Wealth Management Invest

Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the con

Recent Episodes

Wealth Management INVEST: A Global Perspective on Wealth Investment in Private Markets with Partners Group’s Robert Collins

Posted December 18, 2024 • 00:29:09

WealthManagement.com’s Executive Editor for Investments David Bodamer chats with Robert Collins, co-head of private wealth at Partners Group.

Partners...

Wealth Management Invest: Brookfield’s David Levi on HNW Investors’ Views on Alternatives

Posted November 25, 2024 • 00:28:24

WealthManagement.com’s David Bodamer delves into the recent research published by Brookfield Oaktree Wealth Solutions with David Levi, managing...

Wealth Management Invest: Breaking Down Semi-Liquid Funds with StepStone’s Bob Long

Posted October 21, 2024 • 00:28:32

In this episode of the Wealth Management Invest podcast, host David Bodamer sits down with Bob Long, CEO and partner of StepStone Private Wealth,...

Wealth Management INVEST: Trends in Advisor Portfolio Construction

Posted September 30, 2024 • 00:25:58

David Bodamer of WealthManagement.com sits down with Mike Scarsciotti, SVP and Head of Investment Specialists at Fidelity Investments, to discuss the...

Wealth Management INVEST: Private Market Insights with Blackstone’s Joan Solotar

Posted September 16, 2024 • 00:31:37

David Bodamer sits down with Joan Solotar, Global Head of Private Wealth Solutions at Blackstone, to explore the evolution of private market investments...