Podcast by Vaughan Nelson Investment Management
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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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Conversations that help you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with an eclectic mix of guests: acclaimed authors, startup founders, thought leaders, and industry pioneers. Hosted by George Aliferis, a reformed investment banker and founder of Orama: a podcast and video studio for financial brands. https://www.linkedin.com/in/george-aliferi ...
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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
Jerry Nash - Todd Herman Show
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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Daily Dots - March 26, 2025
26:18
26:18
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26:18Chase breaks down the daily dots from today's action.Kirjoittanut Jerry Nash - Todd Herman Show
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A reality check on AI: Hype & Applications | Dr. Richard Saldanha - ex. Hedge Fund, University Lecturer in Machine Learning, Board Member & Adviser
30:12
30:12
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30:12A 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…
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Ep.300: (03.24.25) US Correction, International Equities, and Economic Changes
12:54
12:54
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12:54Chris 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
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Kathleen Servidea, GC & CCO – Gallatin Point Capital (EP.48)
46:53
46:53
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46:53We 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,…
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Daily Dots - March 25, 2025
31:24
31:24
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31:24Zach and Chase break down the daily dots from today's action.Kirjoittanut Jerry Nash - Todd Herman Show
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Daily Dots - March 24, 2025
1:13:27
1:13:27
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1:13:27Zach sits down with Demitri Kofinas and Rudy for a longform discussion.Kirjoittanut Jerry Nash - Todd Herman Show
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Know Your Risk Podcast - March 21, 2025
30:35
30:35
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30:35Zach and Chase break down this week in the market.Kirjoittanut Jerry Nash - Todd Herman Show
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[REPOSTED: Nvidia GTC special] AI in Investment Management | Pahal Patangia - Nvidia (recorded in March 2022)
40:32
40:32
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40:32A 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…
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Daily Dots - March 20, 2025
31:36
31:36
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31:36Zach and Chase break down the daily dots from today's action.Kirjoittanut Jerry Nash - Todd Herman Show
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Daily Dots - March 19, 2025
39:19
39:19
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39:19Zach and Chase break down the daily dots from today's action.Kirjoittanut Jerry Nash - Todd Herman Show
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Daily Dots - March 18, 2025
21:50
21:50
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21:50Zach and Chase break down the daily dots from today's action.Kirjoittanut Jerry Nash - Todd Herman Show
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[Finovate Special 4/4] Navigating Financial Promotions in the Finfluencer Era with AI | Sage Franch - PromoComply
10:26
10:26
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10:26Explore 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…
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Daily Dots - March 17, 2025
36:40
36:40
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36:40Zach and Chase break down the daily dots from today's action.Kirjoittanut Jerry Nash - Todd Herman Show
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Wealth Management Invest: Apollo’s Stephanie Drescher on Bringing Alts to the Wealth Channel
31:43
31:43
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31:43Join 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 …
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Know Your Risk Radio - March 14, 2025
55:47
55:47
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55:47Zach and Chase break down this week in the market.Kirjoittanut Jerry Nash - Todd Herman Show
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[Finovate Special 3/4] Create Investment Memos in Minutes with your own AI | Sachin Rege - Moonjelly AI
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…
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Daily Dots - March 13, 2025
31:23
31:23
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31:23Zach and Chase break down the daily dots from today's action.Kirjoittanut Jerry Nash - Todd Herman Show
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Daily Dots - March 12, 2025
38:47
38:47
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38:47Zach and Chase break down the daily dots from today's action.Kirjoittanut Jerry Nash - Todd Herman Show
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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.…
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Daily Dots - March 11, 2025
19:41
19:41
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19:41Zach and Chase break down the daily dots from today's action.Kirjoittanut Jerry Nash - Todd Herman Show
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Daily Dots - March 10, 2025
37:44
37:44
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37:44Daily Dots.Kirjoittanut Jerry Nash - Todd Herman Show
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[Finovate Special 1/4] AI Agents to Fight Financial Crime (and Reduce the $200bn Compliance Bill) | Darren Douglas - Regsearch AI
11:43
11:43
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11:43Darren 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…
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Know Your Risk - March 7, 2025
1:03:37
1:03:37
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1:03:37Zach and Chase break down last week in the market.Kirjoittanut Jerry Nash - Todd Herman Show
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Daily Dots - March 6, 2025
31:52
31:52
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31:52Zach and Chase break down the daily dots from today's action. Sign up for Zach's free "First 100 Days" Webinar, March 20th at 3:30pm PST, at KnowYourRiskRadio.com.Kirjoittanut Jerry Nash - Todd Herman Show
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Daily Dots - March 5, 2025
24:03
24:03
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24:03Zach and Chase break down the daily dots from today's action.Kirjoittanut Jerry Nash - Todd Herman Show
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Daily Dots - March 4, 2025
34:28
34:28
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34:28Zach and Marco Bueno break down the daily dots from today's action.Kirjoittanut Jerry Nash - Todd Herman Show
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Daily Dots - March 3, 2025
32:54
32:54
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32:54.Zach and Chase break down the daily dots from March 3rd.Kirjoittanut Jerry Nash - Todd Herman Show
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Know Your Risk Radio - February 28, 2025
1:01:36
1:01:36
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1:01:36Zach has a market update.Kirjoittanut Jerry Nash - Todd Herman Show
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Rob McGrail, GC and CCO – DUMAC (EP.47)
32:12
32:12
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32:12Rob 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…
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Daily Dots - February 27, 2025
31:32
31:32
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31:32Zach and Chase break down the daily dots from February 27.Kirjoittanut Jerry Nash - Todd Herman Show
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Ep.299: (02.27.25) Tariffs, Response, Actions
14:19
14:19
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14:19Chris Wallis, CEO and CIO of Vaughan Nelson, takes an in depth look at tariffs, company responses, and investor actions.Kirjoittanut Vaughan Nelson Investment Management
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Daily Dots - February 26, 2025
37:27
37:27
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37:27Zach and Chase break down the daily dots from today's action.Kirjoittanut Jerry Nash - Todd Herman Show
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Daily Dots - February 25, 2025
57:03
57:03
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57:03Zach and Chase break down the daily dots from today's action.Kirjoittanut Jerry Nash - Todd Herman Show
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Quant Trading: from Data to Alpha | Marco Aboav, Etna Research: Marco Aboav - Etna Research
53:38
53:38
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53:38An 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:…
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Daily Dots - February 24, 2025
40:24
40:24
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40:24Zach and Chase break down the daily dots from today's action.Kirjoittanut Jerry Nash - Todd Herman Show
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Wealth Management Invest: Unpacking Hightower’s Approach to Private Markets with Robert Picard
35:14
35:14
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35:14In 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…
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Know Your Risk Radio - February 21, 2025
47:49
47:49
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47:49Know Your Risk Radio - February 21, 2025Kirjoittanut Jerry Nash - Todd Herman Show
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Daily Dots - February 20, 2025
34:18
34:18
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34:18Zach and Chase break down the daily dots from today's action.Kirjoittanut Jerry Nash - Todd Herman Show
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Daily Dots - February 19, 2025
56:11
56:11
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56:11Zach and Chase break down the daily dots from today's action.Kirjoittanut Jerry Nash - Todd Herman Show
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Daily Dots - February 18, 2025
50:22
50:22
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50:22Zach breaks down the dialy dots from today's action.Kirjoittanut Jerry Nash - Todd Herman Show
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Daily Dots - February 13, 2025
43:40
43:40
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43:40Zach and Chase break down the daily dots from today's action.Kirjoittanut Jerry Nash - Todd Herman Show
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Daily Dots - February 12, 2025
46:17
46:17
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46:17Zach and Chase break down the daily dots from today's action.Kirjoittanut Jerry Nash - Todd Herman Show
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Wealth Management Invest: Ares’ Approach to Private Markets with Brendan McCurdy
27:25
27:25
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27:25In 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…
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Daily Dots - February 11, 2025
36:15
36:15
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36:15Zach and Chase break down the daily dots from today's action.Kirjoittanut Jerry Nash - Todd Herman Show
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Zach sits down for an interview with Tobias Carlisle og Acquirer's Funds.Kirjoittanut Jerry Nash - Todd Herman Show
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The Tech Connecting Pensions to the Assets they Need | Hugh Cutler, Mobius Life
42:08
42:08
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42:08We 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…
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Daily Dots - February 10, 2025
30:22
30:22
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30:22Zach and Chase break down the daily dots from today's action.Kirjoittanut Jerry Nash - Todd Herman Show
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