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Wealth Management Invest

WealthManagment Invest

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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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In this episode we sit down with healthcare veteran Matthew Holt, founder of The Health Care Blog and Health 2.0. Matthew shares his fascinating journey from Stanford grad student to healthcare technology commentator, offering candid insights into digital health, clinical trials, and the challenges of healthcare innovation. From discussing the pote…
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In this episode of Note to File, we dive deep into the world of clinical research, exploring the challenges of resident physician training, the impact of private equity on clinical trial management systems, and the often-unspoken ethical dilemmas in the field. Join us as we unpack difficult sponsor behaviors, share hilarious research confessions, a…
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Special Pope election edition. In this episode, Rohit Nambisan from Lokavant and Jonathan Crowther from Pfizer discuss their innovative approach to clinical trial forecasting. They explore how advanced data analytics and AI can help predict and improve trial operational success, from site selection to protocol design. The conversation delves into r…
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In this episode, Meri Beckwith from Lindus Health discusses his journey from venture capital to clinical research, sharing insights on the inefficiencies of traditional CROs. He explains how Lindus is taking a different approach by aligning incentives, focusing on patient experience, and developing innovative trial models. The conversation explores…
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In this episode of Sticky Notes, Brad & Denali dive into the latest trends in clinical research, exploring how younger adults are getting medical advice from social media, the potential impact of pharmaceutical tariffs on R&D, and the evolving landscape of decentralized clinical trials. We discuss the challenges and opportunities of involving healt…
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We sit down with Bree Burks from Veeva to discuss the company's latest innovations in clinical research technology. We dive deep into Veeva's upcoming CTMS (Clinical Trial Management System), their strategy for connecting sponsors and sites, and the importance of creating more streamlined, user-friendly technology for clinical research sites. Bree …
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In this episode, Brad and Denali dive into recent industry developments, including Bay Pine's $1.5 billion acquisition of CenExel clinical research site network, the FDA's potential shift to AI-based animal testing alternatives, growing challenges with clinical trial recruitment and public trust, emerging pharmaceutical import tariffs, and the ongo…
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Join David Bodamer, Editorial Director at WealthManagement.com, and his guest, Brad Walker, Co-President at CAIS, as they delve into the transformative landscape of alternative investments. Discover why independent wealth managers and RIAs are increasingly incorporating alts into client portfolios and the innovative trends making this possible. Hig…
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In this episode Jim Kremidas, Executive Director of the Association of Multi-Site Research Corporations (AMRC), discusses the evolving landscape of clinical research sites. We explore how multi-site research corporations are working to improve operational efficiency, quality standards, and patient experiences in clinical trials. Kremidas shares ins…
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In this episode, we sit down with Jamie Massengill from SSM Health to unpack the complex world of clinical research in community healthcare. We dive deep into the challenges of launching successful research programs, exploring innovative partnership models, physician engagement strategies, and how community hospitals can transform clinical trials. …
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In this episode we talk with Chris Venezia, CEO of ProofPilot, about the often-overlooked operational challenges in clinical trials. Chris shares his unexpected journey into clinical research and reveals how ProofPilot is transforming the industry by simplifying communication, document sharing, and patient engagement. From addressing fundamental co…
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Join David Bodamer as he sits down with Stephanie Drescher, Apollo’s chief client and product development officer, to unravel the potential of alternative investments for wealth advisors. David and Stephanie explore why Apollo is confident in hitting $150 billion in assets within the wealth channel and why traditional portfolios fall short without …
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In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Robert Picard, managing director and head of alternative investments at Hightower, to unravel the shifting dynamics of private markets and their role in contemporary investment portfolios. With over 34 years of experience, Robert shares insights into why bill…
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In this episode we discuss the challenges and perceptions of central recruitment campaigns, including resistance from sites, the need for a thoughtful, patient-centered approaches rather than a boiler room approach and Paul helps to dispell a few clinical trial myths.By Note to File: A Clinical Research Podcast
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In this episode of the Wealth Management Invest podcast, host David Bodamer connects with Brendan McCurdy, managing director and co-head of the financial advisor solutions team at Ares, to delve into private market investments. They discuss how financial advisors navigate the complexities of private equity, private credit, real estate, and infrastr…
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WealthManagement.com’s Executive Editor for Investments David Bodamer chats with Robert Collins, co-head of private wealth at Partners Group. Partners Group, an alternative asset manager, was an early mover into the global wealth market, including a popular 15-year-old private equity fund in the United States. Collins explores the shift from public…
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WealthManagement.com’s David Bodamer delves into the recent research published by Brookfield Oaktree Wealth Solutions with David Levi, managing partner and CEO of Brookfield’s Global Client Group. During their conversation, they discuss Brookfield’s strategic focus on making institutional-quality assets accessible to a broader investor base. David …
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In this episode of the Wealth Management Invest podcast, host David Bodamer sits down with Bob Long, CEO and partner of StepStone Private Wealth, to explore StepStone’s approach to developing private market investments for the wealth channel. Long discusses why Stepstone has opted for evergreen funds—semi-liquid, continuously invested structures ra…
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David Bodamer of WealthManagement.com sits down with Mike Scarsciotti, SVP and Head of Investment Specialists at Fidelity Investments, to discuss the changing dynamics of portfolio construction. Fidelity draws insights from analyzing 12,000 portfolios. Their conversation covers significant trends, including the growing popularity of ETFs, the resur…
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David Bodamer sits down with Joan Solotar, Global Head of Private Wealth Solutions at Blackstone, to explore the evolution of private market investments and how financial advisors can leverage these opportunities to enhance their clients’ portfolios. Joan discusses how technology and innovation are reshaping investment processes, making it easier f…
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David Bodamer speaks with Jack Shannon, a senior analyst on Morningstar’s manager research team, in an episode recorded in front of a live audience at the Morningstar Investor Conference. They delve into the distinctions between active and passive ETFs, highlighting the nuances in their management and trading and whether active ETFs deliver on thei…
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WealthManagement.com’s David Bodamer speaks with Jake Miller, Co-Founder and Chief Solutions Officer at Opto Investments, about the evolving landscape of private markets and how RIAs can leverage new strategies to benefit their clients. They touch on the opportunities and challenges within private equity, private credit, infrastructure, and real es…
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WealthManagement.com’s David Bodamer sits down with Doug Huber, Vice President of Investment Strategy at Wealth Enhancement Group, to delve into how the RIA approaches private market strategies amid the ongoing evolution of alternative investments. Doug focuses on: What is the trend of democratization in alternative investments and increased invest…
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Listen in as David Bodamer sits down with Karen Veraa, Head of iShares US Fixed Income Strategy, to discuss fixed-income ETFs. Karen shares insight on navigating the current market complexities, from managing inflation impacts to exploring strategic investment avenues. Karen focuses on: The current state and future prospects of fixed-income markets…
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Listen in as David Bodamer sits down with Lawrence Calcano, Chairman and CEO of iCapital, to explore the world of alternative investments and their role in modern portfolio strategies. They unravel the complexities of the alt space, examine recent developments at iCapital, and discuss how advisors are integrating these assets into their offerings f…
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WealthManagement.com’s David Bodamer is joined by Tony Davidow, Senior Alternatives Investment Strategist with Franklin Templeton Institute. With over 35 years in the industry, Tony shares insights on the increasing accessibility of alternative strategies and the role of private credit, private equity, and real estate in diversified portfolios. He …
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WealthManagement.com’s David Bodamer sits down with Aaron Filbeck, who leads UniFi by CAIA, to delve into how the CAIA association contributes to the education surrounding alternative investments. They explore the recent overhaul of the CAIA’s core program, designed to equip industry experts with a thorough grasp of alternative investment approache…
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Innovations in product development have increased access to private markets for financial advisors and their clients. Steve Brennan, managing director and head of Private Wealth Solutions at Hamilton Lane, joined David Bodamer to discuss the state of private investments and Hamilton Lane’s path to developing private wealth strategies. Steve focuses…
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Some real estate structures offer investors major tax benefits. Like-kind exchanges allow investors to roll capital gains from one real estate investment into a new one. DSTs allow 1031 exchangers to pool capital into a fund. Qualified Opportunity Zone funds allow investors to defer capital gains from any previous investments. In this episode, Davi…
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