Best Tpa Podcasts (2026)

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Prog-Watch 1301 - Prog-Watch and TPA Present Some of the Best of 2025, Pt. 1 1:38:22

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4h ago1:38:22

1:38:22

Happy 2026! Join us and start the year off right with some of the best progressive rock produced last year, as we begin our Prog-Watch and The Progressive Aspect collaboration on the Best of 2025! This year's contributors include Alex Driessen, David Edwards, Rob Fisher, John Giordano, Jane Lee, Magnus Moar, Rick Peuser, Ian Paul Sharp, Graham Thom…

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Is TPA a new idea or a new name? Beyond the Acronyms: LACERA’s Jon Grabel on Holistic Portfolio Management 33:19

1h ago33:19

33:19

How did LACERA stay positive in fiscal 2022 when most pension funds were down—and what does their "functional framework" have to do with it? Some nvestment consultants are promoting Total Portfolio Approach (TPA) as the next evolution in institutional investing. But what if sophisticated asset owners have been doing this work all along—without the …

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Make or break time for the SDP 37:20

1h ago37:20

37:20

In the first episode of 2026 - podcast host Duncan Barkes is joined by Will Yarwood of the TPA. Their guest is William Clouston, leader of the Social Democratic Party. William talks about the origins and history of the party and outlines some of their current policies. He also says the next general election will be "make or Break" for the SDP.…

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Healthcare Interoperability Explained (feat. Will Tesch) 24:17

3h ago24:17

24:17

Healthcare interoperability isn’t just about standing up APIs—it’s about ensuring the data being exchanged is accurate, consistent, and usable across systems. In this episode of Regulatory Joe, we’re chatting with Will Tesch (CEO of TESCHGlobal and HealthLX) about how health plans can meet interoperability requirements and prepare what for what’s c…

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Financial Resolutions + Some Favorite 2025 Things (#407) 52:19

4d ago52:19

52:19

Scott and Dan share their financial resolutions and discuss their favorite book, movie and TV show from 2025. They also discuss the penny's lucrative goodbye. Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This…

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Beyond Fee Savings: How IPERS Uses Co-Investments to Build Investment Talent 39:02

9d ago39:02

39:02

Why does IPERS say NO to 95% of co-investment deals? Their CIO reveals the disciplined approach that attracts top practitioners to public service. In Episode 13 of “The Institutional EDge,” host Angelo Calvello explores an innovative co-investment approach with IPERS' CIO Sriram Lakshminarayanan and Senior Investment Officer Craig Payne. Managing $…

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Wait, Why Am I Paying an Additional Medicare Tax? (#406) 42:13

11d ago42:13

42:13

Teachers who collect a pension, Social Security, and draw income from a non-Roth retirement account may face an additional Medicare tax. Lucretia Ryan of Financial Freedom for Women breaks it all down. Why Am I Paying an Additional Medicare Tax? Financial Freedom for Women More Dirty Little Secrets of Medicare "Advantage" (YouTube) Dirty Little Sec…

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Addressing A National Footballing Scandal 33:10

14d ago33:10

33:10

Podcast host Duncan Barkes is joined by the TPA's Jonathan Eida for this episode where the learn about a footballing national scandal. Duncan and Jonathan meet John Stiles, former footballer and campaigner, to hear more about his campaign to get justice and support for ex-players suffering from the effects of neurodegenerative diseases caused by re…

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Private Equity in 401(k)s: Democratizing Returns or Democratizing Risk? 39:02

14d ago39:02

39:02

Can "onerous disclosure" actually protect 401(k) participants from alternative investment losses? In Episode 4 of the Private Markets Series, Angelo Calvello, host of Institutional Edge, interviews Gerald Alain Chen-Young, Chief Investment Officer of the National Public Pension Funds Association and Principal at GCY Associates LLC. They examine Pre…

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Doing Well and Doing Good: How Nonprofits Can Compete in HUD-Based Development 21:13

18d ago21:13

21:13

Episode Summary In this episode, HUD attorney and multifamily housing strategist Terry Bruner explores how nonprofits can successfully enter and thrive in HUD-backed development. He explains the biggest barriers nonprofits face, including infrastructure challenges and liquidity constraints, while also highlighting the opportunities they have to lev…

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How the Grinch Stole the 403(b) (#405) 40:29

18d ago40:29

40:29

On the 25 year anniversary of the blog post that identified the 403(b) grinch we ask who today is to blame for the blight of the 403(b)? How the TPA Grinch Stole the 403(b) Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or ta…

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2025 Regulatory Highlights for Health Plans, PBMs and TPAs 13:57

20d ago13:57

13:57

2025 brought major ACA, PBM and TPA regulatory shifts—and teams across the healthcare ecosystem felt the impact. This episode recaps the year’s most important compliance lessons and what every organization must prepare for in 2026. Joe breaks down the themes that defined the year: evolving CMS rules, new MPMS processes, tighter pharmacy benefit ove…

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Our 2025 Awards 48:52

19d ago48:52

48:52

The fizz was flowing as podcast host Duncan Barkes was joined in the studio by four guests for our 2025 Awards. Joining Duncan are Elliot Keck and Anne Strickland from the TPA, along with Joe Dinnage from CapX and Matthew Bowles from the Prosperity Institute. There's top banter and political predictions as the guests make their nominations for a va…

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Digital accessibility: What payments firms need to know in 2026 19:21

21d ago19:21

19:21

With an estimated one in five people in the UK living with a disability, providing digital services that are accessible to all is an increasingly important consideration for businesses. And with the 'purple pound' now estimated to be worth £274 billion, firms that prioritise accessibility also stand to gain a huge competitive advantage. Join our sp…

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101 Dimensions - December 2025 1:54:46

23d ago1:54:46

1:54:46

My 101 Dimensions program for December features nearly two hours of great electronic/ambient/progressive music from Trace, Grobschnitt, Johannes Schmoelling, Anthony Phillips, and Johan Agebjörn!By Anthony Rowsick

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Unpacking TPA: Bloomberg’s Justina Lee’s Take on the Latest Asset Allocation Trend 34:18

21d ago34:18

34:18

Is Total Portfolio Approach the next Portable Alpha—brilliant innovation or overhyped rebranding? Justina Lee, senior reporter at Bloomberg News covering global markets and quant strategies, joins the show to dissect the Total Portfolio Approach phenomenon sweeping through institutional investing. Fresh off covering CalPERS's historic shift from 11…

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Oops Vanguard Did It Again (#404) 39:32

25d ago39:32

39:32

Vanguard raises admin fees on 403(b) plans (again). CIT 403(b) legislation is back in the news. Equitable hits dubious milestone. New financial term. April 2025 Admin Fee Increase Et tu, Vanguard pod? Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be c…

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Episode 10: 340B Innovation and Advocacy: A Conversation with Executive Leaders at The Craneware Group 42:55

26d ago42:55

42:55

In the latest episode of our business-focused podcast 340B Leaders Upfront, host Anna Mangum sits down with two executive leaders at The Craneware Group: Chief Customer Officer Lidia Rodriguez-Hupp and Chief Transformation Officer Tara Hanuscak. Founded in 1999, The Craneware Group is a leading provider of healthcare financial performance and 340B …

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Patient Profile: Melissa Korn 42:48

26d ago42:48

42:48

Join us for a discussion with Soophia Naydenov and Melissa Korn, Deputy Bureau Chief of Media at the Wall Street Journal as she describes her experience with pulmonary embolism, post-spinal surgery.

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Can the Tories get back the working class vote? 35:37

27d ago35:37

35:37

Podcast host Duncan Barkes and the TPA's Will Yarwood chat to Clark Vasey, co-founder and director of Blue Collar Conservatism. They discuss the Conservative Party's role in representing those that work for a living and are classed as blue collar or white collar workers. Clark also explains his motivation for setting up Blue Collar Conservatism in …

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Prog-Watch 1226 - Variety + Andrew Latimer on Progressive Discoveries 1:27:30

30d ago1:27:30

1:27:30

On this week's Prog-Watch, Dr. Rob Fisher returns to take an in depth look at War Stories, the fabulous new solo album by Andrew Latimer of Camel fame! Also, new music from Kepler Ten, Yak, and Mostly Autumn!By Anthony Rowsick

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Taking Chips Off the Table: The Rise of Secondaries with Andy Greene, CIO, Toronto Transit Commission Pension Plan 35:33

28d ago35:33

35:33

How do you mitigate the J-curve while getting your capital back 2 years faster than traditional funds? Andy Greene, CIO of the $10 billion Toronto Transit Commission Pension Plan, discusses how his team has successfully increased its private markets allocation from 20% to 41% since 2017, with a notable focus on using secondaries as a strategic tool…

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The Invisible Handoff: Why HUD Deals Break Down Between Approval and Closing 21:01

1M ago21:01

21:01

Episode Summary In this episode, HUD attorney and multifamily housing strategist Terry Bruner breaks down one of the riskiest stages of HUD transactions: the invisible handoff between approval and closing. He explains why deals often stall after HUD issues the green light, the critical role of communication, and the common mistakes that derail clos…

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It's Becoming a Ritual (#403) 51:16

1M ago51:16

51:16

Bay area math teacher and Instagrammer Bree Lee talks teaching and running her popular financial Instagram account Ritual Finance. Ritual Finance Instagram Bio 2023 Interview Free Retirement Guide Money Guide for CalSTRS Members Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing prese…

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The BBC's Very Public Breakdown 33:59

1M ago33:59

33:59

Podcast host Duncan Barkes and the TPA's Callum McGoldrick are joined by Rebecca Ryan from Defund The BBC. Together they discuss the latest revelations that have rocked the BBC to the core and which resulted in the resignation of Director General Tim Davie. They also discuss the clear examples of journalistic bias and what should happen next to the…

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MCAS 101: What ACA Health Plans Need to Know About Market Conduct Annual Statements 8:33

1M ago8:33

8:33

In this episode of Regulatory Joe, ClearFile president Joe Boyle down the fundamentals of Market Conduct Annual Statements (MCAS) for ACA health plans—what triggers an annual call, how regulators use the data, and why organizational readiness determines whether a review stays routine or escalates to a formal market conduct exam. He also covers how …

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How Selective Insurance Unlock Private Market Returns Through Structured Innovation 42:13

1M ago42:13

42:13

"We don't have to invest in privates"—When does a CIO managing $11 billion say no to alternative investments? In our 16th episode of our Private Markets Series, Joe Eppers (CIO) and Vaib Kalia (Head of Fixed Income) from Selective Insurance explain how P&C insurance companies benefit from private market investing. The key advantages include diversi…

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Markets Are Frothy and Concentrated. Time to Diversify? (#402) 41:11

1M ago41:11

41:11

The market is largely being driven by a handful of Artificial Intelligence-focused companies. Is it time to diversify? Should You Buy at All-Time Highs? Global Diversification Is Still Working University of Missouri Risk Tolerance Assessment Financial Visualization of Markets (finviz.com) Learned by Being Burned (short pod series about K-12 403(b) …

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BUDGET 2025: Reeves' Benefits Bonanza 34:20

1M ago34:20

34:20

Podcast host Duncan Barkes is joined by the TPA's Darwin Friend and Reem Ibrahim, Head of Media at the Institute of Economic Affairs, to react to today's Budget.By Duncan Barkes

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Episode 9: 340B Specialization: A Conversation with Ravin Consultants Chief Operating Officer/Principal 22:35

1M ago22:35

22:35

In the latest episode of our business-focused podcast 340B Leaders Upfront, host Anna Mangum sits down with Rob Ferraro, Chief Operating Officer and Principal of Ravin Consultants. A Florida-based company founded by Jennifer Lockwood in 2017, Ravin Consultants specializes in various 340B implementation and compliance matters. The growing company su…

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Catch-up (Contributions) If You Can (#401) 33:51

2M ago33:51

33:51

Age-50 contributions are changing in 2026. Here's what you need to know. Treasury, IRS Issue Final Regulations on New Roth Catch-Up Rule Catch-Up Contributions for Higher Earners in 457(b) Plans: What You Need to Know (Kiplingers) Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing pre…

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Is It The End Of The Great British Pub? 31:34

2M ago31:34

31:34

Podcast host Duncan Barkes and the TPA's Elliot Keck are joined by Emma McClarkin OBE, Chief Executive of the British Beer and Pub Association. With next week's Budget being pivotal to the survival of the UK hospitality sector, they discuss the increasing costs to pubs and breweries that are seeing many of them struggle. Emma outlines what the Chan…

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From fintech trend to mainstream finance: The future of buy now, pay later 13:56

2M ago13:56

13:56

Buy now, pay later has grown into a £13 billion presence in UK consumer finance — and regulation is now catching up. Jack Robertson, Data Journalist at The Payments Association and payments expert Russell Hickman, Director at TSYS discuss BNPL’s evolution from a checkout convenience to a core credit product, the implications of the FCA’s new regula…

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Risk Adjustment in a Post-Subsidy ACA Health Plan Marketplace 9:13

2M ago9:13

9:13

After APTCs will likely expire at the end of this year, ACA risk adjustment is set to shift significantly—and health plans need to prepare now. In this episode of Regulatory Joe, ClearFile President Joe Boyle explains how a post-subsidy marketplace will impact risk pools, filings and business processes through 2027. He breaks down what happens when…

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An Unfiltered Take on Private Markets: Huizenga Capital Management’s Brad Bryndal on AI, Defense Tech, and the Tokenization of RWA 40:59

2M ago40:59

40:59

What if enterprise software as we know it is dead in five years? A family office insider explains why AI might make traditional SaaS obsolete. In the 8th installment of our Private Markets Series, host Angelo Calvello interviews Brad Bryndal, Senior Managing Director at Huizenga Capital Management, about his unconventional approach to private marke…

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Prog-Watch 1225 - Explorations, Vol. 8 - The Canterbury Scene 1:28:39

2M ago1:28:39

1:28:39

This week's Prog-Watch is another edition of our Explorations series, this one looking at The Canterbury Scene! Come explore this sub-genre through great music from Caravan, Gong, Hatfield and the North, Steve Hillage, Khan, Supersister, National Health, Egg, and the Soft Machine!By Anthony Rowsick

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More Dirty Little Secrets of Medicare "Advantage" (#400) 1:09:21

2M ago1:09:21

1:09:21

Lucretia Ryan of Financial Freedom for Women shares the tricks and traps of Medicare "Advantage" in this recorded 403bwise Event. Financial Freedom for Women Presentation Slides Video of Presentation Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be co…

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End This Nonsense of Taxing People To Pay Debt Interest 30:54

2M ago30:54

30:54

Podcast host Duncan Barkes and the TPA's Darwin Friend are joined by economist Professor Tim Congdon CBE. Tim is one of the world's leading monetary analysts and advised the 1979 to 1997 Conservative government on economic policy. They discuss the lack of monetary understanding at the Bank of England and at the Treasury and what needs to happen to …

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Episode 8: Federally Qualified Health Center/Ryan White Clinic 340B Specialists: A Conversation with Nuvem's Executive Leaders 31:06

2M ago31:06

31:06

In the latest episode of our business focused podcast 340B Leaders Upfront, host Anna Mangum sits down with Scott Seidelmann, CEO of Nuvem, and Nuvem Chief Customer Officer Brenda Barry. Nuvem, founded in 2013 as 340B Basics and rebranded as Nuvem in 2023 to reflect a broader mission, offers solutions in pharmacy management, 340B technology and com…

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SBCERA's Don Pierce: Why Cash Has Option Value in Private Markets 21:42

2M ago21:42

21:42

How does a $20B+ pension fund generate $1 billion in gains from rebalancing alone? In Episode 14 of “The Institutional Edge,” host Angelo Calvello sits down with Don Pierce, Chief Investment Officer at San Bernardino County Employees' Retirement Association (SBCERA). Don shares his distinctive income-first approach to private markets investing, inc…

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101 Dimensions - November 2025 1:49:07

2M ago1:49:07

1:49:07

My monthly 101 Dimensions program includes nearly two hours of progressive electronic and ambient music from Sverre Knut Johansen, Edgar Froese, Vangelis, Redshift, and Michael Stearns & Ron Sunsinger!By Anthony Rowsick

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ALA-HAL: State of the Merger After SOC 26:02

2M ago26:02

26:02

With Alaska and Hawaiian Airlines attaining Single Operating Certificate (SOC) status at the end of October, the two airlines are now a single carrier from the FAA’s perspective. To discuss how this marks an important transition for our pilot groups, Alaska MEC Chair Will McQuillen and Hawaiian MEC Chair Larry Payne sit down to offer their perspect…

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TPA Pushes Back on Single Vendor Plan (#399) 31:29

2M ago31:29

31:29

Baltimore City Public Schools is going single vendor. Third-party administrator Omni-TSACG who oversees the current plan that features numerous red-rated vendors is sad. Current Baltimore City Public Schools vendor list Omni-TSACG letter Scott's Rebuttal to Omni-TSACG letter Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwi…

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Is It Ever Possible To Fix The Tax System? 31:48

2M ago31:48

31:48

Podcast host Duncan Barkes and the TPA's Elliot Keck chat to Daniel Herring, Head of Economic and Fiscal Policy at The Centre for Policy Studies. They discuss this week's speeches about the economy by Chancellor Rachel Reeves and Reform UK's Nigel Farage. The CPS, along with other groups, has just joint published a document called 'Tax Reforms for …

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Prog-Watch 1224 - Variety 1:27:55

2M ago1:27:55

1:27:55

This week's Prog-Watch is a variety program with a few from artists included in the most recent PROG Magazine! Tune in to hear great contemporary stuff from Jim Griffin, Viper Soup Complex, The Wood Demons, Connor Kaminski, Nad Sylvan, Dave Bainbridge, Mark Bogert, BEAT, and Gentle Giant!By Anthony Rowsick