Asset Management Podcasts

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Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

500

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Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.

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Robeco Asset Management Podcast

Robeco

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7h ago7h ago

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This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.

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Insights Now

Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

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10d ago1w ago

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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Strategist for the Americas at J.P. Morgan Asset Management, as they sit down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics, and their investment implications, helping to inform the building of stronger long-term investment plans.

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Sawgrass Market Musings

Advisors Asset Management, Inc.

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25d ago3w ago

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A podcast series from AAM's strategic partner Sawgrass Asset Management, LLC.

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PineBridge Investments Insights Podcast

PineBridge Investments

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4d ago4d ago

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PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.

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Asset Champion Podcast | Physical Asset Management | Facility Management | Facilities Maintenance and Operations

Eptura™

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10d ago1w ago

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The “Asset Champion Podcast” offers candid conversations with some of the industry’s most successful asset management leaders. In each 20-minute episode, host Mike Petrusky talks with guests about emerging trends in asset management for fleet, construction, manufacturing, and facilities. You'll discover best practices that will help you streamline your preventive maintenance, work orders, inventory, inspections, and more. You'll also get to know each guest on a more personal level and hear t ...

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Podcasts Archives - Revere Asset Management

Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates

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PodcastsThe Your Money Radio Show, a summary of the past week’s stock market action and breakdown of all the news that the team at Revere Asset Management is following to help you understand the economy and the investment strategies we use to help our clients.

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Revere Asset Management - Your Money

Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates

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10d ago1w ago

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The Your Money Radio Show, a summary of the past week’s stock market action and breakdown of all the news that the team at Revere Asset Management is following to help you understand the economy and the investment strategies we use to help our clients.

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Compak Market Wrap

Moe Ansari

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Compak Market Wrap is a weekly program featuring a detailed analysis of the days news from Wall Street and around the world. You can count on each program to have detailed technical and fundamental analysis as well as forecasts for the future. You can learn more about MarketWrap and Moe Ansari on the web at www.Compak.com/media.

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Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

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13d ago1w ago

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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...

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Fully Invested

Ropes & Gray LLP

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28d ago3w ago

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A RopesTalk podcast series from Ropes & Gray’s global asset management team that draws on the perspectives of attorneys from all areas of the firm’s broad, integrated practice, and provides insight into essential considerations associated with current and emerging asset management products.

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Forthlane Features: Conversations on Global Wealth and Asset Management

Forthlane Partners, Stories and Strategies

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6d ago6d ago

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Forthlane Features is a podcast for individuals seeking insights into sophisticated global investment strategies. Through engaging interviews with experts in the wealth and asset management industry, the podcast provides listeners with access to the minds and institutions behind the world’s most sophisticated financial strategies. Forthlane Features is brought to you by Forthlane Partners. Forthlane Partners provides independent wealth and asset management services to ultra-high-net-worth cl ...

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The Amberdata Podcast

Amberdata

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11d ago1w ago

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Amberdata is the leading digital asset data provider and provides comprehensive insights into blockchain networks, crypto markets, and decentralized finance. Join us as we explore the cryptoeconomy with leaders and experts in the space.

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Why Invest?

W1M Wealth & Investment Management

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In this award winning podcast, a team of hosts from W1M are joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of geopolitics, economics, and entrepreneurism, this podcast aims to demystify the worlds of finance, investment and beyond. Hosted on Acast. See acast.com/privacy for more information.

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Center For Investment Excellence

J.P. Morgan Asset Management

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11d ago1w ago

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The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.

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Algy's Investment Podcast

Algy Smith-Maxwell

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24d ago3w ago

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Expert investment insight from the people who know how to handle money. In this series, Algy Smith-Maxwell talks to some of the leading minds in asset management and investing on topics including compound interest, value investing, macroeconomics, US equities and the technology sector. Guests includeTerry Smith, Anthony Bolton, William De Gale, Ben Whitmore, James Findlay, Roger Bootle. Disclaimer All content on Algy’s Investment Podcast is for your general information and use only and is no ...

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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management

Frank Oliver

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18d ago2w ago

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Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in L ...

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Resolve Riffs Investment Podcast

ReSolve Asset Management

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11d ago1w ago

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Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence. These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach ex ...

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The Wrench Factor

MaintainX

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18d ago2w ago

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Welcome to The Wrench Factor, where we explore the technologies and innovations shaping the future of industrial asset management. In each episode, we dive into the biggest challenges facing frontline professionals, sharing real-world insights and practical strategies to help teams achieve best-in-class operations. From AI to asset reliability, we're talking about what matters most—right from the field. If you have an idea for a future topic, send your suggestion here: [email protected] ...

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MAGELLAN - In The Know

Magellan Asset Management

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14d ago1w ago

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’Magellan - In The Know’, is our monthly investment podcast, dropping on the last Tuesday of every month. Since inception in August 2020, we’ve been bringing you timely, thought-provoking insights to help you navigate today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks in global markets. Join Magellan as we engage with industry experts, CEOs, and our investment team, offering deep analyses on macroeconomic ...

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L&G Talks Asset Management

L&G

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3d ago3d ago

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What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From L&G’s Asset Management division, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities. We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimis ...

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Smart Real Estate by Westcliff

Westcliff Asset Management Inc

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10d ago1w ago

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Welcome to ”Smart Real Estate with Westcliff,” where expert insights meet strategic investing. Join hosts Addy Saeed and Kaz Jaffer, seasoned advisors and investors, as they uncover the nuances of the real estate market and provide actionable advice for every level of investor. At Westcliff Asset Management, we don’t just manage investments; we educate and empower our investors. Each episode dives deep into key topics like market trends, investment strategies, and asset management, deliverin ...

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WealthTalk - money, wealth and personal finance.

Kevin Whelan and Christian Rodwell

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Would you like to be completely financially independent? Tune in each week to the WealthBuilders podcast hosted by Kevin Whelan & Christian Rodwell. WealthBuilders provides a proven step by step process to help our members create, build and protect their wealth by focusing on growing their assets through education, support and connections. Join our community for free at www.wealthbuilders.co.uk/membership

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Double Take By Newton

Newton Investment Management North America LLC

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19d ago2w ago

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Stay up to date on key topics influencing the world of investing. We pair industry experts with Newton’s investigative research professionals to discuss top-of-mind issues shaping the economic landscape. The podcast is intended for investment professionals only and should not be construed as investment advice or a recommendation. Any stock examples discussed are given in the context of the theme being explored and the views expressed are those of the presenters at the time of recording.

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Talking Asset Management with KPMG

KPMG LLP (U.S.)

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Your asset management source for ESG and sustainable investing, regulatory, operational, and valuation news and trends.

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Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

Michael Sidgmore

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Alt Goes Mainstream podcast is the place to turn to for interviews with some of the brightest and most experienced minds in the world at the intersection private markets and wealth management. AGM dives into investment strategies like private equity (PE), private credit, venture capital (VC), secondaries, GP stakes, infrastructure, real estate, wealth management, and comprehensively covers tools and frameworks for approaching private markets, such as asset allocation, evergreen funds, model ...

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Deal Flow Friday

David Moghavem

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3d ago3d ago

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Every Friday, join us as we dive into the latest in real estate multifamily with David Moghavem, Head of East Coast Acquisitions at Trion Properties. David invites top experts who know the ins, outs, and trends shaping the real estate multifamily market across the nation! Whether you’re a seasoned investor or just curious about where the next big opportunity might be, Deal Flow Friday brings you the weekly inside scoop on what’s hot, what’s not, and what to watch for in today’s ever-evolving ...

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Genius Loves Company

Rockefeller Capital Management

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27d ago3w ago

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We recognize genius wherever it exists, and if you’re known by the company you keep, we are proud not only to spotlight the women that are part of Rockefeller Capital Management’s unique network, but in that same spirit, to welcome our brilliant listeners. Genius Loves Company is a series featuring women who are seasoned leaders and their inspiring insights and perspectives. In candid conversations, our guests share how different life experiences, priorities, and values have led them to pers ...

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Advisor Talk with Frank LaRosa

Elite Consulting Partners

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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...

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Resonanz Spotlight

Vincent Weber

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5d ago5d ago

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This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.

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The Alternative Data Podcast

Mark Fleming-Williams

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28d ago3w ago

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On this show we reveal some of the latest developments in the fast-growing Alternative Data sector. Satellite imaging, news-crawling, credit card data... and many more fresh new data sources are increasingly being used by investors to gain a competitive edge when making market decisions. We speak to data providers, asset managers, and anyone else in the sector to better understand this dynamic phenomenon. For more of an introduction to Alternative Data and its past, present and future, pleas ...

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The Lone Star Capital Podcast

Rob Beardsley

316

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3d ago3d ago

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The Lone Star Capital Podcast interviews institutional investors to learn more about their strategies, sponsor and investment criteria, due diligence process, and asset management practices. New episodes every Monday at 9am EST.

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Masters in Business

Bloomberg

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677

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Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.

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1st Fusion Asset Management's Podcast

1st Fusion Asset Management

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Transcript – Another DAM Podcast

Henrik de Gyor

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2+ y ago2+ y ago

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Audio about Digital Asset Management

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Market Currents

Northern Trust Wealth Management

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1M ago5w ago

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Pull back the curtain on financial trends. Wealth Management Chief Investment Officer Katie Nixon tackles big market questions to help you distinguish between fact, fiction and theory.

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The Asset Podcast

The Asset Magazine

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4+ y ago4+ y ago

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Asset Publishing and Research Ltd. is an integrated multi-media company serving the elite community of leading corporate and financial decision-makers in Asia.

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NAM - Stay Alert

Nordea Asset Management

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11M ago48w ago

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Welcome to Nordea Asset Management's Stay Alert podcasts.

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The Viking Chats: navigating the choppy waters of property, technology and business

Kristjan Byfield

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6d ago6d ago

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Welcome aboard The Viking Chats—the podcast where property, tech, and business collide in candid, no-fluff conversations. Hosted by Kristjan Byfield—lettings veteran, proptech pioneer, and co-founder of Base Property Specialists and The Depositary—this show dives deep into the real-world challenges and bold innovations shaping the future of the housing sector and beyond. Each episode, Kristjan drops anchor with industry leaders, disruptors, and entrepreneurs to unpack the messy, inspiring, a ...

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Asset Management & Investments

Asset Management & Investments

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2y ago2y ago

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Asset Management & Investments is an excellent real estate investment firm that provides its clients with a wealth of opportunities. With their experienced team of professionals and extensive portfolio of residential, commercial, and investment properties located all over the country, Asset Management & Investments offers families and individuals a great selection when it comes to purchasing real estate.

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CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax

Altus Group

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11d ago1w ago

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The CRE Exchange is your go-to podcast for all matters of commercial real estate. It hosts cutting-edge conversations with industry experts that offer CRE professionals timely insight into market behaviors and analysis to discover new opportunities and better manage risks and costs. We discuss Commercial Real Estate, Property Valuations, Real Estate Analytics, and Property Tax. Whether you buy or build, assist or advise, if you are a key stakeholder in the CRE space, this show is for you.

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The Quant / Financial Engineering Podcast

Patrick J Zoro

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2d ago2d ago

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Created by Professor Patrick Zoro The podcast aims to capture the latest trends in Data analytics, Asset Management, Blockchain, Risk Management. Patrick Zoro is also the program manager of the Master of Financial Engineering program at Lehigh University https://cbe.lehigh.edu/academics/graduate/master-analytical-finance

show series

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A random talk down Quant Street, Ep. 11/11 – How important is the human factor in quant? 7:58

7h ago7:58

7:58

With so much reliance on technology in quant investing, what role do humans play in the process? In the eleventh and final episode of our series on quant investing, Harald Lohre discusses the human side of quant. Why, for example, is creativity important in such a data-driven and systematic field? What makes for good quant researchers at Robeco? Ar…

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Fund Friday E85: Asset Management and Tenant Retention Strategies in Real Estate with Sawyer Zimmerman 32:02

3d ago32:02

32:02

In this episode, Craig McGrouther sits down with Sawyer Zimmerman from our asset management team to discuss what really drives property performance in today's challenging market. Sawyer manages over 2,000 units across our portfolio and shares how we've revolutionized our hiring process using Culture Index assessments to find the right talent for ea…

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371: Our Midyear Global Outlook – The CIO call 41:59

3d ago41:59

41:59

We recorded this special episode to mark the publication of our midyear global outlook, which offers key views across public and private markets after a particularly eventful first six months of 2025. Topics covered include: Long-term implications from the tariffs-related volatility spike How our AFI team in Chicago is navigating policy uncertainty…

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Off the Charts Thinking: A Conversation with Andrew Sarna 33:21

6d ago33:21

33:21

Vanessa Hui and Anthony Berg sit down with Andrew Sarna, Portfolio Manager at Forthlane (Cayman Islands), to dive into the insights behind his widely read macro note, Off the Charts. With over 830 issues published and nearly 2,300 subscribers, Andrew has built a loyal audience by offering sharp, independent perspectives on markets, risk, and macro …

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The Single BIGGEST Mistake Every ‘Pro Trader’ Makes | Your Money Podcast – Episode 552

10d ago

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Ep. 155: “Prevention is Your Best Asset Strategy” – Air Quality, Facilities Maintenance and Safety with Norelle Done of Viking Pure Solutions 19:17

10d ago19:17

19:17

Norelle Done is Director of Marketing at Viking Pure Solutions where she is on a mission to elevate the way we think about health, safety, and sustainability in the spaces we live, learn, and work. Mike Petrusky asks Norelle about the importance of addressing invisible threats in facilities, such as airborne viruses and chemical residues, and how n…

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Will a Trust Help Your Kids Save on Taxes? 4:52

18d ago4:52

4:52

Trusts are often touted as smart estate planning tools, but could they actually reduce taxes for your heirs? In this listener mailbag episode, Frank responds to a question from Roger, who asks whether setting up a trust could help his children save on taxes when inheriting investment accounts. Here’s what we discuss in this episode: 🤔Why many trust…

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Orchid (The A.I. Asset Management Firm) 30:28

20d ago30:28

30:28

Zuber Seth and I discussed his firm (Orchid) out of his London office. The discussion starts with Zuber's background, his foray into the hedge fund world, barista coffee, a chance accouter, lots of networking, a Math degree, London, #Qatar, a prince, #seedfunding and ultimately the creation of this AI firm aimed at #HedgeFunds to create an Autonomo…

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Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455) 1:10:12

3h ago1:10:12

1:10:12

Michael Ovitz is the legendary co-founder of Creative Artists Agency, where he transformed Hollywood’s talent business and built the most powerful force in entertainment. In his time at CAA, Michael shaped the trajectories of artists, filmmakers, and companies, including actors Tom Cruise, Kevin Costner, Bill Murray, Sylvester Stallone, and Barbra …

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[REPLAY] Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233) 53:58

3h ago53:58

53:58

Ali Hamed is the Founder of CoVenture a $2 billion investor across the capital stack of technology start-ups reinventing the economy of the future. Ali first appeared on the show three years ago when CoVenture’s assets were around $100 million. That conversation is replayed in the feed. Our second conversation starts with an update on CoVenture’s g…

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[REPLAY] Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40) 1:02:57

4h ago1:02:57

1:02:57

Ali Hamed is the co-founder of CoVenture and Managing Partner of the CoVenture VC Fund. CoVenture is an innovative company that identifies and invests in novel assets formed by the intersection of technology and finance. The firm manages an early stage venture capital fund, direct lending fund, and crypto asset index fund, with each taking a creati…

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International Student Networking for Quant Jobs in the U.S 46:36

2d ago46:36

46:36

In this insightful episode, I sit down with Edson Bope, a master’s student from Zimbabwe studying Financial Engineering in Pennsylvania, who shares his journey navigating the competitive U.S. job market in search of quantitative finance roles.Edson opens up about the unique challenges international students face, from visa constraints to cultural d…

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Data-Driven Decision Making: Enhancing Client Relationships 44:50

2d ago44:50

44:50

Key Topics Covered: -How to score and segment your clients using real engagement metrics. -The difference between gut instinct and data-driven decisions. -CRM limitations and how to work around them. -Ways to use data to both increase and protect your revenue. -Why private equity firms and bankers are demanding better firm data. Whether you’re look…

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Smart Capital: Jared Zeisler - Capital Solutions 47:39

3d ago47:39

47:39

In this episode of Deal Flow Friday, host David Moghavem sits down with Jared Zeisler, Principal at Capital Solutions, to unpack where capital is (and isn’t) flowing in today’s market. Jared shares why buying below replacement cost remains core to their strategy, why rescue capital isn’t the opportunity it seems without resetting basis, and how Cap…

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Citi Wealth Chief Investment Officer Kate Moore on Macro Investing 1:11:46

4d ago1:11:46

1:11:46

Barry speaks with Kate Moore, chief investment officer at Citi Wealth. They discuss Kate's extensive and diverse career which saw her as Head of Thematic Strategy and a portfolio manager for the Global Allocation Fund at BlackRock, and includes stops at JP Morgan, Bank of America Merrill Lynch, Moore Capital and Morgan Stanley in senior investment …

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Hg's Martina Sanow - unlocking opportunities to invest in Europe's largest portfolio of software and services businesses 1:03:50

4d ago1:03:50

1:03:50

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone who has successfully built a wealth solutions business tailored to her firm’s unique strengths, expertise, and investment track record. Martina Sanow is a Partner and Head of Hg Wealth, where she is focused on building the firm’s wealth solutions offering built out of …

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EM Debt Outlook: From East to West 35:54

4d ago35:54

35:54

We discuss the impact of US tariffs, regional corporate sentiment, and the macroeconomic developments shaping the second half of the year.By PineBridge Investments

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Peter Davies: Partner & Head of Developed Markets Strategy at Lansdowne Partners 52:06

4d ago52:06

52:06

In this episode, Luke Hyde-Smith speaks with Peter Davies, Partner & Head of Developed Markets Strategy at Lansdowne Partners. Peter reflects on his investment journey, sharing how his experience has shaped his current global long-only approach. Peter outlines the core themes driving Lansdowne’s Developed Markets Strategy and highlights undervalued…

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From Deal to Done: The Smooth Succession Timeline 29:20

4d ago29:20

29:20

Key Topics Covered: -What buyers can do to become “preferred” with intermediaries and sellers. -Timeline expectations from LOI to purchase agreement. -How financing, compliance, and legal factors can stall (or kill) deals. -Why CRM/data integration is often overlooked - but critical. -The power of clear workflows, automated systems, and back-end ea…

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At The Money: Planning Your Retirement? 15:08

5d ago15:08

15:08

Thinking about retirement? Do you know how you will spend your time? And perhaps most significantly, how much retirement can you afford? Christine Benz is Director of Personal Finance & Retirement Planning at Morningstar; her new book is “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.” She joins Barry Ritholtz to discuss…

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Jeff Shen – Beyond the Buzz: What AI Really Means for Investing 29:57

4d ago29:57

29:57

Send us a text What does AI really mean for the future of quant investing? In this episode, Vincent sits down with Dr. Jeff Shen, PhD, Co-CIO and Co-Head of Systematic Active Equities at BlackRock, to explore how the world’s largest asset manager is scaling systematic investing through big data, machine learning, and a deep, research-driven culture…

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From Spreadsheets to Smart Dashboards: How Data-Driven Landlords Are Winning in 2025 20:08

5d ago20:08

20:08

In this episode, Christian Rodwell welcomes Alex Norian (founder of IWN Accountancy) and Ben Lansdown (Director of Analytics, IWN Analytics) to discuss the evolving landscape for UK property investors and landlords. They explore the challenges of property portfolio management, regulatory changes, and how landlords can use data-driven tools to optim…

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Goldman Sachs Petershill's Robert Hamilton Kelly - riding the waves of change in GP stakes 1:00:14

6d ago1:00:14

1:00:14

Welcome back to the Alt Goes Mainstream podcast. Today’s conversation dives into the current state of private markets through the lens of one of the leading GP stakes firms in the industry. We sat down with Partner and Global Co-Head of the Petershill Group at Goldman Sachs Robert Hamilton Kelly. Petershill takes minority equity stakes in establish…

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Fireworks On The Ticker Tape 38:24

7d ago38:24

38:24

Join Moe and Javaid as they celebrate the both the markets and country this week! The S&P 500 made an all-time new high last week, where do we go from here? What is the status of the budget bill? Willl the Federal Reserve cut interest rates in July? Listen now to find out!By Compak Asset Management

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Integration Nation: Why GlueDog Could Be the Future of PropTech 56:29

6d ago56:29

56:29

In this unmissable episode of The Viking Chats, Kristjan Byfield sits down with Mark McCorrie—founder of Made Snappy 360 and the innovator behind the integration tool GlueDog—for a no-holds-barred deep dive into the tangled, chaotic, and often comical world of PropTech in the UK property industry. If you've ever felt frustrated by the sheer number …

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Friends Reunion 3 – Five Allocators Riff on Investing (EP.454) 57:55

7d ago57:55

57:55

Today’s episode brings together four of my oldest friends in the allocator business for the third time for an unscripted conversation on markets, portfolios, and life. My guests are Brett Barth of BBR Partners, Meredith Jenkins of Trinity Wall Street, Jon Harris of AIM, and Casey Whalen of Lazard Wealth. Over two decades, our dinner crew has shared…

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Making Your Data Work for You 21:10

9d ago21:10

21:10

Key highlights include: -Why most advisors pause when asked: “How is your data helping you make better decisions?” -The difference between basic CRMs and scalable platforms - and how to choose what’s right for you. -How automations and integrations can cut onboarding times from 15 minutes to 3. -The importance of a "Jedi Health Check" for your firm…

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Fund Friday E84: Unlocking Syndication Opportunities with Dasha Beardsley and Branden Claisse 30:51

10d ago30:51

30:51

In this episode, Craig McGrouther is joined by Dasha Beardsley, Director of Investor Relations at Lone Star Capital, and Brandon Claisse from Tribevest, to walk through exactly how fund managers and capital allocators can raise capital alongside Lone Star through our fund-to-fund program. This episode is specifically for capital allocators and fund…

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What's behind muni moves? 26:12

10d ago26:12

26:12

Watch the video version on YouTube Municipal bonds have struggled so far in 2025 as increased issuance and elevated volatility have weighed on prices. However, with risks to the current economic expansion rising, the case for munis has only grown more compelling. On a tax-equivalent basis, muni yields are higher relative to Treasuries and compete w…

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The Single BIGGEST Mistake Every ‘Pro Trader’ Makes | Your Money Podcast – Episode 552

10d ago

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ESG Reporting and Metrics – Episode 6 2:54

10d ago2:54

2:54

Mastering ESG Reporting: Metrics That Matter | Smart Real Estate with Westcliff Join Addy Saeed and Kaz Jaffer on Smart Real Estate with Westcliff as they delve into ESG reporting and metrics in their 'Investing with Impact' series. Discover why metrics are crucial in ESG, how they drive accountability, and the specific benchmarks used in environme…

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How resilient are long-term investment themes in turbulent times? 27:59

10d ago27:59

27:59

Disruption has been the trend of 2025. Upheaval is everywhere, from geopolitics and trade, to the fields of technology, payments, ways of working and more. Does a thematic approach help equity investors to cut through all the noise, or could it be that investment themes or trends are also being disrupted?…

1
Swiss Re's Velina Peneva on the Business of Reinsurance 1:12:58

10d ago1:12:58

1:12:58

Barry speaks with Velina Peneva, group chief investment officer at Swiss Re about the business of reinsurance, managing risk, her career path and more. Peneva started her career at Bain & Company in 1998 and later became Partner in 2011. While she was there, she worked with fund managers and investors, became a leader in the private equity practice…

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Mark Valek: Reimagining the 60/40 Portfolio, Hard Assets, Bitcoin as Digital Gold & Asset Allocation Strategies 1:02:20

11d ago1:02:20

1:02:20

In this episode of ReSolve Riffs, host Mike Philbrick and Rodrigo Gordillo welcome Mark Valek, partner at Incrementum AG and co-author of the acclaimed In Gold We Trust report. Mark, a seasoned macro investor with decades of expertise at the intersection of gold, monetary policy, and systemic risk, offers deep insights into the evolving roles of go…

1
Amberdata Podcast - Interview with Francesco Piccoli, CEO and Co-Founder of Almanax 31:32

11d ago31:32

31:32

On this episode of the Amberdata Podcast, Francesco Piccoli, CEO and Co-Founder of Almanax, discusses his journey into crypto and AI, smart contract security, recent malicious hacks, industry best practices, and the future of Web3 security. Disclaimer: This podcast is for educational purposes only. Nothing here is trading advice or solicitation. Fo…

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Monthly Alts Pulse Ep. 17: Live from iCapital Connect - IEQ's Eric Harrison and iCapital's Steve Houston on innovative approaches to wealth management 14:32

11d ago14:32

14:32

Welcome to the 17th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. We were live from iCapital Connect’s conference in Phoenix to dive into the most pressing trends at the intersection of private markets and wealth management —and unpack how wealth management firms are utilizing private markets to build ou…

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Transportation assets and tariffs: Is bad news good news? 22:32

11d ago22:32

22:32

In this episode of the Center for Investment Excellence podcast, hosted by David Lebowitz, the focus is on the transportation sector amidst a backdrop of global economic uncertainty. Andy Dacey, CEO and CIO of J.P. Morgan Asset Management's Global Transportation Group, joins the discussion to explore how macroeconomic factors, such as trade tariffs…

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The Exit Mindset: When, Why, and How to Plan Your Succession 23:19

11d ago23:19

23:19

Key highlights include: -Why many advisors wait too long - and how that can cost them. -Common emotional roadblocks and how to overcome them. -The difference between financial readiness and business readiness. -Mistakes sellers make when engaging with buyers. -Why a clear "why" can determine the success of your exit. Whether you're actively conside…

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CRE’s mid-year market pulse: Rates, risks, and real assets 33:31

11d ago33:31

33:31

We share the key macroeconomic signals and policy decisions affecting commercial real estate as we move into the second half of 2025. From declining retail sales and builder sentiment to insights from the latest FOMC meeting, we explore how economic headwinds are influencing CRE strategy, pricing gaps, and transaction volume. Tune in for analysis o…

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370: Middle East conflict, inflation and interest rates – Market Talk 20:57

12d ago20:57

20:57

Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the market impact of the Middle East conflict. Also on the agenda is possible rates divergence between the US and Europe, the shortcomings of economic data, and why GDP per capita may not tell the whole story of emerging markets. This podcast was recorded on 24 June 2025. All dat…