Podcast by Vaughan Nelson Investment Management
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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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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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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 and Chase break down the daily dots from today's action.
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Connecting Pensions' Billions 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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Ep.298: (01.28.25) Trump Policies, Liquidity, DeepSeek AI
12:23
12:23
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12:23Chris Wallis, CEO and CIO of Vaughan Nelson, evaluates President Trump's economic policies, market liquidity, and the AI disruption resulting from DeepSeek.Af Vaughan Nelson Investment Management
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Zach and Chase break down the daily dots from today's action.
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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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Zach and Chase break down the daily dots from today's action.
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Zach sits down for an interview with Tobias Carlisle og Acquirer's Funds.
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Zach and Chase break down the daily dots from today's action.
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Know Your Risk Radio - February 8, 2025
1:17:32
1:17:32
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1:17:32Zach has a market update and a chat with Tobias Carlisle.
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Zach breaks down the daily dots from today's action.
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Zach breaks 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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Understanding the Pension System: an Investment Management Perspective- with Alyshia Harrington-Clark from the Pension and Lifetime Savings Association
46:13
46:13
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46:13I 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…
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Zach breaks down the daily dots from today's action.
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Know Your Risk Radio - January 31, 2025
1:08:55
1:08:55
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1:08:55Zach 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 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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Zach breaks down the daily dots from January 27th.
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Daily Dots - January 24, 2025
1:35:08
1:35:08
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1:35:08Zach 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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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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The End of ESG - with Alex Edmans (author of Grow The Pie & May Contain Lies)
8:09
8:09
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8:09Welcome 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 …
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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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Daily Dots - January 14, 2025
1:09:09
1:09:09
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1:09:09Zach and Chase break down the daily dots from January 14, 2025.
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Emi Larson, COO – UCLA Investment Company (EP.46)
43:48
43:48
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43:48Emi 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 …
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Ep.295: (01.14.25) Q4 2024 Select Recap
10:58
10:58
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10:58Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter of 2024.Af Vaughan Nelson Investment Management
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Ep.293: (01.14.25) Q4 2024 Small Cap Value Recap
4:35
4:35
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4:35Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 4th Quarter of 2024.Af Vaughan Nelson Investment Management
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Ep.294: (01.14.25) Q4 2024 Global SMid Recap
4:59
4:59
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4:59Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2024.Af Vaughan Nelson Investment Management
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Ep.296: (01.14.25) Q4 2024 Value Opportunity Recap
7:35
7:35
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7:35Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 4th Quarter of 2024.Af Vaughan Nelson Investment Management
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Ep.297: (01.14.25) Q4 2024 International Strategy Recap
4:31
4:31
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4:31Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 4th Quarter of 2024.Af 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 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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Zach and Chase break down the daily dots from today's action.
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Investing in a Post Truth World - with Alex Edmans (Author of May Contain Lies)
14:27
14:27
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14:27How 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 Tru…
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Eric Wortman, COO & CCO – Stable (EP.45)
34:31
34:31
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34:31Eric Wortman is the COO and CCO of Stable, a GP stakes firm with over $4.5B in assets. If you are an emerging manager or thinking about spinning out, this is the episode for you. As people will tell you, building your own firm and team is vastly different than managing a portfolio. We cover the fuzzy topic of what it means to be “institutional”, ho…
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Know Your Risk Radio - December 21, 2024
52:45
52:45
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52:45Zach has a market update and a 2024 recap.
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Zach and Chase break down the daily dots from today's action.
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A Closer Look at Internal Equity Transition
44:47
44:47
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44:47In this year-end episode of the Rosemont Roundtable podcast, Rosemont leaders Chas Burkhart and Brad Mook tackle a topic essential to the success of all firms in the investment industry ecosystem. With decades of experience, Chas and Brad offer broad-based thinking and practical approaches to managing internal ownership changes while safeguarding a…
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Ep.292: (12.19.24) Fed Cut. Vol Up. Market Down.
7:04
7:04
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7:04Chris Wallis, CEO and CIO of Vaughan Nelson, touches on yesterday's Fed cut, the resulting spike in volatility and market sell off.Af Vaughan Nelson Investment Management
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Zach and Chase break down the daily dots from today's action.
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Wealth Management INVEST: A Global Perspective on Wealth Investment in Private Markets with Partners Group’s Robert Collins
29:09
29:09
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29:09WealthManagement.com’s Executive Editor for Investments David Bodamer chats with Robert Collins, co-head of private wealth at Partners Group. Partners Group, an alternative asset manager, was an early mover into the global wealth market, including a popular 15-year-old private equity fund in the United States. Collins explores the shift from public…
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Zach and Chase break down the daily dots from today's action.
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Mike Peltier, COO – VCIMCO (EP.44)
30:32
30:32
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30:32Mike Peltier is the COO of VCU Investment Management Company, supporting Virginia Commonwealth University and its related entities in Richmond, Virginia. Virginia Commonwealth University is pioneering what it means to be a public research university while remaining focused on innovation, diversity, and access in the Commonwealth and beyond. Mike sh…
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Zach and Chase break down the daily dots from today's action.
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Know Your Risk Radio - December 14, 2024
52:45
52:45
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52:45Zach has a market update and a discussion on Bitcoin and Inflation.
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Zach and Chase break down the daily dots from today's action.
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