July 14, 2022

Ranji Nagaswami, SVPGlobal: A Primer on Private Credit

Our guest today is Ranji Nagaswami, Managing Director, Chief Strategy/Commercial Officer at SVPGlobal. Headquartered in Greenwich, CT. SVP is a global investment firm focused on distressed debt and private equity opportunities. Founded in 2001, SVP...

June 02, 2022

Samir Vasavada, Vise: Automating Wealth Management

Our guest today is Samir Vasavada, co-founder & CEO of Vise. Samir came up with the idea for Vise when him and Runik Mehrotra (fellow co-founder) were teenagers. Samir is responsible for Operations, Business Development and managing a team of...

May 05, 2022

Eduardo Repetto: Building Better Portfolios, From Aeronautics To Avantis

Our guest today is Eduardo Repetto, Chief Investment Officer for Avantis Investors. Avantis was established to help clients achieve their investment goals through a persistent focus on providing well-diversified investment solutions that fit seamlessly into asset allocations and combine the potential for added value with the reliability of indexing.

April 21, 2022

Chris Arnade: Dignity: Seeking Respect in Back Row America

Our guest today is Chris Arnade, author of the best seller Dignity: Seeking Respect in Back Row America. A Florida native, Chris was one of the first quants on Wall Street and spent 20 years as a trader before becoming disenchanted in finance’s role in the 2008 Great Financial Crisis, leading him to walk through the South Bronx and all over areas of the country that he describes as “left behind.”

April 07, 2022

Rick Bookstaber, Fabric: A Framework for Risk Management from an Industry Pioneer

Our guest today is Rick Bookstaber, co-founder and Head of Risk for Fabric, which provides factor-based risk management applications for investment advisors. Rick resume is as impressive as you can come across. He’s held Chief Risk Officer roles at Morgan Stanley,

March 24, 2022

Roger Urwin, Willis Towers Watson - Sustainable Investing & Seeing Around Corners

Our guest today is Roger Urwin, Global Head of Investment Content with Willis Towers Watson. Roger joined Watson Wyatt in 1989 to start the firm’s investment consulting practice and, under his leadership, grew to a global team of over 600. Roger has been influential with the CFA

March 03, 2022

Matt Brown, CAIS: A Fintech Unicorn Democratizing Alternatives & Educating/Empowering Financial Advisors.

Our guest today is Matt Brown. Matt is the Founder, CEO, and Chairman of CAIS. Found in 2009, CAIS, a fintech leader, empowers over 4,000+ unique advisor firms/teams who oversee more than $2T+ in network assets. Founded by a financial advisor, CAIS...

February 03, 2022

Ben Savage, Clocktower Technology Ventures: The State of Fintech VC

Our guest today is Ben Savage. Ben manages Clocktower Technology Ventures and is responsible for all of Clocktower Group’s private market activities.   Our conversation covers the state of venture capital today, where fintech sits within the...

January 13, 2022

Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing Heroes

Our guest today is Jason Zweig. Jason has been a Columnist for the Wall Street Journal (WSJ) since 2008, writing the Intelligent Investor Column. Jason is on a short list of people globally that advocate for individual investors on a weekly basis and is somebody that embodies the

December 16, 2021

Eric Sim, Institute of Life: How a Portfolio Career & Social Capital Led to 2.8+ Million Followers

Our guest today is Eric Sim. The header on his LinkedIn profile shows a banker, lecturer, speaker and writer, but he is actually much more. Eric is a proponent of the portfolio career, a topic for which he has become a thought leader and the...

December 02, 2021

Drew Dickson, Albert Bridge Capital: Behavioral Investing, Bias-Bias, & The Intersection of Sports & Investing

Our guest today is Drew Dickson, founder of Albert Bridge Capital and CIO of the Alpha Europe funds. Our conversation today focuses on Drew’s application of behavioral finance and fundamental analysis. We start with his time at the University of Chicago and...

November 04, 2021

Anthony Zhang, Vinovest: Fine Wine as an Alternative Investment

Our guest today is Anthony Zhang, co-founder and CEO of Vinovest, the first of its kind investment platform where individual investors of all kinds can own fine wine (investment grade). He dropped out of the University of Southern California at the age of 20 when he was...

October 07, 2021

Eric Clarke, Orion Advisor Technology: WealthTech & Future of Wealth Management Industry

Our guest today is Eric Clarke, Chief Executive Officer for Orion Advisor Solutions (Orion). Eric is shaping the future of advice delivery with the organization's brand entities (fintech and investment management solutions), which include Orion Advisor Tech, Orion...

September 09, 2021

Cliff Asness, AQR: Fama, Quant & Captain America

Our guest today is Cliff Asness, Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. He has authored articles on financial topics in almost every major financial publication and his awards are too many to list. He received his...

August 19, 2021

Bill Kelly, CAIA: Democratizing Alternatives & The Retirement Promise

Our guest for this episode, is Bill Kelly, CEO of the CAIA Association, a position he has held since 2014. Previously, Bill was the CEO of Boston Partners and one of the seven founding partners of Boston Partners Asset Management.  He is a...

August 05, 2021

Gerard O'Reilly, Dimensional Fund Advisors: Innovation, Engineering, and the Power of Prices

Gerard O’Reilly serves as Co-Chief Executive Officer and Chief Investment Officer of Dimensional Fund Advisors LP and has been with Dimensional since 2004. Since joining the firm, Gerard has been instrumental in the evolution of Dimensional’s...

July 01, 2021

Jerry Parker, Chesapeake Capital: Tampa’s Turtle Trader

Our guest today is Jerry Parker, Chairman and Chief Executive Officer of Chesapeake Capital and long-time trend-follower. In this episode we start by going back to Jerry’s days as a “Turtle Trader” under Richard Dennis and the lessons he learned from...

April 22, 2021

Vincent Milhau, PhD, EDHEC Risk Institute: The Future of Goals Based Investing

Our guest today is Dr. Vincent Milhau, who is a Research Director of the EDHEC-Risk Institute. Vincent is in charge of several research projects at the Institute in the fields of portfolio optimization and asset allocation for institutional and individual investors. Most of these projects...

April 01, 2021

Bill Brewster, CFA: Value, Robinhood and #FinTwit

Bill Brewster, CFA is the Founder and Portfolio Manager of Sullimar Capital Group. Bill hosts the popular podcast, The Business Brew, and is also a co-host on the very popular series, Value After Hours, with Tobias Carlisle and Jake Taylor.  In today’s episode, Bill starts by...

March 18, 2021

Mike Welker, AndCo Consulting: Redefining Institutional Consulting With A $100B+ Trend Setter

Our guest today is Mike Welker, CFA, CEO and Chairman of the Executive Committee at AndCo Consulting. In today’s episode, we begin with Mike’s background, hearing how playing basketball at Rollins College brought him from Indiana to Central Florida....

March 04, 2021

Anthony Scaramucci, SkyBridge Capital: The Mooch - Unfiltered

Our guest today is Anthony Scaramucci, founder and Co-Managing Partner of SkyBridge Capital. In November 2016, Mr. Scaramucci was named to President-Elect Trump’s 16-person Presidential Transition Team Executive Committee and served as the White House Communications...

February 18, 2021

Tamar Frankel, Boston University: State of The Union With The Godmother of Fiduciary

Our guest today is Professor Tamar Frankel, a long-time member of the Boston University School of Law faculty who writes and teaches in the areas of fiduciary law, corporate governance, mutual funds and the regulation of the financial system. In 2013,...

February 04, 2021

Dr. Campbell Harvey, Duke University: DeFi, Gold, Crypto & Undefeated Record of Yield Curve Indicator

Our guest today is Dr. Campbell R. Harvey, who for the past 35 years has served as Professor of Finance at Duke University. Professor Harvey has also served as Partner/Senior Advisor to Research Affiliates, LLC and Advisor to Man Group. He served as...

January 21, 2021

Dr. Gio Valiante, Performance Coach: The Art of Performance in Investing, The PGA Tour, & The NFL

Our guest today is Gio Valiante, Sports Psychologist and Performance Coach to professional athletes and investors. Gio has a fascinating background, which includes a 5 year stint at Point 72 with Steve Cohen (many know Steve and Gio’s dynamic via...