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The Innovators & Investors Podcast


1 AI in Wealth Management: Scaling Financial Advisory & Democratizing Access 45:49
45:49
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In this episode of The Innovators & Investors Podcast hosted by Kristian Marquez, guest Sindhu Joseph, founder and CEO of CogniCor, shares how artificial intelligence is transforming the financial services and wealth management industry. Sindhu discusses the significant wealth disparity she has observed globally and how CogniCor’s AI-powered co-pilot platform empowers financial advisors to scale their services, reaching beyond the traditional 30% of affluent households to potentially 70-80%. By reducing administrative burdens and providing a unified, real-time 360-degree view of client households, CogniCor enables advisors to deliver personalized, data-driven financial advice efficiently. Sindhu also reflects on her 15+ years of experience in AI, her global upbringing across India, Europe, and the US, and how her human-first approach shapes CogniCor’s mission to democratize access to wealth management. The episode explores the future impact of AI on work and society, the importance of domain expertise combined with AI knowledge, and the challenges posed by fragmented legacy systems in financial services. Listeners gain valuable insights into the intersection of AI innovation, fintech disruption, and ethical leadership in building scalable, impactful technology solutions. Whether you’re a financial professional, investor, or tech enthusiast, this episode offers a deep dive into AI’s transformative potential in wealth management and the inspiring journey of a visionary founder driving meaningful change. Learn more about Sindhu's work at https://www.cognicor.com/ Connect with Sindhu on LinkedIn at https://www.linkedin.com/in/sindhujoseph/ Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/ Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com…
Nasty Cast Fantasy Baseball
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Manage series 2399855
Bootu Inc에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Bootu Inc 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
The longest running fantasy baseball podcast in history* is back for the 2023 season! Van Lee, Ron Rigney, and Brian Vaughan casually talk about trends, changes to the game, strategies, and much more
…
continue reading
123 에피소드
모두 재생(하지 않음)으로 표시
Manage series 2399855
Bootu Inc에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Bootu Inc 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
The longest running fantasy baseball podcast in history* is back for the 2023 season! Van Lee, Ron Rigney, and Brian Vaughan casually talk about trends, changes to the game, strategies, and much more
…
continue reading
123 에피소드
모든 에피소드
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Nasty Cast Fantasy Baseball

Opening day is finally here! In honor of this grand occasion Van, Brian, and Ron give out their award picks for the season and tell you who they think will win the Cy Young Award, MVP Award, and more! They also continue their usual tradition of giving out bold predictions (which may or may not include Tony La Russa again), and of course run down a couple of recent trades…
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Nasty Cast Fantasy Baseball

This week is a double dose of fantasy baseball advice on the Nasty Cast as Van and Brian return to discuss pitchers who throw more than an inning at a time! The guys run down the ADP for starting pitcher and tell you whether they like that cost or not. They also discuss their strategy for drafting starters as a whole, and then give you their favorite SP picks out of various chosen groups…
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Nasty Cast Fantasy Baseball

Van and Brian decide to give you a little bonus episode here where the guys discuss relief pitchers and how you should be drafting them. They discuss different draft strategies including going Hader/Hendricks, as well as whether you should wait for your first closer or not
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Nasty Cast Fantasy Baseball

With the CBA signed teams have gone absolutely bonkers with the final big free agents finding homes and some crazy trades going down. Van, Brian, and Ron decide to go over all the big transactions and tell you exactly what that means for your fantasy draft. So find out what they think of Tatis missing a few months, Josh Donaldson with the Yankees, Nelson Cruz with the Nationals, and plenty more!…
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Nasty Cast Fantasy Baseball

In a flurry of activity the MLBPA and MLB finally agreed to a new CBA and folks, we officially will have baseball for the 2022 season. This relieves some of the bitterness that Van, Brian, and Ron were feeling so they decided to wrap up their episodes on outfielders! The boys talk players outside the top 20 and determine who they like best. They chat J.D. Martinez, Christian Yelich, Andrew Benintendi, and plenty more!…
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Nasty Cast Fantasy Baseball

We've left the infield and find ourselves sitting in the grass tossing our glove in the air and singing about nothing as the guys of the Nasty Cast talk the top 20 outfielders! The position is so big (since there are, you know, three of them) we decided to cover them all across two episodes. We're talking elite bats, huge power hitters, and of course Whit Merrifield too. So tune in to find out what Brian, Van, and Ron have to say about Kyle Tucker, Mookie Betts, and more!…
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Nasty Cast Fantasy Baseball

Ron may have come down with a case of Ronitis, but Van and Brian soldier through what is probably the most star-studded position in fantasy baseball this year by tackling shortstops! The duo talk everyone from Fernando Tatis Jr and Trea Turner up top to (shudder) Gleyber Torres somewhere in the middle to deeper names like Jorge Mateo, Niko Goodrum, and more…
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Nasty Cast Fantasy Baseball

We're almost home! Well, Ron, Van, and Brian ARE home, but this is an analogy and 'home' is home plate. But you likely knew that if you're listening to this show since we doubt people who know nothing of baseball listen to baseball podcasts, but who knows! Anyway the boys look deep into third base and talk all the hot players at the hot corner (and Adalberto Mondesi), giving you their favorite buys, sells, and everything in between. Plus a new game! Speaking of which, if you're here solely for the third base preview you can skip ahead to 28:50. There's Hall of Fame complaining and other baseball stuff early but we get it if you just want the hard information…
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Nasty Cast Fantasy Baseball

The Keystone! Second base has baffled many an analyst but Van, Ron, and Brian are here to break it all down into simple terms that anyone can understand: don't draft Gleyber Torres. Well that and plenty more as the boys run down the list of second baseman determining who they like, who they really like, and who they don't care for…
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Nasty Cast Fantasy Baseball

Van, Ron, and Brian leave the disgusting muddled swamp that is fantasy baseball catchers in the dust and shift their focus to the slightly less disgusting muddled swamp that is fantasy baseball first baseman! Long gone are the days of every first baseman being a .300 hitter with 40 HR but that doesn't mean the position is devoid of ANY talent. The boys have some different opinions about who they like at the cold corner, so tune in and find out who they like and why…
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Nasty Cast Fantasy Baseball

The Nasty Cast makes its triumphant return for the 2022 season as Van, Brian, and Ron gather to discuss everyone's favorite crap position - catcher! The fellas talk through the catcher draft rankings determining whether it's a good or bad idea to draft each guy at their cost, and they have big things to say about J.T. Realmuto, Daulton Varsho, Adley Rutschman, and plenty of other less exciting names! Of course they also give everyone a treat by coming up with some bold predictions for the coming season, some of which are far more likely than others to actually happen…
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Nasty Cast Fantasy Baseball

With plenty of free agents scrambling to grab a contract before the MLB lockout there were a lot of big names finding new homes and Van, Brian, and Ron are here to recap all the big ones! They'll look into the new look Mets with Max Scherzer at the helm, find out what Jon Gray's upside might be, talk Robbie Ray in Seattle, and figure out the fantasy value of many more players while discussing their current ADP…
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Nasty Cast Fantasy Baseball

2022 is here! Well, not really, but for Van, Ron and Brian the 2022 season's draft prep has begun! The boys talk the recent deluge of pitcher signings with contracts being inked by Noah Syndergaard, Jose Berrios, Eduardo Rodriguez and more. They also do some predicting of their own as far as where some remaining free agents might wind up, and all throughout they play plenty of dude feuds Since it's our first show of the 'year' there's a lot of housekeeping to go over! If you find yourself antsy to get to the analysis though, skip ahead to 4:34 for the good stuff!…
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Nasty Cast Fantasy Baseball

We're solidly into the postseason now and that means it's time not only crown our fantasy champions for 2021 but also to take a look back into the preseason and review our predictions. Van, Brian, and Ron do just that and look at their picks for MVP back in March as well as talk how our overall fantasy strategies might have changed since then. We finish off the show with the very first realistic edition of Which is More?!…
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Nasty Cast Fantasy Baseball

With the final lineups set for the 2021 season Van, Brian, and Ron look back on the year and look forward to next year. They talk how their seasons went, how they approach this final week, and discuss some players worth talking about. They wrap it up with another round of Triple Slash where Brian tries to pick himself up by his bootstraps against Van. Can he do it?!…
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Nasty Cast Fantasy Baseball

1 Ep 270 | AL MVP Discussion and 2020 Player Reviews 1:09:04
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With less than a month left in the year it's a tight race for who could be the AL MVP... or is it? Van, Brian, and Ron discuss whether they think Shohei Ohtani has the award in the bag or if Vlad Jr can snatch it from his hands. The boys also talk several interesting performances from this year with an eye on 2022 and then finish off the show with quite possibly the greatest Triple Slash performance you've ever seen!…
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Nasty Cast Fantasy Baseball

As the calendar slowly switches to September the fantasy baseball season is beginning to wind down but that doesn't mean Van, Brian, and Ron don't have plenty to say. They take a look at some players who are putting up numbers far greater than expected and figure out whether they believe the new level of success is real or not. They also talk Mike Trout in the first round next year, debate a couple of young hurlers, and play a round of Which is More?…
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Nasty Cast Fantasy Baseball

Major League Baseball has reportedly submitted a proposal for the next collective bargaining agreement putting in place a salary floor as well as a lowered luxury tax threshold. Brian, Ron, and Van touch on whether they initially think this is a good thing or not, and they also touch on Reynaldo Lopez somehow being a grown-ass 27 year old man on a professional baseball team worth billions of dollars and having poor vision. Adds and drops as well as an eventfully stupid round of Triple Slash finish off the show! Ready for football season? No? Well then head over to drroto.com and fix that issue, stat! (also go if you are ready. Just go there no matter what) Use the promo code 'doc' and get the discount you deserve. Dr. Roto isn't just football though, check out their golf, baseball, basketball, hockey, and more!…
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Nasty Cast Fantasy Baseball

With the trade deadline finished there were a ton of playing time shifts and Van, Ron, and Brian take a look at the first weekend FAAB period since then. They'll go over a lot of the big name adds and drops and talk maybe some sneaky picks over the coming weeks as well as discuss Chris Sale's imminent return, Luke Voit's Yankee woes, and plenty more…
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Nasty Cast Fantasy Baseball

The gang is back together again as Van, Brian, and Ron run down the wild week that was the trade deadline. They analyze all the major trades looking at not only the value of the guys being moved but also playing time changes, prospect call ups, and more!
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Nasty Cast Fantasy Baseball

With baseball back from the All-Star break and in full swing Van and Brian take a look at some pitchers hitting the IL in Jacob deGrom and Clayton Kershaw, as well as a trio of prospects who got the call to the Majors: Brandon Marsh, Josiah Gray, and Jarren Duran! The boys dedicate the bulk of the show to offering some second half trade targets at every position (except catcher, we don't hate ourselves THAT much)…
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Nasty Cast Fantasy Baseball

With Ron destined for Indiana Van and Brian are here to hold down the fort and they do so during the All-Star break by debating players for the second half! They also discuss Ronald Acuña's injury and what his draft price might be next year, as well as finally get to the bottom of what FAAB stands for (seriously, neither one of them knew it at the time)…
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Nasty Cast Fantasy Baseball

Ron is preparing for the storm of the century so Brian and Van bring you this week's show where they cover Shohei Ohtani's insane season, Kyle Schwarber's insane half a month, play Which is More in honor of a listener's expected baby, and finally reviewing some mid season performances and determining if they can continue or not!…
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Nasty Cast Fantasy Baseball

1 Ep 262 | Injured SP Stashes, Buxton, and Wander Franco 1:05:38
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A billion more people are going on the IL this week and Van, Brian, and Ron are here to talk a handful of them. They'll talk starting pitchers worth stashing for the coming weeks as well as Buxton's injury and potential cost next season, Wander Franco time in Tampa Bay, good and bad add/drops, and they analyze some hot and cold performers on the season…
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Nasty Cast Fantasy Baseball

1 Ep 261 | Foreign Substances and Notable Performance Changes 56:24
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Plenty of news to cover on today's show as Van, Ron, and Brian talk struggling rookies Jackson Kowar and Jared Kelenic, discuss the value of some Brewers, and dive deep into the 'sticky substances' problem plaguing the sport. They also discuss multiple players performing better or worse than what was expected and determine if a correction is coming…
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Nasty Cast Fantasy Baseball

1 Ep 260 | Severino, Syndergaard, and a Not Quite Midseason Mock Draft 56:55
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After weeks of painful face problems and simply losing the audio to a recorded episode, Van, Brian, and Ron are back! The trio discusses some news from around the league including whether you should hold Luis Severino, Noah Syndergaard, Marcell Ozuna, or Franchy Cordero, and then they take a look at what a fresh draft might look like by drafting the first few rounds in a mock draft!…
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Nasty Cast Fantasy Baseball

1 Ep 259 | Albert Pujols Retirement, Jacob deGrom on the IL, and Ranking Injured Pitchers 57:54
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The Nasty Cast is Ronless this week after our very own muscle boy had another fight with a taco bowl, but Brian and Van are here to go over all the week's news including Pujols' somewhat surprising but also not surprising forced retirement, Jarred Kelenic's debut, and they take a hearty dive into last week's add and drops…
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Nasty Cast Fantasy Baseball

1 Ep 258 | Hurt Players, GM Talk, and the Triple Slash Championship 1:00:56
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A couple of big names have gotten hurt recently including Jacob deGrom, Luis Robert, and Dustin May, so Van (@ManlyVanLee), Brian (@loudguitarbrian), and Ron (@therealmaday) talk finding a way to limit the damage from losing these guys. They also talk Keston Hiura being sent to the alternate site, look at FAAB and Add/Drops from the previous week, and the winner of our three week Triple Slash competition is decided. Will it be pure luck propelling Van to victory or knowledge and intelligence by Brian who steals the win? Tune in to find out and play along at home!…
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Nasty Cast Fantasy Baseball

1 Ep 257 | Prospects to Watch, Stupid New Rules, and Bigfoot 1:02:37
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What a week! We say that simply because 35% of our rosters are hurt and we're dumpster diving in the free agent pool and while there's not a lot of talent there, there is a tiny bit of value to be found. Van, Brian, and Ron talk last week's add/drops and FAAB decisions deciding whether or not to trust Alex Wood or Spencer Turnbull going forward. They also give a couple names to watch this week if you're looking for some adds, and finally play a bit of Triple Slash before returning back into the forest like the cryptids they are…
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Nasty Cast Fantasy Baseball

Dinelson Lamet has come and gone and with little to no information Van, Brian, and Ron decide whether or not they think there's light at the end of the tunnel. There certainly doesn't seem to be much hope for Yasiel Puig who just signed on with a Mexican League team, so they debate whether we see him in the Majors this year. Stick around for Add/Drops and Triple Slash!…
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