Parhaat Investment Management Podcastit (2025)

1
Hyper-trained AI agents for private markets data | Andrea Carnelli Dompe - Tamarix Tech 26:52

2d ago26:52

26:52

George Aliferis talks to Andrea Carnelli Dompe, the founder of Tamarix Technologies about the intersection of private market investing and AI technology. Andrea, whose background is in quantitative finance and machine learning, discusses the capabilities of his AI agents, which help institutional investors, family offices, and ultra-high net worth …

1
Reena Jashnani-Slusarz, COO & GC – Juniper Hill Capital Management (EP.53) 42:53

2d ago42:53

42:53

Reena Jashnani-Slusarz is the chief operating officer and General Counsel at Juniper Hill, a multifamily office based in Menlo Park, California. I had fun sitting down with Reena to talk about her non-linear career arc to find herself in a GC and COO role. This was a wide-ranging conversation touching upon some of the legal and operational complexi…

1
Ep.307: (05.14.25) Tariffs Are a Tax, April Data, and Taking on Risk 7:25

28d ago7:25

7:25

Chris Wallis, CEO and CIO at Vaughan Nelson, covers the role of tariffs, the U.S.' effort to increase taxes and reduce spending, April data and outlook, and taking on risk over the near to medium term.Kirjoittanut Vaughan Nelson Investment Management

1
Quant X Digital Power for Wealth | Ross Milward - Quantifeed 38:25

11d ago38:25

38:25

In this episode, George Aliferis hosts Ross Milward, CTO and co-founder of Quantifeed, to discuss the transformative impact of digitization and automation in the financial sector. They delve into Ross's career journey from Deutsche Bank to co-founding Quantifeed, and how their platform leverages software engineering and quantitative finance to impr…

1
Letti de Little, CCO – Grain Management (EP.52) 45:01

17d ago45:01

45:01

Letti de Little is the Chief Compliance Officer for Grain Management, a private equity firm that invests in telecom, infrastructure, and wireless spectrum assets. Today’s LP is focused on finding uncorrelated assets more than ever. But doing so often requires an understanding of the operational nuances which are different from buying traditional, t…

1
Better Outcomes For Investor Through Data Management Technology | Thomas McHugh - Finbourne 39:12

18d ago39:12

39:12

Tom McHugh, the CEO and co-founder of Finbourne, shares how they are transforming financial data management to deliver better outcomes. Tom shares the complexities of managing diverse financial data sources and how Finbourne's technology aims to simplify this landscape. He explains how their unique approach helps firms maintain gross margins, reduc…

1
Wealth Management Invest: Demystifying Crypto for Financial Advisors with Kristen Mirabella 30:29

24d ago30:29

30:29

In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Kristen Mirabella, head of partnerships at Eaglebrook Advisors, to discuss the evolving role of cryptocurrency in wealth management. Eaglebrook is a digital asset platform that allows advisors to invest directly in crypto through separately managed accounts. …

1
Rethinking Pension: Income as an Outcome | Doug Brodie - Chancery Lane Income Partners 45:06

24d ago45:06

45:06

Redefining Retirement Income: Insights from Chancery Lane's CEODoug Brodie, CEO of Chancery Lane, a firm specializing in retirement income planning, discusses the evolving landscape of pension schemes. Brody critiques the industry's focus on pension pots rather than sustainable income and offers an outcome-driven approach. We also explore the mecha…

1
Tech-enabled Investment Innovation for Workplace Pensions | James Lawrence - Smart Pension 38:34

1M ago38:34

38:34

How technology enables new investment strategies, the role of trustees, the impact of ESG considerations, and the role of private markets in pension portfolios. A comprehensive conversation with James Lawrence of Smart Pension about the future of pensions and how smart technologies and innovative investment practices are shaping better outcomes for…

1
John Fitzpatrick, Sr. Managing Director & CTO AAMT – Blackstone (EP.51) 40:47

1M ago40:47

40:47

John Fitzpatrick is a Senior Managing Director and Chief Technology Officer of Alternative Asset Management Technology at Blackstone. These are exciting times in technology with a lot of moving parts so I was excited to sit down with John to get his perspective on where we are today and where we’re going. John shares his thoughts on the big picture…

1
WTF is an Investologist? Channel Trailer 2:30

1M ago2:30

2:30

One of my previous guest (Alex Edmans) told me that this "Start with Why" (Simon Sinek) is b******t, so I didn't start with that... but I wanted to explain what I'm doing here. What's my purpose? What's unique about my approach? And what you will find on this channel?Subscribe to the newsletter: https://investorama.substack.com/Prefer audio only? h…

1
Helping Employers Deliver Better Retirement Outcomes | Eve Read - Smart (pension tech) 43:20

1M ago43:20

43:20

How to address the pressing challenges facing the pension industry with technology. George Aliferis and Eve Read from Smart Pension explore the technological advancements and practical policy recommendations to improve pension outcomes. From UX, to education, communication, or "micro interventions" tune in to understand how Smart Pension is helping…

1
[Reposted on 1 May 2025 as Vanguard turned 50] The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions - Eric Balchunas 46:24

1M ago46:24

46:24

We uncover the massive impact Jack Bogle, the titan of the investing industry, had in reshaping the investing landscapes for the better, with Eric Balchunas author of the book 'The Bogle Effect.' From revolutionizing low-cost index investing, the birth of the RIA movement, to setting the stage for the future of asset management – learn how Bogle ha…

1
Melissa Dickerson, MD Operations & CFO – Genstar Capital (EP.50) 43:47

1M ago43:47

43:47

Melissa Dickerson is the Managing Director of Operations and CFO at Genstar Capital, a private equity firm based in San Francisco and founded in 1988. In today’s competitive market, a common road map to revenue diversification is product expansion or adding a new office overseas. This conversation is a case study on having one strategy and one offi…

1
Ep.306: (04.21.25) Q1 2025 Global SMid Strategy Recap 5:09

2M ago5:09

5:09

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 1st Quarter of 2025.Kirjoittanut Vaughan Nelson Investment Management

1
CAIS’s Brad Walker on Making Alternative Investments Accessible 28:38

2M ago28:38

28:38

Join David Bodamer, Editorial Director at WealthManagement.com, and his guest, Brad Walker, Co-President at CAIS, as they delve into the transformative landscape of alternative investments. Discover why independent wealth managers and RIAs are increasingly incorporating alts into client portfolios and the innovative trends making this possible. Hig…

1
Ep.305: (04.16.25) Q1 2025 Select Strategy Recap 8:16

2M ago8:16

8:16

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 1st Quarter of 2025.Kirjoittanut Vaughan Nelson Investment Management

1
Ep.304: (04.16.25) Q1 2025 International Strategy Recap 4:03

2M ago4:03

4:03

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 1st Quarter of 2025.Kirjoittanut Vaughan Nelson Investment Management

1
Inside the OCIO World: Trends, Challenges, and Opportunities 50:10

2M ago50:10

50:10

In this episode of Rosemont Roundtable, Brad Mook and Chas Burkhart speak with Amanda Tepper and Ravi Venkataraman, leaders of Chestnut Advisory Group and their new market research division, The Chestnut Solutions Institute. The discussion lifts the hood on the OCIO/investment solutions industry, exploring how the space is defined, competitive chal…

1
Ep.303: (04.15.25) Q1 2025 Small Cap Value Recap 6:05

2M ago6:05

6:05

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2025.Kirjoittanut Vaughan Nelson Investment Management

1
Ep.302: (04.15.25) Q1 2025 Value Opportunity Recap 7:14

2M ago7:14

7:14

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 1st Quarter of 2025.Kirjoittanut Vaughan Nelson Investment Management

1
Scott Farden, COO – Nonantum Capital (EP.49) 48:05

2M ago48:05

48:05

Scott Farden is the COO of Nonantum Capital Partners, a Boston-based private equity firm that spun out of Charlesbank Capital Partners in 2018. Launching a first-time private equity fund has a myriad of challenges from leaving your old firm, raising capital, finding talent and activating operations, so I turned to Scott to share his experience. We …

1
Ex-CAIA CEO Bill Kellly on Democratization, Due Diligence & that Larry Fink Letter | William J. Kelly, CAIA- Educational Alpha 41:22

2M ago41:22

41:22

Bill Kelly, CAIA former CAIA CEO, returns to discuss his new venture, Educational Alpha. Bill and George explore the importance of financial education, the perils of democratizing investment products, and the role of long-term thinking in retirement planning. Bill also shares insights into his podcasting journey and highlights the significance of d…

1
Ep.301: (04.03.25) Tariff Shakeout - Market Sell Off, What to Expect 13:01

2M ago13:01

13:01

Chris Wallis, CEO and CIO of Vaughan Nelson, joins the podcast during the post tariff sell off to discuss the market's reaction, investor expectations, and taking action.Kirjoittanut Vaughan Nelson Investment Management

1
The Business of Financial Markets Data | Matt Ober - General Partner, Social Leverage (ex-Bloomberg, ex-HF, now VC) 39:48

2M ago39:48

39:48

Matt Ober, CAIA shares his journey from data scientist at Bloomberg to becoming the head of data strategy at a hedge fund, and later transitioning into venture capital with Social Leverage. We discuss into the expanding role of data in financial services, the strategies employed by hedge funds, and the future of alternative data. A rare opportunity…

1
A Reality Check on AI: Hype & Applications | Dr. Richard Saldanha - ex. Hedge Fund, University Lecturer in Machine Learning, Board Member & Adviser 30:13

3M ago30:13

30:13

A reality-check on the AI hype, with a world-renowned Ai and Machine Learning specialist, mathematician, academic and ex-hedge fund manager: Dr Richard Saldanha. "I don't believe that artificial intelligence exists at this precise moment in time, but that's a hard definition." LINKS Richard on Linkedin: https://www.linkedin.com/in/oxquant-richard-s…

1
Ep.300: (03.24.25) US Correction, International Equities, and Economic Changes 12:54

3M ago12:54

12:54

Chris Wallis, CEO and CIO of Vaughan Nelson, touches on the US market correction and the noise around tariffs, the staying power of non-US equities, and changing economic themes globally.Kirjoittanut Vaughan Nelson Investment Management

1
[REPOSTED: Nvidia GTC special] AI in Investment Management | Pahal Patangia - Nvidia (recorded in March 2022) 40:32

3M ago40:32

40:32

A conversation between George Aliferis and Pahal Patangia, Global Developer Relations Lead, Consumer Fintech at NVIDIA recorded at the same time as Nvidia's 2022 GTC conference Pahal explains how fintech startups can evolve their data science program. We also go through various applications with real-life examples from Square, Venmo, Ping An, Allia…

1
Kathleen Servidea, GC & CCO – Gallatin Point Capital (EP.48) 46:53

3M ago46:53

46:53

We can’t ignore the fact that AI is playing an increasing role in our day-to-day lives. But the question is how do we do it properly? So I turned to Kathleen to get her insights on bringing AI in house. We cover a range of topics like how to develop an AI policy, how do we identify and assess the growing list of AI service providers. Once selected,…

1
[Finovate Special 4/4] Navigating Financial Promotions in the Finfluencer Era with AI | Sage Franch - PromoComply 10:27

3M ago10:27

10:27

Explore the evolving landscape of financial promotions and the challenges faced by companies in staying compliant with stringent regulations. A discussion with Sage Franch, CEO and Co-founder of Promo Comply at Finovate Europe. Discover how AI tools can streamline marketing efforts, mitigate compliance risks, and foster trust among investors and re…

1
Wealth Management Invest: Apollo’s Stephanie Drescher on Bringing Alts to the Wealth Channel 31:43

3M ago31:43

31:43

Join David Bodamer as he sits down with Stephanie Drescher, Apollo’s chief client and product development officer, to unravel the potential of alternative investments for wealth advisors. David and Stephanie explore why Apollo is confident in hitting $150 billion in assets within the wealth channel and why traditional portfolios fall short without …

1
[Finovate Special 3/4] Create Investment Memos in Minutes with your own AI | Sachin Rege - Moonjelly AI 8:39

3M ago8:39

8:39

We discuss how generative AI platform empowers businesses to harness their data and algorithms securely and facilitate the investment research process. It's also a broader reflection on AI fintech startups. LINKS Moonjelly AIhttps://www.jellyfishlabs.ai/ 📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free) 🎧 Audio Podcast: htt…

1
[Finovate Special 2/4] A New Era of AI-Powered Wealth Managers | Arianna Colombo - MDOTM 8:05

3M ago8:05

8:05

Discover how a modern tech platform integrates traditional market data with AI to provide investment signals, optimize investments, and automate reporting in wealth management. Learn about the impact of generative AI in transforming the financial industry and why confidence in AI has surged, enabling rapid growth and better adaptation within firms.…

1
[Finovate Special 1/4] AI Agents to Fight Financial Crime (and Reduce the $200bn Compliance Bill) | Darren Douglas - Regsearch AI 11:44

3M ago11:44

11:44

Darren Douglas, founder and CEO of RegSearch AI, explains the challenge of regulatory compliance, which costs over $200bn to the financial industry and the role of AI regulatory compliance agents. Darren explains the need for AI proprietary models that ensure data security and transparency and explains how AI agents can read, understand, and map re…

1
Rob McGrail, GC and CCO – DUMAC (EP.47) 32:12

3M ago32:12

32:12

Rob McGrail is General Counsel and CCO for DUMAC, the management company for Duke University As one of the world’s leading endowment managers, Rob shares his career evolution from being the first lawyer at DUMAC, how to create strong team dynamics when closing deals and how the operational investment process has evolved over time. We cover best pra…

1
Ep.299: (02.27.25) Tariffs, Response, Actions 14:19

4M ago14:19

14:19

Chris Wallis, CEO and CIO of Vaughan Nelson, takes an in depth look at tariffs, company responses, and investor actions.Kirjoittanut Vaughan Nelson Investment Management

1
Quant Trading: from Data to Alpha | Marco Aboav, Etna Research: Marco Aboav - Etna Research 53:39

4M ago53:39

53:39

An exploration of how quant hedge funds strategically source and use data to fulfil their ultimate goal of alpha generation. Marco Aboav, ex-hedge fund manager and CEO of Etna Research unveils how the most sophisticated asset managers build a sustainable trading advantage. USEFUL LINKS Etna Research: https://www.etnaresearch.com/ Marco on Linkedin:…

1
Wealth Management Invest: Unpacking Hightower’s Approach to Private Markets with Robert Picard 35:14

4M ago35:14

35:14

In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Robert Picard, managing director and head of alternative investments at Hightower, to unravel the shifting dynamics of private markets and their role in contemporary investment portfolios. With over 34 years of experience, Robert shares insights into why bill…

1
Wealth Management Invest: Ares’ Approach to Private Markets with Brendan McCurdy 27:25

4M ago27:25

27:25

In this episode of the Wealth Management Invest podcast, host David Bodamer connects with Brendan McCurdy, managing director and co-head of the financial advisor solutions team at Ares, to delve into private market investments. They discuss how financial advisors navigate the complexities of private equity, private credit, real estate, and infrastr…

1
The Tech Connecting Pensions to the Assets they Need | Hugh Cutler, Mobius Life 42:09

4M ago42:09

42:09

We explore the tech that improves pension outcomes behind the curtain with Hugh Cutler, CCO of Mobius Life. In this episode, Hugh shares his journey from actuary to investment management, the role of technology and regulation in pensions, and how Mobius Life is making efficient, cost-effective, and diversified investment solutions accessible for be…

1
Understanding the Pension System: an Investment Management Perspective- with Alyshia Harrington-Clark from the Pension and Lifetime Savings Association 46:13

4M ago46:13

46:13

I will updat this laterExplore the evolving nature of the pension system, the impact of demographic changes, and the role of technology in making pension management more efficient. Discover how the pension landscape in the UK is adapting to new challenges and opportunities, and what the future might hold for workers and retirees alike. With Alyshia…

1
Ep.298: (01.28.25) Trump Policies, Liquidity, DeepSeek AI 12:23

5M ago12:23

12:23

Chris Wallis, CEO and CIO of Vaughan Nelson, evaluates President Trump's economic policies, market liquidity, and the AI disruption resulting from DeepSeek.Kirjoittanut Vaughan Nelson Investment Management

1
The End of ESG - with Alex Edmans (author of Grow The Pie & May Contain Lies) 8:10

5M ago8:10

8:10

Welcome to the podcast that’s now called Investology. This new name reflects the changes that I felet were needed for 2025 onwards. A new year that feels like a new era in the investment world based on the news this January probably not the era we want, but we can learn to adapt and thrive. Many investment podcasts, that talk about macro, micro or …

1
Emi Larson, COO – UCLA Investment Company (EP.46) 43:48

5M ago43:48

43:48

Emi Larson is the COO of UCLA‘s endowment. Emi shares what it’s like going from an ops role at an emerging market manager to a hedge fund of funds and how it led to a COO role of a well-known university. We cover how to make that leap from Director of Operations to the COO seat and the key skills needed for that position. We tackle how non-profits …

1
Ep.295: (01.14.25) Q4 2024 Select Recap 10:58

5M ago10:58

10:58

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter of 2024.Kirjoittanut Vaughan Nelson Investment Management

1
Ep.293: (01.14.25) Q4 2024 Small Cap Value Recap 4:35

5M ago4:35

4:35

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 4th Quarter of 2024.Kirjoittanut Vaughan Nelson Investment Management

1
Ep.294: (01.14.25) Q4 2024 Global SMid Recap 4:59

5M ago4:59

4:59

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2024.Kirjoittanut Vaughan Nelson Investment Management

1
Ep.296: (01.14.25) Q4 2024 Value Opportunity Recap 7:35

5M ago7:35

7:35

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 4th Quarter of 2024.Kirjoittanut Vaughan Nelson Investment Management

1
Ep.297: (01.14.25) Q4 2024 International Strategy Recap 4:31

5M ago4:31

4:31

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 4th Quarter of 2024.Kirjoittanut Vaughan Nelson Investment Management

1
Investing in a Post Truth World - with Alex Edmans (Author of May Contain Lies) 14:28

5M ago14:28

14:28

How stories, statistics and studies exploit our biases as investors — and what we can do about it. Tune in for an enlightening discussion with Alex Edmans, on enhancing your critical thinking skills applied to investing. Alex's website: https://maycontainlies.com/ Alex Edmans is Professor of Finance at London Business School. His TED talk ‘What to …

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