This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.
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Asset Management Podcasts
A podcast series from AAM's strategic partner Sawgrass Asset Management, LLC.
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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Strategist for the Americas at J.P. Morgan Asset Management, as they sit down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics, and their investment implications, helping to inform the building of stronger long-term investment plans.
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Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – Allocator and Asset Management Expert
384
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Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.
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Asset Champion Podcast | Physical Asset Management | Facility Management | Facilities Maintenance and Operations
Eptura™
5173
The "Asset Champion Podcast" offers candid conversations with some of the industry's most successful asset management leaders. In each 20-minute episode, host Mike Petrusky talks with guests about emerging trends in asset management for fleet, construction, manufacturing, and facilities. You'll discover best practices that will help you streamline your preventive maintenance, work orders, inventory, inspections, and more. You'll also get to know each guest on a more personal level and hear t ...
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Podcasts Archives - Revere Asset Management
Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates
11198
PodcastsThe Your Money Radio Show, a summary of the past week’s stock market action and breakdown of all the news that the team at Revere Asset Management is following to help you understand the economy and the investment strategies we use to help our clients.
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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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Revere Asset Management - Your Money
Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates
0200
The Your Money Radio Show, a summary of the past week’s stock market action and breakdown of all the news that the team at Revere Asset Management is following to help you understand the economy and the investment strategies we use to help our clients.
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A look at issues affecting the bank and insurance securities community
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PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.
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Compak Market Wrap is a weekly program featuring a detailed analysis of the days news from Wall Street and around the world. You can count on each program to have detailed technical and fundamental analysis as well as forecasts for the future. You can learn more about MarketWrap and Moe Ansari on the web at www.Compak.com/media.
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Forthlane Features: Conversations on Global Wealth and Asset Management
Forthlane Partners, Stories and Strategies
16
Forthlane Features is the premier podcast for high-net-worth individuals and families, family offices, and their trusted advisors. This podcast brings listeners direct access to the global experts and institutions across the wealth and asset management landscape, offering insights into sophisticated, institutional-grade capital allocation, alternative asset classes, and beyond. Through conversations with top-tier investment managers and advisors to high-net-worth clients, listeners gain acce ...
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Expert investment insight from the people who know how to handle money. In this series, Algy Smith-Maxwell talks to some of the leading minds in asset management and investing on topics including compound interest, value investing, macroeconomics, US equities and the technology sector. Guests includeTerry Smith, Anthony Bolton, William De Gale, Ben Whitmore, James Findlay, Roger Bootle. Disclaimer All content on Algy’s Investment Podcast is for your general information and use only and is no ...
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Making Billions: The Private Equity Podcast for Fund Managers, Alternative Asset Managers, and Venture Capital Investors
Ryan Miller
7193
Thanks for listening to another episode of Making Billions with Ryan Miller: The Private Equity Podcast for Fund Managers, Startup Founders, and Venture Capital Investors. This show covers topics connecting you to some of the best investment funds that won in their industry—from making money and motivation to alternative investments, fund managers, entrepreneurs, investors, innovators, capital raisers, money mavericks, and industry titans. If you want to start a business, understand investme ...
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Stay up to date on key topics influencing the world of investing. We pair industry experts with BNY Investments Newton’s investigative research professionals to discuss top-of-mind issues shaping the economic landscape. The podcast is intended for investment professionals only and should not be construed as investment advice or a recommendation. Any stock examples discussed are given in the context of the theme being explored and the views expressed are those of the presenters at the time of ...
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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
Frank Oliver
056
Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in L ...
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Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence. These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach ex ...
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Welcome to The Wrench Factor, where we explore the technologies and innovations shaping the future of industrial asset management. In each episode, we dive into the biggest challenges facing frontline professionals, sharing real-world insights and practical strategies to help teams achieve best-in-class operations. From AI to asset reliability, we're talking about what matters most—right from the field. If you have an idea for a future topic, send your suggestion here: [email protected] ...
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A RopesTalk podcast series from Ropes & Gray’s global asset management team that draws on the perspectives of attorneys from all areas of the firm’s broad, integrated practice, and provides insight into essential considerations associated with current and emerging asset management products.
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’In The Know’, is our monthly investment podcast, dropping on the last Tuesday of every month. Since inception in August 2020, we’ve been bringing you timely, thought-provoking insights to help you navigate today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks in global markets. Join Magellan Investment Partners as we engage with industry experts, CEOs, and our investment team, offering deep analyses on macr ...
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We recognize genius wherever it exists, and if you’re known by the company you keep, we are proud not only to spotlight the women that are part of Rockefeller Capital Management’s unique network, but in that same spirit, to welcome our brilliant listeners. Genius Loves Company is a series featuring women who are seasoned leaders and their inspiring insights and perspectives. In candid conversations, our guests share how different life experiences, priorities, and values have led them to pers ...
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Due to rapid globalisation of commerce, financial markets are interconnected like never before. It’s hard to reliably time markets in any economic environment but actionable insights can unlock opportunities. At PGIM India, our focus has always been on the long-term trends that can help lead to unique and untapped investment opportunities. We provide access to active investment strategies in the pursuit of consistent performance and market expertise to meet our clients' needs. PGIM India off ...
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What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From L&G’s Asset Management division, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities. We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimis ...
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Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
Michael Sidgmore
10185
Alt Goes Mainstream podcast is the place to turn to for interviews with some of the brightest and most experienced minds in the world at the intersection private markets and wealth management. AGM dives into investment strategies like private equity (PE), private credit, venture capital (VC), secondaries, GP stakes, infrastructure, real estate, wealth management, and comprehensively covers tools and frameworks for approaching private markets, such as asset allocation, evergreen funds, model ...
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Would you like to be completely financially independent? Tune in each week to the WealthBuilders podcast hosted by Kevin Whelan & Christian Rodwell. WealthBuilders provides a proven step by step process to help our members create, build and protect their wealth by focusing on growing their assets through education, support and connections. Join our community for free at www.wealthbuilders.co.uk/membership
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Welcome to ”Smart Real Estate with Westcliff,” where expert insights meet strategic investing. Join hosts Addy Saeed and Kaz Jaffer, seasoned advisors and investors, as they uncover the nuances of the real estate market and provide actionable advice for every level of investor. At Westcliff Asset Management, we don’t just manage investments; we educate and empower our investors. Each episode dives deep into key topics like market trends, investment strategies, and asset management, deliverin ...
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This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.
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The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.
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The Real Estate Investor Podcast, powered by Break of Day Capital, brings you in-depth conversations with the top minds in real estate investing. Each episode uncovers proven strategies and lessons learned across multifamily, commercial, and other alternative asset classes. Whether you’re a seasoned investor or just starting out, you’ll gain practical tools and real-world wisdom to help you invest smarter, avoid pitfalls, and build long-term wealth through passive income.
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Welcome to the "Cryotos Maintenance Management" podcast! Join us as we dive into the world of efficient maintenance strategies, cutting-edge technologies, and industry best practices. Our expert guests will share their insights on optimizing maintenance operations, leveraging innovative software solutions, and achieving maximum equipment uptime. Whether you're a maintenance professional, facility manager, or curious about the latest trends, this podcast is your go-to resource for maintenance.
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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Rosemont Roundtable: Exploring the Business of Investment Management
Rosemont Investment Group
143
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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Every Friday, join us as we dive into the latest in real estate multifamily with David Moghavem, Head of East Coast Acquisitions at Trion Properties. David invites top experts who know the ins, outs, and trends shaping the real estate multifamily market across the nation! Whether you’re a seasoned investor or just curious about where the next big opportunity might be, Deal Flow Friday brings you the weekly inside scoop on what’s hot, what’s not, and what to watch for in today’s ever-evolving ...
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the podcast for entrepreneurs and business owners ready to face the raw truth of what it takes to succeed. Host Shawn Austin Johnson goes beyond polished success stories to explore the real, often messy, and challenging aspects of business ownership. This podcast is for those who feel isolated in their entrepreneurial journey, battle imposter syndrome, or face burnout. Shawn offers candid insights and isn't afraid to tackle tough conversations on what truly matters in business. Expect in-dep ...
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Barry Ritholtz speaks with the people that shape markets, investing and business.
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Simplify offers innovative options-based strategies to help build better portfolios. Tune in for insights from our Keeping it Simple series for conversations with industry leaders as they discuss events that shape today's markets. For more information, visit us at simplify.us or email [email protected].
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On this show we reveal some of the latest developments in the fast-growing Alternative Data sector. Satellite imaging, news-crawling, credit card data... and many more fresh new data sources are increasingly being used by investors to gain a competitive edge when making market decisions. We speak to data providers, asset managers, and anyone else in the sector to better understand this dynamic phenomenon. For more of an introduction to Alternative Data and its past, present and future, pleas ...
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Audio about Digital Asset Management
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Asset Publishing and Research Ltd. is an integrated multi-media company serving the elite community of leading corporate and financial decision-makers in Asia.
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Far From The Finishing Post explores the ideas and practices of leading investors in an effort to continuously grow our collective knowledge. This podcast is intended for UK listeners only. The views and information contained within this podcast do not constitute investment advice and should not be used as the basis for investment decisions. Any reference to securities should not be construed as a recommendation to buy or sell these securities. Any opinions expressed are those of the relevan ...
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The Viking Chats: navigating the choppy waters of property, technology and business
Kristjan Byfield
027
Welcome aboard The Viking Chats—the podcast where property, tech, and business collide in candid, no-fluff conversations. Hosted by Kristjan Byfield—lettings veteran, proptech pioneer, and co-founder of Base Property Specialists and The Depositary—this show dives deep into the real-world challenges and bold innovations shaping the future of the housing sector and beyond. Each episode, Kristjan drops anchor with industry leaders, disruptors, and entrepreneurs to unpack the messy, inspiring, a ...
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The Importance of Asset Management Software in Modern Business
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How can asset management software transform the way your business handles equipment and maintenance? In this episode of the Cryotos Maintenance Management podcast, host Bruce and expert Alex explain how modern asset management software centralizes asset data, shifts maintenance from reactive to proactive, and boosts productivity across operations. …
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Raising Capital on God Mode: The Fund Raise Formula
9:39
9:39
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Send us a text "RAISE CAPITAL LIKE A LEGEND: https://go.fundraisecapital.co/frc2-apply" Why do some fund managers and startup founders close oversubscribed fundraising rounds in days, while others chase investors for months with nothing but "maybes"? The secret to raising capital successfully is not just your IRR, deck, or data room—it's mastering …
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How to Think About Alternatives with JPMorgan's Alternative Asset Management CIO Paul Zummo
1:06:59
1:06:59
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Barry sits down with Paul Zummo, Chief Investment Officer of J.P. Morgan Alternative Asset Management. They discuss the state of alternatives and Paul's "30 Pearls of Investment Wisdom." They also discuss the early days of hedge funds, investing in the 90's and building a hedge fund division. See omnystudio.com/listener for privacy information.…
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Ep. 165: "Stay Grounded in the Purpose" – Implementing Asset Management Technology with Ryan Linthicum and Brett Milburn, GISP of Langan Engineering & Environmental Services
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21:57
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Ryan Linthicum is Managing Principal and Brett Milburn, GISP is Principal and Director of Digital Solutions at Langan Engineering & Environmental Services where they are passionate about guiding clients through the strategic implementation of cutting-edge technologies, including AI, machine learning, geospatial analytics, and enterprise system inte…
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The 6 Retirement Questions Smart People Ask
20:26
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You’ve probably heard the saying, “There’s no such thing as a bad question.” But in retirement planning, the way you frame your question often determines the quality of your answer. In this episode, we’ll share some common retirement questions, and how a simple reframing might lead to a more useful answer. Here’s what we discuss in this episode: 💭 …
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After the Entrepreneurial Exit: A Conversation with Sanjay Malaviya
31:16
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What happens after a founder steps away from the company they’ve built from the ground up? Vanessa Hui sits down with Sanjay Malaviya, founder and former CEO of RL Solutions, for a candid conversation about the realities of building, exiting, and reimagining life after nearly two decades of building a company. Sanjay reflects on RL Solutions’ growt…
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388: Private credit perspectives from Blackstone and L&G
31:03
31:03
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In this special episode, we discuss our partnership with Blackstone, the world’s largest alternative asset manager. We also offer an overview of private credit and look at the role the asset class could play alongside public credit within investor portfolios. Our speakers are Jo McCaffrey, Chief Strategy and Product Officer, Asset Management, L&G; …
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19: Ep 019 - Choosing the right duration cycle for current market cycles
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In an economy where central bank actions shape the cost of capital, understanding the fixed income space is more crucial than ever. In this episode, we're diving deep into the Indian debt market, focusing on how investors can navigate the current environment. Joining us for this crucial conversation is Puneet Pal, Head of Fixed Income at PGIM India…
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Emerging markets are firing on all cylinders
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Emerging market equities have comfortably outperformed developed markets over the year to date – for the first time in years. Is this the start of something bigger, or just a temporary catch-up? And what lessons are there in the tremendous performance dispersion within the emerging-market universe?By Robeco
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Episode #248 - Asset Management Mastery with Tim Chui
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Joining Gary on the show today is Break of Day Capital's Director of Asset Management, Tim Chui. With over a decade of experience in institutional real estate, Tim Chui has held senior roles at leading firms including JRK Properties, Essex Property Trust, and American Realty Advisors. He began his career analyzing equity and fixed income opportunit…
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What the 2025 Autumn Budget Really Means for Wealth Builders
29:20
29:20
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Key Topics Covered: 1. Budget Headlines & Tax Changes More taxes on recurring income, dividends, and savings Business owners face higher dividend charges and new limits on passing businesses to heirs Employee Ownership Trusts (EOTs) and Business Property Relief (BPR) now have stricter tax limits 2. Impact on Pensions & Investments State Pension inc…
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In this episode of the BISA Portfolio Podcast guest host LeAnn Rummel, president and CEO at Cetera Investment Services, talks with Lisa D’Ambrosio of MIT AgeLab and Alex Samoila of MassMutual Strategic Distributors about MassMutual Strategic Distributors' research on how language shapes retirement planning. Listen in for insights on: Why the words …
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AI, Inflation, and the Debasement Trade - Real Estate in a Fragmented World
23:51
23:51
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Marc Mogull and Hani Redha dive into macro trends, technological change, inflation’s “higher resting heart rate,” and the growing importance of asset scarcity and trust.By PineBridge Investments
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ING's Anneka Treon and Johan Kloeze - lessons learned from building a private markets platform for private wealth clients in Europe
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Welcome back to the Alt Goes Mainstream podcast. Today’s episode was filmed at ING’s HQ in Amsterdam, right after ING held its Private Markets Day. The firm has been actively building out its private markets capabilities to serve its private wealth clients so it was a treat to interview two of the people responsible for running ING’s wealth managem…
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Eric is the Chief Technology Officer at GCM Grosvenor, a global leader in alternative investments. Eric’s career path has taken him from starting as an ethical hacker at Deloitte, to leading technology and product innovation in fintech before playing a transformative role at GCM Grosvenor. I spent time with Eric unpacking how product management and…
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Chris Verrone, Head of Technical and Macro Research at Strategas, joins Double Take to unpack what investors should watch heading into 2026 — where consensus could break and how to position for the risks and opportunities.By Newton Investment Management North America LLC
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Two Games, One Field: Why SRT and CLO Investors Play by Different Rules
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Send us a text In this episode of Resonanz Spotlight: Strategy Notes, Vincent and Saâd break down why SRTs and CLOs, often grouped under “structured credit”, are actually two very different games. They explore how banks, regulators, and investors each approach these structures, why incentives diverge, and what allocators must understand before depl…
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Which CRM Should Financial Advisors Choose?
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Show highlights include: -AI note-takers and why 2025 is shaping up to be “the year of the note taker”. -How advisors are using automation to reclaim time and improve meeting quality. -Why organic growth is becoming a top priority for billion-dollar RIAs. -The true indicators that it’s time to outgrow an entry-level CRM. -How disconnected systems c…
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Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
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Josh Wolfe and Brett McGurk are Partners at Lux Capital, a $5 billion venture capital firm that specializes in emerging science and technology companies that turn sci-fi into sci-fact. Josh co-founded Lux and is a repeat past guest on the show. His first appearance from 2018 discusses his story, including phrases: 'chips in shoulders put chips in p…
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[REPLAY] Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
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Josh Wolfe is the co-founder of Lux Capital, a $1.5 billion venture capital firm formed to support scientists and entrepreneurs who pursue counter-conventional solutions to the most vexing puzzles of our time. Josh's innovative thought process across his activities offers frameworks and insights applicable across the spectrum of investing. Our conv…
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Freddie Lait: Fund Manager Sold His House to Start £1 Billion Fund | The Risk That Paid Off | #21
1:07:43
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In this episode, I sit down with Freddie Lait, founder of Latitude Investment Management, who went from studying mathematics at Oxford to working at Goldman Sachs and Rothschild, before taking the ultimate leap - selling his house to start his own fund management business in 2016.Today, Freddie manages a £1 billion portfolio with a disciplined, lon…
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Mike Green: The Affordability Crisis & Rethinking the American Dream
1:22:50
1:22:50
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In this episode, Adam Butler is joined by guest Mike Green to discuss his viral Substack articles on the American affordability crisis. The conversation explores the significant gap between official economic statistics, like CPI, and the lived financial reality for the middle class, a phenomenon Green argues is often dismissed by an expert "mockery…
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Gain timely insights into the uncertainty and opportunity that define the investment landscape for 2026 in “AI Lift and Economic Drift.” This engaging discussion unpacks how resilient U.S. economic growth is set against a backdrop of powerful structural trends, including the transformative impact of artificial intelligence. Key themes include the i…
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Liridon GIla, CFA, Portfolio Manager, discusses November's market broadening as defensive and value-oriented sectors outperformed the market's YTD leaders. Investor sentiment was tested by the government shutdown and mixed economic signals, however a strong start to the holiday shopping season solidified confidence that household spending power was…
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Live from New York with Oaktree's Armen Panossian - "don't reach for risk to deliver the right return"
54:28
54:28
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Welcome back to the Alt Goes Mainstream podcast. Today’s episode was filmed live at an event during a Brookfield Oaktree Wealth Solutions RIA Council meeting in New York. Armen Panossian, the Co-CEO and Head of Performing Credit at Oaktree, and I sat down for a conversation in a Brookfield-owned building with a group of RIAs in the audience. Armen,…
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Frank and Jon unpack: • Why today's competitive landscape means growth-motivated buyers must approach deals differently. • The three core reasons advisors pursue acquisitions - and which ones actually lead to long-term success. • How leverage, bank financing, and EBITDA-based lending really work in practice. • Why “fixer-upper” books may offer the …
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Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
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This Sponsored Insight features Robert Boucai and James Broyer. They are the Co-Founders of Newbrook Capital Properties, a multifamily real estate investment platform built to generate optimal long-duration, tax-efficient income. Robert is also the Founder of Newbrook Capital Advisors, a hedge fund he launched twenty years ago that today manages $1…
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Why Senior Executives Are Turning to Portfolio Careers for Freedom and Fulfilment
39:27
39:27
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Key Topics Covered: 1. Why Executives Choose Portfolio Careers Many senior leaders leave corporate jobs for more control, flexibility, and purpose. Becoming a non-executive director (NED) lets them advise several businesses, stay intellectually engaged, and build multiple income streams. 2. What a Non-Executive Director Actually Does NEDs guide and…
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At The Money: Finding the Hidden Alpha in SEC filings
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Is there Alpha to be found hidden in SEC filings? Management does seem to hide lots of bad news by just barely complying with the law. Recent indicators are this is getting worse. Michelle Leder is a researcher covering Corporate SEC-filings; she founded the research service “Footnoted” focusing on uncovering material information hidden in corporat…
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Rules, Risks & Respect: Carrie Alliston on the Evolution of Agency
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In this powerful episode of The Viking Chat, Kristjan Byfield sits down with Carrie Alliston, Head of Partnerships at HomeLet and one of the UK property industry’s most respected voices on compliance, leadership and transformation. After decades of experience in agency - most recently as Group Lettings Director at Hunters - Carrie brings both opera…
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The IT–Ops Divide: How to Build a Modern Industrial Tech Stack
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Manufacturers know the tension well: Operations needs modern tools to run efficiently, while IT is tasked with protecting the enterprise, managing risk, and preventing tech-stack sprawl. Sometimes, when those priorities collide, digital transformation stalls. On this episode of Wrench Factor, host Tyler Hufstetler sits down with Blaine Bryant, Chie…
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Franklin Templeton's George Stephan - bringing public and private together
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Welcome back to the Alt Goes Mainstream podcast. Today’s episode brings the perspective of an asset management veteran who has sat on both sides of the table. We sat down in Franklin Templeton’s New York City office with George Stephan, COO of Global Wealth Management Alternatives at Franklin Templeton. George joined Franklin to continue the buildo…
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Ryan Eisenman, Co-Founder & CEO – Arch (EP.65)
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Ryan Eisenman is the CEO and co-founder of Arch, a tech platform redefining how allocators manage their private investments through what he calls the “Schwab for private markets”. Ryan shares his journey on how he met his co-founders, early challenges in selling to family offices, and the product’s evolution from automating K-1s to serving as a sea…
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Join Moe and Javaid as they analyze the market's rebound last week. What is the probability the Fed will cut rates in December? Has the market priced that in? Is the Santa Claus rally coming this year or is the consumer too strecthed? Listen now to get the answers to these questions and more!By Compak Asset Management
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Greatest Hits: Why Most CRMs Fail and How to Fix Them
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Key Highlights from the Episode: 0:00 – Introduction 0:44 – Future-proofing your CRM and architecting for scalability 2:23 – Why most CRMs fail when firms grow 5:08 – AI in CRMs: more than just dashboards 10:34 – Inside “Elite Genie” and how it supports advisors 11:48 – Why your CRM is really a data warehouse 14:05 – Integration-first architecture …
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The Future of Investing is Dead? His $3B Is Quietly Making Moves
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Send us a text "RAISE CAPITAL LIKE A LEGEND: https://go.fundraisecapital.co/frc2-apply" For decades, the 60/40 portfolio—a simple mix of 60% stocks and 40% bonds—was the undisputed king of investment strategy. It was a reliable engine for wealth creation during an era of falling interest rates and cheap capital. That era is over. Today, we face a n…
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387: Europe’s energy transition: An opportunity among the challenges
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Europe’s emissions reduction goals are ambitious, with the continent providing a continually supportive regulatory backdrop to spur a transition to clean power. In this episode of L&G Talks Asset Management, we’re joined by Rosheen McGuckian, CEO of NTR. We discuss the investments needed to facilitate Europe’s transition and the pace of change requ…
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Why Maintenance Leaders Prefer CMMS Over Corporate ERPs?
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Can an ERP really handle the fast-paced world of maintenance? In this episode, host Bruce and expert Alex unpack why many maintenance leaders choose a dedicated CMMS over corporate ERP systems for day-to-day operations. They explore how CMMS platforms deliver real-time responsiveness, IoT and condition-based monitoring, technician-friendly mobile i…
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