston Consulting Group. Rob earned his MBA from Harvard Business School and his Bachelor’s of Art…
 
Hello Podcast listeners,Today is a very special episode with David Howard, Executive Director of the National Rental Home Council. Before this, David was the Chief Development Officer of the Home Builders Institute. David also served in executive roles at Urban Land Institute and the National Association of Real Estate Investment Trusts. He earned …
 
Hello Podcast listeners,Today is a very special episode with David Mazza, Managing Director, Head of Product at Direxion. Before this, David was Senior Vice President, Head of ETF Investment Strategy at Oppenheimer Funds. David also worked as Managing Director, Head of ETF and Mutual Fund Research at State Street. He earned his MBA from Suffolk Uni…
 
Hello Podcast listeners,Today is a very special episode with John Mowrey, CIO at NFJ Investment Group. Prior to NFJ, John was the Chief Investment Officer Value Equity, US at Allianz Global Investors. He earned his MBA from Southern Methodist University and his Bachelor of Arts from Rhodes College. In today’s episode we discuss his investment appro…
 
Hello Podcast listeners,Today is a very special episode with Bob Raleigh, the founder and managing partner of PathSight Predictive Science. Previously, he was CEO of Rockefeller Consulting and a longtime television executive at Carsey-Werner. He holds a PhD in psychology from Syracuse University. In today’s episode we discuss the financial service …
 
Hello Podcast listeners,Today is a very special episode with Mark Travis, CEO, Co-Founder, and President of Intrepid Capital. Mark brings over 30 years of experience in asset management. Mark earned his BA in Economics from the University of Georgia. In today’s episode we discuss his approach to investing and where he finds opportunity in today’s e…
 
Hello Podcast listeners,Today is a very special episode with Peter Coffin, founder and president of Breckinridge Capital Advisors. Peter founded Breckinridge Capital Advisors back in 1993. Peter began his career as a credit analyst in the Bond and Money Market group of the Connecticut National Bank and then in Aetna’s Bond investment division. Afte…
 
Hello podcast listeners,Today is a very special episode with JP Lee, Product Managers at VanEck. Before this, JP worked as a RIA Analyst at Transamerica Financial Advisors. He also worked as an Advisor Representative at Dorsey, Wright & Associates. JP earned his Bachelor from William and Mary. In today’s episode discuss the video gaming industry. E…
 
Hello Podcast listeners, Today is a very special episode with George Milling-Stanley, Chief Gold Strategist at State Street Global Advisors. Before this George was Gold Expert, Independent Consultant, at George Milling-Stanley on Gold LLC. He was also the Managing Director of Government Affairs at the World Gold Council. George earned his degree in…
 
Hello Podcast listeners,Today is a very special episode with Beau Henderson, RICP, CLTC, founder of RichLife Advisors. Beau is an avid local business advocate, podcast enthusiast and studio owner of North Georgia Business Radio X. Before founding Richlife Advisors, Beau worked as a financial advisor at AIG. He also worked as a retail banking office…
 
Hello Podcast listeners,Today is a very special episode with Dave Donavan, EVP of Financial Services Publicis Sapient. Before this he was a Senior Trader at Fidelity Investments where he worked for 13 years. He earned his Bachelor of Science from Boston College. In today’s episode we discuss the top technology trends banks are investing inEnjoy and…
 
Hello Podcast listeners,Today is a very special episode with Clem Chambers, CEO of ADVFN, a stocks and investment website. He is a is a prolific financial writer and is a Senior Contributor at Forbes. He authored several books including “101 Ways to Pick Stock Market Winners”, “A Beginner’s Guide to Value Investing” and many more. In today’s episod…
 
Hello podcast listeners,Today is a very special episode with Ross Klein, CFA. Ross is founder and CIO at Changebridge Capital where he manages with Vince Lorusso the CBLS, Changebridge Capital Long/ Short Equity ETF and CBSE, Changebridge Sustainable Equity ETF. Prior to founding Changebridge, Ross served as a long/short generalist and portfolio ma…
 
Hello Podcast listeners,Today is a very special episode with Steven McClurg, CIO of Valkyrie Investments. Before this, Steven, worked as a Managing Director at Guggenheim Partner. Steven also co-founded Paydrop. Most recently, he founded Theseus Capital, a blockchain-powered asset management platform which was acquired by a merchant bank, Galaxy Di…
 
Hello Podcast listeners,Today is a very special episode with Ryan Taliaferro, Ph.D., Senior Vice President and Director of Equity Strategies at Acadian Asset Management. Before this he was the lead portfolio manager for Acadian’s Managed Volatility Strategies. Prior to joining Acadian, Ryan was a faculty member in finance at Harvard Business School…
 
Hello Podcast listeners,Today is a very special episode with Aneet Chachra, Fund Manager of the Multi strategy fund at Janus Henderson Investors. Before this, he worked as an equity analyst at Citigroup. Prior to joining Citigroup he worked at Outpost Investment group as a strategist where he generated trade ideas, researched thematic issues, and p…
 
Hello Podcast listeners,Today is a very special episode with Rafael Resendes, partner at Applied Finance. Rafael co-founded The Applied Finance Group with Dan Obrycki back in 1995. Rafael co-manages the 5-star Applied Finance Select Fund. He earned his Bachelor of Science from the University of California and his Master in Business from the Univers…
 
Hello Podcast listeners,Today is a very special episode with Michael Crawford, CEO for Hall of Fame Resort & Entertainment Company. Mike spent almost 25 years at the Walt Disney Company where he rose to Senior Vice President and General Manager of Shanghai Disney Resort and President of Shanghai’s Walt Disney Holdings Company. Mike earned his under…
 
Hello Podcast listeners,Today is a very special episode with Kent Billingsley, founder of Revenue Growth Company and the author of “Entrepreneur to Millionaire: How to Build a Highly Profitable Fast-Growth Company and Become Embarrassingly Rich Doing It”. Prior to founding Revenue Growth Company, Kent was founder and owner of AM Sales Group and wor…
 
Hello Podcast listeners,Today is a very special episode with Jim Duun, CEO and CIO at Verger Capital. Before this, Jim was Vice-President and CIO at Wake Forest University. Prior to Wake Forest, Jim was a Managing Director at Wilshire Associates Inc., and CIO and Portfolio Manager for Wilshire Funds Management. Jim earned his bachelor’s in business…
 
Hello Podcast listeners,Today is a very special episode with Patti Cook, CEO at Finance of America Companies. Prior to joining Finance of America Companies, Patti was President at Ditech Financial LLC. She earned her Master in Business from NYU Stern School of Business and her Bachelor of Arts at Saint Mary’s College. In today’s episode we discuss …
 
Hello Podcast listeners,Today is a very special episode with Natalie Hwang, founding managing partner at Apeira Capital. Before this, she was Managing Director and Founder of Simon Ventures. Prior to this, she was an Executive at Blackstone. In today’s episode we discuss her unique approach to VC investing which involves shorting. Enjoy and thanks …
 
Hello Podcast listeners,Today is a very special episode with Bob Raleigh, the founder and managing partner of PathSight Predictive Science. Previously, he was CEO of Rockefeller Consulting and a longtime television executive at Carsey-Werner. He holds a PhD in psychology from Syracuse University. In today’s episode we discuss his recent book, The S…
 
Hello Podcast listeners,Today is a very special episode with Ross Glotzbach, CFA, CEO and Head of Research at Southeastern Asset Management. Ross is a co-portfolio manager on Longleaf Partners, Small-Cap and Global Funds, as well as the Longleaf Parters Global UCITS Fund. Before joining Southeastern, he was a Corporate Finance Analyst at Stephens I…
 
Hello Podcast listeners,Today is a very special episode with Steve Nadel, partner in Seward & Kissel’s Investment Management Group. He has over 25 years of experience as an attorney to hedge funds, private equity firms and registered advisors. He's a graduate of the Brooklyn Law School and NYU Stern School of Business and Finance. In today's episod…
 
Hello Podcast listeners,Today is a very special episode with Rob Lachenauer, Partner and CEO of Banyan Global Family Business Advisors. Prior to founding Banyan, Rob was CEO of Cambridge Advisors to Family Enterprise. Before this he was partner at The Boston Consulting Group. Rob earned his MBA from Harvard Business School and his Bachelor’s of Art…
 
Hello Podcast listeners,Today is a very special episode with Eric Markowitz, Director of Research, and Dan Crowley, Director of Portfolio Management, at Worm Capital. Worm Capital was found by Arne Alsin who is the Portfolio Manager and CIO. Before joining Worm Capital, Eric, worked as an Investigative Business Journalist with bylines in the New Yo…
 
Hello podcast listeners,Today is a very special episode with Gabriel Thoumi, CFA, FRM, Director of Financial Markets at Planet Tracker. He serves as Chairpersoon, US Board of Directors at 2 Degree Investing Initiative and he is a Finance Lecturer at John Hopkins University. Gabriel earned his MBA in Finance and his Master of Science in Sustainable …
 
Hello podcast listeners,Today is a very special episode with Jane Philbrick, founder and CEO of Wear Wool New London and Visiting Lecturer at Parsons School of Design. Jane also founded TILL, Today’s Industrial Living Landscapes, a community-based development studio. She earned her Master’s degree in Design Studies, Critical Conservation from Harva…
 
Hello Podcast listeners,Today is a very special episode with Thomas Cole, CFA, CEO and Co-founder of Distillate Capital. Prior to founding Distillate, Thomas was CIO at Institutional Capital. Before this, he was head of U.S. Equities at UBS Global Asset Management. Tom earned his BBA and MBA from the University of Wisconsin. In today’s episode we V…
 
Hello Podcast listeners,Today is a very special episode with Dave Plecha, Global Head of Fixed Income at Dimensional Fund Advisors. Prior to joining Dimensional, Dave managed stock index futures and options for Leland O’Brien Rubinstein Associates and was an operations planner at Texas Instruments. He earned his MBA from the University of Californi…
 
Hello Podcast listeners,Today is a very special episode with Mike Geller, Partner at Prosek. Before joining Prosek, Mike was an executive vice president and U.S. lead for asset management at Edelman. He also worked as director and head of public relations for RBS’s investment bank in the Americas and held positions at Pershing, part of BNY Mellon, …
 
Hello Podcast listeners,Today is a very special episode with George Mussalli. George is the Chief Investment Officer and Head of Equity Research at PanAgora Asset Management. He earned his MBA from the Sloan School of Management and is a CFA Charterholder. In today’s episode we discuss quant ESG as well as PanAgora’s unique approach to it. Enjoy an…
 
Good morning listeners,Today is a very special episode with Alex Reffett, Principal and Co-Founder of East Paces Group. Alex brings over a decade of experience in developing customize financial plans and investment strategies for high-net-worth families and individuals. He is a graduate of Georgia State University with a Bachelor of Business Admini…
 
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