Wealth Management Invest

Wealth Management Invest targets wealth managers and asset managers with senior executives as guests, providing authoritative discussion on private markets and alternative investments. This makes it valuable for PR pros seeking credible, high-profile guests; bookings require strong industry credentials and tight scheduling. Competition for appearances is likely high given the seniority of guests.

110 episodes, Monthly, 3.8 rating

<1k, Male, USA

Welcome to the WealthManagement 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.

David Bodamer

Business News, News, Business, Investing

senior investment/wealth management executives (MD/CIO/Partner/Head of Investments) with private markets and/or crypto expertise

led private markets programs, built alts platforms, driven growth in wealth channels, launched evergreen structures, developed investment strategies

Jonathan McEvoy - Growth Of Private Equity And Private Credit Secondaries; Accessing Private Markets, Ben Sayer - Mai's Approach To Private Markets; Evergreen Structures; Illiquid Assets Operations, Tom Cohn - Private Markets In Client Portfolios; Asset Allocation; Evergreen Structures, Don Calcagni - Portfolio Diversification; Investment Objectives; Aligning Decisions With Client Goals, Kristen Mirabella - Cryptocurrency In Wealth Management; Digital Asset Platform; Separately Managed Accounts

private markets, private equity, private credit, secondaries, evergreen structures, alternative investments, wealth management, RIAs, asset allocation, crypto