Wealth Management Invest

Wealth Management Invest


Latest Episodes

Wealth Management Invest: Apollo’s Stephanie Drescher on Bringing Alts to the Wealth Channel
March 17, 2025

Join David Bodamer as he sits down with Stephanie Drescher, Apollos chief client and product development officer, to unravel the potential of alternative investments for wealth advisors. David and St

Wealth Management Invest: Unpacking Hightower’s Approach to Private Markets with Robert Picard
February 24, 2025

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 dy

Wealth Management Invest: Ares’ Approach to Private Markets with Brendan McCurdy
February 12, 2025

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

Wealth Management INVEST: A Global Perspective on Wealth Investment in Private Markets with Partners Group’s Robert Collins
December 18, 2024

WealthManagement.coms 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

Wealth Management Invest: Brookfield’s David Levi on HNW Investors’ Views on Alternatives
November 25, 2024

WealthManagement.coms David Bodamer delves into the recent research published by Brookfield Oaktree Wealth Solutions with David Levi, managing partner and CEO of Brookfields Global Client Group. Dur

Wealth Management Invest: Breaking Down Semi-Liquid Funds with StepStone’s Bob Long
October 21, 2024

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 StepStones approach to developing private

Wealth Management INVEST: Trends in Advisor Portfolio Construction
September 30, 2024

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. Fidel

Wealth Management INVEST: Private Market Insights with Blackstone’s Joan Solotar
September 16, 2024

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 o

Wealth Management INVEST: Assessing Active ETFs, Live from the Morningstar Investor Conference with Jack Shannon
July 23, 2024

David Bodamer speaks with Jack Shannon, a senior analyst on Morningstars manager research team, in an episode recorded in front of a live audience at the Morningstar Investor Conference. They delve i

Wealth Management INVEST: Investing in Private Markets with a Fiduciary-First Approach
June 17, 2024

WealthManagement.coms David Bodamer speaks with Jake Miller, Co-Founder and Chief Solutions Officer at Opto Investments, about the evolving landscape of private markets and how RIAs can leverage new