Wealth Management Invest
WealthManagment InvestWelcome 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 priva... more
| Publishes | Monthly | Episodes | 121 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | NewsInvestingBusinessBusiness News | |||
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Latest Episodes
In this episode of Wealth Management Invest, David Bodamer speaks with Brian Moriarty, principal on Morningstar’s Manager Research Team, about the latest trends shaping the semiliquid fund market. Brian shares insights from Morningstar’s latest resea... more
In this episode of Wealth Management Invest, David Bodamer speaks with Matt Kaufman, global head of ETFs at Calamos Investments, about the rise of autocallable ETFs. Matt explains how these strategies originated in the structured note market and disc... more
In this episode of the Wealth Management Invest podcast, host David Bodamer speaks with Mark Sutterlin, head of alternative investments at Bank of America Merrill Lynch, about the increasing role of private markets within client portfolios. Mark outl... more
In this episode of the Wealth Management Invest podcast, host David Bodamer sits down with Chris Acito, CEO and founder of Gapstow Capital Partners, to examine the growing attention around private credit and the forces shaping its current outlook. Ch... more
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Apple Podcasts | #73 |  Norway/News/Business News |
Apple Podcasts | #197 |  South Africa/News/Business News |
Talking Points
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Audience Metrics
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Frequently Asked Questions About Wealth Management Invest
What is Wealth Management Invest about and what kind of topics does it cover?
- This show targets wealth-management professionals seeking practical insights on integrating private markets, alternatives, and modern portfolio constructs into client portfolios. Episodes consistently cover topics like private equity and credit, SMAs and direct indexing, ETFs and active management, and the evolving regulatory and educational landscape around alternatives. A notable strength is its focus on bridging advisor education with product structure and execution, including evergreen and semi-liquid private market solutions, to help RIAs and wirehouses expand beyond traditional 60/40 allocations. The conversations tend to feature leading asset managers and wealth-management-focused experts, offering actionable takeaways for building... more
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How many listeners does Wealth Management Invest get?
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What are the audience demographics for Wealth Management Invest?
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How many subscribers and views does Wealth Management Invest have?
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Which podcasts are similar to Wealth Management Invest?
These podcasts share a similar audience with Wealth Management Invest:
1. Capital Allocators – Inside the Institutional Investment Industry
2. Prof G Markets
3. Talking Wealth
4. Masters in Business
5. Barron's Streetwise
How many episodes of Wealth Management Invest are there?
Wealth Management Invest launched 7 years ago and published 121 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Wealth Management Invest?
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Where can I see ratings and reviews for Wealth Management Invest?
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What guests have appeared on Wealth Management Invest?
Recent guests on Wealth Management Invest include:
1. Brian Moriarty
2. Matt Kaufman
3. Mark Sutterlin
4. Chris Acito
5. Cheryl Nash
6. Dan Noonan
7. Kimberly Flynn
8. Dave Donahoo
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.