Tea and Crumpets is Formidable Asset Management's biweekly podcast that features Formidable's Managing Partner and CEO, Will Brown, and Chief Investment Officer, Adam Eagleston, CFA, talking directly about current events in relation to their expertise and business in a conversational manner.
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Assetmanagement Podcasts
Reliability Radio: Your Source for Maintenance and Asset Strategy This podcast is essential listening for Maintenance and Reliability professionals dedicated to achieving operational excellence. Our mission is to provide clear, actionable insights and expert knowledge to help you elevate your asset management practices. Through engaging interviews with industry leaders, authors, and technology experts, we explore practical strategies that drive value, from mastering foundational maintenance ...
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Connecting the asset & wealth management industry in nine minutes or less. Every month on the 9th at 9:00 AM Eastern, we bring you insightful conversations with industry leaders, exploring their career journeys, key lessons learned, and perspectives on opportunities in the industry. In between, we're adding episodes to the mix in a different format that explore trending industry themes - always in nine minutes, or less. Nicsa is a not-for-profit trade association striving to connect all face ...
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Legal Zeidgeist is an investment funds law podcast series brought to you by Zeidler Group, the technology driven law firm revolutionising legal and regulatory compliance services for the asset management industry. Our team of lawyers, regulatory compliance, data and technology experts along with our industry partners will discuss the latest perspectives, best practices and leading insights to help investment firms and asset managers re-evaluate and revolutionise their current approach to inv ...
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Welcome to the Risk Intelligence Podcast, where the Global Association of Risk Professionals, also known as GARP, brings together the world's foremost Risk Practitioners, from around the globe, for in depth insights and discussions on today's most important risk issues in finance and energy. Here is your chance to listen in.
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We take a detour into the Dickensian in evaluating the state of the economy. First, the recent inflation print, which showed a significant decline in the level of price increases, was a fiction worthy of Dickens, with the majority of the data simply made up as a result of the government shutdown. Setting that aside, since 2021, wage growth has not …
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Agentic AI in Action: Bob Suh, CEO of OnCorps AI
11:04
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11:04In this episode of The Nine, we sit down with Bob Suh, Founder and CEO of OnCorps AI, to unpack the rapid evolution of artificial intelligence across financial operations. Trading volumes have surged across the industry, but operational capacity hasn’t kept pace. Bob explains why a new wave of agentic AI is changing that trajectory. In just nine mi…
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After Thanksgiving, we take a look at poultry, especially how dove-ish the Fed is now expected to be, a sharp reversal from a few weeks ago. We also discuss the odds-on favorite for the next Fed chair and how his political leanings may (or may not) influence which direction the Fed takes. Recent employment data has been lackluster, to put it mildly…
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Reliability Radio EP 348 Jack Ryan - JLL - TRC25
21:57
21:57
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21:57In a unique twist at The Reliability Conference 2025, hosts Jonathan Guiney and Brendan Russ hand over the microphone to Jack Ryan, a young engineer from JLL. Jack interviews the veteran hosts, exploring how reliability methodologies have evolved through technology while core objectives remain the same. The trio discusses the "Sisyphus" nature of t…
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Reliability Radio EP 347 Fabrice Brion - I-Care - TRC25
12:28
12:28
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12:28In this episode of Reliability Radio, hosts Jonathan Guiney and Brendan Russ sit down with Fabrice Brion of I-care at The Reliability Conference to move past the AI hype and focus on actionable solutions. Fabrice argues that for technology to succeed, it must be implemented "bottom-up," solving real problems for the workforce rather than serving as…
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Reliability Radio EP 346: THE GLUG: WHY YOU'RE OVERWHELMED - Bryce Steffens - JLL
13:57
13:57
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13:57On this episode of Reliability Radio, hosts Jonathan Guiney and Brendon Russ speak with JLL's Bryce Steffens about the most important asset in the age of AI: People. While many workers are "running scared" that AI will take their jobs, Bryce shares a revolutionary mindset shift: What if you eliminate your own job first? Drawing from his presentatio…
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After a long hiatus (no, not related to the government shutdown) we return with a look at the economy and markets. On the economic front, despite a lack of formal data, signs point to a weakening labor market. Consumers in the bottom 80% have spending post-Covid that has barely kept pace with inflation, with prices higher by around 25% since 2020. …
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Reliability Radio EP 345: HIGH STAKES UPTIME Michael Bigelow - Seattle Children's Hospital
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11:50
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11:50On this episode of Reliability Radio, hosts Jonathan Guiney and Brendan Russ welcome Michael Bigelow, Systems Engineering, Energy and Water Efficiency lead at Seattle Children's Hospital, to discuss the extreme measures taken to ensure the reliability of critical assets, specifically patient transport elevators. In a facility where vertical transpo…
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Reliability Radio EP 344: IS YOUR HAND CALIBRATED? Matt Vilardebo - JLL
11:57
11:57
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11:57Join Hosts Jonathan Guiney and Brendon Russ on Reliability Radio as they welcome Matt Vilardebo from JLL. Drawing on four decades of experience—starting with his father's early work in vibration analysis—Matt discusses the surprising persistence of reactive maintenance. He explores the "million dollar question": Why do maintenance teams still walk …
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Reliability Radio EP 343: A HUMAN MUST BE IN THE LOOP Bill Kilbey - Waites
12:19
12:19
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12:19On this episode of Reliability Radio, hosts Jonathan Guiney and Brendan Russ welcome Bill Kilbey, Chief Reliability Officer from Weight Sensor Technology, to discuss the ongoing tension between AI hype and the human element in condition monitoring. Drawing on his background from the U.S. Navy's nuclear submarines, Bill emphasizes that sound and vib…
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Reliability Radio EP 342: THE AI EASY BUTTON MYTH Candi Robison - Ultimo
10:16
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10:16On this episode of Reliability Radio, hosts Jonathan Guiney and Brendan Russ welcome Candi Robinson from IFS Ultimo to confront the biggest misconception in Enterprise Asset Management (EAM): that AI is an "easy button" that will magically fix every operational problem. With two decades of EAM experience, Candi argues that technology cannot solve a…
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Reliability Radio EP 341: THE 70% FAILURE TRAP Allen Rienstra - SDT Ultrasound
15:10
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15:10On this episode of Reliability Radio, hosts Jonathan Guiney and Brendon Russ welcome Allen Rienstra from SDT Ultrasound Solutions to discuss the biggest mistake companies make after purchasing new technology: undervaluing training. Allen reveals that the failure rate for new monitoring programs that neglect continuous, hands-on training aligns perf…
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Reliability Radio EP 340: THE VIBRATION LIE - Robert Skeirik
16:03
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16:03On this episode of Reliability Radio, hosts Jonathan Guiney and Brendan Russ (JLL) welcome Robert Skeirik from i-care, the largest independent vibration service company globally, to discuss the limitations of traditional monitoring and the future of Maximo Predict. Robert reveals the critical flaw in using a single "overall" vibration number, expla…
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Reliability Radio EP 339: THE 'MUST TO DUST' SECRET, Jon Mortensen - IFS
15:19
15:19
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15:19Jonathan and Brendon welcome Jon Mortensen from IFS on Reliability Radio for a discussion that defines the future of enterprise asset management. Jon reveals IFS's commitment to the full Asset Lifecycle Management (ALM) journey, which they call the "Must to Dust" cycle. The key focus is on solving the universal problem of capital constraint. Learn …
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Reliability Radio EP 338: 2.5 YEARS TO BLACK BELT, Sheldon Roper – JLL
7:57
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7:57Join Jonathan Guiney and Brendon Russ on Reliability Radio as they speak with Sheldon Roper, a CRL Black Belt and Reliability Engineer at JLL. Sheldon shares his unique career path from working on offshore rigs to becoming a reliability engineer and achieving his Black Belt in a remarkably short two and a half years. This conversation demystifies t…
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The Secrets of Successful AI Adoption for Asset & Wealth Management Firms, with Olmstead's Anthony Whitford
9:58
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9:58Olmstead's Head of Data, AI, and Technology Practice, Anthony Whitford, shares the secrets of successful AI adoption strategy ahead of his panel at Nicsa's Asset & Wealth Management Summit November 11+12 in Boston. For more, visit: http://nicsa.org and http://olmst.com And check out these articles for more detailed insights from Anthony: Clients de…
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In this episode, we talk a pay homage to Will's mentor by focusing on value and discipline, two things very much out of favor in the market at present. It is easy to see why as in the wake of five consecutive months of market gains, statistically the odds favor further appreciation. Moreover, even though valuations are high, historically valuation …
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Reliability Radio EP 337: THE AI THAT CAME FROM SUBMARINES, Jeremy Frank KCF
12:22
12:22
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12:22Join Jonathan Guiney and Brendon Russ on Reliability Radio as they welcome Jeremy Frank, CEO of KCF Technologies. Jeremy shares his company's fascinating journey, which began 25 years ago with niche, high-tech work for the Department of Defense on applications for submarines and helicopters. He explains how KCF successfully transitioned this "exoti…
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Reliability Radio EP 336: SAP & AI: NO MORE T-CODES, Andy Hancock
13:12
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13:12Join Jonathan Guiney and Brendon Russ on Reliability Radio as they welcome Andy Hancock from SAP to discuss the transformative impact of artificial intelligence on enterprise asset management. Andy explains how SAP is leveraging AI—from its early predictive analytics library to its new digital assistant, Joule—to fundamentally change how users inte…
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Ramine Bigdeliazari on How Tokenization & Digital Assets are Shaping the Future of Asset & Wealth Management
10:22
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10:22Fidelity Digital Assets’ Ramine Bigdeliazari joins The Nine to discuss how digital assets and tokenization are reshaping asset & wealth management. From stablecoins to tokenized funds, he explores the opportunities, challenges, and future impact of this rapidly evolving space. Hear more at https://www.fidelitydigitalassets.com and http:// http://ni…
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In this episode, we talk a lot about the job market, which is anything but hot, and its implications for the Fed, which is under pressure. All of the below tend to support President Trump's criticism of Powell being "too late": weakening job growth this summer (only +22k jobs in August, mostly in health care). likelihood of significant negative rev…
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Reliability Radio EP 335: STOP OVERBUYING PARTS, Jeremiah Woodford – Verusen AI (MRO Strategy
16:40
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16:40Jeremiah Woodford – Verusen AI: Optimizing spares inventory tends to be a forgotten item with the focus being on day-to-day operations and maintenance activities. Often enough, companies are over buying parts and/or not accounting their use property to know where to start. We speak with Jeremiah Woodford of Verusen AI to discuss their current capab…
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Reliability Radio EP 333: THE SHINY OBJECT SYNDROME - Jennifer Gatza - Maven
11:03
11:03
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11:03In this episode of Reliability Radio, Jennifer Gatza from Maven joins Jonathan Guiney and Brendan Russ to discuss a common problem in the Maximo® community: the "shiny object syndrome." Jennifer, a computer engineer by background, shares her powerful insight that putting technology first—before process and strategy—is a critical pitfall that leads …
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Reliability Radio EP 334: THE LAST MILE FOR AI, Louis Innocent, EAM 360
11:37
11:37
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11:37Join Jonathan Guiney and Brendon Russ on Reliability Radio as they welcome Louis Innocent, Director of Asset Management at EAM 360. Louis dives into a core problem facing the industry: the persistent failure of mobile adoption strategies. He explains the "why" behind this resistance—from generational knowledge gaps to poorly designed applications—a…
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In this episode, Will and Adam examine former Secretary of Labor Robert Reich's comments comparing today to the Gilded Age. We acknowledge there are several similarities, including increasing wealth disparity, the emergence of disruptive technology, and widespread commingling of government with business. We specifically discuss the recent discussio…
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Reliability Radio EP 332: The Smart Digital Reality, Peter Bynarowicz – Hexagon
12:46
12:46
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12:46Join Jonathan Guiney and Brendon Russ on Reliability Radio as they speak with Peter from Hexagon, a company focused on Asset Information Management (AIM). The discussion begins with a look at a fundamental challenge facing every industry: the "silver tsunami" and the loss of critical knowledge. Peter explains how Hexagon's solution bridges the silo…
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Reliability Radio EP 331: PEOPLE ARE THE KEY TO RELIABILITY. Roger Ham and Muhammad Yusuf
14:23
14:23
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14:23Join Jonathan Guiney and Brendon Russ on Reliability Radio as they welcome Roger Ham and Muhammad Yusuf Bin Nazman from Kerry Ingredients, a global food production powerhouse. This episode tells the story of Kerry's journey, which began in 2021 with a commitment to "safety first, quality always," and culminated in a prestigious Uptime Award for rel…
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Reliability Radio EP 330: SMALL TEAM. BIG RELIABILITY. John Fortin & Billy Appleton
11:44
11:44
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11:44Join Jonathan Guiney and Brendon Russ on Reliability Radio as they welcome John Fortin and Billy Appleton from the Beverly Salem Water Board. This episode tells the inspiring story of a small utility (18 employees, 4 in maintenance) serving 100,000 residents, and their incredible journey from outdated, verbal maintenance practices to winning an Upt…
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Noise, Risk, and Readiness: Bite-sized Insights from 2025 Nicsa Live Events with Mike Dembro, Joanne Kane, and Tim Pitney
6:36
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6:36In this special compilation episode of The Nine, we’re bringing you bite-sized insights from live Nicsa events, featuring expert voices on three of the industry’s most talked-about topics. Mike Dembro (MFS) puts political noise in perspective with a data-driven look at investing through election cycles Joanne Kane (SS&C) delivers a plainspoken…
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In this episode, we provide a recap on earnings so far in Q2, which, so far, have been good enough for the market to remain near all-time highs. We also delve a little deeper into some of the megacap earnings, especially as it relates to whether accounting rules are optically improving earnings while cash flow is shrinking as spending on capital ex…
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Reliability Radio EP 329: IBM Predictive Maintenance misinterpreted -Tom Woginrich
14:37
14:37
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14:37Join Jonathan Guiney and Brendon Russ on Reliability Radio for a controversial debate with Tom Woginrich from IBM on "predictive maintenance vs. condition-based maintenance." Tom challenges the traditional view, defining the "predictive maintenance" of old as limited "univariate analytics" (single variables like vibration), often leading to frustra…
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Reliability Radio EP 328: YOUNG GUNS OF RELIABILITY - Eric Rosales & Alexis Madris – JLL
18:25
18:25
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18:25Join Jonathan Guiney on Reliability Radio as they sit down with JLL's rising stars, Alexis Madris and Eric Rosales. Offering a fresh, younger perspective on the industry, they reveal the unexpected appeal of reliability and asset management: the creativity in data analysis, the thrill of problem-solving, and the satisfaction of seeing assets perfor…
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European Fund Distribution 101: Facilities Agents & Cross-Border Registrations
9:17
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9:17In this episode of The Legal Zeidgeist, Kate Horgan is joined by Patricia Nitschke and Shalu Sura from our Regulatory Services Division to demystify two essential services supporting global fund distribution: European Facilities Agent Services and Regulatory Cross-Border Registrations. Patricia provides a detailed overview of the Facilities Agent, …
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Beyond the Checklist: Smarter Due Diligence for Fund Managers
6:31
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6:31In this episode of The Legal Zeidgeist, Mathilde Stich unpacks the critical role of due diligence in the investment funds industry. With growing regulatory scrutiny and operational complexity, fund managers are under more pressure than ever to ensure robust due diligence processes are in place. Whether you're managing fund operations, compliance, o…
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Law & AI: How Do You Like Them A(I)pples?
12:27
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12:27In this episode of The Legal Zeidgeist, Kate Horgan is joined by Alex Mercer, Head of Innovation at Zeidler Group, to explore how AI is transforming the delivery of legal services. Drawing on his background as a lawyer and his current role leading innovation, Alex offers a behind-the-scenes look at how Zeidler Group embeds large language models and…
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Fund Disclosure in Transition: UK Product Summary vs EU PRIIPs KID
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17:53In this episode of The Legal Zeidgeist, we dive into one of the most consequential yet under-discussed developments in fund disclosure: the regulatory divergence between the UK’s proposed Product Summary and the EU’s PRIIPs Key Information Document (KID). As the UK continues to chart its post-Brexit course, asset managers are now facing two paralle…
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In the first half, we look at the OBBBA, and what its passage may mean for investors, as well as for the government's balance sheet. Debt from baseline projection of 154% of GDP to upwards of 200% of GDP with the OBBBA. Deficits from around 6% of GDP to over 7% with the OBBBA. Despite the ballooning deficits and debt, markets are celebrating the pr…
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Stress Testing: Current Issues, Regulatory Analysis, and a Sneak Peek at the Future
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32:13Hear from Cristian deRitis, deputy chief economist at Moody's Analytics, on the stress testing impact of heightened geopolitical risk, constantly shifting tariffs, climate risk developments, and AI/ML evolution. This podcast examines stress testing challenges and trends, with an eye on how regulation and recent events are shaping these important ex…
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From Complexity to Clarity: Mike Mastroianni on What’s Next for Fund Innovation
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7:57In this episode of The Nine, Mike Mastroianni—Nicsa Board member and industry operations veteran—joins host Sarah Walter to unpack the forces reshaping the asset and wealth management landscape. With experience across service providers, asset managers, and client channels, Mike offers a unique lens on how firms can lead through change. This convers…
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Reliability Radio EP 327: MAXIMO®: THE DATA FIX • Asset Analytix
13:36
13:36
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13:36Join Jonathan Guiney on Reliability Radio as he welcomes Sunil Kamerkar, from Asset Analytix. With over 30 years in the business, Asset Analytix specializes in helping Maximo® users transform their operations, focusing on data quality, PM job plan optimization, and strategic program assessments. Sunil explains their partnership with Reliabilityweb'…
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Reliability Radio EP 326: Africa, Reliability Rising • Natascha Heyman
9:40
9:40
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9:40Join Jonathan Guiney on Reliability Radio as he speaks with Natascha Heyman, Director of WIRAM Africa (Women in Reliability and Asset Management). Natascha shares her inspiring story of joining WIRAM and her vision for accelerating the organization's exposure across Africa. She highlights ongoing, impactful projects like the Grand Ethiopian Renaiss…
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In the first half, we examine the (rumored) literal fisticuffs in D.C., and the implications of the proposed "Big, Beautiful Bill" on taxes, spending, the deficit, interest rates, and the dollar. We discuss the timing of tax cuts versus spending cuts, especially in light of the employment data we have seen since 2022, wherein: Private sector job gr…
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Reliability Radio EP 325: Future-Proofing Real Estate, Data, Art, and Spaces
12:52
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12:52Join Jonathan Guiney and Brendon Russ on Reliability Radio as they chat with Jim Barlow, Solution Strategy at JLL Technologies, live from TRIRIGAWorld. Jim unpacks the major themes shaping global real estate, including the current market contraction and the projected 30 million square feet of corporate space leaving US portfolios. Discover how lead…
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What You Need to Know About Dual Share Class ETFs with Christopher Swansey and Daniil Shapiro of Cerulli Associates
9:06
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9:06In this timely episode of The Nine, we explore the growing interest in dual share class ETFs—a product structure that could significantly reshape the investment landscape. Host Sarah Walter is joined by Christopher Swansey and Daniil Shapiro of Cerulli Associates, who offer expert insights into why asset managers are filing for SEC exemptive relief…
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Reliability Radio EP 324: Trades Gap: The Book -Dave Reiber & Rich McInnes
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16:54
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16:54Join Jonathan Gagne and Brendan Russ on Reliability Radio as they sit down with passionate industry experts Dave Reiber from Reliabilityweb and Rich McInnes from Net Results. This episode dives deep into the urgent issue of the skilled trades gap – a "big hole that's getting bigger." Dave and Rich reveal the motivation behind their upcoming book, d…
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Reliability Radio EP 323: From Icebergs to AI, MaxTAF's Journey to MaximoWorld
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11:15In this episode of Reliability Radio, host Jonathan Guiney sits down with Alexander Delic and Karolina Szymanska from MaxTAF at MaximoWorld. From flight cancellations and unexpected layovers to breakthrough tech sessions on generative AI, this episode is packed with real stories and real innovation. MaxTAF is on a mission to bring AI-powered produc…
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Reliability Radio EP 322: Smart Before Fast, David Armstrong
11:32
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11:32First get smart, then get quick. Dave Armstrong of Cohesive joins Reliability Radio live at MaximoWorld 2024 to talk digital integration, smarter asset strategies, and how to unlock serious ROI in Maximo Application Suite. With all our technology that we have available, we still struggle at getting it all in one place. We hear about concepts such a…
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In this episode, we have a no-holds-barred conversation featuring Kalee Kreider, a seasoned political strategist and expert in climate policy. Together, we dig into the uncomfortable truths about markets, politics, and the economic pressures facing everyday Americans. From election forecasts and the appeal of government gridlock to the harsh realit…
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Tariffs, Trade Wars, and the Credit Risk Reckoning
25:10
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25:10Hear from Michael Crumpler, CEO, Credit Benchmark and Jon Hilsenrath, former Wall St. Journal senior writer and founder of Serpa Pinto Advisory, as we examine early warning signs, strategic responses, and innovative risk management approaches needed in today's volatile trade environment. This podcast explores the intersection of trade policy and cr…
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Curiosity as a Superpower: Cheri Belski on Leading with Vision in a Changing Industry
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10:09In this episode of The Nine, Sarah Walter welcomes Cheri Belski, Head of Investment Management Solutions at LPL Financial, for a dynamic conversation on leadership, adaptability, and the evolving future of asset and wealth management. Cheri shares how an unconventional path—from politics to portfolio strategy—fueled her growth and helped her develo…
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