Wealth Management Invest

Publicly listed emails

david.bodamer@informa.com

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Wealth Management Invest: Building Diversified Portfolios with Nomura’s Milissa Hutchinson

September 14, 2026

David Bodamer speaks with Milissa Hutchinson, managing director and head of U.S. Wealth at Nomura Asset Management, about how financial advisors can approach diversification as they build portfolios for today’s evolving markets. Milissa shares Nomura’s perspective on diversification, explaining where the firm sees opportunities across emerging markets, small caps and innovation, including artificial intelligence-related growth beyond the largest U.S. technology companies. Milissa also explore...

Wealth Management Invest: Model Portfolio Trends with Invesco’s Karl Desmond

August 03, 2026

In this episode of Wealth Management Invest, host David Bodamer speaks with Karl Desmond, senior client portfolio manager at Invesco, about how financial advisors are using model portfolios. Karl breaks down trends with both  pre-built and custom model portfolios, including how advisors can maintain input on asset allocation, manager selection, and existing holdings while delegating more of the portfolio construction process. Karl also discusses tax-aware transitions and implementation challe...

Wealth Management Invest: The Future of Semiliquid Funds with Brian Moriarty

July 13, 2026

In this episode of Wealth Management Invest, David Bodamer speaks with Brian Moriarty, principal on Morningstar’s Manager Research Team, about the latest trends shaping the semiliquid fund market. Brian shares insights from Morningstar’s latest research, explaining why investor flows are shifting away from private credit toward private equity and venture capital, while exploring how changing market conditions may affect future return expectations. Brian also explains how leverage,...

CAIS Live Conversations, Building With Alts · High booking difficulty · 100 - 1,000 listeners

Fund Shack Private Equity Podcast · Medium booking difficulty · 100 - 1,000 listeners

How do I get in touch with Wealth Management Invest?

Wealth Management Invest is hosted by David Bodamer. Its publicly listed email is david.bodamer@informa.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Wealth Management Invest?

The publicly listed email for Wealth Management Invest: david.bodamer@informa.com.

How many listeners does Wealth Management Invest have?

Podseeker estimates Wealth Management Invest reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Wealth Management Invest?

Wealth Management Invest typically books industry leaders. Typical guest background: Senior executives, CIOs, heads of alternatives or ETFs, portfolio managers, investment researchers, and other established professionals at asset managers, wealth management firms, banks, or research organizations. Common among recent guests: Leadership of an investment platform or asset-management business; Published investment research or market analysis; Expertise in alternative investments, ETFs, private markets, or portfolio construction. Recent guests include Brian Moriarty, Matt Kaufman, and Mark Sutterlin.

How hard is it to get booked on Wealth Management Invest?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Wealth Management Invest cover?

Recent episodes cover Alternative Investments, Private Markets, Etfs, Asset Management, and Wealth Management. Pitch an idea tied to one of these topics and mention a recent episode.