91 episodes

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.

Wealth Management Invest WealthManagment Invest

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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.

    WealthManagement INVEST: Trends and Innovations in Alternative Investments

    WealthManagement INVEST: Trends and Innovations in Alternative Investments

    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

    • 30 min
    Wealth Management INVEST: Exploring Private Market Strategies with Tony Davidow

    Wealth Management INVEST: Exploring Private Market Strategies with Tony Davidow

    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

    • 26 min
    Wealth Management INVEST: How Can Alternative Investments Benefit Portfolios

    Wealth Management INVEST: How Can Alternative Investments Benefit Portfolios

    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

    • 21 min
    Wealth Management INVEST: How Private Markets Are Becoming More Accessible

    Wealth Management INVEST: How Private Markets Are Becoming More Accessible

    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

    • 25 min
    REPLAY! WMRE Common Area: Exploring Tax-Advantaged Real Estate Options with Louis Rogers

    REPLAY! WMRE Common Area: Exploring Tax-Advantaged Real Estate Options with Louis Rogers

    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

    • 38 min
    WMRE Common Area: Exploring Interval Funds With Ramin Kamfar

    WMRE Common Area: Exploring Interval Funds With Ramin Kamfar

    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

    • 24 min

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