Podcasts about ascent private capital management

A Story That Changes the Way You See Wealth When Bruce and I sat down with Michael Cole for The Money Advantage Podcast, the conversation didn't just scratch the surface of wealth management—it went straight to the heart of what wealth really means. Here's a man who has advised families with an average net worth of more than $500 million, co-founded the largest network of centimillionaires in the U.S., and written the bestselling book More Than Money. https://www.youtube.com/live/DTWacmQHhSU And yet, when we asked him about retirement, he smiled and said, “I don't plan on retiring. I'm finally doing the work that's closest to my life purpose.” That one statement reframed everything. Because if someone with Michael Cole's track record and access to the ultra-wealthy believes that life purpose—not just money—is the real destination, then we all have something to learn. A Story That Changes the Way You See WealthWhy This Matters to YouMichael Cole's Journey to the Top of Wealth ManagementWealth Is More Than Money – The Six Forms of CapitalThe Impact of Wealth – Purpose Over PossessionsBuilding a Culture That Outlasts YouWhat the Ultra-Wealthy Invest in Right NowOvercoming Cultural Narratives About WealthWhat Michael Cole Teaches Us About WealthBook A Strategy Call Why This Matters to You Whether you're just starting to build wealth, sitting on a successful business, or thinking about how to transfer assets to the next generation, the insights from Michael Cole matter to you. Here's why: Michael has spent decades inside family offices, helping entrepreneurs, centimillionaires, and billionaires not only grow their capital but also grow their impact. He's seen firsthand what works—and what fails—when it comes to preserving wealth and legacy. In this article, Bruce and I want to unpack the conversation we had with Michael Cole so you can walk away with: A clear understanding of why wealth is more than money How to think about the impact of wealth on your family and community Practical insights into what the ultra-wealthy are investing in right now How to create a family culture that outlives you Most importantly, you'll see how Michael Cole's perspective can empower you to stop chasing money as the end goal and start building a legacy that truly matters. Michael Cole's Journey to the Top of Wealth Management Michael's resume reads like a roadmap of the private wealth industry: Merrill Interest Trust Company, Wells Fargo's Abbott Downing, Ascent Private Capital Management, and Crescent Capital Management. At each stage, he wasn't just managing billions in assets—he was rethinking what it means to be a steward of wealth. And eventually, he co-founded R360, a peer-to-peer community of centimillionaires and billionaires built on one core belief: Wealth is more than money. That perspective didn't just come from financial spreadsheets. It came from listening. Michael Cole is the kind of leader who pauses before he answers, considers both sides, and responds with wisdom. That's why Bruce said during the episode, “Talking with you is like talking to my little brother. You think deeply, you listen, and you answer with both intellect and empathy.” Wealth Is More Than Money – The Six Forms of Capital Michael Cole teaches that wealth stewardship requires diversification beyond just financial assets. His model highlights six forms of capital: Financial capital – the money itself Intellectual capital – the knowledge and learning culture of a family Social capital – networks, relationships, and giving back Human capital – the character, skills, and wellbeing of family members Emotional capital – resilience, connection, and healthy communication Spiritual capital – purpose, values, and meaning Just as investors diversify portfolios, families must diversify their approach to legacy. As Michael told us, “If you're only focused on the money,

Ashlee Woods, the head of philanthropy at Ascent Private Capital Management, will speak with Penta Senior Writer Abby Schultz about how to plan ahead for effective giving, even for responding to disasters.

Karen McNiell speaks on Anchoring the Family Identity when we let go of the Business. About Karen McNiell: Director, SVP, Sr. Family Historian at Ascent Private Capital Management of U.S. Bank. Karen is passionate about history and its importance in helping us understand ourselves and the world in which we live. She believes, we're not just products of history: we're historical actors in a larger narrative, and this awareness can inform how we live our lives and build toward the future. As part of Ascent's unique Center for Wealth Impact, she helps families and their businesses discover the people and stories that embody the values and culture that define their legacy and shape their vision of the future. She works with multiple generations within families and key figures in businesses to uncover and construct meaningful histories. ***Disclaimer* Karen's views and opinions on this platform are her own and not those of her employer.

In this episode, we sit down with Karen McNeill, Director of Family History at Ascent Private Capital Management of US Bank, to discuss her fascinating role in researching family histories as part of a comprehensive wealth planning platform. Here, she discusses how applying historical knowledge to family culture can play an enormous role in supporting family preservation and success.

"Over the years, I have allocated to a lot of short term CTAs… but due to the alpha decay factor to short-term models, not really made any money from it." - John Fidler (Tweet) Welcome to Top Traders Round Table, a podcast series on managed futures brought to you by CME Group. On today's episode, guest host Ranjan Bhaduri continues his conversation with John Fidler, Senior VP and Director of Alternative Investments at Commonwealth Bank and Trust, Christopher Vogt, Director of Equity Strategies at Margaret Cargill Philanthropies, and Jonathan Miles, Managing Director of Ascent Private Capital Management of U.S. Bank. Listen in as our guests talk about management fees and how they have changed over the past decade, the importance of constantly checking your assumptions, and what wisdom they would give to young up and coming investors. Subscribe on: In This Episode, You'll Learn: Why John and Jonathan don't spend much time looking at short-term CTAs How fee compression has changed management fees over the last decade When our guests choose discretionary over systematic managers The role of alternatives in a portfolio, and why Christopher doesn't call them alternatives "I would urge people to be cynical, and what I mean by that is Wall Street is about product creation, not about performance." - Christopher Vogt (Tweet) Why Christopher urges people interested in the investment space to be cynical Why in a world of complex models, John sees simplicity as a good thing The most important decisions in Jonathan's work, and why they aren't necessarily financial decisions Why many people's view of model risk can hurt them and their investments Why macro strategies will always remain strong This episode was sponsored by: Links Mentioned: The Impact of Crowding in Alternative Risk Premia Investing Hedge Funds Are Not an Asset Class: Implications for Institutional Portfolios Connect with our guests: Learn more about John Fidler and Commonwealth Bank and Trust Learn more about Jonathan Miles and Ascent Private Capital Management of U.S. Bank Learn more about Christopher Vogt and Margaret Cargill Philanthropies "Everybody understands management and incentive fees. Let's just set it in such a way that investors feel it's fair." - Jonathan Miles (Tweet)

"Not all managed future strategies are created equal." - John Fidler (Tweet) Welcome to Top Traders Round Table, a podcast series on managed futures brought to you by CME Group. On today's episode, guest host Ranjan Bhaduri speaks with John Fidler, Senior VP and Director of Alternative Investments at Commonwealth Bank and Trust, Christopher Vogt, Director of Equity Strategies at Margaret Cargill Philanthropies, and Jonathon Miles, Managing Director of Ascent Private Capital Management of U.S. Bank. With these experts on managed futures, we will discuss how managed futures is being incorporated into institutional portfolios, illiquid versus liquid investments, and what role alternative investments play in today's investment landscape. Subscribe on: In This Episode, You'll Learn: What managed future strategies John sees the more successful managers gravitating towards Why diversification isn't always the best idea, and what alternative strategies Jonathan recommends The advantages and disadvantages of having illiquid versus liquid investments "What is proven in behavioral finance is that people tend to underestimate the value of liquidity." - Ranjan Bhaduri (Tweet) The heuristic crutch of private equity Why Christopher is wary to always choose emerging managers over more established ones The importance of a strong operational due diligence in managing portfolios "Quant processing is so cheap. We can all buy computers for almost nothing, and I think that might make it much more challenging as we go forward, given that there's so much easy and inexpensive quant processing to search for anomalies or alpha opportunities." - Christopher Vogt (Tweet) How trend following will need to evolve amid machine learning and changing markets How Jonathan's risk premia strategies transformed how his firm looked at managed futures This episode was sponsored by: Links Mentioned: The Impact of Crowding in Alternative Risk Premia Investing Hedge Funds Are Not an Asset Class: Implications for Institutional Portfolios Connect with our guests: Learn more about John Fidler and Commonwealth Bank and Trust Learn more about Jonathan Miles and Ascent Private Capital Management of U.S. Bank Learn more about Christopher Vogt and Margaret Cargill Philanthropies "Diversification for the sake of diversification isn't actually worth it for us." - Jonathon Miles (Tweet)

Blended families can have different needs when it comes to financial planning and life insurance. In the second of two special podcast episodes, Randy Zipse has an in depth discussion of ways to approach planning for blended families with his guest, Emily Bouchard.  Emily’s wealth of experience in working with blended families may add to your understanding of ways to approach planning for unique families. A leading expert in field of blended family dynamics for fifteen years, formerly managing partner of Wealth Legacy Group, Emily is now a Strategic Wealth Coach at Ascent Private Capital Management.  Co-author of  Estate Planning for the Blended Family, Emily has been interviewed for The Today Show, CNN, WSJ, Bloomberg BusinessWeek and the New York Times. Emily also

The combination of UTX and Rockwell Collins creates an aerospace-supplier giant, Bloomberg Intelligence's Doug Rothacker says. Tom Hainlin, a global investment strategist at Ascent Private Capital Management, says the U.S. consumer supports a bull market for stocks. Finally, Dr. Robert Pape, a political science professor at the University of Chicago, says without China and Russia's support, the U.S. needs to restart Big 6 talks with North Korea.