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 | 122 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Business NewsBusinessInvestingNews | |||
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Latest Episodes
In this episode of Wealth Management Invest, host David Bodamer speaks with Karl Desmond, senior client portfolio manager at Invesco, about how financial advisors are using model portfolios. Karl breaks down trends with both pre-built and custom mode... more
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
Key Facts
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Chart Rankings
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Apple Podcasts | #219 |  United States/News/Business News |
Apple Podcasts | #116 |  Norway/News/Business News |
Apple Podcasts | #226 |  Japan/News/Business News |
Apple Podcasts | #250 |  South Africa/News/Business News |
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
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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?
The show centers on practical wealth management strategies, with a frequent focus on private markets, alternatives, and the integration of complex investment products into advisor workflows. Episodes typically feature high-level conversations with asset managers, fund managers, and platform executives discussing model portfolios, semi-liquid funds, interval and tender funds, private credit, real assets, and the evolving wealthtech landscape. Notable strengths include access to practitioner insights from leading firms, emphasis on education and implementation for advisors, and a clear orientation toward scaling personalization and multi-asset solutions for RIAs, wirehouses, and private banks. The format tends to combine market context, produ... 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. Ken McElroy Show
2. WSJ What’s News
3. Invest Like the Best with Patrick O'Shaughnessy
4. All-In with Chamath, Jason, Sacks & Friedberg
5. Barron's Streetwise
How many episodes of Wealth Management Invest are there?
Wealth Management Invest launched 7 years ago and published 122 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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How do I access podcast episode transcripts for Wealth Management Invest?
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What guests have appeared on Wealth Management Invest?
Recent guests on Wealth Management Invest include:
1. Karl Desmond
2. Brian Moriarty
3. Matt Kaufman
4. Mark Sutterlin
5. Chris Acito
6. Cheryl Nash
7. Dan Noonan
8. Kimberly Flynn
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.