Podcast by Vaughan Nelson Investment Management
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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...
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Rosemont Roundtable: Exploring the Business of Investment Management (Formerly Global Investment Leaders)
Rosemont
Rosemont Roundtable: Exploring the Business of Investment Management features interesting conversations with thought leaders in the investment industry covering topics such as business strategy, M&A, succession planning, asset allocation and more.
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Whole Life Stewardship: Financial Planning, Investment Management - Money, Abilities, Time, Health
Ashley Hodge, Certified Financial Planner
Certified Financial Planner, Ashley Hodge shares his expertise about the stewardship of not only your finances, but your life in every episode - focusing on 4 areas: Money, Abilities, Time, Health. Subscribe now so you don't miss an episode. Find out more at http://www.AshleyHodge.com
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The podcast that gets your investment management career questions answered. Have you ever wondered how the stock market works? Are you curious about that an investor actually does on a day-to-day basis? Do you want to find out if the investment industry is anything like what you see on TV? If so, click below to listen to this series special where we sit down with three experienced investors to share experiences, debunk myths and tackle stereotypes! We also have a few laughs in the process! F ...
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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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Know Your Risk Radio with Zach Abraham, Chief Investment Officer, Bulwark Capital Management
Bulwark Capital Management
Do you know how much risk your retirement portfolio is actually exposed to? Whether it’s preservation of capital or an aggressive growth strategy, every investor needs a clearly defined RISK PROFILE. Host Zach Abraham, Chief Investment Officer at Bulwark Capital Management, will cover all types of investment vehicles and you’ll learn what investing looks like when portfolios aren’t influenced by the corporate objectives of the big banks and Wall Street brokerage houses. Subscribe to the podc ...
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Daily Dots - May 1, 2024
55:06
55:06
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Zach and Chase break down the daily dots from today's action.
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Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast with recent views on inflation, the inflation connected market correction, and how he's deploying capital.Von Vaughan Nelson Investment Management
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Von Ashley Hodge
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Michael Lukasek, Managing Director – University of Pennsylvania (EP.26)
39:44
39:44
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Mike Lukasek is a Managing Director and the COO for the University of Pennsylvania’s Office of Investments. Mike has been the COO of Penn’s Endowment for over 14 years. Prior to that, he was a VP at Goldman Sachs for their private equity fund of funds business and a VP of Finance at Summit Partners. Given his tenure at Penn, Mike brings perspective…
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The Search for an OCIO: Strategies, Risks and Evaluations with Barclay Douglas
49:03
49:03
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In the latest episode of the Rosemont Roundtable: Exploring the Business of Investment Management (formerly known as Global Investment Leaders), Chas Burkhart sat down with Barclay Douglas, an investment industry veteran with over 15 years at the helm of Criterium Advisors, a firm offering traditional consulting services, but focused on Outsourced …
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Zach sits down with his older sister for a discussion on mental health.
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Daily Dots - April 30, 2024
39:09
39:09
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Zach and Chase break down the daily dots from today's action.
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Daily Dots - April 29, 2024
39:25
39:25
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Zach and Chase break down the daily dots from today's action.
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WealthManagement INVEST: Bridging the Gap in Fixed Income Opportunities
24:51
24:51
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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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Know Your Risk Radio - April 27, 2024
53:45
53:45
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Zach has a market update and a discussion about risk.
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Daily Dots - April 25, 2024
35:44
35:44
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35:44
Zach and Chase break down the daily dots from today's action.
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Daily Dots - April 24, 2024
42:12
42:12
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Zach and Chase break down the daily dots from today's action.
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Daily Dots - April 23, 2024
23:58
23:58
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Zach and Chase break down the daily dots from today's action.
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Daily Dots - April 22, 2024
37:27
37:27
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Zach and Chase break down the daily dots from today's action.
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Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 1st Quarter of 2024.Von Vaughan Nelson Investment Management
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Know Your Risk Radio - April 20, 2024
53:45
53:45
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Chase Taylor joins Zach for the full hour in this special episode of Know Your Risk Radio.
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Daily Dots - April 18, 2024
17:05
17:05
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17:05
Chase Taylor breaks down the daily dots from today's action.
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Daily Dots - April 17, 2024
18:05
18:05
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18:05
Chase Taylor breaks down the daily dots from today's action.
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Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2024.Von Vaughan Nelson Investment Management
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Daily Dots - April 16, 2024
13:38
13:38
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Chase Taylor breaks down the daily dots from today's action.
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Ep.267: (04.18.24) Q1 2024 Select Recap
10:48
10:48
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Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 1st Quarter of 2024.Von Vaughan Nelson Investment Management
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Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 1st Quarter of 2024.Von Vaughan Nelson Investment Management
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Daily Dots - April 15, 2025
21:03
21:03
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Chase Taylor breaks down the daily dots from today's action.
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WealthManagement INVEST: Trends and Innovations in Alternative Investments
30:58
30:58
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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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Know Your Risk Radio - April 13, 2024
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Zach has a market update and discusses the funny thing about tech.
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Daily Dots - April 11, 2024
21:53
21:53
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Zach breaks down the daily dots from today's action.
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Daily Dots - April 10, 2024
47:06
47:06
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47:06
Zach and Chase break down the daily dots from today's action.
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Daily Dots - April 9, 2024
28:28
28:28
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28:28
Zach and Chase break down the daily dots from today's action.
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Lawrence Miller, CTO – Wilshire (EP.25)
45:55
45:55
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Lawrence Miller is the CTO of Wilshire, an independent investment management firm that offers consulting services, analytical products, and manages funds for a global client base. For many of us owning and understanding technology is critical for our business. However, many of us have come up through the ranks without hands-on training. This is whe…
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Daily Dots - April 8, 2024
41:23
41:23
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41:23
Zach and Chase break down the daily dots from April 8, 2024.
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Daily Dots - April 5, 2024
20:19
20:19
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20:19
Chase breaks down the daily dots from today's action.
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Daily Dots - April 4, 2024
20:15
20:15
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Zach breaks down the daily dots from today's action.
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Chris Wallis, CEO and CIO at Vaughan Nelson, joins with his thoughts on the pending earnings season and the recent gold run.Von Vaughan Nelson Investment Management
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Daily Dots - April 2, 2024
31:58
31:58
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Zach and Chase break down the daily dots from today's action.
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Daily Dots - April 1, 2024
43:52
43:52
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Zach and Chase break down the daily dots from April 1, 2024.
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Know Your Risk Radio - March 30, 2024
53:45
53:45
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Zach has a market update and a discussion about managing risk.
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Managing Growth in Wealth Management with Cary Street Partners
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42:58
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In the latest episode of the Rosemont Roundtable: Exploring the Business of Investment Management (formerly known as Global Investment Leaders), Brad Mook sat down with Wes Gallup, managing director and chief operating officer of Cary Street Partners, an independent wealth management firm based in Richmond, Virginia, with more than $8 billion in as…
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Daily Dots - March 27, 2024
35:35
35:35
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35:35
Zach and Chase break down the daily dots from today's action.
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Daily Dots - March 26, 2024
35:46
35:46
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35:46
Zach and Chase break down the daily dots from today's action.
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Kenneth Onorio, CFO/COO – Eagle Point Credit Company (EP.24)
34:54
34:54
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34:54
Ken Onorio is the Chief Financial and Chief Operating Officer of Eagle Point Credit, a $9 billion credit-oriented investment firm. At some level, this is an interview about the softer skills in our space. Having spent time in hedge funds and a tour in fund administration, Ken shares his unique perspective with some key takeaways. Ken then discusses…
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Daily Dots - March 25, 2024
42:31
42:31
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42:31
Zach and Chase break down the daily dots from today's action.
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Know Your Risk Radio - March 23, 2024
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Zach has a market update and a discussion with Edwin Dorsey of the Bear Cave Newsletter. SIgn up for the next live webinar on March 28th at KnowYourRiskRadio.com.
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Zach sits down with Edwin Dorsey of the Bear Cave Newsletter.
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Daily Dots - March 21, 2024
23:25
23:25
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Zach and Chase break down the daily dots from March 21, 2024.
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Daily Dots - March 20, 2024
30:29
30:29
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30:29
Zach and Chase breakd own the daily dots from today's action.
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Ep.264: (03.21.24) Tolerating Inflation, Tactical Shifts, Areas to Avoid
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11:10
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Chris Wallis, CEO and CIO at Vaughan Nelson, reflects on the Fed's willingness to tolerate higher inflation, tactical allocation, and asset classes to deemphasize.Von Vaughan Nelson Investment Management
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Daily Dots - March 18, 2024
20:22
20:22
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20:22
Zach breaks down the daily dots from today's action.
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Wealth Management INVEST: Exploring Private Market Strategies with Tony Davidow
26:05
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26:05
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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Know Your Risk Radio - March 16, 2024
53:44
53:44
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Zach has a market update and a discussion with Tony Greer of TG Macro.
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Zach sits down with Tony Greer of TG Macro.
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