Podcasts about portfolio construction

In this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investment at Netwealth, chats with Dmitry Solomakhin from Fidelity International. Dmitry unpacks the thinking behind Fidelity's Global Long Short Fund, which uses a contrarian value approach to invest in "unloved companies" they believe are mispriced. The discussion explores Dmitry's disciplined approach to shorting stocks, grounded in rigorous analysis to ensure its aligned with the fund's contrarian philosophy. Paul and Dmitry also examine the inherent risks of shorting, such as volatility and potential losses, and how these are mitigated through thoughtful portfolio construction and diversification. Dmitry shares his perspective on the evolving AI ecosystem, its practical applications, the potential risks associated with the current AI craze, and what it means for his stock selections.

The 60/40 portfolio has been a bedrock of portfolio construction since Harry Markowitz developed it in the 1950s. Today's guest thinks we need to update our thinking. Daniel Kelly is the Chief Investment Officer of Viola Private Wealth.In today's episode we discuss:Navigating this volatile moment in marketsCapitalising on market downturnsUpdated rules of portfolio constructionManager selection and red flagsTrends in new funds coming to marketRead Daniel's recent paper on Alts hereInterested in speaking to the team at Viola Private Wealth or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with one of our advisers.—------Want to get involved in the podcast? Record a voice note or send us a message —------Want more Equity Mates? However you want to learn about investing - we've got you covered.We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email—------Looking for some of our favourite research tools?Download our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

This episode of Gimme Some Truth, International edition, explores recent discussions surrounding the weakening of the US dollar and the role of currency diversification in managing financial risk. Topics include changes in global markets, impacts on investments, and practical approaches to building diversified portfolios without requiring international relocation.Timestamps:00:00 – Introduction to US Dollar Trends00:31 – Currency Diversification and Historical Context01:55 – Cash Flows and Currency Exposure Abroad04:07 – Impact of Dollar Weakness on Retirees and Expats06:17 – Types of Dollar vs. Non-Dollar Assets09:04 – Dollar-Hedged vs. Unhedged Investments10:44 – Gold, Commodities, and Currency Hedges13:24 – Preparing for Dollar Decline vs. Reacting to It15:35 – Portfolio Construction for Currency Diversification18:32 – Misconceptions About Diversification Strategies20:00 – Concluding Observations on Currency Risk✅ Subscribe for detailed discussions on markets, diversification, and financial risk management.SUBSCRIBE  @walknercondon   @usexpatinvesting  For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/usexpatinvesting

Who stands to be the biggest loser if free trade starts to unwind? Who stands to gain? Chief Market Strategist Troy A. Gayeski, CFA dives into his latest strategy note on how investors can respond to tariff-induced volatility.  Troy joins Content Strategist Harrison Beck to outline his framework for understanding the current, trade war-inflected environment. He examines what a “Galactic Mean Reversion” means for equities, how U.S. consumer and bank strength is challenging recession narratives and how investors can prepare for what may come next.  “The thing to remember is that pockets of dislocation and uncertainty are often where you find your best investment opportunities.” –Troy A. GayeskiResources:The Galactic Mean Reversion Part II: Trade wars are not good for S&P 500 profit margins Domestic resilience in vogue amid selloffHave a question for our experts? Text us for a chance to have your questions answered on the next episode.To watch the video version, go to https://www.youtube.com/@FSInvestments For more research insights go to FSInvestments.com https://bit.ly/m/fsinvestments

Larry McDonald describes measuring the “life cycle of a narrative” as investors deal with volatility and pounce on any trade news. He thinks the move in the dollar is “overdone,” but thinks the momentum will not change for the next 6 months. “You need a new portfolio construction right now.” He thinks it should be weighted 30/30/40 stocks, bonds, and commodities.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Shane Feeney, Managing Director and Global Head of Secondaries at Northleaf Capital. They explore the growing importance of private equity secondaries, how portfolio construction can optimize outcomes, and why secondaries are gaining traction with institutional and insurance investors.   The conversation covers the evolution of the secondaries market, risk management through diversification, and the dynamics of LP-led and GP-led transactions. Shane also shares insights into current supply-demand trends, what differentiates top-tier managers, and practical advice for insurance CIOs entering the space.

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, speaks with Toby True, Partner on the Investment Strategy and Risk Management Team at Adams Street Partners, about the complexities and evolving best practices in private market portfolio construction for insurers. Toby shares how Adams Street tailors investment strategies to align bottom-up decisions with the unique objectives, risk tolerance, and liquidity needs of insurance portfolios.   The conversation explores how illiquidity impacts portfolio design, why data and historical patterns are increasingly valuable in modeling private market exposure, and what current market conditions—such as slowed distributions and resilient fundamentals—mean for capital deployment. Toby also offers insights on secondary markets, private credit underwriting, and key traits he looks for when building investment teams. It's a timely and insightful discussion for insurance investment professionals navigating today's private market environment.

Victor Lazarte is a General Partner @ Benchmark, one of the mot renowned venture firms in the world. At Benchmark, Victor has led deals into the likes of HeyGen and Mercor. As an angel, he was the first investor and board member of Brex, and as a Founder he scaled Wildlife Studios, bootstrapping into the largest gaming company in LatAm, with about 4 billion downloads.  In Today's Episode We Discuss: 04:10 Lessons Scaling Wildlife Studios to 4BN Downloads 04:49 Why Predicting the Future is Wrong When Starting a Company 07:11 Three Different Categories of Company in an AI World: Who Wins & Loses? 09:25 Why You Should Always Ask What a Founder Does in Their Free Time? 17:30 Two Traits That All the Best Founders Have? 23:17 Why If You Start a Company in SF You are 1,000x More Likely to be Successful? 35:30 Why Spreadsheet SaaS Investing is Dead 36:10 Why Replacing Humans is the Most Exciting Opportunity in AI 37:02 Why Knowledge Work Will Be Destroyed and What Happens Then? 37:30 Why China is a Stabilising Force for the US 38:59 China vs. US: The AI Race 42:33 Why All Students Today Should Study Computer Science 44:38 Why Portfolio Construction is BS 47:04 What Makes Peter Fenton One of the Best Ever 51:31 Why Duolingo Will Be One of the Most Valuable Companies in the World 01:00:17 Quick Fire Round: Insights and Predictions  

In this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investment at Netwealth, chats with Nathan Lim, Chief Investment Officer at Lonsec Investment Solutions. Nathan breaks down Lonsec's take on alternatives, explaining the difference between defensive and growth assets based on their volatility, while emphasising that volatility alone doesn't fully capture the strategy's nature. They dive into the opportunities and risks of alternative strategies like private equity and private credit, highlighting the importance of picking the right managers and understanding illiquidity. They also discuss how the post-COVID economic landscape, with rising inflation and interest rates, impacts alternative investments and what to consider when building a portfolio.

In this episode, Darius Dale of 42Macro joins the show to discuss Trump transitioning the US economy to a new paradigm, the potential for a recession and its impact on markets, and the threat of a debt refinancing air pocket. We also delve into why the Fed needs to transition to QE, how to approach portfolio allocation and risk management, and more. Enjoy! — Follow Darius: https://x.com/DariusDale42 Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx — Join us at Permissionless IV June 24th - 26th. Use code FG10 for 10% OFF! https://blockworks.co/event/permissionless-iv — At Ondo, we design institutional-grade platforms, assets, and infrastructure to bring financial markets onchain. We believe that combining the best of TradFi with the best of DeFi will dramatically improve our financial system—making it fairer, faster, and more accessible to all. Learn more about how Ondo is bringing capital markets onchain at https://ondo.finance/ Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world's crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on https://Ledger.com. — Timestamps: (00:00) Introduction (00:06) Key Market Narratives (04:03) Trump's Economic Vision (13:28) Ads (Ondo, Ledger) (14:39) Trump's Economic Vision (Con't) (16:02) Technical vs. Actual Recession (20:02) Credit Cycle and Market Positioning (25:13) Market Pricing for Recession (30:15) Fiscal Policy and Tax Cuts (32:39) Ads (Ondo, Ledger) (33:54) Federal Reserve's Mandates and QE (37:26) Global Liquidity and Debt Refinancing (43:50) Portfolio Construction and Risk Management (47:34) KISS Portfolio System (52:29) Managing Different Opinions & Systematic Investing — Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Special guest Jacob Keen, CFA, Henssler's Director of Investments, joins Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, to take a deep dive into Henssler's portfolio strategy, explaining how diversification plays a crucial role in managing risk. Original Air Date: April 5, 2025 Read the Article: https://www.henssler.com/building-a-resilient-portfolio-the-case-for-diversification 

In this episode, we dive into Trump's proclaimed ‘Liberation Day,' a bold move that slapped tariffs ranging from 10% to 90% on key imports—aimed at reshaping trade relationships, addressing imbalances, and bolstering domestic manufacturing. Joining us is special guest Jacob Keen, CVA, Henssler's Director of Investments, who not only unpacks the potential market impact of these tariffs but also takes us inside Henssler's portfolio strategy, explaining how diversification plays a crucial role in managing risk.After the break, we continue the conversation, exploring the broader economic implications of these tariffs and what they could mean for businesses, investors, and consumers in the months ahead.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.Henssler Money Talks — April 5, 2025  |  Season 39, Episode 14Timestamps and Chapters3:35: Liberation Day: Reciprocal Tariffs and Trade Policy24:28: Portfolio Construction and Diversification42:30 Broad Economic Implications of TariffsFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

In this episode of Durable Value, Joe Muratore and Ryan Swehla talk about the intricacies of portfolio composition and the vital role diversification plays within it. They explore various aspects, from balancing risk and opportunity to the importance of geographic and asset-type diversification. Whether you're invested in industrial, multifamily, or both, learn how to strategically navigate your investments in secondary and tertiary markets. 00:00 Introduction 00:11 Importance of Diversification in Real Estate00:55 Market Strategies and Deal Flow 01:24 Balancing Risk and Opportunity 02:59 Metrics for Portfolio Construction 04:09 Market Focus and Brand Building 05:44 Cash Flow vs. IRR 07:48 Heavy Lift vs. Light Lift Properties 08:55 Portfolio vs. Deal Construction 09:59 Macro and Micro Diversification 10:59 Proactive Market Engagement 12:02 Conclusion

Fidelity's Ryan McKee highlights recent ETF trends, discusses key considerations with active management, and shares insights into advisor portfolio construction.  VettaFi's Roxanna Islam weighs in on a groundbreaking private credit ETF, Nvidia’s influence on semiconductor ETFs, and the latest surrounding...

In this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investment at Netwealth, chats with Matt Cho, Head of Multi-Asset Solutions at Vanguard Australia. Matt shares insights on Vanguard's recently released economic outlook for 2025, the performance of multi-asset products in 2024, and potential returns for various asset classes. They review the strong 2024 returns from international and Australian equities, and the positive performance of fixed-income markets. The discussion covers the global economic outlook, including perspectives on Europe, Asia, and Australian economies, as well as the US and the impact of Trump's re-election. They discuss the role of private credit in diversified portfolios, and Vanguard's long-term forecasts for equities and fixed income.

Scarce Assets // Strive Asset Management // ⁠Matt Cole on X // Jackson Mikalic on X // ⁠Tim Kotzman on X // ⁠Glenn Cameron on LinkedInScarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of bitcoin in finance professionals' strategies and outlooks. Hosted by Jackson Mikalic, Glenn Cameron, & Tim Kotzman, Scarce Assets provides invaluable insights for wealth managers aiming to outperform their peers in the decades ahead. Finance professionals everywhere know about stocks and bonds, but the macroeconomic outlook requires that serious investors pay close attention to another category: Scarce Assets.00:00-Introduction to Scarce Assets01:41-Matt Cole's Journey from CalPERS to Strive06:53-The Intersection of ESG, DEI, and Bitcoin13:23-The Pension Crisis and Bitcoin's Role19:56-Institutional Adoption of Bitcoin26:24-Entitlements and Bitcoin's Potential30:55-Corporate Adoption of Bitcoin34:47-Bitcoin as a Savings Vehicle42:21-Portfolio Construction and Bitcoin Allocation47:19-The Bitcoin Hurdle Rate51:26-Future of Bitcoin in Corporate Strategy57:38-Integrating AI and Bitcoin01:01:50-Outro & DisclaimerPlease subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

On this episode Pat sits down with Milena Oliveira, Partner of Latin American early-growth fund Volpe Capital to dive into the dynamics of investing post Series-A, portfolio construction and making concentrated bets in a few select opportunities. We dive into why LatAm Tech entrepreneurs and VCs can produce top tier returns, and Volpe has the data to back it up. You learn about- Volpe's investment thesis- How to convince LPs to bet on the asset class and invest in multi-vintages- The maturity of LatAm tech entrepreneurs and how they are thriving not only despite the adversity but because of itYou can find Milena on LinkedIn here. Want to stay up-to-date on latest episodes? Follow The Enthusiast wherever you are getting your podcasts and make sure to check out our newsletter on LinkedIn ⁠here⁠ to stay up to date on our latest episodes with founders and investors beyond the Valley. Follow Pat on LinkedIn ⁠here⁠.

Der US-Aktienmarkt hat den Rest der Welt in den vergangenen Jahren deutlich abgehängt. Dadurch könnte man Zweifel an den Vorteilen einer globalen Diversifizierung bekommen – zu Unrecht. Die einzige Gewissheit in der Vermögensanlage aber ist, dass Gewinne in einem Marktsegment immer durch Verluste in anderen Marktsegmenten ausgeglichen werden. Anders rum, wenn einer gewinnt, verliert ein anderer. Bei Interesse und/oder für mehr Informationen zu meinem 2-Tägigen Finanzseminar (Ende März 2025), schreibe mir einfach eine kurze E-Mail an:  krapp@abatus-beratung.com Viel Spaß beim Hören,Dein Matthias Krapp(Transkript dieser Folge weiter unten) NEU!!! Hier kannst Du Dich kostenlos für meinen Minikurs registrieren und reinschauen. Es lohnt sich: https://portal.abatus-beratung.com/geldanlage-kurs/   

Welcome back to the Alt Goes Mainstream podcast.Today's episode features an industry leader who has pioneered working with the wealth channel.We talk with Joan Solotar, the Global Head of Private Wealth Solutions at Blackstone, where she also serves on the firm's Management Committee. Joan has been responsible for leading Blackstone's impressive work in the wealth channel. She's grown the firm's footprint in private wealth to over $250B in assets across Blackstone funds, making the wealth channel comprise roughly a quarter of Blackstone's $1T AUM.Blackstone Private Wealth Solutions' mission is to bring institutional quality products across a broad spectrum of alternative asset classes to high net worth clients and their advisors.Before joining Blackstone in 2007, Joan was Head of Equity Research at Bank of America Securities and a highly ranked Institutional Investor All Star financial services analyst at Credit Suisse and Donaldson, Lufkin & Jenrette. She also serves on the Board of Directors at First Eagle Investment Management.Joan and I had a fascinating conversation about how to build and scale a business in the wealth channel. We discussed:How Blackstone built a $250B AUM business in the wealth channel across Blackstone funds.How Joan's background in equity research helped her as she built a business for the wealth channel.The early days of building Blackstone's Private Wealth Solutions business.Where, why, and how private markets can fit into a portfolio.How model portfolios will evolve.Why private markets are no longer an alternative.How to build an effective brand in asset management.Thanks Joan for coming on the show to share your wisdom and expertise on private markets and your work with the wealth channel.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Message from our Sponsor, Ultimus Fund Solutions01:18 Alt Goes Mainstream Theme Song02:02 Guest Introduction: Joan Solotar03:45 Joan's Background 05:00 Early Days at Blackstone06:39 Challenges in Private Wealth Business08:31 Convincing Advisors10:44 Growth of Private Wealth Business11:12 Advisor Allocation to Private Markets13:27 Understanding Liquidity and Risk14:36 Educating Advisors on Private Markets15:55 Client Demand for Private Markets17:08 Portfolio Construction and Alternatives20:56 Ease of Use in Private Investments21:23 Model Portfolios and Private Investments22:32 Advisor Relationships with Blackstone24:10 Differentiating Blackstone's Experience25:19 Commitment to Advisors25:40 Commitment from Blackstone's Leadership27:27 Complexity of Selling Private Investments28:54 Blackstone's Growth and Future Goals29:53 Importance of Brand and Marketing31:14 Integration of Marketing and Sales31:38 Educating Blackstone's Team31:56 Blackstone's Training Programs34:50 Weekly Global Meetings36:44 Humanizing Blackstone's Team39:07 Blackstone's Holiday Video40:14 Consumer-Facing Investments41:27 Joan's Favorite Investment Theme: AI41:59 Blackstone's AI Investment Strategy43:19 Conclusion of the PodcastEditing and post-production work for this episode was provided by The Podcast Consultant.

Send us a textIn this episode I demonstrate how to approach a portfolio. The lesson centers on how each holding plays a unique position in my portfolio, working in tandem towards my financial objectives. To demonstrate, I use an example that I am GM of an NFL Team who carefully selects players(holdings) that work towards this objective.Also, a quick Radish portfolio update is covered in this episode.The Dividend TrackerThe Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place.Sign up here..https://thedividendtracker.com/?ref=9Bkjr0Contact The Savings CaptainX                        @SavingsCaptainEmail                thesavingscaptain@gmail.com  Lead-Lag Live - Hosted By Michael A. Gayed, CFA of The Lead-Lag ReportConversations with thought leaders in the world of finance, economics, and investing.Listen on: Apple Podcasts   SpotifyLead-Lag Live - Hosted By Michael A. Gayed, CFA of The Lead-Lag ReportConversations with thought leaders in the world of finance, economics, and investing.Listen on: Apple Podcasts Spotify

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.Today I had the pleasure of speaking with Brian Ascher, a veteran venture capitalist at Venrock, a firm with a storied history dating back to 1969 as part of the Rockefeller family office. Brian, with nearly 30 years in the industry, shared his journey from product management at Intuit to becoming a key partner at Venrock. We dove into the firm's evolution, investment strategies, and decision-making processes, highlighting how Venrock maintains its edge as it evolves.About Brian Ascher:Brian Ascher is a Partner at Venrock where he focuses on early-stage investments in enterprise software, SaaS, and consumer internet companies. With a deep passion for partnering with visionary founders, Brian is known for helping businesses scale through strategic growth, operational insights, and innovation.Since joining Venrock in 1998, Brian has played a pivotal role in numerous successful investments, including Vocera, 6sense, Personal Capital, and Inrix. His expertise spans go-to-market strategies, product positioning, and building high-performing teams.Topics in this conversation include:* Brian's Career Journey (1:34)* The Evolution of Venture Capital (6:25)* Venrock's Decision-Making Model (10:09)* Balancing Investment Decisions and Team Dynamics (14:42)* Empowered Accountability in Deal Decisions (20:44)* Cultural Norms in Venture Capital (22:38)* Investment Strategy and Risk Management (25:12)* Portfolio Construction and Returns (30:22)* Opportunity Funds vs. Core Funds (33:01)* Adapting to AI's Impact on Investment (36:15)* Advice for Aspiring VCs (41:28)* Final Thoughts and Takeaways (43:48)I'd love to know what you took away from this conversation with Brian Ascher.Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on X. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com

U.S. stocks surged last week, driven by strong bank earnings and softer-than-expected core inflation data. The Dow Jones, S&P and the NASDAQ Composite all ended higher, posting their biggest daily gains in over two months. Might this momentum continue? And why does today's guest say he's optimistic on Canada? Joining the show today to discuss where we are in the business cycle and what that means for portfolio construction ideas is Fidelity U.S. Vice President and Lead Portfolio Strategist, Paul Ma. Recorded on January 16, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Welcome to this episode of 20/20 Money! My guest on today's show is Peter Lazaroff, CFA, CFP®, Chief Investment Officer at Plancorp, host of The Long Term Investor podcast, and the author of the book Making Money Simple.   Peter joins me on the show to talk about an investment approach that has been around for a long time but is starting to become more prevalent for investors: direct indexing. We talk about what direct indexing is through an abridged story on the evolution of investment vehicles for investors, some of the considerations and tradeoffs, how a direct indexing approach can minimize a practice owner's tax bill in the year that they sell their practice, and why an index investor should be, at the very least, doing their own due diligence on a direct indexing advisory firm & manager to complement their already-sound investment philosophy.   As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that's filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. Lastly, if you're interested in learning more about the 20/20 Money Ultimate Financial Masterclass, a course that we created to help ODs become “brilliant at the financial basics,” please check out the link in the show notes of this episode to learn more.   And with that introduction, I hope you enjoy my conversation with Peter Lazaroff, CFA, CFP®.   Resources: 20/20 Money Masterclass Information Get a FREE copy of Peter's Book!! Single-stock volatility & equity market returns - JP Morgan Guide to the Markets S&P 500: Index Concentration & Valuations - JP Morgan Guide to the Markets Magnificent 7 Performance & Earnings Dynamics - JP Morgan Guide to the Markets   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify Google Podcasts Stitcher  ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

My guest today is Fran Kinniry, Principal and Head of Vanguard Investment Advisory Research Center. Fran has been at Vanguard since 1997 and served as the Global Head of Private Investments and Global Head of Portfolio Construction. In today's episode, Fran highlights the role of advisors to help investors stay disciplined and avoid creating their own bear markets. He discusses his role leading Vanguard's entrance into private equity in 2020, covering the initial launch and what's next. He also touches on the market today, making the case for fixed-income, international diversification and rebalancing as 2024 comes to a close. (2:24) Market conditions & investor behavior (6:44) The role of advisors (11:12) Advisors alpha (14:07) The significance of fees and taxes (18:01) Vanguard's expansion into private equity (25:03) Evolution of market efficiency (29:43) The undervaluation of high-quality bonds (33:16) Perspectives on international investments (40:27) Evolving views on value vs. growth investing (42:16) Fran's most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investment at Netwealth, is joined by Tim Van Klaveren, Head of Australian Fixed Income at UBS Asset Management. They discuss macroeconomic factors impacting fixed-income markets, including the global shift towards more accommodative monetary policy following a period of high inflation, the complexities of managing fixed-income portfolios in this environment, and the potential implications for various bond market segments. Van Klaveren offers his outlook on interest rate movements, and they discuss APRA's regulatory changes regarding tier one securities and what these mean for a diversified portfolio, as well as the impact of global trends, including the US election and China's stimulus measures, on fixed income investments.

Send us a textUnlock the secrets to raising capital from multifamily offices in this in-depth discussion with expert insights from Pierre and other industry leaders. Learn how to navigate the complex landscape of multifamily offices, from gaining platform approval to building lasting relationships with small and large firms.Key takeaways include:- The importance of fund manager platforms and rigorous vetting processes.- Why small managers often outperform large ones and how to position yourself to secure investments.- Strategies for balancing investments between big-name firms and niche players.- Insights into fostering sustainable growth for business owners as a risk mitigation strategy.- Whether you're an emerging fund manager or a seasoned investor, this video is packed with actionable advice to help you secure capital and drive long-term success.

Join host Stewart Foley on the InsuranceAUM.com Podcast as we dive into the intricacies of private asset portfolio construction with insights from Bryan Jenkins and Eric Solfisburg of Hamilton Lane. This episode explores how a strategic approach to portfolio construction—focusing on factors like asset allocation, investment pacing, and liquidity management—can enhance outcomes for insurance investors. With over three decades in private markets, Hamilton Lane shares its expertise on balancing return and risk while managing the challenges of data and transparency that are unique to this asset class.   The conversation also covers the vital considerations around data and analytics, industry exposure, and the often-overlooked factor of asset location for insurers. Jenkins and Solfisburg emphasize the importance of a consistent, disciplined approach to private asset allocation, discussing tools and techniques Hamilton Lane uses to support sophisticated portfolio strategies. For insurers navigating private markets, this episode offers a valuable guide to constructing resilient, well-diversified portfolios that align with insurance-specific risk management needs.

Chat with us in our new telegram: https://t.co/uvyS3SSdUn In this episode, Jason and Santi unpack the implications of Trump's victory for the crypto industry. From Bitcoin's immediate price surge to the potential for a US Bitcoin reserve, they discuss how the regulatory landscape could dramatically shift in crypto's favor. They also unpack why prediction markets like Polymarket emerged as crucial information sources during the election, the return of major crypto conferences to the US, and share why they believe we're still early in crypto's journey. Thanks for tuning in! - - Start your day with crypto news, analysis and data from Katherine Ross and David Canellis. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts Follow Jason: https://twitter.com/JasonYanowitz Follow Santiago: https://twitter.com/santiagoroel Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Explore the SKALE Ecosystem at skale.space/ecosystem and stay up to date with the gas-free blockchain on X at @skalenetwork - - Supra Containers are secured by Supra's L1 nodes and get access to Supra's 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here. Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks - - Ledger, the world leader in digital asset security, proudly sponsors Empire podcast. Celebrating 10 years of protecting over 20% of the world's crypto, Ledger ensures the security of your assets. For the best self-custody solution in the space, buy a LEDGER™ device and secure your crypto today. Buy now at https://shop.ledger.com/?r=1da180a5de00 - - Toku simplifies every part of global token compensation — everything from paying full time employees in stablecoins, issuing token grants to your team and investors, all in 100 countries on one platform. Talk to Toku today at: https://www.toku.com/ - - Cronos zkEVM has launched its Pioneer Program,offering early users loyalty points for engaging with Cronos zkEVM & its dapps. Join the first quest by depositing CRO in the Cronos zkEVM bridge to receive zkCRO & loyalty points at mainnet launch, as well as a chance to win a part of a $30,000 zkCRO giveaway by depositing in the bridge. Visit https://zkevm.cronos.org/bridge for more info - - Timestamps: (00:00) Introduction (02:43) What Does the Election Mean? (15:37) Impact of Prediction Markets (22:20) Portfolio Construction (29:35) Skale Ad (30:14) Cronos Ad (31:12) Toku Ad (32:03) Supra Ad (32:59) Ledger Ad (33:42) Cycle Timing (43:22) Crypto's IPO (47:27) Why We're Bullish - - Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.In this episode, Portfolio Managers John Kerschner and John Lloyd join U.S. Head of Portfolio Construction and Strategy Lara Castleton for a discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.

This week's show covers target date funds, exploding annuity sales, basic porfolio construction building blocks, and lots of emails!

Portfolio Managers Alison Porter and Richard Clode join Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, to discuss the implications for the technology sector in terms of demographic differences, geopolitical factors, and why patience is a key virtue when investing in an emerging tech wave like AI.

Portfolio Manager Jason Brooks and Pat Brophy, Portfolio Manager at Forum Capital Advisors join Lara Castleton, U.S. Head of Portfolio Construction and Strategy, to discuss the current landscape in commercial real estate and emerging opportunities for investors in both private and public commercial real estate-backed debt.

European equities Portfolio Manager Tom O'Hara joins Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, to discuss the prospects for European equities – and how companies in the region are starting to benefit from large-scale Artificial Intelligence (AI) investment.

The Inflation Guy Podcast welcomes a special guest this week: Chris Clothier, co-CIO of UK asset manager CG Asset Management. Together, Chris and the Inflation Guy discuss how they think about inflation-linked bonds in the context of a portfolio: how to think about their return; different aspects of their risk; and what role/benefit they play in the construction of an 'all-weather' portfolio. Please welcome Chris Clothier to the podcast!   NOTES David Hackett Fischer, The Great Wave: Price Revolutions and the Rhythm of History. (https://www.amazon.com/Great-Wave-Revolutions-Rhythm-History/dp/019512121X ) Blog for this month's CPI: “Inflation Guy's CPI Summary (August 2024)” (https://inflationguy.blog/2024/09/11/inflation-guys-cpi-summary-august-2024/ ) To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/    (we may close up subscriptions to this soon) To Subscribe for free to the blog: https://inflationguy.blog/ Check out the website! https://www.EnduringInvestments.com/

My guest on the show today is Jason Buck, CIO of Mutiny Funds. I met Jason at Ian Cassel's MicroCapClub Leadership Summit in Idaho in a classic random, sitting in the back of the presentation conversation, happened to be sitting next to each other, reason why we go to these events-type interaction that ultimately leads to a podcast invite. We cover a ton, but mostly digging into Jason's background and how it inspired the best named investing strategy out there, the Cockroach Strategy. For more information about Mutiny Funds, please visit: https://mutinyfund.com/ To attend our next investor conference, the Planet MicroCap Showcase: VANCOUVER in association with Small Cap Discoveries, taking place at the Fairmont Waterfront Vancouver on September 25-26, 2024, please register here: https://planetmicrocapshowcase.com/signup Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

In this episode, we tackle one of the biggest challenges investors face: making smart, strategic decisions in an unpredictable market.    Drawing inspiration from the game of chess, my guest Rubin Miller will explain how to think several steps ahead when it comes to your portfolio, outmaneuver market uncertainty, and avoid costly mistakes. We also discuss the role of “luck” in investing and how good decisions do not always lead to good outcomes.    With his chess expertise and role as Chief Investment Officer, Rubin has a knack for explaining tricky investment concepts so investors can feel confident in the decisions being made for them.    Listen now and learn: The similarities and differences in decision making with chess and investing Why understanding the role of skill and luck is critical for long-term investing success How tools like options and diversification can help you manage risk and build a resilient portfolio   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   [0:54] Chess, Investing, and the Art of Navigating Uncertainty  [09:17] The Role of Skill and Luck in Investing  [11:49] The Japanese Mochi Company: Focusing on What You Do Best  [17:02] Certainty vs. Uncertainty: Building a Thoughtful Portfolio  [24:02] The Challenges of Portfolio Construction  [29:04] The Role of Options in Risk Management 

Portfolio Managers Julian McManus and Christopher O'Malley join Lara Castleton, U.S. Head of Portfolio Construction and Strategy, to discuss their outlook for non-U.S. equities, pointing out that valuations, elevated interest rates, and artificial intelligence (AI) are among many tailwinds for the asset class. Note: This episode was recorded at the end of July, before the market pullback on August 5. However, the views shared during the discussion have not changed.

Ted is a podcaster and investment industry expert. He started his career working with David Swensen at the Yale Endowment and has spent the past 30+ years studying, speaking and writing about investing. He launched the Capital Allocators Podcast in 2017 and has published 3 books on investing. Ted shares insights on the investment industry, discusses his framework for constructing a portfolio, and explains the impact of behavioral finance.

Last week was a tough finish for the world's stock markets. In the US, the S&P 500 was down 2.4% and Nasdaq 100 down 3.8% for the week. In Australia, Friday was our worst day in 18 months with the ASX 200 down 2.1%. If you're following the market day-to-day, you might be panicking. This episode is our reminder of why you shouldn't. We're zooming out and reminding you of the power of long-term investing. That's not all we're doing as we also discuss some rules of portfolio construction and answer a question on whether micro-investing is worth it. —------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Turpentine VC, Erik interviews Lee Jacobs, Founder & Managing Partner of Long Journey. Lee shares his journey from early investments and his experience with AngelList to co-founding Long Journey with Cyan Banister and Arielle Zuckerberg. He discusses the firm's unique focus on investing in "magically weird" companies and emphasizes the importance of values, mission orientation, and building trust in LP relationships. Lee also opens up about the challenges and rewards of early-stage fundraising, Long Journey's operational strategies, and their vision for building a lasting, meaningful VC firm. -- This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We're launching new shows every week, and we're looking for industry-leading sponsors — if you think that might be you and your company, email us at erik@turpentine.co. -- RECOMMENDED PODCAST:

Text us your financial questions!July 20, 2024 Henssler Money Talks Episode:Managing Associate D.J. Barker, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC®, are joined by Research Analyst Nick Antonucci, CVA, CEPA, to explore a situation of an investor whose wealth is tied up in illiquid assets like real estate, fine art, or jewelry. They discuss how these assets may be hard to sell quickly if funds are needed and how to diversify to increase liquidity. Read the Article: https://www.henssler.com/the-emotional-and-financial-challenges-of-illiquid-investments  

This week's show covers the basics of portfolio construction, small-caps amidst the giant rally, 529 plan flexibility, estate planning basics, and tons of emails.

Text us your financial questions!Henssler Money Talks — July 20, 2024Season 38, Episode 29This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC® to cover Tech's mid-week tumble and economic releases including June's Producer Price Index, Retail Sales and the Fed's Beige Books. D.J. and Logan discuss an investor whose wealth is tied up in illiquid assets like real estate, fine art, or jewelry. They discuss how these assets may be hard to sell quickly if funds are needed and how to diversify to increase liquidity. The financial Experts also answer listeners' questions on pension plan required minimum distributions and if the AI trend will cause a resurgence in robo advisers. Timestamps and Chapters00:00 Market Roundup: July 15 – July 19, 202422:28 Case Study:  Holding Illiquid Assets34:01 Q&A Time: Pension RMDs and Robo AdvisersFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

In the world of wealth management, working with clients is a deeply personal endeavor that requires more than just financial expertise. By looking inward first, and prioritizing a strong team culture and personal and professional development, companies can cultivate a strong trust and connection with clients. Today's guest has made this approach the foundation to his business.Today we're sitting down with Rob Skinner, who is a founding partner and the co-CEO of IEQ Capital. He has served as a financial advisor to wealthy families and institutional investors for over two decades. Rob began his career at Fidelity Investments in 1995 before joining Merrill Lynch as first vice president of investments.In 2008, he co-founded Luminous Capital, an independent registered investment advisory firm where he served as Chief Investment Officer, Co-Head of Investment Research, and Co-manager of Portfolio Construction. Luminous Capital was acquired by First Republic Bank in 2012. Active in the community, Rob serves on the Board of Directors for the First Tee of Monterey County, the Board of Directors of the Pebble Beach Company Foundation. He's a Trustee of PGA REACH, the charitable foundation associated with PGA of America, as well as the Naval Postgraduate School Foundation. Rob and his wife actively support numerous foundations and charities in and around the Monterey peninsula. Rob holds a Bachelor of Arts in Political Science from the University of Connecticut, which, if you haven't heard has won national championship titles, back to back in men's basketball. Go Huskies!Highlights:Rob's early influences and beginnings in wealth management (4:15)Founding Luminous Capital (5:52)Background on IEQ Capital, and company mission (6:37)What differentiates IEQ from competitors (7:13)IEQ's ideal client profile (8:34)How the IEQ team works with clients on wealth management (9:30)Rob walks us through IEQ's client screening process (10:18)The value of culture at IEQ (11:10)The use of technology at IEQ (12:00)How being a founder has informed Rob's work with his clients (13:30)How Rob approaches liquidity planning with clients (14:41)Rob breaks down IEQ's partnership with Stone Point Capital (15:33)The benefits for smaller firms (18:37)What Rob has learned from entrepreneurs during his time in wealth management (19:19)The importance of fostering a fun and enjoyable environment and culture (20:43)Links:Rob Skinner on LinkedInIEQ Capital on LinkedInIEQ Capital WebsiteICR LinkedInICR TwitterICR WebsiteFeedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co.

Karen Karniol-Tambour is Co-CIO at Bridgewater Associates, which is one of the world's largest hedge funds. Drawing from her 18-year career at the firm, she offers valuable insights into her professional journey, Bridgewater's current market outlook, and strategies for effective portfolio construction.

On this episode of The Active Advisor podcast, host Bryan Moore chats with Bradford Vannelli, CRPC®, Partner and Wealth Advisor at Transcend Capital Advisors. Join them as they discuss how Bradford has overcome unexpected challenges as an independent advisor, the benefits of independence, active management, and alternative investments for the “millionaire next door.” Bradford Vannelli is a Partner and Wealth Advisor at Transcend Capital Advisors. Prior to joining Transcend, Bradford served as a Wealth Advisor, Senior Vice President at UBS Wealth Management. Prior to UBS, Bradford spent 13 years as a Vice President, Financial Advisor at Merrill Lynch. For over two decades, he has helped individuals, families and business owners with goal planning, cash management, lending and investment management. He holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning.

In this episode we explore commodities' role in asset management and portfolio construction? Why should asset managers and investors seek exposure to commodities within their portfolios? What are their historical long-term performance as part of a broader mix of equities and debt? Indeed, are institutional investors currently underweighted, especially as we enter a period of higher inflation and industrial restructuring? Our guest argues they are and outlines why: Hussein Allidina is Managing Director and head of commodities at Toronto Dominion Asset Management.For more on HC Group visit www.hcgroup.global 

Let's say hello to Evan Pawloski, AIF®. Here's how Evan describes what he does: “I create World-Class 401(k) Plans for employers who want to hire and retain the Hardest-Working Men and Women in Michigan. Every employee deserves a path to become a Millionaire, and my team and I coach 401(k) participants to this goal every day.” On this episode of The Active Advisor podcast, host Bryan Moore chats with Evan Pawloski, AIF®, Senior Partner and Plan Advisor at Michigan 401(k) Advisors. Join them as they discuss the importance of selecting the right 401(k) advisor and the challenges companies face when they don't put in the work upfront. Evan emphasizes the importance of focusing on the basics and doing the necessary work to ensure the success of retirement plans. Evan shares his career journey and highlights the need for advisors to specialize in either 401(k) plans or wealth management. The conversation also touches on factors to consider when selecting a 401(k) advisor, such as investment and education policy statements. Evan predicts a shift towards more automation in the retirement space but believes the human element will always be necessary.

Forbes recognized Thomas Fautrel as a 2018 and 2019 Top Next-Gen Wealth Advisor, and in 2021-2024, Thomas was featured on the Forbes Best-In-State Wealth Advisors list. Before founding Seventy2 Capital, Thomas served as a Senior Vice President with Morgan Stanley Wealth Management and an Assistant Vice President with Merrill Lynch & Co. He began his career as a financial advisor with A.G. Edwards. On this episode of The Active Advisor podcast, host Bryan Moore chats with Thomas Fautrel, President and Co-Founder of Seventy2 Capital Wealth Management. Join Bryan and Thomas as they discuss the topic of going independent as a financial advisor. They delve into the benefits, struggles, and future plans of being an independent advisor. Thomas, the President and Co-Founder of Seventy2 Capital Wealth Management, shares his expertise and journey to becoming a successful independent advisor and business owner.

This Week in Startups is brought to you by… LinkedIn Ads. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http://linkedin.com/angelpod Mantle. The AI-powered equity management platform designed for modern founders and operators. Get your first 12 months free at https://withmantle.com/TWIST DevSquad. Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist. * Todays show: Jason Calacanis welcomes Churchill Asset Management's Raja Doddala to the show to discuss startups and the VC market in 2024. They dive into the competitiveness in pre-seed, seed, and series A (10:40), portfolio construction (30:24), the future of the vc industry (50:59), and much more! * Timestamps: (00:00) Jason welcomes Churchill Asset Management's Raja Doddala to the show (1:52) Trends in pre-seed and seed deal values (9:19) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://linkedin.com/angelpod (10:40) Competitiveness and predictability in pre-seed, seed, and series A (21:28) Mantle - Get your first 12 months free at https://withmantle.com/TWIST (22:46) Trends in exit values (29:19) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist (30:24) Exploring portfolio architecture and the difference between mega funds and smaller funds (50:59) Prospects in the vc over the next few years and the rise of the next generation (59:26) The role of secondary sales in venture capital and importance of liquidity for VC funds * Check out: Churchill Asset Management - https://www.churchillam.com * Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp * Follow Raja X: https://twitter.com/rdoddala LinkedIn: https://www.linkedin.com/in/rajadoddala * Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Thank you to our partners: (9:19) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://linkedin.com/angelpod (21:28) Mantle - Get your first 12 months free at https://withmantle.com/TWIST (29:19) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist * Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland * Check out Jason's suite of newsletters: https://substack.com/@calacanis * Follow TWiST: Substack: https://twistartups.substack.com Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups * Subscribe to the Founder University Podcast: https://www.founder.university/podcast