Episode 25
S2E10. The Evolution of the Hedge Fund Industry Ft. Tracy Stuart of Corbin Capital.
Jun 3, 2022 • 30 min
Episode 24
S2E9. The Art and Science of Financial Well-being Ft. Brian Portnoy of Shaping Wealth
May 18, 2022 • 42 min
Episode 23
S2E8. From the Slopes to Secondaries Ft. Scott Conners of Flowstone Partners
May 5, 2022 • 36 min
Episode 22
S2E7. Apollo Global Management. Inflation, Interest Rates and a Divergent Macroeconomic Environment Ft. Torsten Sløk
Apr 21, 2022 • 45 min
Episode 21
S2E6. Envestnet. Reporting on Investment News Inspires Career Change Ft. Dana D’Auria
Apr 7, 2022 • 32 min
Episode 20
S2E5. CAIS. From Napkin to Unicorn Ft. Matt Brown
Mar 10, 2022 • 42 min
Episode 19
S2E4. CAIA Association. CAIS, CAIA, and a shared vision for the future of alternative investments Ft. Bill Kelly
Feb 24, 2022 • 42 min
Episode 18
S2E3. Lux Capital. On Rebels and Scientists: A Venture Capitalist’s Perspective Ft. Peter Hebert
Feb 10, 2022 • 33 min
Episode 17
S2E2. Generation GameStop: Meme Stonks, NFTs & the Retail Investor ft. Ben Mezrich
Jan 27, 2022 • 46 min
Episode 16
S2E1. Yieldstreet. Alts for All Streets Ft. Milind Mehere
Jan 14, 2022 • 37 min
Episode 15
S1E14: Galaxy Digital. Ready, set, crypto: the fast-moving world of digital assets Ft. Steve Kurz
Nov 11, 2021 • 39 min
Episode 14
S1E13: Buckingham Wealth Partners. Three Trends That Define The Financial Planning Industry Ft Michael Kitces
Sep 30, 2021 • 34 min
Episode 13
S1E12: Baird. A Market Strategist’s Guide to the 21st Century Ft. Michael Antonelli
Sep 16, 2021 • 40 min
Episode 12
S1E11: SkyBridge Capital. Becoming Anthony Scaramucci ft. Anthony Scaramucci
Aug 19, 2021 • 44 min
Episode 11
S1E10: Brookstone. Perspectives From the Fastest Growing RIA in the Country ft. Dean Zayed
Aug 6, 2021 • 25 min
Episode 10
S1E9: Boston Private. How a Pandemic May Have Transformed the Why of Wealth ft. Shannon Saccocia
Jul 22, 2021 • 31 min
Episode 9
S1E8: Cerulli Associates. The Future of Wealth Management ft. Bing Waldert
Jul 8, 2021 • 29 min
Episode 8
S1E7: CAIS IQ. Brain Science Meets Advisor Education ft. Andrew Smith Lewis
Jun 24, 2021 • 34 min
Episode 7
S1E6: Echelon Partners. A Record Year for RIA M&A ft. Dan Seivert
Jun 10, 2021 • 31 min
Episode 6
S1E5: Beacon Pointe. Managing inflation expectations in the era of financial repression ft. Michael Dow
May 27, 2021 • 40 min
Episode 5
S1E4: LVW Advisors. Building a Best-in-State Wealth Advisory* Firm ft. Lori Van Dusen
May 13, 2021 • 39 min
Episode 4
S1E3: Uncovering Driving Forces Behind Breakaway Advisors – Ft. Diamond Consultants
Apr 29, 2021 • 24 min
Episode 3
S1E2: J.P. Morgan. A Guide to Alternatives ft. David Lebovitz
Apr 15, 2021 • 25 min
Episode 2
S1E1: Fieldpoint Private. Rebounding Growth and the Inflating Bubble ft. Johnny Gibson and Cameron Dawson
Mar 31, 2021 • 39 min
Episode 1
CXO Trailer
Aug 17, 2021 • 3 min
Episode 13
S1E12: Baird. A Market Strategist’s Guide to the 21st Century Ft. Michael Antonelli In the latest installment of CXO, we are joined by Michael Antonelli, Managing Director, Market Strategist at Baird. Michael and many others in his position have long argued that the 60/40 portfolio is a relic of the past, with the forward return expectations being the lowest they have been in decades. What’s next? As portfolios evolve, investor behaviors may too – how does the wealth management community keep up with the times?