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Hello Podcast listeners, Today is a very special episode with Brendan Lake, Founder and CEO of PPB Capital Parnters and Frank Burke, CIO at PPB Capital Partners. Before founding PPB Capital Partners, Brendan co-founded Pacer Financial a start-up that focused on developing alternative investment products for private wealth. Brendan earned his Master's degree from the Fels Institute, University of Pennsylvania after graduating with a Bachelor's degree from Temple University. Frank brings over 20 plus years of asset management, portfolio construction & financial advisory experience. Prior to PPB Capital Partners, Frank was a former senior member of the portfolio management team at Hatteras Funds, managing several of the firm's alternative investment fund of funds and co-investment strategies. Frank holds the CFA and CAIA charters and earned an MBA from the Fuqua School at Duke University and a B.S. from Villanova University. In today's episode we discuss alternative strategies and the demand for them. Enjoy and thanks for the listen!

Hello Podcast listners, Today is a very special episode with Tom Glanfield, Founding Partner, Portfolio Manager, Quantix Commodities and Founding Partner, Portfolio Manager, Quantix Commodities. Tom brings over 14 years of experience in commodities markets. He worked at Goldman Sachs, Tom was the Global Head of Investor Swaps Trading, Lead Index Options and Commodity Structured Products Trader, Head of European Oil Products and Global Head of Oil Derivatives. Tom holds a BS in Mechanical Engineering with a minor in Economics from Massachusetts Institute of Technology. Kristof joined Habro in 2018 and was appointend CIO of in 2020. Before this he worked managing director and global head of manager selection at JP Morgan Chase & Co. He earned a B.S. in Physics from University of Bristol. In today's episode we discuss commodity investing and inflation. Enjoy and thanks for the listen!

Hello podcast listeners, Today's a very special episode with Edward Knight president at Antler. Ed brings over a multi decade career in European banking and capital markets. He worked at Goldman Sachs for 14 years and was a partner in their equities division. Prior to that, Edward was executive director at Citi. He earned his Bachelor's in Modern Languages from Durham University. In today's episode we discuss venture capital, and why investors should look into it. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with David Barse, Founder and CEO of XOUT Capital, an index company, DMB Holdings, a private family office and an Executive Producer for film ‘Summer of Soul'. David also served as CEO of Third Avenue management for 25 years. David earned his JD at Brooklyn Law School and his Bachelors from George Washington University. In today's episode we discuss how to navigate the current market. Enjoy and thanks for the listen!

Hello listeners, Today is a very special episode with Andrew Chanin, CEO at ProcureAM. Andrew began his career with ETFs in 2007 working at Kellog Group where he worked his way up to lead market maker for global and International equity ETFs. Andrew also worked at Cohen Capital where he was director of International Trading. In today's episode we discuss the space industry and space investing. Enjoy and thanks for the listen!

Hello Podcast listners, Today is a very special episode with Paul Paul Bugala is an independent investment analyst, senior advisor at WK Associates and a Responsible Alpha associate and Alex Schay, Director at the Emerging Markets Investors Alliance, a coalition of institutional EM investors, and is also Finance Director for WK Associates, an energy and industrial materials company that he co-founded. Paul has worked for almost 20 years as an oil and mining investment analyst and transparency advocate at Calvert Investments, Oxfam and in his current roles. Previously, Alex worked at Credit Suisse with the Global Financial Strategies Group and through a recent program with the Alliance, Alex has begun teaching Equity Analysis and the ESG Regulatory Environment at the Thunderbird School of Management. In today's episode we discuss the SEC's proposed Climate disclosure rules and what it means for investors. Please check out their detailed report for more information: https://www.sec.gov/comments/climate-disclosure/cll12-8916955-245033.pdf If you want to join the sign on letter, you can reach Paul directly at pbugala@othellollc.com. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Kevin Kelly, Founder and CEO of Kelly ETFs. Before this Kevin founded Recon Capital where he served as CIO and Portfolio Manager. Prior to this he worked at Goldman Sachs in the investment management division and Deutsche Bank's debt capital markets group in London. In today's episode we discuss his approach to investing, gene editing, and the hotel industry. This episode was recorded Feb. 24, 2021. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Gabriel Thoumi, CEO and Founder of Responsible Alpha and adjunct professor at John Hopkins ESG Integration and Spatial Finance. Gabriel brings over 15 years of experience with extensive technical knowledge on integrating scientific and ESG data into financial models to determine pricing signals and asset allocation strategies. In today's episode what investors should think about in regards to the Russian and Ukraine War. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Steve Wyett, BOK Financial Chief Investment Strategist. Prior to this, Steve was SVP Portfolio Management Executive at Bank of Oklahoma. He also worked as VP Analyst/ Trader at Tom Johnson Investment Management Inc and VP- Registered Representative at RBC Wealth Management. Steve earned his BS in Finance from Oklahoma State University. In today's episode we discuss inflation, the markets, and the Fed. This episode was recorded Feb. 11, 2021. Enjoy and thanks for the listen!

Hello Podcast Listeners, This is the second episode of a new series on sustainable finance hosted by Jackson Klein, current Master of Management Student at the Ross School of Business and Natalie Wu, Graduate at John Hopkins University studying international economics and finance. Today we have a very special guest on Impact Investing with Preeth Gowdar Director at Palladium Impact Capital. Prior to joining Palladium Impact Capital, Preeth was among the earliest employees with Lok Capital, one of India's first dedicated impact funds. Preeth earned his BS in Industrial and Systems Engineering from the Georgia Institute of Technology and a MBA from the Kellogg School of Management at Northwestern University. Enjoy and thanks for the listen!

Chris Volpe, Head of Zephyr, Informa Financial Intelligence

Hello Podcast listeners, Today is a very special episode with Jeff Weniger, Head of Equity Strategy at Wisdom Tree. Before this Jeff, was Director and Senior Strategist with Bank of Montreal from 2006 to 2017. Jeff earned his BS in Finance from the University of Florida and his MBA from Notre Dame. He is a CFA charter holder and an active member of the CFA Society of Chicago. In today's episode we discuss his approach to investing and how to navigate the current market. This episode was recorded Jan. 3rd 2022. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Duncan Jepson, Managing Director at Liberty Shared and co-host, Gabriel Thoumi. Duncan is also a Lecturer at Princeton University and an Affiliated Scholar, Institute of the Study of International Migration at Georgetown University. Duncan authored several books including, “Emperors Once More”, “All the Flowers of Shanghai”, and “Darkness Outside the Night”. He is also an award-winning director, writer and producer of five feature films and has produced documentaries for Discovery Channel Asia and National Geographic Channel. In today's episode we discuss forced labor and slave reporting and what his means for investors. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Guy Davis, Managing Director and Portfolio Manager at GCI Investors. Guy brings over a decade of experience managing assets for financial institutions having worked as a portfolio manager for a 2 billion institutional global equity mutual fund and a 1.5 billion multi-asset charity endowment. Guy was voted ‘Asset Management Top 40 under 40' in 2015. He is a CFA Charterholder and earned his Masters in Wealth Management and BS from the University of Bath. In today's episode we discuss his approach to investing, the ETF industry, and where he finds opportunities. This episode was recorded Jan. 7 2022. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Devan Wardwell, Director of Growth at Forest Carbon. Before this he was Head of Resource Development at Lestari Capital. Prior to this he was Adaptation Partnerships Manager at Blumont, Inc and Supply Chain Partnerships and Communications Manager at Abt Associates. Devan earned his Degree in Political Science from the University of Oregon and his degree in International Relations from Uppsala University. In today's episode we discuss the objectives at Forest Carbon the degraded wetland forest problem. This episode was recorded December 10, 2021. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Mark Mahaney, Senior Managing Director and Head of Internet Research at Evercore ISI. Mark has covered Internet Stocks for more than 20 years. He has been consistently recognized by Institutional Investor for his research, including thirteen years as a “top 3” ranked analyst and five years as a #1 ranked analyst. Prior to RBC, Mr. Mahaney worked on both the sell-side and the buy-side, including with American Technology Research, Morgan Stanley and Citibank. He earned his BA in Political Science and History from Amherst College and his MA from John Hopkins' School of Advanced International Studies and his M.B.A. from The Wharton School of the University of Pennsylvania. In today's episode we discuss his recent book, “Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street's Top Tech Analysts”. This episode was recorded December 6, 2021. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with David Andrade, General Manager at Aapryl. David brings over 15 years of experience across executive management and entrepreneurial technology roles. David also serves as CTOat Xponance, Aapryl's parent company. David earned his MBA from Columbia University's School of Business and his Bachelor of Science from the University of Pennsylvania. In today's episode we discuss how Aapryl can help you evaluate a manager's performance. This podcast was recorded Nov 30 2021 Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Mardi McBrien, Managing Director at the Climate Disclosure Standards Board and my Co-host Gabriel Thoumi. She brings over a decade of experience driving the integration of climate and environmental information into corporate reporting. Mardi is a member of the UK Financial Reporting Council Advisory Panel, a fellow of the RSA, and has participated in a number of industry related advisory boards and committees as part of her role at CDSB, including the IFRS Foundation Technical Readiness Working Group for the new International Sustainability Standards Board, GRI Stakeholder Council, Corporate Reporting Dialogue, Australian Sustainable Finance Initiative (ASFI) and the IIRC Council. In today's episode we discuss the Climate Disclosure Board and biodiversity. This episode was recorded December 2, 2021. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Marshall Sandman, Managing Partner at Animal Capital. Before this, he was Director of Strategy at Warner Media. He was also a Senior Analyst at JEGI and was an Investment Banking Analyst at Goldman Sachs. Marshall earned his Bachelors from Cornell University. In today's episode we discuss his investment approach and where he finds opportunities. This episode was recorded Nov 22, 2021. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Simon Burnett, partner at VitaBio Plastic, and my Co-host, Gabriel Thoumi, Head of Plastics Program and Head of Financial Markets at PlanetTracker. Before this Simon worked in Business Development at JDI Research and a Consultant for a wide variety of clients. In today's episode we discuss a high level overview of plastics. Enjoy and thanks for the listen!

Hello Podcast listeners, This is the first episode of a new series on sustainable finance hosted by Jackson Klein, current Master of Management Student at the Ross School of Business and Natalie Wu, current Master Student at John Hopkins University studying international economics and finance. Today we have a very special guest, Sophie Dejonckheere, the Director of Sustainable Finance at TD Securities. She earned her Bachelor's from William and Mary and her Master's in Sustainability Management from Columbia University. In today's episode she discusses the overall State of Sustainable Finance and her experience and overall sentiment of COP 26. This episode was recorded Nov 17. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Wade Guenther, Managing Partner at Wilshire Phoenix. Before this Wade was a Portfolio Management Consultant at Global X ETFs and an ETF Strategist for Advisors Asset Management. Prior to these, Wade was Global ETF Strategist and Portfolio Manager at Horizon ETFs, US. Wade earned his BA in Poltical Science with a concentration in Physics and Applied Mathematics from University of Western Ontario. In today's episode we discuss why investor's should look into gold and the applications of gold. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with David Spika, CIO at Guidestone. Prior to this, David served as Senior Vice President and Investment Strategist at Westwood Holdings Group. Before this he was a Portfolio Manager and Investment Specialist at Bank of America. David earned his BBA in Finance from Texas A&M and is a CFA Charterholder. In today's episode what faith based investing is and why he is passionate about it This episode was recorded Nov 10th 2021. I want to welcome David to the show and all our listeners to a very special episode. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Thomas Kim, CEO of Enfusion. Before this, Thomas was the Chief Operating Officer of the Investment Engine group at Bridgewater. Prior to Bridgewater, Thomas was the CEO and Board Member of UNX Companies. He also was the Managing Director, Global Head of Trading and Data Services, Townsend Analytics at Lehman Brothers. He earned his Bachelor's from the American University. In today's episode we new fund launch trends and what new managers should consider launching their new fund. Enjoy and thanks for the listen!

Hello listeners, Today is a very special episode with Greg Zuckerman, the author of "A Shot to Save the World: The Inside Story of the Life-or-Death Race for a COVID-19 Vaccine". Greg has spent the last 23 years writing for the Wall Street Journal. He authored several books including "The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters" and "The Greatest Trade Ever: The Behind-the-scenes Story of How John Paulson Defied Wall Street and Made Financial History". This episode was recorded November 8 2021. In today's episode we discuss his recent book on the race for the Covid-19 Vaccine. You can find it at https://www.amazon.com/gp/product/B098RQP754/ref=dbs_a_def_rwt_bibl_vppi_i0 Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Chris Knapp, Managing Director and Principal at Robertson Stephens. Chris has over 36 years of experience as an investment advisor and entrepreneur. He began his career at Brown Brothers Harriman In New York. He co-founded and served as CEO for Chilton Capital Management in Houston. Chris earned his BA in Art History and History from Williams College. In today's episode we discuss his approach to investing, financial planning, and the importance of ESG. This episode was recorded Nov 1st 2021. I want to welcome Chris to the show and all our listeners to a very special episode. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Bill Studebaker, President and CIO of Robo Global. Bill brings over 20 years of capital markets and investment management experience. He previously served as the portfolio manager at Apex Capital. He also worked at Merrill Lynch as a trader on the floor at the New York Stock Exchange. Bill earned his BA in Politcal Science and International relations from the University of Wisconsin-Madison. In today's episode why he is bullish on the robotics, AI and healthcare tech industry and why investors should look into it. This episode was recorded Nov 19th 2021. I want to welcome Bill to the show and all our listeners to a very special episode. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with the founder and CEO of GraniteShares, Will Rhind. Will has extensive experience in both the ETF and gold industries. He was principal at iShares from 2002 to 2007. Following this he was managing director, USA at ETF Securities. He was then CEO of World Gold Trust Services. He is a graduate of the University of Bath. In today's episode we discuss macro themes and potential opportunities. This episode was recorded Nov 3rd 2021. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Francis Oh, Managing Director and Head of Qraft AI ETFs. Prior to this, Francis was Executive Director at Vanguard. Francis earned his MBA from The University of Hong Kong and his Bachelors in Business from Korea University. He is also a CAIA Charterholder. In today's episode we discuss his approach to investing and how they utilize AI. Enjoy and thanks for the listen!

Hello podcast listeners, Today is a very special episode with Chad Parks, CEO and Founder at Ubiquity Retirement and Savings. He is also executive producer of Broken Eggs, a documentary about the looming retirement crisis in America. He is a graduate of Florida International University with a Bachelor of Science in Hospitality Management and earned his Master of Science in Finance from Golden Gate University. In today's episode we state mandated retirement plans and the Secure Act 2.0. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Ethan Widell, Investment Analyst at Ironhold Capital. Prior to this Ethan was a Clinical and Research Analyst at Bayolor Medical Psychology Consultants. Ethan earned his Bachelor's in Economics and Psychology from Columbia University. In today's episode we discuss his approach to investing and where he finds opportunities. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is very special episode with Perrie Weiner, Partner in Charge of Baker McKenzie's Los Angeles Office. He is also the Chair of the Firm's North America Securities Litigation Group. Perrie represents a wide array of clients in securities litigation and enforcement matters, and in complex business litigation. He earned his BA in Political Science from UCLA and his JD from Loyola Law School, Los Angeles. In today's episode we discuss SPACs and potential regulations. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Guy Perelmuter, Founder at GRIDS Capital and the author of “Present Future: Business, Science and the Deep Tech Revolution”. Before founding GRIDS Capital, Guy was the Chief Risk Officer at Vinci Partners. Guy earned his MS in Artificial Intelligence and his BS in Computer Engineering from Pontificia Universidade Catolica do Rio de Janeiro. In today's episode we discuss his approach to investing and highlights from his recent book, “Present Future: Business, Science and the Deep Tech Revolution”. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Matthew Koelliker, President of M360 Advisors. Matthew earned his MBA from the Anderson School of Management and is a CFA Charterholder. In today's episode Matthew and Natalie discuss M360's unique approach to commercial real estate investing. This episode was hosted by Natalie Wu. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Scott Miller, Executive Vice President of Thought Leadership at Franklin Covey. Scott hosts The On Leadership Podcast, which is the world's largest and fastest growing podcast devoted to leadership. Before joining Franklin Covey, Scott served as the General Manager of the Central Region, based in Chicago. He authored several books and the topic of conversation is on his newest one, “Master Mentors: 30 Transformative Insights from Our Greatest Minds”. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Michael Skillman, CEO at Faith Investor Services. Before this, he was CEO at Cadence Capital Management and President of Pacific Global ETF Trust. Michael earned his BS in Business Administration and Finance from California State University-Chico. In today's episode we discuss the growing demand for Faith based investment products and his approach to investing. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Dr. Robert Eccles. Robert is the Founding Chairman of the Sustainability Accounting Standards Board and visiting Professor of Management Practice at the Saiid Business School. Robert earned his PhD in Sociology from Harvard University. In today's episode he discusses the state of ESG Reporting and ESG Investment Strategies. This episode was hosted by Natalie Wu who is currently pursuing her Masters in International Economics and Finance at the Johns Hopkins School of Advanced International Studies. Enjoy and thanks for the listen!

Hello podcast listeners, Today is a very special episode with Richard Pzena, Founder, Managing Principal, Co-Chief Investment Officer and Portfolio Manager at Pzena Investment Management. Before this, Mr. Pzena worked at Sanford C. Berstein where he was director of U.S. equity investments, chief research officer of small cap equities, and an oil industry analyst, where he was named to the Institutional Investor All America Research Team. Richard earned his Bachelor of Science and his M.B.A. from the Wharton School of the University of Pennsylvania. In today's episode we discuss his approach to investing, ESG, inflation, and where he finds opportunity today. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Jeremy Schwartz, Executive Vice President and Global Head of Research at WisdomTree Asset Management. He joined WisdomTree in 2005 as a Senior Analyst. Before this, he was Head Research Assistant for Professor Jeremy Siegel and helped with the research and writing of Stocks for the Long Run and The Future of Investors. He earned his B.S. in Economics from the Wharton School of the University of Pennsylvania. Jeremy hosts the Wharton Business Radio Program Behind the Markets on SiriusXM 132. In today's episode we discuss his approach to investing and where he finds opportunity. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Jeff Dorman, CIO at Arca. Before this, Jeff was an Advisor and COO at Harvest Exchange Corp. He brings over 17 years of trading and asset management experience having worked at Merrill Lynch and Citadel Securities, where he oversaw trading of over 100 million in proprietary capital. Jeff is a Chartered Financial Analyst. He earned his Bachelors in Finance and Economics from Washington University in St. Louis. In today's episode we discuss his approach to investing and why investing in digital assets is not that different from traditional investing. Enjoy and thanks for the listen!

Good morning listeners, Today is a very special episode with the founder of ValueWorks, Charles Lemonides. He founded Valueworks back in 2001. He began his career with Gruntal and Co in their research department. He then joined Sterling Advisors, an investment advisory unit of Gruntal and Co. He has his Bachelors in History from Vassar College and pursued graduate studies in Economics from New York University. He received his CFA designation in 1989. In today's episode we discuss the opportunities he is seeing in the market today. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Joseph M. Terranova, Senior Managing Director and Chief Market Strategist at Virtus Investment Partners. He has been their Chief Market Strategist since 2009. Joe developed the Terranova US Quality Momentum Index (VTUSQM) which launched and began publicly pricing in August 2020. Before this he spent 18 years at MBF Clearing Corp. Joe has been a CNBC ensemble member, appearing regularly on the Halftime Report and Squawk Box since 2008. He is the author of “Buy High, Sell Higher” (Business Plus, 2012), based on his years as a professional trader. Joe earned a bachelor's degree in finance from the Peter J. Tobin College of Business at St. John's University in New York. In today's episode we discuss his approach to investing, inflation, and his US quality Momentum Index. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Kristof Gleich, President and CIO of Harbor Capital. Prior to this, he was Managing Director and Global Head of Manager Selection at JP Morgan. He also worked as a Fund Manager at Architas and worked as an Executive Director at Goldman Sachs. Kristof earned his Bachelor of Science in Physics from the University of Bristol. In today's episode we discuss a wide range of topics from his approach to investing, state of the financial service industry and his macro outlook. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Maurits Pot, Founder and CEO of Dawn Global. Before this he was Partner at Kingsway Capital, a frontier market specialist with over 2 billion AUM. He began his career at Goldman Sachs in Mergers and Acquisitions. Maurits earned his Bachelor's in Economics from Middlebury College. In today's episode we discuss his approach to investing and why investors should look into frontier and emerging markets. Enjoy and thanks for the listen!

Good morning listeners, Today is a very special episode with Joseph Cioffi, Author of Credit Chronometer and Partner at Davis + Gilbert where he is Chair of the Insolvency, Creditor's Rights & Financial Products Practice Group. He recently released the 3rd edition 360 degree report that gauges expectations that encompasses all subprime auto participants. He has experience representing financial institutions in Financings, Insolvency Strategies, Restructurings, Creditor's Rights/ Bankruptcy, Acquisitions. Joseph holds a BBA from Pace University, an MBA from New York University and JD from Rutgers School of Law. In today's episode we discuss the findings of the 3rd Annual report. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Gabriel Thoumi, Head of Plastics Program and Director of Financial Markets at Planet Tracker, President 2 degree investing initiative US, adjunct professor at John Hopkins ESG Integration and Spatial Finance. Gabriel brings over 15 years of experience with extensive technical knowledge on integrating scientific and ESG data into financial models to determine pricing signals and asset allocation strategies. In today's episode we discuss his commentary on a recent plastics report from the Maduro Foundation. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Colin Lancaster, a 25-year Wall Street Professional. He was Head of Macro Strategies at Citadel and before that he was Head of Macro at Balyasny Asset Management. Colin is a graduate of Princeton University and is a lawyer by original training. In today's episode we discuss his recent book, “Fed Up!: Success, Excess and Crisis Through the Eyes of a Hedge Fund Macro Trader”. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Zachary Karabell is an author and columnist, the founder of the Progress Network at New America, and president of River Twice Research and River Twice Capital. Before this, he was Head of Global Strategies at Envestnet, a publicly traded financial services firm. Prior to that, he was President of Fred Alger & Company. Zachary earned his Bachelors from Columbia, Masters in Middle East Studies from Oxford and his Ph.D. in History and International relations from Harvard. In today's episode we discuss his recent book, “Inside Money: Brown Brothers Harriman and the American Way of Power.” Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with John Hagel, Trusted Advisor, Global Speaker, Futurist and Author. John founded Beyond Our Edge, LLC where their goal is to motivate institutions and individuals to come together and move beyond our edge, overcome obstacles, and address significant emerging opportunities to create real impact. John authored several books and the topic of conversation is his recent one, “The Journey Beyond Fear”. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Dr. Josef Schuster, founder of IPOX Schuster and Chief Architect of the IPOX Indexes. Before this, Dr. Schuster pursued his academic work on European IPOs in the Financial Markets Group at the London School of Economics where he earned his Master in Science and PhD. In today's episode we discuss his approach to investing and how he approaches IPOs. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Spuds Powell, Managing Director at Kayne Anderson Rudnick. Before joining Kayne Anderson Rudnick, Spuds worked as the National Mid-Plan Sales Manager for Financial Engines. Prior to this, he was a Retirement Plan Consultant for Retirement Plan Strategies. He earned his BS in Industrial and Labor Relations from Cornell University. In today's episode we discuss his approach to financial planning and the importance of playing defense. Enjoy and thanks for the listen!