Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...
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Podcast by Vaughan Nelson Investment Management
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Rosemont Roundtable: Exploring the Business of Investment Management features interesting conversations with thought leaders in the investment industry covering topics such as business strategy, M&A, succession planning, asset allocation and more.
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The podcast that gets your investment management career questions answered. Have you ever wondered how the stock market works? Are you curious about that an investor actually does on a day-to-day basis? Do you want to find out if the investment industry is anything like what you see on TV? If so, click below to listen to this series special where we sit down with three experienced investors to share experiences, debunk myths and tackle stereotypes! We also have a few laughs in the process! F ...
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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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Know Your Risk Radio with Zach Abraham, Chief Investment Officer, Bulwark Capital Management
Bulwark Capital Management
Do you know how much risk your retirement portfolio is actually exposed to? Whether it’s preservation of capital or an aggressive growth strategy, every investor needs a clearly defined RISK PROFILE. Host Zach Abraham, Chief Investment Officer at Bulwark Capital Management, will cover all types of investment vehicles and you’ll learn what investing looks like when portfolios aren’t influenced by the corporate objectives of the big banks and Wall Street brokerage houses. Subscribe to the podc ...
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Zach has a market update and a discussion on inflation.
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Ep.280: (8.14.24) CPI, Market Balance, and Positioning Risk
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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
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Adam Weinstein, COO & CFO – New Mountain Capital (EP.35)
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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…
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Zach and Chase break down the daily dots from today's action.
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Zach and Chase break down the daily dots from today's action.
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Chase breaks down the daily dots from today's action.
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Zach sits down with Steve Miran of the Manhattan Institute.
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Zach has a market Update.
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Zach and Chase break down the daily dots from today's action.
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Zach has a market update.
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Zach sits down with Demitri Kofinas to discuss how current events are shifting the market.
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Zach and Chase break down the daily dots from today's action.
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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 …
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Ep.279: (7.31.24) A September Cut, What's Priced In, and 2H24
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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
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Zach and Chase break down the daily dots from today's action.
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Zach has a market update.
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Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 2nd Quarter of 2024.저자 Vaughan Nelson Investment Management
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Wealth Management INVEST: Assessing Active ETFs, Live from the Morningstar Investor Conference with Jack Shannon
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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…
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Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 2nd Quarter of 2024.저자 Vaughan Nelson Investment Management
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Introducing our Director of Investments, Chris Banholzer
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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 …
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Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 2nd Quarter of 2024.저자 Vaughan Nelson Investment Management
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Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 2nd Quarter of 2024.저자 Vaughan Nelson Investment Management
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Ep.275: (7.15.24) Run in Smalls, Bottoming Cycle, and Positioning for Trump
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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
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Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2024.저자 Vaughan Nelson Investment Management
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Zach has a market update. Join his virtual webinar July 25th. Sign up at KnowYourRiskRadio.com.
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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.
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Nicole Adrien, Chief Product Officer & Global Head of Client Relations – Oaktree Capital Management (EP.33)
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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…
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Zach has a market update and an upcoming live webinar on June 27. Sign up at KnowYourRiskRadio.com.
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Zach has a market update and an upcoming live webinar on June 27. Sign up at KnowYourRiskRadio.com.
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Markel Ventures' Andrew Crowley on Capital with Commitment and Alignment
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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…
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Ep.272: (06.20.24) Catalysts to Cut and Market Leadership
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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
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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…
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Wealth Management INVEST: Investing in Private Markets with a Fiduciary-First Approach
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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…
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Zach sits down with author Jared Dillian of the Daily Dirtnap.
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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.
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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 …
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Zach has a market update.
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Darshan Desai, COO – Beach Point Capital Management (EP.30)
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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 …
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Chris Wallis, CEO and CIO at Vaughan Nelson, sees little change to the choppy economic environment this summer.저자 Vaughan Nelson Investment Management
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Zach and Chase sitdown for a longform discussion.
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Zach has a market update and he goes in depth on the Trump Verdict.
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Getting To Know Our New Partner—Northside Capital Management
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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…
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Zach has a market update.
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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…
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Wealth Management INVEST: Wealth Enhancement Group’s Approach to Private Investments
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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…
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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,…
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[REPLAY] Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
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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…
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Zach has a market update and a discussion about inflation.
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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…
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Zach and Chase sit down for a longform discussion.
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