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PODCAST

Wealth Management Invest

WealthManagment Invest

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 ETFs and

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All Episodes

30:01

Wealth Management Invest: Private Markets and...

Wealth Management Invest ·

2026/02/11

In this episode of the Wealth Management Invest podcast, host David Bodamer speaks with Dave Donahoo, head of Americas, Wealth Management Alternatives at Franklin Templeton, about how private equity, private credit and real estate are increasingly shaping portfolio construction within the wealth channel.Dave shares how Franklin Templeton approaches private markets, evaluates semi-liquid fund structures and prioritizes investment integrity when adapting institutional strategies for advisors. He also

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29:00

Wealth Management Invest: IPA’s Anya Coverman on...

Wealth Management Invest ·

2026/01/20

In this episode of Wealth Management Invest, host David Bodamer sits down with Anya Coverman, president and CEO of the Institute for Portfolio Alternatives, to open 2026 with a discussion on key regulatory and policy developments affecting private markets, including ERISA modernization, 401(k) access, accredited investor definitions and the impact of state-level regulation.Anya outlines the IPA’s role in representing the alternatives ecosystem and shares insight into how access to private markets

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25:57

Wealth Management Invest: Digging into SMAs and...

Wealth Management Invest ·

2025/12/15

In this episode of Wealth Management Invest, host David Bodamer speaks with Daniel M. Milligan, vice president of separately managed accounts at Columbia Threadneedle Investments, to examine how advisors are using SMAs and direct indexing when building client portfolios. Daniel outlines how technology has increased access to SMAs, why tax-aware personalization is gaining traction, and … Read More Read More

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32:28

Wealth Management Invest: Ramping Up ETF AUM with...

Wealth Management Invest ·

2025/11/17

In this episode of Wealth Management Invest, host David Bodamer speaks with two AllianceBernstein executives: Onur Erzan, head of Global Client Group and Private Wealth, and Noel Archard, CFA, global head of ETFs and Portfolio Solutions. The duo shares insights on the growth of AllianceBernstein’s active ETF platform, the increasing integration of private markets into … Read More Read More

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29:21

Wealth Management Invest: Building Resilient...

Wealth Management Invest ·

2025/10/20

In this episode of Wealth Management Invest, host David Bodamer speaks with Todd Schlanger, CFA, senior investment strategist for multi-asset investing at Vanguard, to explore how advisors can approach portfolio construction in today’s market. Todd shares why the 60/40 portfolio still plays a crucial role, the rise of dynamic and active-passive strategies, and the increasing … Read More Read More

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30:53

Wealth Management Invest: The Role of Secondary...

Wealth Management Invest ·

2025/09/15

In this episode of Wealth Management Invest, host David Bodamer talks with Jonathan McEvoy, managing director, Investor Relations and head of Private Wealth Secondaries Solutions Distribution at Coller Capital, to explore how secondaries provide an additional access point to private markets. Jonathan shares the growth story of private equity and private credit secondaries, their benefits … Read More Read More

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30:21

Wealth Management Invest: How MAI Capital Approaches...

Wealth Management Invest ·

2025/08/18

In this episode of the Wealth Management Invest Podcast, host David Bodamer interviews Ben Sayer, managing director and head of the alternative investments group at MAI Capital Management. Ben shares insights on MAI’s longstanding approach to private markets, the rise of evergreen structures, and the operational challenges of managing illiquid assets. He also discusses how … Read More Read More

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28:28

Wealth Management Invest: Cerity’s Tom Cohn on...

Wealth Management Invest ·

2025/07/21

In this episode of the Wealth Management Invest Podcast, host David Bodamer interviews Tom Cohn, partner and chief solutions officer at Cerity Partners. They explore the significance of private markets in client portfolios and discuss asset allocation strategies. Tom shares insights on the evolution of private markets, the rise of evergreen structures and the impact … Read More Read More

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35:11

Wealth Management Invest: Rethinking Portfolio...

Wealth Management Invest ·

2025/06/16

In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Don Calcagni, the chief investment officer of Mercer Advisors, to explore how Mercer attempts to align investment decisions with financial goals. David and Don dive into defining clear investment objectives that align with clients’ financial aspirations, the importance of moving … Read More Read More

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30:29

Wealth Management Invest: Demystifying Crypto for...

Wealth Management Invest ·

2025/05/20

In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Kristen Mirabella, head of partnerships at Eaglebrook Advisors, to discuss the evolving role of cryptocurrency in wealth management. Eaglebrook is a digital asset platform that allows advisors to invest directly in crypto through separately managed accounts. Kristen talks about Eaglebrook’s … Read More Read More

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28:38

CAIS’s Brad Walker on Making Alternative Investments...

Wealth Management Invest ·

2025/04/21

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. Highlights from this episode include: The growth and evolution … Read More Read More

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31:43

Wealth Management Invest: Apollo’s Stephanie Drescher...

Wealth Management Invest ·

2025/03/17

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 private market exposure. … Read More Read More

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35:14

Wealth Management Invest: Unpacking Hightower’s...

Wealth Management Invest ·

2025/02/24

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 billionaires and university … Read More Read More

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27:25

Wealth Management Invest: Ares’ Approach to Private...

Wealth Management Invest ·

2025/02/12

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 infrastructure. David and Brendan discuss: … Read More Read More

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29:09

Wealth Management INVEST: A Global Perspective on...

Wealth Management Invest ·

2024/12/18

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 to private markets and its … Read More Read More

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28:24

Wealth Management Invest: Brookfield’s David Levi on...

Wealth Management Invest ·

2024/11/25

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 shares: Takeaways from Brookfield’s recent research on the use of … Read More Read More

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28:32

Wealth Management Invest: Breaking Down Semi-Liquid...

Wealth Management Invest ·

2024/10/21

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 rather than traditional drawdown funds. Such … Read More Read More

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25:58

Wealth Management INVEST: Trends in Advisor Portfolio...

Wealth Management Invest ·

2024/09/30

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 resurgence of active management strategies, and evolving approaches to asset … Read More Read More

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31:37

Wealth Management INVEST: Private Market Insights...

Wealth Management Invest ·

2024/09/16

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 for a broader range of investors … Read More Read More

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43:28

Wealth Management INVEST: Assessing Active ETFs, Live...

Wealth Management Invest ·

2024/07/23

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 their premises. … Read More Read More

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114 results

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