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
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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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 …
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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 …
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Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter of 2024.由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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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 January 14, 2025.
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Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 4th Quarter of 2024.由Vaughan Nelson Investment Management
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Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2024.由Vaughan Nelson Investment Management
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Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 4th Quarter of 2024.由Vaughan Nelson Investment Management
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Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 4th Quarter of 2024.由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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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 Tru…
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Eric 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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Zach 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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In 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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Chris Wallis, CEO and CIO of Vaughan Nelson, touches on yesterday's Fed cut, the resulting spike in volatility and market sell off.由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
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WealthManagement.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 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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Zach 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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Chase breaks 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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Chris Wallis, CEO and CIO of Vaughan Nelson, joins the podcast to discuss the state of inflation and possibility of future rate cuts, themes for the first half of 2025, and why investment opportunities are looking more specific.由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 has a market update and a discussion on government bloat.
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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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Ron Lanen is a Partner, Chief Administrative Officer, and General Counsel at HighVista Strategies, an alternative asset manager with approximately $11 billion in assets. Given the uptick in M&A activity, I was interested in getting Ron’s input following their acquisition of abrdn’s US private markets business. Ron’s background makes him uniquely po…
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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 and looks ahead at some of the Trump Administration's policies.
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Zach and Chase break 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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WealthManagement.com’s David Bodamer delves into the recent research published by Brookfield Oaktree Wealth Solutions with David Levi, managing partner and CEO of Brookfield’s Global Client Group. During their conversation, they discuss Brookfield’s strategic focus on making institutional-quality assets accessible to a broader investor base. David …
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Zach and Chase break 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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Pension Reform Dreams & Investment Realities (recorded prior to the UK Chancellor Mansion House Speech announcing a UK pension overhaul)
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We dive into the intricate world of pension funds, featuring an insightful discussion with Alishya Hartington Clark, a DC (Defined Contribution) specialist from the Pension and Lifetime Savings Association. The conversation, recorded on November 11th, precedes a major announcement by the new Chancellor regarding significant pension reforms. We expl…
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Zach and Chase break down the daily dots from today's action.
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This Sponsored Insight features Troy Pospisil, CEO of Ontra, a legaltech firm created for the private markets industry. It was great sitting down with Troy to talk about the evolution of how legal and compliance workflows are going digital. We cover his career from management consulting to the investment team at H.I.G. Capital where he saw a glarin…
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