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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 ETFs and SMAs.

Location:

United States

Genres:

Podcasts

Description:

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 SMAs.

Language:

English


Episodes

Wealth Management INVEST: Exploring Private Market Strategies with Tony Davidow

3/18/2024
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 emphasizes the importance of education for advisors … Read More Read More

Duration:00:26:05

Wealth Management INVEST: How Can Alternative Investments Benefit Portfolios

2/19/2024
WealthManagement.com’s 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. They explore the recent overhaul of the CAIA’s core program, designed to equip industry experts with a thorough grasp of alternative investment approaches and their role in asset … Read More Read More

Duration:00:21:16

Wealth Management INVEST: How Private Markets Are Becoming More Accessible

1/29/2024
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 Lane, joined David Bodamer to discuss the state of private investments and Hamilton Lane’s path to developing private wealth strategies. Steve focuses on: The benefits of private … Read More Read More

Duration:00:25:28

REPLAY! WMRE Common Area: Exploring Tax-Advantaged Real Estate Options with Louis Rogers

12/11/2023
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 pool capital into a fund. Qualified Opportunity Zone funds allow investors to defer capital gains from any previous investments. In this episode, David Bodamer … Read More Read More

Duration:00:38:34

WMRE Common Area: Exploring Interval Funds With Ramin Kamfar

11/13/2023
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 creating offerings meant to increase access to other asset types and investment structures. In this episode, David Bodamer speaks with Ramin Kamfar, CEO of … Read More Read More

Duration:00:24:31

WMRE Common Area: Transforming Real Estate Investment through Fintech Innovation With Ryan Williams

10/16/2023
Real estate investment has historically not been the most innovative space when it comes to using new technologies. But Cadre is aiming to change that. The firm uses predictive models and workflow tools to change the investment experience. It also aims to provide access to real estate investment opportunities previously unavailable to some investors. In … Read More Read More

Duration:00:26:21

WMRE Common Area: Exploring Private Real Estate as an Alternative Investment With Jay Miller

9/18/2023
Using recent Wealthmanagement.com research as a jumping off point, in this episode, David Bodamer speaks with Jay Miller, Chief Investment Officer at Forum Investment Group, exploring the company’s focus on multifamily real estate and the various investment options they offer and emphasizing how alternative investments provide opportunities for average investors to diversify portfolios by accessing … Read More Read More

Duration:00:27:01

WMRE Common Area: Diversifying Portfolios with Commodity ETFs With John Love

8/28/2023
Commodities have long been recognized as a valuable diversification tool, but their complexities and limited accessibility have often deterred average investors from including them in their portfolios. In this episode, David Bodamer speaks with John Love, president and CEO of USCF, on the role of commodities in investment portfolios. They explore the importance of traditional … Read More Read More

Duration:00:25:12

WMRE Common Area: Navigating Private Real Estate Opportunities for Investor Portfolios With Elizabeth Wohlleb

7/17/2023
Despite the challenges faced by some parts of the commercial real estate industry, the fundamentals of many sectors remain strong and there remains plenty of opportunity for investment. In this episode, David Bodamer is joined by Elizabeth Wohlleb, managing director and head of Real Estate Capital Markets with Cresset Partners, to discuss how the group … Read More Read More

Duration:00:27:25

WMRE Common Area: Current Themes Within the Real Estate Market With Mike Acton

6/20/2023
While trends within real estate rise and fall, there are always themes and strategies that can be used in future markets when looking for investment opportunities. In this episode, David Bodamer speaks with Michael Acton, Managing Director of AEW Capital Management, on what he sees happening within the current real estate market and how investors … Read More Read More

Duration:00:24:48

WMRE Common Area: Creating Balance Between Strong Income and Capital Appreciation With Rick Schaupp

5/30/2023
Real estate investments aren’t new to portfolio planning. How does Clarion take the next step in providing alternative real estate investments that provide attractive yields and portfolio diversity? In this episode, David Bodamer speaks with Rick Schaupp, Managing Director at Clarion Partners, about the Clarion Partners Real Estate Income Fund, how it fits within financial … Read More Read More

Duration:00:27:57

WMRE Common Area: Where Alternative Investments Fit Within an Evolving Market With Patrick McGowan

4/17/2023
There are a lot of reasons why alternatives have a place in investment portfolios. How are current market conditions influencing private equity, private real estate, private credit, and other alternative assets? In this episode, David Bodamer speaks with Patrick McGowan, Head of Alternative Investments and Manager Research at Sanctuary Wealth, on assessing private equity and … Read More Read More

Duration:00:27:41

WMRE Common Area: Exploring Tax-Advantaged Real Estate Options with Louis Rogers

3/20/2023
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 pool capital into a fund. Qualified Opportunity Zone funds allow investors to defer capital gains from any previous investments. In this episode, David Bodamer … Read More Read More

Duration:00:37:44

WMRE Common Area: A CRE Economist’s View of Current Market Conditions

2/21/2023
David Bodamer is joined by Xander Snyder, Senior Commercial Real Estate Economist at First American, in discussing economic trends impacting commercial real estate, such as demographics, fundraising, investment and lending. Snyder monitors, analyzes and reports on economic data and surveys related to CRE, and develops models and forecasts to better understand the forces that influence … Read More Read More

Duration:00:27:07

WMRE Common Area: Outlining the Latest Proptech Investment Trends with Sarah Liu (Ep. 76)

9/29/2022
Commercial real estate has been a notorious laggard when it comes to adopting technology. But a surge of investment in proptech in recent years is helping to transform many business practices within the space. Fifth Wall is a major venture capital firm focused on the global real estate industry and property technology for the built … Read More Read More

Duration:00:27:24

WMRE Common Area: Understanding Changes to the Industrial Development Timeline With Lisa DeNight and Kyle S. Roberts (Ep.75)

8/22/2022
Due to intense competition, supply chain and labor challenges, the time it takes to build new logistics real estate properties across the country has lengthened. This is coming at a time when the national industrial vacancy rate is already at historic lows. In this episode, David Bodamer is joined by Newmark’s Lisa DeNight, National Industrial … Read More Read More

Duration:00:30:55

WMRE Common Area: The Latest Outlook on the Future of Offices with Julie Whelan (Ep.74)

7/18/2022
After two years of employees working partly or fully remotely, offices are not seen as the necessities they once were. Most occupiers are wrestling with hybrid strategies, although a true consensus on the best model has still yet to emerge. In this episode, David Bodamer is joined by Julie Whelan, global head of occupier thought … Read More Read More

Duration:00:28:34

Episode 73: Reviewing the ULI Spring 2022 Real Estate Economic Forecast with William Maher

6/21/2022
In this episode, David Bodamer is joined by William Maher, director of strategy and research at RCLCO Fund Advisors, ULI Washington member, and ULI Spring 2022 Real Estate Economic Forecast survey respondent. William shares insights into the recent forecast, how the picture has shifted somewhat since the report was compiled and what the rest of … Read More Read More

Duration:00:23:42

Episode 72: The Rising Popularity of Single-Family Rental Investments

6/6/2022
In this episode, David Bodamer shares insights from the WMRE’s 2022 report on the investment and development climate for single-family rentals. He dives into what the current markets are like, what’s driven the creation and success of the market and what the survey results say about the outlook for the next 12 months. David discusses: … Read More Read More

Duration:00:28:57

Episode 71: A Look at the First Quarter Commercial Real Estate Investment Numbers with Darin Mellott

5/24/2022
After a record breaking fourth quarter in 2021, the momentum continued into the first quarter of 2022 with a 45 percent year-over-year increase in U.S. commercial real estate investment volume. What has influenced these numbers and what does the rest of the year look like? In this episode, David Bodamer is joined by Darin Mellott, … Read More Read More

Duration:00:20:35