Capital Allocators Podcasts

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Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

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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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Resonanz Spotlight

Vincent Weber

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20d ago2w 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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The Memo by Howard Marks

Oaktree Capital Management

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14d ago2w ago

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On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard, released in tandem with or shortly after their publication.

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Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

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2d ago2d 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 ...

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The Investor With Joel Palathinkal

Dr. Joel Palathinkal

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The Investor with Joel Palathinkal is a global omni channel show which highlights institutional investors from all walks of life and supports the continuing education for the next generation of allocators

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Dakota Live! Podcast

Robert Morier

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4d ago4d ago

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The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.

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Capital Markets Intelligence

CMI

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The daily intelligence brief for institutional real estate capital markets. Monday through Friday, we deliver the market insights, deal flow intelligence, and tactical advantages that drive nine-figure decisions. Sourced from the same data rooms and trading desks where your competition operates. For sponsors, developers, and institutional investors who need to stay ahead of the curve in commercial real estate capital allocation. Host facilitates introductions between qualified parties.

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Alt Investing Made Easy

AltInvestingMadeEasy LLC

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1h ago1h ago

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Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...

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Masters in Business

Bloomberg

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Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.

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The Institutional Edge: Real allocators. Real alpha.

Angelo Calvello

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4d ago4d ago

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Welcome to The Institutional Edge: Real allocators. Real alpha! Dr. Angelo Calvello hosts this exciting new podcast partnership with Pensions & Investments, designed to cut through the noise in institutional investing. Unlike other investment podcasts filled with vendor pitches and rambling biographical stories, this series delivers focused 30-minute episodes featuring real asset owners who actually deploy capital. Get ready for authentic insights that challenge conventional thinking and hel ...

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Money Maze Podcast

Money Maze Podcast

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3d ago3d ago

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The world of finance has a huge impact on all of us. This show aims to explore and unravel some of the mysteries surrounding the investing business, via interviews with masters of the real life money maze. Expect tips for mastering capital allocation, making better business decisions, strategies for taking your career to the next level, and revelatory profiles of leading industry figures. Whether you're a current or aspiring investment professional, a regular investor, or a student exploring ...

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Alpha Exchange

Dean Curnutt

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7d ago0w ago

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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...

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CAPITAL ALLOCATORS & ADVISORS PODCAST by Datt Capital

Emanuel Datt

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6y ago6y ago

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Emanuel Datt from Datt Capital interviews Investors, CEOs, Advisors and other investment market participants. Discover new investment opportunities, themes and strategies from the inside players.

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The Allocators

Cardata

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2y ago2y ago

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The Allocators goes inside the minds of financial decision makers by asking them pressing questions about their allocation strategies.

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Forward Looking Business

Kevin Griffith, Nick Lipetzky

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5y ago5y ago

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Listen to business adventures and learn capital strategies that explain how money has been invested, measured, tracked, and sourced creating companies that have achieved their CEO's vision. Ambitious CEOs and business owners share a common drive to maximize the potential of their organization. If your goal is to increase per-share value this podcast is for you.

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Money For the Rest of Us

J. David Stein

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17h ago17h ago

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A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com

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All the Hacks with Chris Hutchins

Chris Hutchins

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Learn all the hacks to upgrade your life, money and travel – all while spending less and saving more. Host Chris Hutchins is a life hacker who has saved millions by breaking down every aspect of life, looking to maximize happiness at the lowest cost. Chris and guests like Tim Ferriss, Tony Hawk, Codie Sanchez and Gary Vaynerchuk will help you learn the strategies and tactics they used to shape their success.

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The Chief Strategy Officer Podcast

Outthinker

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1M ago5w ago

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The Chief Strategy Officer Podcast brings you conversations with global executives who lead strategy to share their unique experiences in tackling complex challenges, navigating disruptive technologies, and driving impactful growth. The Chief Strategy Officer role can be lonely and misunderstood. In today's interconnected world, no single leader has all the answers. To learn more about how Outthinker's network of leading chief strategy officers can offer you time-saving solutions, trend insi ...

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The Alt Asset Allocation Podcast

Ben Lakoff

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2+ y ago2+ y ago

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The Alt Asset Allocation Podcast is all about allocating a bit of your time, energy and money into Alternative Assets (e.g. PE, VC, Real Estate, Gold, Crypto). There are other investment options available outside traditional stocks and bonds. Join Ben Lakoff, CFA as he dives into Unique investment options for the everyday investor.

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Operator Mode

Avory Team

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8M ago34w ago

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Conviction starts with understanding. Operator Mode is a long-form podcast, 30-60 min, hosted by Sean Emory, founder of Avory & Co., focused on deep conversations with the CEOs, executives and founders shaping the future.

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The Allocator

Brian Hertzog

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1+ y ago1+ y ago

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How do the world's most productive, influential, and innovative people choose to spend their time, energy, attention, and capital? In "The Allocator" podcast, we go behind the scenes to unpack the strategic allocation decisions of leaders, entrepreneurs, creators, and thinkers. Each episode features an in-depth interview with a fascinating guest, diving into how they thoughtfully manage their most valuable and limited resources. We explore the frameworks, routines, and tradeoffs they use to ...

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Allo.Capital

Allo.Capital

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12d ago1w ago

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A podcast about the capital allocation layer of the tokenized internet. We are catalyzing a network of hackers, thinkers, and doers, to help fund what matters in the 21st century.

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The IRF Podcast

irfpodcast

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Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.

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Understanding Investing

Richard M. Smith

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“The noblest pleasure is the joy of understanding.” - Leonardo da Vinci Understanding investing is the key to long-term investing success. But it's not a destination. It's a journey. Listen in as your host, Dr. Richard Smith, takes you on a multi-faceted tour through the world of successful investing. Dr. Smith shares his insights from over two decades of applying his background in mathematics and systems science to investing and helping tens of thousands of individual investors manage and t ...

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Retirement Planning Education, with Andy Panko

Andy Panko

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3d ago3d ago

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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!

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Better Than B-School

Joe Wells

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1+ y ago1+ y ago

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Timeless wisdom for investors and entrepreneurs. We study the topics you didn't cover in business school—everything from deception to power, disasters to public works projects, and more—to build our mental maps, improve our judgment, and increase our effectiveness as business builders and capital allocators. Each season is an in-depth study of a specific topic, and each episode covers a different book within that topic. Our goal each season is to answer big questions, uncover common trends, ...

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The Future of Capitalism

The Vistria Group

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3+ y ago3+ y ago

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With rising income inequality, a reckoning on race, and a recognition within the business community that the status quo is unsustainable, the ultimate question becomes, what is the future of capitalism? For several years, The Vistria Group has led a dialogue in the investment community around the Future of Capitalism, recognizing that the expected and unintentional spill-over effects from the focus on profits above all have brought us to a critical and unsustainable moment. The firm has conv ...

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Intelligent Wealth Podcast

Tony Byrne, Awet Ghirmay, and Carl Roberts

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8d ago1w ago

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Intelligent Wealth Podcast is about investing in great businesses with Tony Byrne, Awet Ghirmay, and Carl Roberts.

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Asset Backed

Andres Sandate

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3M ago10w ago

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Experts estimate that the asset-based finance (ABF) and specialty finance market represents a $40 trillion opportunity. ABF and specialty finance primarily finance things that touch our daily lives, including housing, medical/healthcare, communication, and the workplace. Additional areas include sports, media, data, education, clean energy, and manufacturing. The Asset Backed podcast by Endurance Strategies, LLC, hosted by Andres Sandate, features in-depth and timely conversations with leade ...

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Voice of FinTech®

Rudolf Falat

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25d ago3w ago

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Aiming to inspire entrepreneurs around the world to launch their new ventures. Connect FinTech enthusiasts with start-ups, incubators, accelerators, investors and incumbents.

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ECH Institute Podcast

ECH Institute Inc.

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2d ago2d ago

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🐱 Your go-to educational podcast on the Ethereum ecosystem. Hosted by the ECH Institute Inc., it covers: 🔹 PEEPanEIP – Deep dives into Ethereum Improvement Proposals (EIPs). 🔹 Ethereum Core Devs Calls – Key insights from core client development discussions. 🔹 Ecosystem Project Demos – Showcasing Web3 public goods projects. 🔹 In-Depth Interviews – Conversations with builders shaping Ethereum and beyond. Stay informed, stay decentralized—tune in now! Listen on Spotify - https://creators.spotif ...

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Wealth Management Invest

WealthManagment Invest

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10d ago1w ago

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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...

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The Meb Faber Show - Better Investing

The Idea Farm

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18m ago18m ago

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Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...

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Dev Raga Personal Finance

Dev Raga

135

337

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4d ago4d ago

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Money concepts made simple for busy professionals, hosted by Melbourne-based doctor Dev Raga. New episodes every Wednesday. Formerly named my millennial money professional Hosted on Acast. See acast.com/privacy for more information.

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In The Trenches

Steve Divitkos

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3d ago3d ago

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The only podcast dedicated exclusively to Entrepreneurs and CEOs running Small to Medium Sized Businesses (SMB). Nobody knows what it’s like to be an Entrepreneur or CEO unless you’ve been one. Though many understand the rewards of company leadership, very few understand the arduous journey that’s required to get (and stay) there. I share my own lessons as an Entrepreneur and CEO, and interview experts spanning Sales, Leadership, Mental Health, M&A, and Operations (among others) all with a s ...

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50X

Colossus

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3M ago14w ago

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Dissecting the anatomy of extraordinary long-term investments. Learn more at 50Xpodcast.com.

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Brown Advisory CIO Perspectives

Brown Advisory

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30d ago4w ago

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Welcome to our Investment Podcast where our CIOs explore issues of the day with leading investors from inside and outside Brown Advisory.

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The Zurich Project: Build a Great Investment Firm - presented by MOI Global

John Mihaljevic, CFA

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6y ago6y ago

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The mission of The Zurich Project is to accelerate investment managers on their path to business success in a principled, sustainable way. The goal is to help each participant build a great investment business, one that will deliver value to the manager and his or her clients over the long term. The Zurich Project workshop is an annual invitation-only forum for sharing best practices in the areas of investment management, operations, and marketing. It brings together a select group of manage ...

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Good Dirt: Conversations with Leaders in Real Estate & Beyond

Mike and Tom Greeley

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1y ago1y ago

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Welcome to Good Dirt: Conversations with Leaders in Real Estate & Beyond - interviews with some of the most interesting and respected players in the commercial real estate industry, with a focus on investors, developers, and equity allocators that are shaping the built world around us. Hosted by Mike Greeley and Tom Greeley, brothers and teammates within the Newmark capital markets platform. Because the real estate industry is hyper-connected to all sectors of commerce, we will also regularl ...

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Turbo Impact

Turbo Net Zero

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10d ago1w ago

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Turbo Impact is a podcast by Turbo Net Zero, exploring how sustainability shapes private capital. We bring together top investors, institutional allocators, and entrepreneurs to discuss how sustainability influences investment and corporate strategies. Each episode dives into real-world insights on integrating sustainability in private capital. Turbo Impact features candid conversations with industry leaders who turn sustainability challenges into strategic opportunities and meaningful impact.

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Real Talk: Real Estate Discussions with Andrew Kirsh

Andrew Kirsh

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11d ago1w ago

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Welcome to Real Talk: Real Estate Discussions with Andrew Kirsh. In each episode of Real Talk, Andrew interviews industry leaders. We'll hear their real-time opinions on today's market, their background and unique career highlights, and guidance for newcomers to the industry.

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Stock Talking

stocktalking

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3+ y ago3+ y ago

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Interviews, ideas and more on stocks.

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CFO THOUGHT LEADER

The Future of Finance is Listening

373

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CFO THOUGHT LEADER is a podcast featuring firsthand accounts of finance leaders who are driving change within their organizations. We share the career journey of our spotlighted CFO guest: What do they struggle with? How do they persevere? What makes them successful CFOs? CFO THOUGHT LEADER is all about inspiring finance professionals to take a leadership leap. We know that by hearing about the successes — (and yes, also the failures) — of others, today’s CFOs can more confidently chart thei ...

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Newcomer Investor

Newcomer Investor

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1M ago4w ago

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🎙️ Welcome to the Newcomer Investor Channel! Here, we dive deep into the stories behind exceptional businesses and make investing fun and accessible — for everyone. Whether you’re a beginner or a seasoned investor, this podcast is designed to inspire, educate, and entertain as we explore the world of investing together. Plus, we’re sometimes joined by incredible guests and experts who share their unique insights! Connect: X: @NewcomerInvest Email: [email protected] Finchat: My ...

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The Portfolio Construction Podcast

Netwealth Investments Limited

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1M ago5w ago

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In this podcast series, Paul O'Connor, Netwealth's Head of Investment Management & Research, picks the brains of key wealth management professionals to uncover unique insights on the investment areas they are most passionate about. Together they explore potential opportunities, challenges and considerations in the market while also sharing fascinating stories and lessons from their experience. We hope you enjoy the unique perspectives.

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The Investors First Podcast

CFA Society Orlando

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21d ago3w ago

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The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...

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

Michael Sidgmore

169

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21h ago21h ago

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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 ...

show series

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1122: Capital Allocation as a CFO’s North Star | Chris Miorin, CFO, Apexanalytix 44:37

1d ago44:37

44:37

Chris Miorin’s path to the CFO office began in a crucible of leadership. At West Point, and later at Ranger School, he was forged in environments designed to test resolve. Commissioned shortly after 9/11, he knew combat was certain. Leading an infantry platoon in Iraq, he found himself working side-by-side with a colonel “30 years my senior.” The c…

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CIO Greatest Hits: Multi-Family Offices – Stan Miranda (Partners Capital) 55:40

3d ago55:40

55:40

This week’s Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller from Brandywine. Both firms started as multi-family offices that have evolved in different ways. Partners Capital has grown and scaled as a leading OCIO, while Brandywine has remained a boutique with a …

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MicroStrategy’s $110B Bitcoin Play: Smart Capital Allocation or Investor Trap? 42:06

5d ago42:06

42:06

MicroStrategy has become the world’s largest Bitcoin treasury company — raising billions, buying Bitcoin, and transforming from a software business into a crypto giant. But is this strategy brilliant financial innovation… or a high-risk bubble waiting to burst? In this episode of the Intelligent Wealth Podcast, Tony, Carl, and Awet debate: 1. Micro…

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S2 EP 6 | Capital Allocation in Web3: Christopher Vitale & Kevin Owocki on Ethereum’s Future 1:02:03

13d ago1:02:03

1:02:03

How can philosophy and media theory help us design better systems for funding in Web3? In this episode, Kevin Owocki of Allo Capital sits down with Christopher Vitale, Associate Professor of Media Studies at Pratt Institute in Brooklyn, NY, founding member of the Graduate Program in Media Studies, and creator of Networkologies. Together, they explo…

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Capital Allocators' Ted Seides - the capital allocator behind the mic 58:53

17d ago58:53

58:53

Welcome back to the Alt Goes Mainstream podcast. What happens when two podcasters walk into a room? They talk. Today’s podcast turns the tables on one of the industry’s leading podcasters and content creators to have him share his story and experience as an allocator and content creator. We sat down with Ted Seides, the Founder of industry-leading …

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Deep Gov: Configurable AI Politicians for Capital Allocation and Governance | EPD #20 41:16

16d ago41:16

41:16

DeepGov - AI Politicians for Governance DeepGov - AI Politicians for Governance DeepGov enables configurable AI Politicians for capital allocation and governance. Our platform provides tools for exploring political alignment, voting mechanisms, and direct interaction with AI politicians representing different ideological perspectives. Useful Links …

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AI in Asset Allocation and Investment Management with CBS Prof. Harry Mamaysky, CIO of QuantStreet Capital (USA) 43:03

26d ago43:03

43:03

Harry Mamaysky, Professor at Columbia Business School and Chief Investment Officer at QuantStreet Capital, spoke with Rudolf Falat, founder of the Voice of FinTech podcast, about AI potential for investment management and asset allocation. Here is what they covered: Harry – what's your background? How did you get to what you do today? Why re-join a…

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Blake West: Private Equity Investor 46:38

3h ago46:38

46:38

On this podcast, you’ll get a front-row seat to how private equity investors think about building businesses, scaling operations, and creating long-term value. Expect deep dives into the lower middle market, lessons learned from real investments, and practical insights for entrepreneurs, operators, and aspiring investors. Blake, our guest, is an ex…

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Bob Elliott on The Biggest Macro Experiment of Our Lifetime | #595 1:05:58

18m ago1:05:58

1:05:58

Subscribe to YouTube Today’s guest is Bob Elliott, CEO and CIO of Unlimited, which uses machine learning to create low-cost index replications of 2&20 style alternative investments. Prior to founding Unlimited, Bob served on the Investment Committee at Bridgewater Associates and led Ray Dalio’s investment research team for nearly a decade. In today…

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Episode 2: Weekend Intelligence - Strategic CRE Positioning 6:32

1d ago6:32

6:32

Friday evening, and while your competition heads to happy hour, we're delivering the weekend intelligence that positions institutional real estate capital for Monday's advantage.**The Week That Moved CRE Markets:**- Treasury moved from 4.73% to 4.68% this week- SOFR down 3 basis points to 4.55%- Impact on $100M+ permanent loans and construction fin…

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Moody's Analytics Chief Economist Mark Zandi on the US Economy 1:08:42

2d ago1:08:42

1:08:42

Barry speaks with Mark Zandi, chief economist at Moody's Analytics about his career and the state of the US economy today. See omnystudio.com/listener for privacy information.By Bloomberg

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E:50 Unlocking the Secrets of Premium Finance with Charles Heinzelman with C4 Financial Partners 30:56

2d ago30:56

30:56

In this episode of Alt Investing Made Easy, Charles Heinzelman discusses premium finance, its benefits for high net worth individuals, and the importance of tax planning. He shares insights on networking, compliance in finance, and lessons learned from the financial crisis. Charles emphasizes the significance of personal philosophy in professional …

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Execution Layer Meeting 219 [2025-08-28] | ACDE 219 1:11:50

6h ago1:11:50

1:11:50

Agenda: https://github.com/ethereum/pm/issues/1687

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The Acquisition Entrepreneur and Mental Health 32:12

5h ago32:12

32:12

This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ * This episode is brought to you by ⁠⁠⁠B⁠⁠⁠⁠⁠⁠oulay, the industry standard for…

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Episode 1: Thursday Intelligence - Life Insurance Underwriting Changes 6:47

6h ago6:47

6:47

Thursday morning, and while everyone else is reading yesterday's news, we're delivering tomorrow's advantage. Today's intelligence brief covers the 10-year Treasury move to 4.73%, SOFR positioning at 4.58%, and critical market intelligence on conduit lender discipline.**Key Intelligence:**- Treasury and SOFR movements impacting $100M+ permanent loa…

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182: Private Credit: Hype, Hazard, or the Next Big Thing in Long-Term Growth? With Huw Van Steenis, Vice Chair of Oliver Wyman. 51:42

7h ago51:42

51:42

When someone speaks with a deep of understanding of the banking and finance systems, is widely respected, and then expresses a strong but debatable view, about a developing asset class, we think it’s important to hear that voice and to challenge and distil its key messages. So in this episode we welcome back a former guest who appeared on the MMP i…

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#167 - Q&A edition...basis in inherited IRAs, Social Security break even analysis, coordinating RMDs and Roth conversions and MORE! 54:30

6h ago54:30

54:30

Listener Q&A where Andy talks about: How to account on your tax return for the basis in inherited IRAs ( 7:00 ) Is having large Required Minimum Distributions ("RMDs") really a bad thing ( 12:04 ) Is there any merit to using a break-even analysis to help decide when to start Social Security ( 15:59 ) When does it make sense for someone to consider …

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Why Central Banking Is So Hard and Why Fed Independence Matters 24:36

3d ago24:36

24:36

Central bankers set policy with incomplete information, unobservable targets, and constant trade-offs between growth, inflation, and employment. In this episode, we delve into how the fight for Federal Reserve independence could impact markets, interest rates, and your financial future. Topics covered include: What Federal Reserve Chair Powell said…

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At The Money: Buying into the Ownership Society 16:38

4d ago16:38

16:38

How would you like to move from Labor to Capital? You can, by shifting some of your compensation from cash to equity. There are some tricky tax rules to learn, but potentially big gains to be had. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Rit…

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Arcesium's David Nable - architecting private markets technology infrastructure for the future 49:50

3d ago49:50

49:50

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into how operations and streamlining technology processes can be turned into a strategic advantage. We sat down with Arcesium’s MD and Head of Client and Partner Development David Nable to discuss how technology is impacting how funds manage their processes, operations, and data…

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Dakota Live! Podcast: Consistency and Culture with CIBC Private Wealth 37:02

1d ago37:02

37:02

In this episode of Dakota Live! Podcast, we sit down with Angela Williams, a Senior Investment Analyst at CIBC Private Wealth in Boston. Angela brings over 25 years of industry experience to her role, where she is responsible for manager due diligence and selection for CIBC Private Wealth's Multi-Manager Investment Program. Angela shares her insigh…

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Sarah Leners: Bull City Venture Partners 55:52

1d ago55:52

55:52

In this episode, Joel Palathinkal chats with Sarah Leners about her venture capital journey at Bull City Venture Partners. They explore Bull City's investment strategy, deal sourcing, and managing differing opinions in deal flow. Sarah offers advice for first-time fundraisers, discusses tools for sourcing deals, and shares insights on venture capit…

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Smarter Strategies for Retirement, Wealth Building, and Taxes with Michael Kitces 59:30

4d ago59:30

59:30

#243: Discover smarter strategies to grow your wealth and create financial flexibility. We dive into when it makes sense to invest beyond retirement accounts, how to access savings early through Roth conversions and 72(t) distributions, ways to reduce taxes with HSAs, tax-advantaged accounts, and charity, and so much more. Michael Kitces is the Hea…

1
534 what is depreciation? 15:36

1d ago15:36

15:36

In today's episode, Dev explains what depreciation is, how it works and how it can save you on tax, particularly if you own a property or run a business. He covers: 👉🏾 what is depreciation? 👉🏿 types of depreciating assets 👉🏻 why it's so important 👉 concepts within depreciation 👉🏼 the two methods - prime cost & diminishing value 👉🏽 and practical exa…

1
The Future of Compliant Privacy Solutions with Nathaniel Fried | 0xbow | Privacy Pools | EPD #24 35:56

2d ago35:56

35:56

In this episode, we discuss the importance of privacy in blockchain technology with Nathaniel Fried from Privacy Pools. They explore the challenges of maintaining privacy while ensuring compliance with regulations, the mechanics of how Privacy Pools work, and the implications for everyday users and institutions. Nathaniel shares insights on the nec…

1
Oscar Ramos: SOSV China 1:01:24

2d ago1:01:24

1:01:24

In this episode, Oscar Ramos shares his journey to China and his diverse background leading to his role at SOSV. He discusses his early career in R&D, challenges in China, and the evolving startup community there. The conversation compares tech ecosystems in Europe and China, touching on entrepreneurship and risk perception. Oscar explores adapting…

1
Ryan Teal, Head of ODD – Albourne (EP.59) 50:05

2d ago50:05

50:05

Ryan Teal is a Partner and Head of Operational Due Diligence at Albourne, a global investment consulting firm. Ryan and I talk about the role of AI within the ODD lens. Whether you’re an ODD practitioner or a manager trying to understand current trends you will want to take a listen. Ryan shares their approach on using AI as well as some recent sur…

1
The AI Implementation Gap: What's Stopping Asset Allocators? 34:20

2d ago34:20

34:20

"I feel like the adoption of an AI tool could potentially eliminate the need for other existing tools - it might not be a net add, it could be a net efficiency gain." - Melissa Lopez In this episode, Angelo Calvello of The Institutional Edge interviews Melissa Lopez, former Managing Director at James Irvine Foundation, about AI integration in insti…

1
Kate Brodock: W Fund 1:01:57

3d ago1:01:57

1:01:57

In this episode, Joel Palathinkal and guest Kate Brodock of W Fund, explore venture capital with a focus on underrepresented founders. Kate discusses launching a VC fund and building a community at scale. Topics include early-stage founders' needs, accelerator structuring, and virtual vs. in-person event dynamics. They cover strategies for engaging…

1
CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2021 (Brandywine) 45:09

6d ago45:09

45:09

1
CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2017 (Brandywine) 54:25

6d ago54:25

54:25

1
1121: Agility Through Scenario-Driven Finance | Ademir Sarcevic, CFO, Standex International 46:38

4d ago46:38

46:38

During what he calls a “terrible soccer game” his son was playing, Ademir Sarcevic picked up a recruiter’s call that would change his career. The game was lopsided, but the timing was fortunate. Within months, Sarcevic was interviewing with Standex International’s leadership team. By 2019, he was CFO of the diversified manufacturer, helping guide a…

1
Tracy Chadwell: 1843 Ventures 56:34

4d ago56:34

56:34

In this episode, Joel Palathinkal is joined by Tracy Chadwell of 1843 Ventures to explore the intersection of autonomous transportation and venture capital. Tracy shares her journey from law to finance, highlighting the significance of 1843 and Ada Lovelace. They discuss cross-border investments in Asia and the role of angel investing and venture p…

1
Daria Abbaei: Naples Technology Ventures 50:35

5d ago50:35

50:35

In this episode, Joel Palathinkal welcomes Daria Abbaei from Naples Technology Ventures to discuss her background and the evolution of the Naples tech ecosystem. They explore the benefits of a lean venture fund, best practices in sourcing and screening deals, and current cybersecurity trends, including the use of honeypots. The conversation shifts …

1
Anna Raptis: Amplifica Capital 1:02:37

6d ago1:02:37

1:02:37

In this episode, Joel Palathinkal is joined by Anna Raptis of Amplifica Capital, to discuss her purposeful strategy targeting women investors and her journey into venture capital. Anna shares her early career influences, including her family's business and roles at the UN and World Bank, which shaped her focus on impact investing and financial incl…

1
The Parallels of Past and Present in Finance - Mark Higgins | #594 59:07

7d ago59:07

59:07

Today’s guest is Mark J. Higgins, a Senior VP for IFA Institutional, where he focuses on providing advisory services to institutions. He’s also the author of Investing in U.S. Financial History: Understanding the Past to Forecast the Future, which is one of my favorite books on financial history. In today’s episode, Mark explores the parallels betw…

1
Tariffs, The Fed, and Macro Focus with Morgan Stanley’s Ellen Zentner 1:16:34

9d ago1:16:34

1:16:34

Barry speaks with Ellen Zentner, Chief Economist Strategist and Global Head of Thematic and Macro Investing for Morgan Stanley Wealth Management and a member of the Firm’s Global Investment Committee. She and her team are responsible for generating event-driven and forward-looking secular thematic insights, identifying how they can contribute to Mo…

1
Kris Kumar, Founder and CIO, Goose Hollow Capital 59:13

7d ago59:13

59:13

It was a pleasure to welcome Kris Kumar, founder and CIO of Goose Hollow Capital, back to the Alpha Exchange. Kris presents a compelling argument that traditional economic frameworks centered on consumption are becoming obsolete as AI-driven capital expenditure emerges as the dominant growth engine. With companies spending $400 billion annually on …

1
Consensus Layer Meeting 163 [2025-08-21] | ACDC 163 25:59

7d ago25:59

25:59

Agenda: https://github.com/ethereum/pm/issues/1673

1
Juniper Square's Alex Robinson - "high tech and high service," balancing AI with the human element in fund administration 1:03:21

10d ago1:03:21

1:03:21

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into what the future of fund administration could look like with a tech-forward approach and the application of AI. We sat down with Juniper Square CEO and Co-Founder Alex Robinson to discuss how and why they’ve built a digital first fund administrator for private markets, start…

1
Steven Melia: Openview Ventures 1:01:50

7d ago1:01:50

1:01:50

In this episode, Joel Palathinkal chats with Steven Melia about his career shift to True Search and OpenView Ventures. They explore hiring in venture funds, strategies for joining top VCs, and OpenView's diverse team approach. Steve highlights the value of sales skills, personal branding, and a unique perspective in venture capital. They discuss cr…