Our guest today is Zach Conway, Founder and CEO of Seeds Investor. Seeds Investor is a new wealth technology platform designed to empower advisors to better understand investors and deliver the personalized portfolios that a…
Our guest today is Andrew Beer, Managing Member and Co-Portfolio manager for Dynamic Beta Investments, an investment firm founded in 2012. Over the past decade, Andrew’s singular focus has been to identify strategies to matc…
Our guest today is KC Joyner, a fantasy football guru and pioneer of the football analytics revolution, featured on ESPN and The Athletic. He is Founder of the Football Scientist, a data analytics subscription service design…
Our guest today is Ranji Nagaswami, Managing Director, Chief Strategy/Commercial Officer at SVPGlobal. Headquartered in Greenwich, CT. SVP is a global investment firm focused on distressed debt and private equity opportuniti…
Our guest today is Samir Vasavada, co-founder & CEO of Vise. Samir came up with the idea for Vise when him and Runik Mehrotra (fellow co-founder) were teenagers. Samir is responsible for Operations, Business Development and …
Our guest today is Eduardo Repetto, Chief Investment Officer for Avantis Investors. Avantis was established to help clients achieve their investment goals through a persistent focus on providing well-diversified investment s…
Our guest today is Chris Arnade, author of the best seller Dignity: Seeking Respect in Back Row America. A Florida native, Chris was one of the first quants on Wall Street and spent 20 years as a trader before becoming disen…
Our guest today is Rick Bookstaber, co-founder and Head of Risk for Fabric, which provides factor-based risk management applications for investment advisors. Rick resume is as impressive as you can come across. He’s held Chi…
Our guest today is Roger Urwin, Global Head of Investment Content with Willis Towers Watson. Roger joined Watson Wyatt in 1989 to start the firm’s investment consulting practice and, under his leadership, grew to a global te…
Our guest today is Matt Brown. Matt is the Founder, CEO, and Chairman of CAIS. Found in 2009, CAIS, a fintech leader, empowers over 4,000+ unique advisor firms/teams who oversee more than $2T+ in network assets. Founded by a…
Our guest today is Ben Savage. Ben manages Clocktower Technology Ventures and is responsible for all of Clocktower Group’s private market activities. Our conversation covers the state of venture capital today, where fintec…
Our guest today is Jason Zweig. Jason has been a Columnist for the Wall Street Journal (WSJ) since 2008, writing the Intelligent Investor Column. Jason is on a short list of people globally that advocate for individual inves…
Our guest today is Eric Sim. The header on his LinkedIn profile shows a banker, lecturer, speaker and writer, but he is actually much more. Eric is a proponent of the portfolio career, a topic for which he has become a thoug…
Our guest today is Drew Dickson, founder of Albert Bridge Capital and CIO of the Alpha Europe funds. Our conversation today focuses on Drew’s application of behavioral finance and fundamental analysis. We start with his time…
Our guest today is Anthony Zhang, co-founder and CEO of Vinovest, the first of its kind investment platform where individual investors of all kinds can own fine wine (investment grade). He dropped out of the University of So…
Our guest today is Eric Clarke, Chief Executive Officer for Orion Advisor Solutions (Orion). Eric is shaping the future of advice delivery with the organization's brand entities (fintech and investment management solutions),…
Our guest today is Cliff Asness, Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. He has authored articles on financial topics in almost every major financial publication and his awards are…
Our guest for this episode, is Bill Kelly, CEO of the CAIA Association, a position he has held since 2014. Previously, Bill was the CEO of Boston Partners and one of the seven founding partners of Boston Partners Asset Manag…
Gerard O’Reilly serves as Co-Chief Executive Officer and Chief Investment Officer of Dimensional Fund Advisors LP and has been with Dimensional since 2004. Since joining the firm, Gerard has been instrumental in the evolutio…
Our guest today is Jerry Parker, Chairman and Chief Executive Officer of Chesapeake Capital and long-time trend-follower. In this episode we start by going back to Jerry’s days as a “Turtle Trader” under Richard Dennis and t…
Our guest today is Dr. Vincent Milhau, who is a Research Director of the EDHEC-Risk Institute. Vincent is in charge of several research projects at the Institute in the fields of portfolio optimization and asset allocation f…
Bill Brewster, CFA is the Founder and Portfolio Manager of Sullimar Capital Group. Bill hosts the popular podcast, The Business Brew, and is also a co-host on the very popular series, Value After Hours, with Tobias Carlisle …
Our guest today is Mike Welker, CFA, CEO and Chairman of the Executive Committee at AndCo Consulting. In today’s episode, we begin with Mike’s background, hearing how playing basketball at Rollins College brought him from In…
Our guest today is Anthony Scaramucci, founder and Co-Managing Partner of SkyBridge Capital. In November 2016, Mr. Scaramucci was named to President-Elect Trump’s 16-person Presidential Transition Team Executive Committee an…
