Wealth Management Invest

By: WealthManagment Invest
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  • Summary

  • 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 ETFs and SMAs.
    Wealth Management Invest All Rights Reserved
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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
Management Economics Personal Finance Politics & Government
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