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

Listen to latest episode

Recent Episodes

Wealth Management INVEST: Exploring Private Market Strategies with Tony Davidow

Posted March 18, 2024 • 00:26:05

WealthManagement.com’s David Bodamer is joined by Tony Davidow, Senior Alternatives Investment Strategist with Franklin Templeton Institute. ...

Wealth Management INVEST: How Can Alternative Investments Benefit Portfolios

Posted February 19, 2024 • 00:21:16

WealthManagement.com’s David Bodamer sits down with Aaron Filbeck, who leads UniFi by CAIA, to delve into how the CAIA association contributes...

Wealth Management INVEST: How Private Markets Are Becoming More Accessible

Posted January 29, 2024 • 00:25:28

Innovations in product development have increased access to private markets for financial advisors and their clients. Steve Brennan, managing director...

REPLAY! WMRE Common Area: Exploring Tax-Advantaged Real Estate Options with Louis Rogers

Posted December 11, 2023 • 00:38:34

Some real estate structures offer investors major tax benefits. Like-kind exchanges allow investors to roll capital gains from one real estate investment...

WMRE Common Area: Exploring Interval Funds With Ramin Kamfar

Posted November 13, 2023 • 00:24:31

For many individual investors, the traditional 60/40 portfolio focused on stocks and bonds was the only option they had for investment plans. Bluerock...