Podcasts

Unlocking Liquidity: The Future of Startup Equity & Private Markets with Dave Thornton

Dave Thornton is the CEO and co-founder of Vested, a platform designed to help startup employees unlock the value of their stock options.In this episode, Dave dives into the complexities of stock options, the challenges of providing liquidity for startup employees, and how Vested is bridging the gap by offering innovative funding solutions. We also discuss the evolving private markets, the role of secondary markets, and the increasing need for liquidity as companies stay private longer.

October 4, 2024

Was This Hedge Fund's Performance Pure Luck? with Corey Hoffstein

Corey Hoffstein is a quantitative researcher, portfolio manager, and financial innovator.In this episode, Corey shares his insights on return stacking, the overlooked impact of rebalancing timing, and how to find alpha in increasingly efficient markets. We also explore his views on trend following, the 13-month momentum anomaly, and how his innovative ETF strategies are reshaping portfolio construction.

September 26, 2024

Are We In A Private Equity Bubble? with Jared Dillian

Jared Dillian is a writer, trader, musician, entrepreneur and educator. In this episode, we talk about his views on the potential $8 trillion private equity bubble, the current market environment, and how the relationship between time and money impacts financial success. We also discuss his views on commodities, investing strategies, personal finance tips and his books including his upcoming collection of short stories.

September 6, 2024

Loosely Functioning Disasters and Long-Term Relationships with Brent Beshore

Brent Beshore is the CEO and founder of Permanent Equity, a private equity fund uniquely focused on the long-term. In this episode, we dive into Brent’s journey into private equity, the value of operational experience as an investor, the diligence process, leadership, and the importance of long-term relationships and compounding.

August 2, 2024

How Financial Advisors Can Scale Trust & Build Better Connections with Diana Cabrices

Diana Cabrices is the founder of Diana Cabrices Consulting and the wealth industry's first Chief Evangelist, helping firms establish a strong brand presence to attract and retain clients. In this episode, we dive into Diana's journey into brand evangelism, the importance of building relatability as a financial advisory, how to both scale trust and drive better client engagement in a digital world, and how to do all of it compliantly.

July 16, 2024

Passion Meets Planning: Reverse Engineering Your Retirement and Success with Justin Castelli

In this episode, we explore Justin's journey to authenticity, his approach to client relationships, and how he encourages clients to pursue their interests and passions. We also discuss the evolving role of financial planners, why being less focused on the numbers when setting goals can actually be beneficial in the long run, and how Justin's supporting other financial advisors through initiatives like the Advisor Growth Community.

June 25, 2024

Why Crypto is the Future of Money with Tyrone Ross

Tyrone Ross is the CEO and Co-Founder of ⁠⁠Turnqey Labs, Inc.⁠⁠, a legend in the wealth management space and a fervent advocate for using technologies like blockchain to democratize financial services and open up opportunities for underserved communities.. We discuss Bitcoin, allocating crypto within client portfolios, the transformative potential of crypto for underserved communities, and more.

March 19, 2024

The Rational Approach to Wealth Management with Cameron Passmore

Cameron Passmore discusses designing a purpose-driven firm, evidence-based investing. improving financial literacy and more.

April 25, 2024

Wealth Management, Nvidia, Bitcoin & More with Douglas Boneparth

Douglas Boneparth is the Founder and President of Bone Fide Wealth, a New York City-based wealth management firm dedicated to serving the city’s hardest-working young professionals. In this episode, we discuss building a successful wealth management practice, the Magnificent 7, Nvidia and semiconductors, Bitcoin, and more.

March 27, 2024

Unlocking Growth with Private Lending & Alternative Assets with Jamie Shulman

Jamie Shulman discusses how Meriwether Group approaches private lending, what they look for in borrowers, how they structure their investments and the current environment for private credit from businesses seeking capital to investors looking for yield.

May 8, 2024

Financial Literacy for Kids and Teens with Liz Frazier

Learn tips for teaching financial literacy to kids and teens from expert Liz Frazier on the Investipal podcast. Discover how to introduce money management early for lifelong benefits.

April 2, 2024

Making Financial Independence Inevitable with Nate Hoskin

Nate discusses his journey in growing his practice and servicing a younger clientele. He emphasizes the importance of asset allocation and a quantitative approach to investing.

February 8, 2024

Good Financial Planning Depends on Good Data

Tim Bickmore shares why proper data architecture and classification is hard to get, how that impacts financial planning, common mistakes made by advisors and clients in financial planning, tax optimization strategies, the future of AI in financial planning, and more.

May 14, 2024

The Future of Financial Services with Jamie Hopkins

Jamie Hopkins, CEO of Bryn Mawr Capital Management and founder of the FinServ Foundation, discusses the challenges and opportunities in the financial profession and how his foundation is helping the next generation of financial professionals.

The Complexities of Investing with Peter Lazaroff

Peter Lazaroff is the CIO of ⁠PlanCorp⁠, Advisor at ⁠Brightplan⁠, and Author of ⁠Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever⁠. He shares how he thinks about the complexities of finance, portfolio construction and management, the importance of taking a scientific approach to investing, decision-making and reducing bias, and more. Please enjoy our conversation with Peter Lazaroff.

March 8, 2024

Unlocking Alternative Investments with "The Queen of Alternatives", Shana Sissel

Shana Sissel discusses alternative investments, why they're important, challenges with accessing them, the importance of operational due diligence, evolving the 60/40 portfolio, and morel

May 1, 2024

How to Build Wealth in Today's World

Colin Overweg discusses how wealth-building has changed, the challenges younger generations are facing, and modern strategies for success.

April 17, 2024

Inside the Fintech & Private Credit Booms with Christian Faes

In this episode, we explore Christian’s journey from law to entrepreneurship, the evolution of financial sector disruption, the rise of private credit, and the advantages of specialized lending. Plus, key insights for private credit investors and how technology enhances niche lending markets.

May 30, 2024

Why Financial Advisors Should Collaborate, Not Compete with Stoy Hall

Stoy Hall discusses the importance of financial education, holistic wealth building strategies, and why financial advisors and planners should collaborate, not compete.

April 9, 2024

Building Wealth Early: Lessons from a Top Financial Advisor

In this episode, we talk about Travis's journey from a life-changing accident to becoming a top financial advisor. We also discuss his experience building a startup, how he approaches marketing, the future of wealth management, AI, Madonna, and much more.

June 6, 2024

The Legacy of Jim Simons and Quant Investing with Meb Faber

Meb discusses the legacy of Jim Simons and the impact of Renaissance Technologies on quantitative investing. He dives into the value of trend following and global diversification in investment portfolios, and the importance of a scientific approach to the markets. Meb also shares insights on the current US industrial policy, the future of US vs. international investing, and highlights a lesser-known semiconductor stock that has outperformed Nvidia.

May 16, 2024

The Next Generation of Wealth Management with Paul Litchfield

We explore the challenges and opportunities in the wealth management industry today, including the aging workforce and the importance of succession planning for financial advisors.

February 27, 2024

Check Out Our Latest Conversations