Clearstead Investment Forum

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Welcome to Clearstead’s Investment Forum. In our podcast, members of our Investment Office will discuss current industry trends and topics with prominent industry professionals, allocators, and managers. To learn more about our firm, visit our website –

Clearstead


    • Sep 21, 2023 LATEST EPISODE
    • monthly NEW EPISODES
    • 44m AVG DURATION
    • 15 EPISODES


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    Latest episodes from Clearstead Investment Forum

    Clearstead Investment Forum – Episode 13 – An Exploration of Emerging Markets

    Play Episode Listen Later Sep 21, 2023 60:24


    In this episode – An Exploration of Emerging Markets – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Genna Lozovsky, Co-Founder and Managing Partner, Sandglass Capital Advisors. They discuss trends and investment opportunities in emerging markets. Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening.Disclosures: This podcast is being provided for informational purposes only. Any performance information discussed is based on past performance, which is not an indicator of future results. Performance discussed may or may NOT include the deduction of manager fees or Clearstead advisory fees (net performance), which would decrease the performance results discussed. If the performance information discussed does NOT explicitly disclose the deductions of manager and Clearstead advisory fees, the performance information should be reduced by 3-4% for all annualized time periods. The ideas and opinions expressed on this podcast by the host and the guests do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy, and do not represent the opinions of the underwriters of this programming.  Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice.  Listeners should seek the input of their own financial, tax, and legal professionals before acting on any recommendation of the information provided.

    Clearstead Investment Forum – Episode 12 – The Impact of AI on Investments

    Play Episode Listen Later Jul 12, 2023 50:03


    In this episode – The Impact of AI on Investments – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Richard Socher, Managing Partner at AIX Ventures and Founder and CEO of You.com. They discuss trends in artificial intelligence (AI) and what this technology could mean for investors and the future of the workplace. Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening.Disclosures: This podcast is being provided for informational purposes only. Any performance information discussed is based on past performance, which is not an indicator of future results. Performance discussed may or may NOT include the deduction of manager fees or Clearstead advisory fees (net performance), which would decrease the performance results discussed. If the performance information discussed does NOT explicitly disclose the deductions of manager and Clearstead advisory fees, the performance information should be reduced by 3-4% for all annualized time periods. The ideas and opinions expressed on this podcast by the host and the guests do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy, and do not represent the opinions of the underwriters of this programming.  Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice.  Listeners should seek the input of their own financial, tax, and legal professionals before acting on any recommendation of the information provided.

    Clearstead Investment Forum – Episode 11 – A Discussion of the Banking Sector

    Play Episode Listen Later Apr 13, 2023 61:27


    In this episode – A Discussion of the Banking Sector – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Fred Cummings, President and Founder of Elizabeth Park Capital Management.They discuss recent events in the banking sector, as well as trends and investment opportunities in the space. Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening.Disclosures: This podcast is being provided for informational purposes only. Any performance information discussed is based on past performance, which is not an indicator of future results. Performance discussed may or may NOT include the deduction of manager fees or Clearstead advisory fees (net performance), which would decrease the performance results discussed. If the performance information discussed does NOT explicitly disclose the deductions of manager and Clearstead advisory fees, the performance information should be reduced by 3-4% for all annualized time periods. The ideas and opinions expressed on this podcast by the host and the guests do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy, and do not represent the opinions of the underwriters of this programming.  Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice.  Listeners should seek the input of their own financial, tax, and legal professionals before acting on any recommendation of the information provided.

    Clearstead Investment Forum – Episode 10 – Private Credit & ESG Considerations

    Play Episode Listen Later Feb 21, 2023 48:42


    In this episode – Private Credit & ESG Considerations - Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Sheru Chowdhry, founder and Chief Investment Officer at DSC Meridian Capital.They discuss trends and investment opportunities in the private credit space.  Learn more about Clearstead at: https://www.clearstead.com/  The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening. Disclosures: This podcast is being provided for informational purposes only. Any performance information discussed is based on past performance, which is not an indicator of future results. Performance discussed may or may NOT include the deduction of manager fees or Clearstead advisory fees (net performance), which would decrease the performance results discussed. If the performance information discussed does NOT explicitly disclose the deductions of manager and Clearstead advisory fees, the performance information should be reduced by 3-4% for all annualized time periods. The ideas and opinions expressed on this podcast by the host and the guests do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy, and do not represent the opinions of the underwriters of this programming.  Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice.  Listeners should seek the input of their own financial, tax, and legal professionals before acting on any recommendation of the information provided.

    Clearstead Investment Forum – Episode 9 – Staying in the Game: Women in Venture Capital

    Play Episode Listen Later Nov 11, 2022 52:36


    In this episode – Staying in the Game: Women in Venture Capital – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Yasmine Lacaillade, Founder and Managing Partner at Sinefine.They discuss various challenges facing women in venture capital (“VC”) and trends in the VC space.Learn more about Clearstead at: https://www.clearstead.com/  The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening. Disclosures: This podcast is being provided for informational purposes only. Any performance information discussed is based on past performance, which is not an indicator of future results. Performance discussed may or may NOT include the deduction of manager fees or Clearstead advisory fees (net performance), which would decrease the performance results discussed. If the performance information discussed does NOT explicitly disclose the deductions of manager and Clearstead advisory fees, the performance information should be reduced by 3-4% for all annualized time periods. The ideas and opinions expressed on this podcast by the host and the guests do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy, and do not represent the opinions of the underwriters of this programming.  Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice.  Listeners should seek the input of their own financial, tax, and legal professionals before acting on any recommendation of the information provided.

    Clearstead Investment Forum – Episode 8.1 – Trends in Private Equity

    Play Episode Listen Later Sep 20, 2022 64:36


    In this episode – Trends in Private Equity – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Craig MacDonald, Managing Director for HarbourVest. They discuss trends, challenges, and opportunities in private equity markets.Learn more about Clearstead at: https://www.clearstead.com/  The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening. Disclosures: This podcast is being provided for informational purposes only. The ideas and opinions expressed on this show by its host and its guest speakers do not necessarily reflect the viewpoints of Clearstead Advisors, LLC or its subsidiaries and affiliates and do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy. Any performance information discussed is based on past performance, which is not an indicator of future results. Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice.  This educational content is intended to inform and educate listeners about the topics discussed and is not intended as investment, tax or legal advice for any specific individual or specific situation. Listeners should seek the input of their own financial, tax, and legal professionals before acting on any of the information provided.

    Clearstead Investment Forum – Episode 8 – Latin America Opportunities

    Play Episode Listen Later Aug 17, 2022 66:22


    Director, Alternatives at Clearstead interviews Fernando Marques Oliveira, Managing Director, Head of H.I.G. Brazil & Latin America and Marcelo Hudik, Managing Director, H.I.G. Brazil & Latin America. They discuss trends, challenges, and opportunities in the Latin American markets.  Learn more about Clearstead at: https://www.clearstead.com/  The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening. Disclosures: This podcast is being provided for informational purposes only. The ideas and opinions expressed on this show by its host and its guest speakers do not necessarily reflect the viewpoints of Clearstead Advisors, LLC or its subsidiaries and affiliates and do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy. Any performance information discussed is based on past performance, which is not an indicator of future results. Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice.  This educational content is intended to inform and educate listeners about the topics discussed and is not intended as investment, tax or legal advice for any specific individual or specific situation. Listeners should seek the input of their own financial, tax, and legal professionals before acting on any of the information provided.

    Clearstead Investment Forum – Episode 7 – Macro Impacts on Inflation and Investments – feat. Joe Boushelle, Senior Managing Director, Clearstead and Jason Thomas, Managing Director, Head of Global Research, Carlyle

    Play Episode Listen Later Jun 30, 2022 53:45


    In this episode – Macro Impacts on Inflation and Investments– Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Jason Thomas, Managing Director and Head of Global Research at Carlyle about world events impacting investments. They discuss the current economic environment, inflation, investment opportunities today and the chance of a recession.Learn more about Clearstead at: https://www.clearstead.com/  The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening. Disclosures: This podcast is being provided for informational purposes only. The ideas and opinions expressed on this show by its host and its guest speakers do not necessarily reflect the viewpoints of Clearstead Advisors, LLC or its subsidiaries and affiliates and do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy. Any performance information discussed is based on past performance, which is not an indicator of future results. Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice.  This educational content is intended to inform and educate listeners about the topics discussed and is not intended as investment, tax or legal advice for any specific individual or specific situation. Listeners should seek the input of their own financial, tax, and legal professionals before acting on any of the information provided.

    Clearstead Investment Forum – Episode 6 – Driving Factors of Oil & Gas Trends – feat. Joe Boushelle, Senior Managing Director, Clearstead and Ryan Sauer, Managing Director, Kayne Anderson

    Play Episode Listen Later Apr 20, 2022 49:24


    In this episode – Driving Factors of Oil & Gas Trends – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Ryan Sauer, Managing Director for Kayne Anderson Capital Advisors' energy private equity strategies. They discuss current trends in energy investing, including current oil and gas prices, green energy solutions, and global energy topics. Learn more about Clearstead at: https://www.clearstead.com/  The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening. Disclosures: This podcast is being provided for informational purposes only. The ideas and opinions expressed on this show by its host and its guest speakers do not necessarily reflect the viewpoints of Clearstead Advisors, LLC or its subsidiaries and affiliates and do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy. Any performance information discussed is based on past performance, which is not an indicator of future results. Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice.  This educational content is intended to inform and educate listeners about the topics discussed and is not intended as investment, tax or legal advice for any specific individual or specific situation. Listeners should seek the input of their own financial, tax, and legal professionals before acting on any of the information provided.

    Clearstead Investment Forum – Episode 5 – Crypto & Blockchain – feat. Joe Boushelle, Senior Managing Director, Clearstead and Aram Verdiyan, Partner, Accolade

    Play Episode Listen Later Feb 10, 2022 55:11


    In this episode – Crypto & Blockchain – Joe Boushelle, CFA, Senior Managing Director, Alternatives at Clearstead interviews Aram Verdiyan, a Partner at Accolade.They discuss current trends in blockchain and cryptocurrency, as well as what the future of the space may look like. Learn more about Clearstead at: https://www.clearstead.com/  The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening. Disclosures: This podcast is being provided for informational purposes only. The ideas and opinions expressed on this show by its host and its guest speakers do not necessarily reflect the viewpoints of Clearstead Advisors, LLC or its subsidiaries and affiliates and do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy.  Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice.  This educational content is intended to inform and educate listeners about the topics discussed and is not intended as investment, tax or legal advice for any specific individual or specific situation. Listeners should seek the input of their own financial, tax, and legal professionals before acting on any of the information provided. 

    Clearstead Investment Forum - Episode 4 – Energy Transition: A Renewed Discussion – feat. Joe Boushelle, Senior Managing Director, Clearstead and Jim Hughes, Managing Partner, Energy Transition, EnCap Investments

    Play Episode Listen Later Nov 19, 2021 44:22


    In this episode –Energy Transition: A Renewed Discussion – Joe Boushelle, CFA, Senior Managing Director, Alternatives at Clearstead interviews Jim Hughes, Managing Partner of Energy Transition at EnCap Investments. They discuss trends in the energy transition space, potential impediments to the sector's growth, and how it has evolved over the course of the COVID-19 pandemic. Learn more about Clearstead at: https://www.clearstead.com/  The Clearstead Investment Forum is a quarterly discussion between members of our Research team and industry leaders on a current investment-related topic or trend. Thank you for listening. Disclosures: This podcast is being provided for informational purposes only. The ideas and opinions expressed on this show by its host and its guest speakers do not necessarily reflect the viewpoints of Clearstead Advisors, LLC or its subsidiaries and affiliates and do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy.  Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice.  This educational content is intended to inform and educate listeners about the topics discussed and is not intended as investment, tax or legal advice for any specific individual or specific situation. Listeners should seek the input of their own financial, tax, and legal professionals before acting on any of the information provided.

    Clearstead Investment Forum - Episode 3 – Technology & Aging: Trends in Venture Capital – feat. Joe Boushelle, Senior Managing Director, Clearstead and Tracy Chadwell, Founding Partner of 1843 Capital.

    Play Episode Listen Later Jul 27, 2021 15:37


    In this episode – Technology & Aging: Trends in Venture Capital – Joe Boushelle, CFA, Senior Managing Director, Alternatives at Clearstead interviews Tracy Chadwell, Founding Partner of 1843 Capital.They discuss silver tech (technology for the aging) and other technology trends that are increasing in interest in the venture capital space. Recorded video highlights from this interview can be found here: https://vimeo.com/clearstead Learn more about Clearstead at: https://www.clearstead.com/  The Clearstead Investment Forum is a quarterly discussion between members of our Research team and industry leaders on a current investment-related topic or trend. Thank you for listening. Disclosures: This podcast is being provided for informational purposes only. The ideas and opinions expressed on this show by its host and its guest speakers do not necessarily reflect the viewpoints of Clearstead Advisors, LLC or its subsidiaries and affiliates and do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy.  Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice.  This educational content is intended to inform and educate listeners about the topics discussed and is not intended as investment, tax or legal advice for any specific individual or specific situation. Listeners should seek the input of their own financial, tax, and legal professionals before acting on any of the information provided.

    Clearstead Investment Forum - Episode 2 – Meaningful Combination: Private Equity & ESG – feat. Svetlana Loshakov, Clearstead and Keith Breslauer, founder of Patron Capital and Managing Partner of the Patron Capital Funds

    Play Episode Listen Later Apr 22, 2021 18:30


    In this episode – Meaningful Combination: Private Equity & ESG – Svetlana Loshakov, CFA, Senior Managing Director, Alternatives at Clearstead interviews Keith Breslauer founder of Patron Capital and Managing Partner of the Patron Capital Funds.They discuss ESG (Environmental, Social, and Governance) and impact investing trends in the Private Equity space, and specifically the efforts Patron Capital has put into charitable work and striving to making an impact. Clearstead's Research team interacts with many investment managers that claim ESG compliance, and this episode's discussion provides an example of one such manager aiming to qualify and quantify their impact in those criteria. Recorded video highlights from this interview can be found here: https://vimeo.com/clearstead Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Research team and industry leaders on a current investment-related topic or trend. Thank you for listening.Disclosures: This podcast is being provided for informational purposes only. The ideas and opinions expressed on this show by its host and its guest speakers do not necessarily reflect the viewpoints of Clearstead Advisors, LLC or its subsidiaries and affiliates and do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy.  Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice.  This educational content is intended to inform and educate listeners about the topics discussed and is not intended as investment, tax or legal advice for any specific individual or specific situation. Listeners should seek the input of their own financial, tax, and legal professionals before acting on any of the information provided.

    Clearstead Investment Forum - Episode 1 – No Longer an Alternative – feat. Svetlana Loshakov, Clearstead and Stewart Kohl, The Riverside Company

    Play Episode Listen Later Jan 19, 2021 19:18


    In this episode – No Longer an Alternative – Svetlana Loshakov, Senior Managing Director, Alternatives at Clearstead interviews Stewart Kohl, Co-CEO of The Riverside Company on private equity investments. They discuss the evolution of private equity, what might constitute a successful private equity manager, and diversity and inclusion in the industry.  Recorded video highlights from this interview can be found here: https://vimeo.com/clearstead Learn more about Clearstead at: https://www.clearstead.com/  The Clearstead Investment Forum is a quarterly discussion between members of our Research team and industry leaders on a current investment-related topic or trend. Thank you for listening. Disclosures: This podcast is being provided for informational purposes only. The ideas and opinions expressed on this show by its host and its guest speakers do not necessarily reflect the viewpoints of Clearstead Advisors, LLC or its subsidiaries and affiliates and do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy.  Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice.  This educational content is intended to inform and educate listeners about the topics discussed and is not intended as investment, tax or legal advice for any specific individual or specific situation. Listeners should seek the input of their own financial, tax, and legal professionals before acting on any of the information provided.

    Clearstead Investment Forum - Trailer - Coming 2021

    Play Episode Listen Later Dec 17, 2020 1:31


    Welcome to Clearstead's Investment Forum. Our quarterly podcast will feature discussions between senior members of our in-house Research team and industry professionals, allocators, and managers on current topics and trends.Stay tuned for our first episode in January of 2021. Learn more about our firm at clearstead.com or email us at info@clearstead.com. DISCLOSURES:This podcast is being provided for informational purposes only. The ideas and opinions expressed on this show by its host and its guest speakers do not necessarily reflect the viewpoints of Clearstead Advisors, LLC or its subsidiaries and affiliates and do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy.  Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice.  This educational content is intended to inform and educate listeners about the topics discussed and is not intended as investment, tax or legal advice for any specific individual or specific situation. Listeners should seek the input of their own financial, tax, and legal professionals before acting on any of the information provided.

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