최고 Investment Management 팟캐스트 (2024)

1
Know Your Risk Radio - August 17, 2024 52:45

11h ago52:45

52:45

Zach has a market update and a discussion on inflation.

1
Ep.280: (8.14.24) CPI, Market Balance, and Positioning Risk 9:54

5d ago9:54

9:54

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the CPI release, the recent spike in volatility and returning to balance, and assessing external risk factors.저자 Vaughan Nelson Investment Management

1
Adam Weinstein, COO & CFO – New Mountain Capital (EP.35) 50:27

6d ago50:27

50:27

Adam Weinstein is a Managing Director, COO, and CFO of New Mountain Capital, a $50 billion private equity firm focused on middle market buyout, credit, and net lease strategies. I really enjoyed this conversation because we focused on two critical elements of building investment firms: people and process. Adam discusses their investment committee g…

1
Daily Dots - August 15, 2024 35:38

1d ago35:38

35:38

Zach and Chase break down the daily dots from today's action.

1
Daily Dots - August 14, 2024 1:03:03

2d ago1:03:03

1:03:03

Zach and Chase break down the daily dots from today's action.

1
Daily Dots - August 13, 2024 16:48

3d ago16:48

16:48

Chase breaks down the daily dots from today's action.

1
Steve Miran 1:14:06

7d ago1:14:06

1:14:06

Zach sits down with Steve Miran of the Manhattan Institute.

1
Know Your Risk Radio - August 10, 2024 52:45

7d ago52:45

52:45

Zach has a market Update.

1
Daily Dots - August 8, 2024 48:06

8d ago48:06

48:06

Zach and Chase break down the daily dots from today's action.

1
Know Your Risk Radio - August 3, 2024 52:45

16d ago52:45

52:45

Zach has a market update.

1
Demitri Kofinas 1:32:11

18d ago1:32:11

1:32:11

Zach sits down with Demitri Kofinas to discuss how current events are shifting the market.

1
Daily Dots - July 30, 2024 31:15

19d ago31:15

31:15

Zach and Chase break down the daily dots from today's action.

1
Steven Schwab, GC and CCO – Thoma Bravo (EP.34) 37:41

20d ago37:41

37:41

Steven Schwab is the GC and CCO for Thoma Bravo, a $142 billion private equity firm that invests in growing software and technology companies. Prior to joining Thoma Bravo in 2015, Steven practiced law at Winston and Strawn and Katten Munchin. Steven shares how to make best use of your legal resources. He shares his thoughts on when to bring legal …

1
Ep.279: (7.31.24) A September Cut, What's Priced In, and 2H24 9:13

20d ago9:13

9:13

Chris Wallis, CEO and CIO at Vaughan Nelson, dissects the Fed's rate commentary, what the market is pricing in, and a look at 2H24 and 1H25.저자 Vaughan Nelson Investment Management

1
Daily Dots - July 29, 2024 44:03

20d ago44:03

44:03

Zach and Chase break down the daily dots from today's action.

1
Know Your Risk Radio - July 27, 2024 52:45

23d ago52:45

52:45

Zach has a market update.

1
Ep.278: (7.26.24) Q2 2024 International Strategy Recap 4:30

25d ago4:30

4:30

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 2nd Quarter of 2024.저자 Vaughan Nelson Investment Management

1
Wealth Management INVEST: Assessing Active ETFs, Live from the Morningstar Investor Conference with Jack Shannon 43:28

26d ago43:28

43:28

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 thei…

1
Ep.277: (7.22.24) Q2 2024 Global SMid Recap 5:23

29d ago5:23

5:23

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 2nd Quarter of 2024.저자 Vaughan Nelson Investment Management

1
Introducing our Director of Investments, Chris Banholzer 34:51

1M ago34:51

34:51

In our newest installment of Rosemont Roundtable, Brad Mook sits down with Chris Banholzer, who joined Rosemont six months ago as our director of investments, to discuss his experience and perspectives on the investment and wealth management industries. Chris comes from a diverse background of work in family offices, investment banking and private …

1
Ep.276: (7.19.24) Q2 2024 Value Opportunity Recap 9:38

1M ago9:38

9:38

Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 2nd Quarter of 2024.저자 Vaughan Nelson Investment Management

1
Ep.273: (7.15.24) Q2 2024 Select Recap 11:23

1M ago11:23

11:23

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 2nd Quarter of 2024.저자 Vaughan Nelson Investment Management

1
Ep.275: (7.15.24) Run in Smalls, Bottoming Cycle, and Positioning for Trump 9:45

1M ago9:45

9:45

Chris Wallis, CEO and CIO at Vaughan Nelson, explores the market broadening last week, bottoming of the industrial cycle, and reacting to momentum surrounding a potential Trump presidency.저자 Vaughan Nelson Investment Management

1
Ep.274: (7.15.24) Q2 2024 Small Cap Value Recap 3:39

1M ago3:39

3:39

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2024.저자 Vaughan Nelson Investment Management

1
Know Your Risk Radio - July 13, 2024 52:45

1M ago52:45

52:45

Zach has a market update. Join his virtual webinar July 25th. Sign up at KnowYourRiskRadio.com.

1
Know Your Risk Radio - July 6, 2024 53:45

1M ago53:45

53:45

Join Zach for his 4th of July Weekend Market Update for news on today’s unprecedented events, along with upcoming expected market news out of Asia.

1
Nicole Adrien, Chief Product Officer & Global Head of Client Relations – Oaktree Capital Management (EP.33) 44:09

2M ago44:09

44:09

Nicole Adrien is the Chief Product Officer and Global Head of Client Relations at Oaktree Capital. If you work directly with clients and prospects, this is the conversation for you. Nicole discusses her career path beginnings at Goldman Sachs, and how she turned a summer internship during business school into a career at Oaktree. Working with clien…

1
Know Your Risk Radio - June 29, 2024 53:45

2M ago53:45

53:45

Zach has a market update and an upcoming live webinar on June 27. Sign up at KnowYourRiskRadio.com.

1
Know Your Risk Radio - June 22, 2024 53:45

2M ago53:45

53:45

Zach has a market update and an upcoming live webinar on June 27. Sign up at KnowYourRiskRadio.com.

1
Markel Ventures' Andrew Crowley on Capital with Commitment and Alignment 42:34

2M ago42:34

42:34

In the latest episode of Rosemont Roundtable, Chas Burkhart sat down with Andrew Crowley, president of Markel Ventures at Markel Group, to discuss both firms' unique commitment to making permanent capital investments in the investment and wealth management industries. Although it started as an insurance company in 1930, Markel Group has grown to in…

1
Ep.272: (06.20.24) Catalysts to Cut and Market Leadership 9:29

2M ago9:29

9:29

Chris Wallis, CEO and CIO at Vaughan Nelson, shares his view on the Fed cutting rates and what will drive a greater breadth in market leadership.저자 Vaughan Nelson Investment Management

1
Taimur Hyat, COO – PGIM (EP.32) 48:58

2M ago48:58

48:58

Taimur Hyat is the Chief Operating Officer for PGIM. PGIM manages over 1.3 trillion in equity, fixed income, real estate, alternatives, and multi-asset solutions. Being a “strategic COO” is the wave of the future, and Taimur provides some great insight on how he does it. He shares his evolution from doing development economic research to consulting…

1
Wealth Management INVEST: Investing in Private Markets with a Fiduciary-First Approach 29:37

2M ago29:37

29:37

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 es…

1
Jared Dillian 1:12:15

2M ago1:12:15

1:12:15

Zach sits down with author Jared Dillian of the Daily Dirtnap.

1
Know Your Risk Radio - June 15, 2024 53:45

2M ago53:45

53:45

Zach has a market update and a discussion with Jared Dillian of the Daily Dirtnap. Sign up for the next Virtual Webinar on June 27 at KnowYourRiskRadio.com.

1
Hank Boughner, CEO – Dynamo Software (EP.31) 45:56

2M ago45:56

45:56

This Sponsored Insight features Hank Boughner, the CEO of Dynamo Software – an end-to-end platform for the alternative investment industry. Hank has been the CEO of Dynamo Software since 2017. His unique career path as an engineer, investment banker, and private equity investor gives him a unique perspective on what the future holds for investment …

1
Know Your Risk Radio - June 8, 2024 53:45

2M ago53:45

53:45

Zach has a market update.

1
Darshan Desai, COO – Beach Point Capital Management (EP.30) 48:22

3M ago48:22

48:22

Darshan Desai is the COO and Head of Risk at Beach Point Capital, a $15 billion credit shop based in Santa Monica, CA. Darshan and I discuss his career path, which began at York Capital, his move to Kansas City to works for BATS, and then finding his way to Beach Point in 2010. Darshan shares his experience and learnings from seeing two firms ramp …

1
Ep.271: (06.04.24) Moving Along with Some Chop 5:22

3M ago5:22

5:22

Chris Wallis, CEO and CIO at Vaughan Nelson, sees little change to the choppy economic environment this summer.저자 Vaughan Nelson Investment Management

1
Chase Taylor 45:49

3M ago45:49

45:49

Zach and Chase sitdown for a longform discussion.

1
Know Your Risk Radio - June 1, 2024 52:43

3M ago52:43

52:43

Zach has a market update and he goes in depth on the Trump Verdict.

1
Getting To Know Our New Partner—Northside Capital Management 43:03

3M ago43:03

43:03

In the latest episode of Rosemont Roundtable: Exploring the Business of Investment Management, Brad Mook sat down with Jim DeWolfe, managing member and president of Northside Capital Management, for a compelling conversation on Northside’s unique investment philosophy, its approach to ultra-high-net-worth client management and the strategic partner…

1
Know Your Risk Radio - May 25, 2024 53:45

3M ago53:45

53:45

Zach has a market update.

1
Amy Knapp, COO – Corsair Capital (EP.29) 37:11

3M ago37:11

37:11

Amy Knapp is the COO of Corsair Capital, a private equity firm that is focused on buyouts and infrastructure. When we started the podcast, the goal was to share best practices among investment operations professionals, and my conversation with Amy fires on all cylinders. Amy discusses her career path from public accounting to an unexpected opportun…

1
Wealth Management INVEST: Wealth Enhancement Group’s Approach to Private Investments 26:52

3M ago26:52

26:52

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 invest…

1
Nasdaq Solovis at Verger Capital (EP.28) 33:59

3M ago33:59

33:59

This Sponsored Insight highlights Nasdaq’s Solovis, a multi-asset class portfolio, data, and risk management system for asset owners. We spoke with Jeff Manning of Verger Capital Management, a $2.8 billion OCIO that was created out of the Wake Forest University Office of Investments. Verger’s CIO, Jim Dunn, was an early guest on Capital Allocators,…

1
[REPLAY] Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24) 1:03:55

3M ago1:03:55

1:03:55

Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is Wake Forest University. Prior to forming Verger, he served as CIO of Wake Forest for five years. That transition from a sole client to an OCIO business, is a fascinating part of our conversation. Before joining Wake, Jim traveled the world as…

1
Know Your Risk Radio - May 11, 2024 53:45

3M ago53:45

53:45

Zach has a market update and a discussion about inflation.

1
Karl Sprules, COO – AllianceBernstein (EP.27) 45:41

3M ago45:41

45:41

Karl Sprules is the COO at Alliance Bernstein, a global asset manager with $725 billion in assets and over 4,700 employees. I really enjoyed speaking with Karl as he shows how you can be nimble at scale. We cover a lot of territory from his beginnings at Alliance Capital in the technology group, navigating the merger that created AB, and his evolut…

1
Chase Taylor 1:12:32

4M ago1:12:32

1:12:32

Zach and Chase sit down for a longform discussion.

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