Asset Management Podcasts

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1
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

501

718

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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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Robeco Asset Management Podcast

Robeco

100

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7d ago1w ago

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This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.

1
Sawgrass Market Musings

Advisors Asset Management, Inc.

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21d ago2w ago

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A podcast series from AAM's strategic partner Sawgrass Asset Management, LLC.

1
Keeping it Simple with Simplify Asset Management

Simplify Asset Management

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14d ago1w ago

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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].

4
Insights Now

Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

124

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5d ago5d ago

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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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Asset Champion Podcast | Physical Asset Management | Facility Management | Facilities Maintenance and Operations

Eptura™

164

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10d ago1w ago

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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 ...

1
Podcasts Archives - Revere Asset Management

Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates

182

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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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PineBridge Investments Insights Podcast

PineBridge Investments

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9d ago1w ago

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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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Revere Asset Management - Your Money

Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates

184

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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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The DAM Software Podcast

Digital Asset Management LLC

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6d ago6d ago

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Picking up where Self-Hosted left off. Reviewing Free and Open Source Software that you would want to run at home. Except this time even though we aren't sponsored its going to be entirely centered around Tailscale.

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Compak Market Wrap

Moe Ansari

315

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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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Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

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3h ago3h ago

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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 ...

4
Far From The Finishing Post

Troy Asset Management

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1d ago1d ago

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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 ...

1
Moody's Talks - Focus on Finance

Moody's Investors Service, Ana Arsov, Danielle Reed, Mark Wasden, Bruno Baretta, Donald Robertson

139

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20d ago2w ago

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Hosted by Danielle Reed of Moody's Financial Institutions team, Focus on Finance helps you keep on top of developments within the banking, insurance and asset management sectors — from the impact of tech disrupters and cyber risk to the ongoing effects of ESG and lower-for-longer interest rates. Published by Moody's Investors Service..

154
MD Market Watch Podcast

MD Financial Management

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9d ago1w ago

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Join MD's Multi-Asset Management team as they examine investment strategies, current events, and macroeconomic trends. MD Financial Management aims to help Canadian physicians and their families achieve financial well-being.

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Genius Loves Company

Rockefeller Capital Management

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7d ago1w ago

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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 ...

51
MAGELLAN - In The Know

Magellan Asset Management

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7h ago7h ago

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’Magellan - 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 as we engage with industry experts, CEOs, and our investment team, offering deep analyses on macroeconomic ...

1
Forthlane Features: Conversations on Global Wealth and Asset Management

Forthlane Partners, Stories and Strategies

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28d ago4w ago

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Forthlane Features is a podcast for individuals seeking insights into sophisticated global investment strategies. Through engaging interviews with experts in the wealth and asset management industry, the podcast provides listeners with access to the minds and institutions behind the world’s most sophisticated financial strategies. Forthlane Features is brought to you by Forthlane Partners. Forthlane Partners provides independent wealth and asset management services to ultra-high-net-worth cl ...

1
Smart Real Estate by Westcliff

Westcliff Asset Management Inc

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5d ago5d ago

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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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L&G Talks Asset Management

L&G

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4d ago4d ago

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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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WealthTalk - money, wealth and personal finance.

Kevin Whelan and Christian Rodwell

293

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5d ago5d ago

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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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Fully Invested

Ropes & Gray LLP

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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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Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

Michael Sidgmore

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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 ...

1
Double Take By BNY Investments Newton

Newton Investment Management North America LLC

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19d ago2w ago

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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 ...

1
Deal Flow Friday

David Moghavem

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3d ago3d ago

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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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Center For Investment Excellence

J.P. Morgan Asset Management

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1M ago4w ago

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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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Advisor Talk with Frank LaRosa

Elite Consulting Partners

278

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3d ago3d ago

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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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Resolve Riffs Investment Podcast

ReSolve Asset Management

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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 ...

1
Exchanges

Goldman Sachs

568

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16h ago16h ago

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In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.

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Talking Asset Management with KPMG

KPMG LLP (U.S.)

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3M ago12w ago

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Your asset management source for ESG and sustainable investing, regulatory, operational, and valuation news and trends.

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1st Fusion Asset Management's Podcast

1st Fusion Asset Management

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10y ago10y ago

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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management

Frank Oliver

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1M ago5w ago

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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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Transcript – Another DAM Podcast

Henrik de Gyor

148

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2+ y ago2+ y ago

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Audio about Digital Asset Management

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The Asset Podcast

The Asset Magazine

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4+ y ago4+ y ago

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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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Algy's Investment Podcast

Algy Smith-Maxwell

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1M ago6w ago

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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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NAM - Stay Alert

Nordea Asset Management

217

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12M ago51w ago

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Welcome to Nordea Asset Management's Stay Alert podcasts.

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The Viking Chats: navigating the choppy waters of property, technology and business

Kristjan Byfield

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2h ago2h ago

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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 Wrench Factor

MaintainX

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1M ago5w ago

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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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Resonanz Spotlight

Vincent Weber

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28d ago3w ago

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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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CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax

Altus Group

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4d ago4d ago

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The CRE Exchange is your go-to podcast for all matters of commercial real estate. It hosts cutting-edge conversations with industry experts that offer CRE professionals timely insight into market behaviors and analysis to discover new opportunities and better manage risks and costs. We discuss Commercial Real Estate, Property Valuations, Real Estate Analytics, and Property Tax. Whether you buy or build, assist or advise, if you are a key stakeholder in the CRE space, this show is for you.

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Asset Management & Investments

Asset Management & Investments

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2y ago2y ago

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Asset Management & Investments is an excellent real estate investment firm that provides its clients with a wealth of opportunities. With their experienced team of professionals and extensive portfolio of residential, commercial, and investment properties located all over the country, Asset Management & Investments offers families and individuals a great selection when it comes to purchasing real estate.

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Wealth Radio

BPI Wealth

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5M ago23w ago

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Welcome to Wealth Radio, growing wealth made easy. Listen to the month's market highlights through Wealth Watchers, where we break down the main events that transpired and their implications on your investments. Understand complex investment jargon through the Investment Jargon Buster series. Questions? Send us an email at [email protected].

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Blue Alternative Asset Management

Blue Alternative Asset Management

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6+ y ago6+ y ago

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Blue Alternative Asset Management is a privately held company in New York, NY which specializes in wealth management, financial advisor and operating business. For more info: https://gust.com/companies/blue-alternative-asset-management

show series

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Ride The S&P 500 Wave & Stablecoin 101 | Your Money Podcast – Episode 555

3d ago

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373: Where next for AI stocks? Market Talk 21:17

4d ago21:17

21:17

Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on early signs that tariffs are having an impact on US inflation, volatility in Japanese government bonds and what’s driving AI stocks. This podcast was recorded on 23 July 2025, and is hosted by Harry Brooks. All data is sourced from LSEG as at 23 July 2025 unless otherwise stated…

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The long, hot AI summer (part 3/3) – AI horizons 27:34

6d ago27:34

27:34

What's next for AI in investing? In the final part of our AI summer course, we join our experts and look beyond the horizon. Discover how AI developments may redefine investment roles, strategy development, and asset classes, preparing investors and the industry for a future driven by innovation and technological evolution.…

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Ep. 156: “Empower Your People” – Using Artificial Intelligence to Share Knowledge in Facilities Maintenance with Derek Crager, PMP, CLSS, CSM, AWS-CP of Practical AI 21:44

10d ago21:44

21:44

Derek Crager, PMP, CLSS, CSM, AWS-CP is a visionary AI Solutions Architect & founder of Practical AI, which exists to bridge the gap between people and the knowledge they seek. Mike Petrusky asks Derek about empowering employees with the right knowledge and tools for effective asset and facility management. They explore how Voice AI can act as a si…

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Keeping it Simple | Ep. 50: And Yet It Moves! 1:01:50

12d ago1:01:50

1:01:50

Finance professor Davidson Heath joins Michael Green and Harley Bassman to recant his stated beliefs on passive investing. For more information, visit https://www.simplify.us. Questions about the content discussed in this video? Please contact [email protected]. Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are…

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Are You Ready For The Market Top? 38:53

2h ago38:53

38:53

Join Moe and Javaid as they take a look at the markets after key earnings and economic reports. Will markets continue to move higher or is it time for the summer sizzle to fizzle? Will the Fed cut rates this week? How are earnings reports looking? Listen now to get the latest!By Compak Asset Management

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Revenge of the Meme Stocks 13:19

6m ago13:19

13:19

Goldman Sachs Research's John Marshall explains the factors behind the recent rally in meme stocks, and what that resurgence means for the broader market. This episode was recorded on July 24, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Goldman Sachs

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Adapt or Disappear: Agency, AI & the Real Digital Threat with Russell Quirk 42:10

12h ago42:10

42:10

In this candid and explosive episode of The Viking Chats, Kristjan Byfield sits down with the ever-outspoken Russell Quirk, property PR maverick, founder of eMoov, and one of the most polarising voices in the UK residential property scene. If you’re a decision maker in estate agency, lettings, property management, or a serious residential investor—…

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Live from Miami with EQT's Peter Aliprantis - bringing global local 34:19

2h ago34:19

34:19

Welcome back to the Alt Goes Mainstream podcast. Today’s conversation brings us beachside, featuring a live podcast from Soho Beach House in Miami with EQT Partner, Head of Private Wealth Americas Peter Aliprantis. With the backdrop of the beach behind us and the wealth community in the audience, Peter and I discussed the nuances of the wealth chan…

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David Brenner, COO – TIFF (EP.56) 43:05

3h ago43:05

43:05

David Brenner is the COO of TIFF Investment Management, an OCIO for nonprofit organizations. Stepping into the COO role of an established manager takes a unique set of skills so I turned to David for his insight. We discuss the common challenges of assessing culture, talent, and legacy; and the importance of timing of when to listen and when to tak…

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The art of the turnaround: investing in companies at a crossroads 29:31

8h ago29:31

29:31

What separates a successful turnaround from a value trap? This month, Magellan’s Sector Head of Franchises and Healthcare, Hannah Dickinson, and Investment Analyst Emma Henderson explore consumer sector turnaround opportunities, focussing on household names like Nike, Estée Lauder, Gucci and Starbucks, all of which have hit temporary roadblocks. Th…

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CIO Greatest Hits: Single Family Offices – Steve Rattner (Willett Advisors) 54:19

6h ago54:19

54:19

This week’s Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg’s family office. We packaged these two leading single-family offices together to hear their different approaches to a similar investment challenge, with Soros leaning heavily on internal teams and Willett primarily on …

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CIO Greatest Hits: Single Family Offices – Dawn Fitzpatrick (Soros) 52:33

6h ago52:33

52:33

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Sebastian Lyon & Charlotte Yonge (Troy) - Evolve to Preserve 42:19

7h ago42:19

42:19

Sebastian Lyon and Charlotte Yonge co-manage Personal Assets Trust and Troy’s Multi-Asset strategy. We discuss the strategy’s evolution over the last 25 years, Troy’s equity-centric approach to multi-asset investing, and why creating a resilient portfolio is as relevant as ever in today’s world. Show notes: [01:34] Founding philosophy [04:21] Avoid…

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How Your CRM Can Build Client Loyalty 14:11

2d ago14:11

14:11

Key takeaways include: -Why CRM data should go beyond KYC and track personal life events. -How small CRM details can make or break client trust. -The four-part CRM strategy Sue uses with advisor clients. -Real examples of how automation drives loyalty and referrals. -What to expect in a CRM consulting engagement with Elite and JEDI. Whether you're …

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Ride The S&P 500 Wave & Stablecoin 101 | Your Money Podcast – Episode 555

3d ago

—

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Investor Interest in ESG – Episode 7 3:41

3d ago3:41

3:41

ESG Investing: Transforming Real Estate with Sustainable Strategies | Smart Real Estate with Westcliff Join hosts Addy Saeed and Kaz Jaffer in this episode of Smart Real Estate with Westcliff as they explore the rising demand for ESG (Environmental, Social, and Governance) investing. Discover why over a third of global assets are now ESG-related, t…

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Client-First Capital Advisory: Andrew Kwok - Arcus Harbor 55:46

3d ago55:46

55:46

In this episode of Deal Flow Friday, David Moghavem sits down with Andrew Kwok, Principal at Arcus Harbor Real Estate Capital, to dive deep into the rapidly evolving debt and equity landscape in commercial real estate. They explore why private credit is on fire, the regulatory pressures driving borrowers away from traditional banks, and how debt fu…

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DAM IoT hardware and News 1:23:16

4d ago1:23:16

1:23:16

Don't worry the DAM Pod didn't go anywhere. Mike updates us on the herd, Kevin has a new member to the DAM fam, and Rohit struggles with audio problems.

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How secure is securitized debt? 18:19

4d ago18:19

18:19

Watch the video version on YouTube Securitized products have emerged as a compelling investment option in 2025, offering higher yields and diversification benefits compared to other fixed income sectors. As economic uncertainties loom, these products provide investors with the opportunity to make targeted bets on specific market segments, such as t…

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WTT: Reconstructing Private Equity: Portfolio Construction for the Post-Distribution Drought 6:17

4d ago6:17

6:17

The movies from my teenage years foreshadowed the topsy-turvy world of today’s private equity industry. Back then, we heard of strange things afoot at the Circle K (Bill & Ted’s Excellent Adventure) and dogs and cats living together (Ghostbusters). Today, a lack of distributions and secondary sales from longstanding leaders strange things in the in…

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Calling All OSJ's 23:18

6d ago23:18

23:18

Key highlights include: -Why every OSJ is claiming “growth support” - and how to prove yours is different. -The importance of building a defined support team, not just a friendly face. -The role of succession planning, niche services, and event programming in advisor attraction. -How to shift your firm from “we say we do this” to “here’s exactly ho…

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Inside the CRE securitization market: Trends, risks, and optimism ahead 24:49

4d ago24:49

24:49

Despite elevated distress levels and refinancing risks, investor appetite for CMBS and CRE-CLOs remained strong through the first half of 2025. Andrew Foster, Senior Director of Business Development at KBRA, talks to us about what’s happening in the US CRE securitization market, and covers a wide range of topics from CMBS issuance trends to sector …

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SageSpring Private Wealth's Winston Justice - from protecting star quarterbacks to protecting families' wealth 38:12

6d ago38:12

38:12

Welcome back to the Alt Goes Mainstream podcast. Today’s podcast is with an elite performer on and off the field who has gone from protecting quarterbacks to protecting families’ wealth. We sit down with former NFL and USC star Winston Justice, whose entrepreneurial spirit that was stoked while he was still playing in the NFL has led to a successfu…

1
Insurance Tips for Property Investors and Business Owners that Could Save You Thousands!! 40:58

5d ago40:58

40:58

In this episode, Christian Rodwell sits down with insurance expert Josh Munt to explore the often-overlooked world of insurance for property investors, business owners, and professionals. Josh shares practical tips, common pitfalls, and actionable strategies to ensure you’re properly covered—without overpaying or leaving yourself exposed. Key Discu…

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Are Investors Complacent? 34:12

6d ago34:12

34:12

Markets seem to be taking tariffs and landmark changes in global trade policy in stride. Goldman Sachs’ Jan Hatzius and Dom Wilson discuss the impact of tariffs on inflation and growth, and their outlook for the second half of 2025. This episode was recorded on July 17, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Markets Maintain! 29:41

7d ago29:41

29:41

Join Moe and Javaid as they discuss the markets after earnings reports last week. The economy seems to be showing signs of resilience, how is it holding up? What is the latest on the Fed and when will they cut rates? The Genius Act went into effect, what does that mean for the markets and cryptocurrencies as a whole? Listen now to hear the latest!…

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Episode 44: Tariffs, tensions, and turnarounds 16:33

7d ago16:33

16:33

After a roller-coaster quarter, we break down the key events, examine how markets responded, and highlight what investors should watch for in the months ahead with Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Yuko Girard, VP and Portfolio Manager.…

1
Sabina Lien: From Northern Germany to Winter Park – A Journey of Resilience and Purpose 23:09

8d ago23:09

23:09

In this episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director at Rockefeller Global Family Office, speaks with Sabina Lien, Managing Director and Private Advisor of Lien DeGrace Wealth Partners. Sabina reflects on her early life in rural Germany, her bold move to the U.S. at 21, and her path from hotel management to financia…

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Rates, Risk, and Resilience: Fed Strategy, Market Reactions, and the Politics of Monetary Policy 12:19

7d ago12:19

12:19

We explore the outlook for rates and FX amid a soft landing scenario—and dive into the rising political pressure on the Fed. Could central bank independence be at risk?By PineBridge Investments

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CIO Greatest Hits: Endowments – Scott Wilson (WashU) 56:46

7d ago56:46

56:46

Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Scott Wilson from Washington University-St. Louis. We packaged these two leading endowments to compare their investment styles. Scott comes from a direct investing background and has adopted a position-focuse…

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CIO Greatest Hits: Endowments – Andy Golden (Princo) 1:14:28

8d ago1:14:28

1:14:28

Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Scott Wilson from Washington University-St. Louis. We packaged these two leading endowments to compare their investment styles. Andy started his career at Yale with me and became one of the leaders of the end…

1
Future-Proofing Your Tech Stack: What Advisors Need Now 22:59

11d ago22:59

22:59

Key Highlights: -Signs your current tech stack might be holding you back. -Why decentralized, stagnant systems are a red flag. -The importance of automation, integration, and mobile access. -What top-performing firms are using today (hint: Salesforce, AI, and more). -How to evaluate new tools without getting overwhelmed by vendor hype. -The hidden …

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Wash Sales Aren’t The Problem – Your Advisor Is | Your Money Podcast – Episode 554

11d ago

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Wash Sales Aren’t The Problem – Your Advisor Is | Your Money Podcast – Episode 554

10d ago

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Taking a pulse on healthcare 25:41

11d ago25:41

25:41

Watch the video version on YouTube High yield investments in the healthcare sector have been navigating a complex landscape in 2025. Healthcare remains a focal point for policy changes, impacting both equity and credit markets. The healthcare high yield space offers unique opportunities, with issuers often skewing toward provider-based companies li…

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Future Proof Citywide Replay: Alt Goes Mainstream Live with Blue Owl's Marc Zahr 46:05

12d ago46:05

46:05

Future Proof, which holds one of the industry’s largest wealth conferences, invited me to hold a live podcast earlier this year with Blue Owl Co-President and Global Head of Real Assets Marc Zahr. Marc is a pioneer in the real estate space, building Blue Owl into a market leader in the triple net lease strategy, a commercial real estate investment …

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The Ball, The Buzz & The Business: What We Really Get from Industry Events 1:17:12

11d ago1:17:12

1:17:12

In this special episode of The Viking Chats, Kristjan Byfield sits down with fellow Base Property Specialists & The Depositary co-founder and industry icon An Deckers (aka Big Red) for a reflective and revealing look at what actually matters in the property industry—and why showing up still makes all the difference. Fresh from the Kerfuffle Confere…