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Latest Episodes
Wealth Management INVEST: Assessing Active ETFs, Live from the Morningstar Investor Conference with Jack Shannon
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
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
Wealth Management INVEST: Wealth Enhancement Group’s Approach to Private Investments
WealthManagement.coms David Bodamer sits down with Doug Huber, Vice President of Investment Strategy at Wealth Enhancement Group, to delve into how the RIA approaches private market strategies amid t
WealthManagement INVEST: Bridging the Gap in Fixed Income Opportunities
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
WealthManagement INVEST: Trends and Innovations in Alternative Investments
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 th
Wealth Management INVEST: Exploring Private Market Strategies with Tony Davidow
WealthManagement.coms 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 o
Wealth Management INVEST: How Can Alternative Investments Benefit Portfolios
WealthManagement.coms David Bodamer sits down with Aaron Filbeck, who leads UniFi by CAIA, to delve into how the CAIA association contributes to the education surrounding alternative investments. The
Wealth Management INVEST: How Private Markets Are Becoming More Accessible
Innovations in product development have increased access to private markets for financial advisors and their clients. Steve Brennan, managing director and head of Private Wealth Solutions at Hamilton
REPLAY! WMRE Common Area: Exploring Tax-Advantaged Real Estate Options with Louis Rogers
Some real estate structures offer investors major tax benefits. Like-kind exchanges allow investors to roll capital gains from one real estate investment into a new one. DSTs allow 1031 exchangers to
WMRE Common Area: Exploring Interval Funds With Ramin Kamfar
For many individual investors, the traditional 60/40 portfolio focused on stocks and bonds was the only option they had for investment plans. Bluerock is among a group of alternative asset managers cr