About this podcast
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.
122 episodes · news
Wealth Management Invest
About this podcast
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.
Recent episodes
- Wealth Management Invest: The Future of Semiliquid Funds with Brian Moriarty13 Jul · 28 min
- Wealth Management Invest: Unpacking Autocallable ETFs with Matt Kaufman29 Jun · 30 min
- Wealth Management Invest: BofA Merrill’s Mark Sutterlin on Alternatives Allocations8 Jun · 25 min
- Wealth Management Invest: Private Credit, Liquidity Pressures and Market Signals with Chris Acito18 May · 34 min
- Wealth Management Invest: Scaling Personalization and Private Markets with InvestCloud’s Cheryl Nash20 Apr · 26 min
- Wealth Management Invest: Real Assets, Active ETFs and Real Estate with Dan Noonan23 Mar · 32 min
- Wealth Management Invest: Exploring Interval and Tender Offer Funds with XA Investments’ Kimberly Flynn9 Mar · 29 min
- Wealth Management Invest: Private Markets and Portfolio Construction with Dave Donahoo11 Feb · 30 min
- Wealth Management Invest: IPA’s Anya Coverman on Regulatory Issues20 Jan · 29 min
- Wealth Management Invest: Digging into SMAs and Direct Indexing with Columbia Threadneedle’s Daniel Milligan15 Dec 2025 · 26 min
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