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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
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Wealth Management INVEST: Investing in Private Markets with a Fiduciary-First Approach

6/17/2024
WealthManagement.com’s 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 strategies to benefit their clients. They touch on the opportunities and challenges within private equity, private credit, infrastructure, and real estate, as well as Opto’s recent partnership … Read More Read More

Duration:00:29:37

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Wealth Management INVEST: Wealth Enhancement Group’s Approach to Private Investments

5/20/2024
WealthManagement.com’s 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 the ongoing evolution of alternative investments. Doug focuses on: What is the trend of democratization in alternative investments and increased investor access How education plays a crucial … Read More Read More

Duration:00:26:52

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WealthManagement INVEST: Bridging the Gap in Fixed Income Opportunities

4/29/2024
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 Insights into fixed-income ETFs … Read More Read More

Duration:00:24:51

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WealthManagement INVEST: Trends and Innovations in Alternative Investments

4/15/2024
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 for a … Read More Read More

Duration:00:30:58

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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