Wealth Management Invest

WealthManagment Invest
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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.

  1. HACE 3 D

    Wealth Management Invest: Private Markets and Portfolio Construction with Dave Donahoo

    In this episode of the Wealth Management Invest podcast, host David Bodamer speaks with Dave Donahoo, head of Americas, Wealth Management Alternatives at Franklin Templeton, about how private equity, private credit and real estate are increasingly shaping portfolio construction within the wealth channel. Dave shares how Franklin Templeton approaches private markets, evaluates semi-liquid fund structures and prioritizes investment integrity when adapting institutional strategies for advisors. He also discusses current themes across private asset classes, the role of education in advisor adoption, and why private markets are becoming a central part of long-term portfolio design. Key points: Why private markets are no longer viewed as niche allocations for wealth portfolios How semi-liquid structures are evaluated before launch The role of supply and demand across private equity, credit and real estate How institutional experience informs product design for wealth clients Connect With David Bodamer: david.bodamer@informa.com  Wealth Management LinkedIn: David Bodamer LinkedIn: Wealth Management Connect With Dave Donahoo: LinkedIn: Dave Donahoo LinkedIn: Franklin Templeton Website: Franklin Templeton Website: Alternatives by Franklin Templeton Resources: Listen to the Wealth Management Invest Podcast on Wealth Management Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify

    30 min

  2. 20 ENE

    Wealth Management Invest: IPA’s Anya Coverman on Regulatory Issues

    In this episode of Wealth Management Invest, host David Bodamer sits down with Anya Coverman, president and CEO of the Institute for Portfolio Alternatives, to open 2026 with a discussion on key regulatory and policy developments affecting private markets, including ERISA modernization, 401(k) access, accredited investor definitions and the impact of state-level regulation. Anya outlines the IPA’s role in representing the alternatives ecosystem and shares insight into how access to private markets has evolved, why individual investors remain under allocated compared to institutions, and how innovation in fund structures, fintech infrastructure and industry partnerships is reshaping the wealth channel. Key takeaways: Individual investors remain under allocated to private markets compared to institutions New fund structures, fintech platforms and partnerships are expanding advisor access to alternatives Policy developments around ERISA, 401(k)s and accredited investors will shape future access Durable, thoughtful regulation is essential to responsible growth in private markets Education and collaboration are critical as alternatives play a larger role in portfolios Connect With David Bodamer: david.bodamer@informa.com  Wealth Management LinkedIn: David Bodamer LinkedIn: Wealth Management Connect With Anya Coverman: Institute for Portfolio Alternatives LinkedIn: Anya Coverman Resources: Listen to the Wealth Management Invest Podcast on Wealth Management Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify

    29 min

  3. 15/12/2025

    Wealth Management Invest: Digging into SMAs and Direct Indexing with Columbia Threadneedle’s Daniel Milligan

    In this episode of Wealth Management Invest, host David Bodamer speaks with Daniel M. Milligan, vice president of separately managed accounts at Columbia Threadneedle Investments, to examine how advisors are using SMAs and direct indexing when building client portfolios. Daniel outlines how technology has increased access to SMAs, why tax-aware personalization is gaining traction, and how direct indexing creates flexibility for investors seeking tailored equity exposures. He also walks through the role municipal bond SMAs can play in taxable accounts and highlights how advisors can use these tools. Key takeaways: How technology has allowed SMAs to move downmarket with lower minimum investments Tax and transparency benefits that distinguish SMAs from mutual funds and ETFs How direct indexing pairs index-like exposure with systematic tax management and client-level customization Using SMAs and direct indexing to address concentrated stock positions while managing tax consequences over time Limits of customization, advisor education needs, and why SMAs are increasingly central to holistic planning Connect With David Bodamer: david.bodamer@informa.com  WealthManagement.com LinkedIn: David Bodamer LinkedIn: WealthManagement Connect With Daniel Milligan: Website: Columbia Threadneedle Investments LinkedIn: Columbia Threadneedle Investments LinkedIn: Daniel Milligan About Our Guest: Dan Milligan is Vice President of Separately Managed Accounts at Columbia Threadneedle Investments, based in Boston, MA. He has been at the firm for almost 19 years. He holds a bachelor’s degree in economics from Boston College and an MBA from Boston College Carroll School of Management. He is a CFA Charterholder. Resources: Listen to the Wealth Management Invest Podcast on WealthManagement.com Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify

    26 min

  4. 17/11/2025

    Wealth Management Invest: Ramping Up ETF AUM with AllianceBernstein’s Onur Erzan & Noel Archard

    In this episode of Wealth Management Invest, host David Bodamer speaks with two AllianceBernstein executives: Onur Erzan, head of Global Client Group and Private Wealth, and Noel Archard, CFA, global head of ETFs and Portfolio Solutions. The duo shares insights on the growth of AllianceBernstein’s active ETF platform, the increasing integration of private markets into client portfolios and the expanding accessibility of SMAs for tax-efficient investing.  Key Takeaways: How AllianceBernstein has ramped up to $9 billion in ETF assets in three years with 19 active funds The trend of advisors consolidating manager relationships  Structural and cyclical investment trends shaping portfolios, from private credit to international equities The growing accessibility of SMAs and their role in optimizing after-tax returns The rise of defined outcome ETFs and how advisors can use them  Connect With David Bodamer: david.bodamer@informa.com  WealthManagement.com LinkedIn: David Bodamer LinkedIn: WealthManagement Connect With AllianceBernstein: AllianceBernstein LinkedIn: AllianceBernstein Connect With Noel Archard: LinkedIn: Noel Archard Connect With Onur Erzan: LinkedIn: Onur Erzan Resources: Listen to the Wealth Management Invest Podcast on WealthManagement.com Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify RIA Edge Private Markets: December 4, 2025, in New York, NY

    32 min

  5. 20/10/2025

    Wealth Management Invest: Building Resilient Portfolios with Vanguard’s Todd Schlanger

    In this episode of Wealth Management Invest, host David Bodamer speaks with Todd Schlanger, CFA, senior investment strategist for multi-asset investing at Vanguard, to explore how advisors can approach portfolio construction in today’s market.  Todd shares why the 60/40 portfolio still plays a crucial role, the rise of dynamic and active-passive strategies, and the increasing use of ETFs in model portfolios. He also explains Vanguard’s 13 investment strategies and highlights the role advisors can play in guiding client behavior during periods of market volatility. Key takeaways: Why the 60/40 portfolio remains relevant as a long-term “all-weather” strategy How dynamic strategies adapt to capital market assumptions across more than 100 asset classes The growing role of ETFs, including passive and active approaches, in model portfolios Vanguard’s 13 strategies are designed to address diverse investor needs and objectives The importance of advisor behavioral coaching to help clients stay disciplined through volatility Connect With David Bodamer: david.bodamer@informa.com  WealthManagement.com LinkedIn: David Bodamer LinkedIn: WealthManagement Connect With Todd Schlanger Vanguard  LinkedIn: Todd Schlanger Bonds remain in favor in time-varying model portfolio Vanguard’s portfolio construction framework Time-varying asset allocation: Vanguard’s approach to dynamic portfolios Resources: Listen to the Wealth Management Invest Podcast on WealthManagement.com Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify

    29 min

  6. 15/09/2025

    Wealth Management Invest: The Role of Secondary Markets in Private Wealth with Coller Capital’s Jonathan McEvoy

    In this episode of Wealth Management Invest, host David Bodamer talks with Jonathan McEvoy, managing director, Investor Relations and head of Private Wealth Secondaries Solutions Distribution at Coller Capital, to explore how secondaries provide an additional access point to private markets. Jonathan shares the growth story of private equity and private credit secondaries, their benefits to advisors and clients and how Coller Capital uses semiliquid funds to deliver its strategies.  Key Points : The evolution of the secondary market from niche beginnings to a $160 billion-plus annual transaction space How secondaries provide liquidity, diversification and reduced risk through seasoned portfolios The advantages of semiliquid fund structures for private wealth investors The growing importance of education for advisors and clients when approaching secondaries Connect With David Bodamer: david.bodamer@informa.com  WealthManagement.com LinkedIn: David Bodamer LinkedIn: WealthManagement Connect With Jonathan McEvoy: Website: Coller Capital LinkedIn: Jonathan McEvoy Resources: Listen to the Wealth Management Invest Podcast on WealthManagement.com Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify

    31 min

  7. 18/08/2025

    Wealth Management Invest: How MAI Capital Approaches Private Markets with Ben Sayer

    In this episode of the Wealth Management Invest Podcast, host David Bodamer interviews Ben Sayer, managing director and head of the alternative investments group at MAI Capital Management.  Ben shares insights on MAI’s longstanding approach to private markets, the rise of evergreen structures, and the operational challenges of managing illiquid assets. He also discusses how client education and strategic technology partnerships can unlock meaningful access to alternatives. Key highlights include: MAI Capital’s evolution from a sports agency affiliate to a $30 billion RIA serving entertainers, high-net-worth individuals and multi-family offices How MAI has long embraced alternatives, including co-investments and custom feeder funds The complexities of evergreen structures, including liquidity mismatches, pricing concerns and client expectations Diligence strategies RIAs should apply before recommending alternatives, including document review and external legal support Educating clients on illiquidity, reporting delays and drawdown scenarios to avoid panic during market stress Resources: Listen to the Wealth Management Invest Podcast on WealthManagement.com Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify Connect With David Bodamer: david.bodamer@informa.com  WealthManagement.com LinkedIn: David Bodamer LinkedIn: WealthManagement Connect With Ben Sayer: Website: MAI Capital Management LinkedIn: Ben Sayer Email: bsayer@mai.capital  Guest Bio: Ben Sayer, CFA, has been with MAI Capital since 2017 and currently leads the alternative investments group, having worked on the team throughout his tenure. Based in Cleveland, Ohio, he focuses on due diligence and investment modeling across asset classes, including real estate, private equity and venture capital. Before joining MAI Capital, he was a product manager at PNC Capital Advisors and previously worked at JPMorgan Chase. Outside of work, Ben served as president of CFA Society Cleveland, an organization dedicated to promoting professional development, ethics, and industry engagement within the financial community in Northeast Ohio.

    30 min

  8. 21/07/2025

    Wealth Management Invest: Cerity’s Tom Cohn on Private Market Allocations

    In this episode of the Wealth Management Invest Podcast, host David Bodamer interviews Tom Cohn, partner and chief solutions officer at Cerity Partners. They explore the significance of private markets in client portfolios and discuss asset allocation strategies.  Tom shares insights on the evolution of private markets, the rise of evergreen structures and the impact of macroeconomic trends on investment decisions. They discuss: Key considerations for client portfolios, including illiquidity risk and asset class diversification The growing importance of data centers and AI-driven infrastructure investments How secondaries provide diversification and reduce risk exposure The shift of credit opportunities from banking to asset management  Connect With David Bodamer: david.bodamer@informa.com  WealthManagement.com LinkedIn: David Bodamer LinkedIn: WealthManagement Connect With Tom Cohn: LinkedIn: Tom Cohn LinkedIn: Cerity Partners Cerity Partners Resources: Listen to the Wealth Management Invest Podcast on WealthManagement.com Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify

    28 min
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Información

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.

Ficha técnica

  • Creado por
    WealthManagment Invest
  • Años en activo
    2019 - 2026
  • Episodios
    114
  • Derechos de autor
    © Wealth Management Invest All Rights Reserved
  • Sitio web del podcast
    Wealth Management Invest

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