Shows
Guardians of Finance with Matt McLaughlinNancy Benacci, CFA on the History of the Investment Industry in Cleveland (Part 1)In this episode, we begin our series diving into Cleveland's investment history—where it's been, how it's evolved, and the influential figures who've shaped it. I'm thrilled to kick off this series by sitting down with a true industry pioneer, Nancy Benacci. Nancy has built a distinguished career here in Cleveland, witnessing firsthand the transformation of the investment landscape over the decades. We'll dive into her journey, discuss her pivotal role throughout the years, and gain valuable insights into the driving forces behind the evolution of our vibrant investment community. Thanks for listening, and we hope you enjoy this epi...2025-05-2030 minGuardians of Finance with Matt McLaughlinRyan McGovern – Managing Director at Star Mountain CapitalIn this episode, we're joined by Ryan McGovern, Managing Director at Star Mountain Capital. Originally from the West Coast, Ryan's educational and career journey took him around the world before he eventually landed in Cleveland, where he has now lived for over a decade. Ryan has extensive expertise in private markets, having transitioned early in his career from public market investing to private equity and credit. We dive into his professional path, discuss how the private markets landscape has evolved, and explore the areas Star Mountain Capital focuses on for its investments. Thanks for listening—we hope you enjoy ou...2025-04-2940 minGuardians of Finance with Matt McLaughlinCraig Cimoroni, CFA – Head of Business Development and Investor Relations at Elizabeth Park Capital ManagementIn this episode, we talk with Craig Cimoroni, Head of Business Development and Investor Relations at Elizabeth Park Capital Management. Craig was born and raised on the east side of Cleveland and returned to the area immediately following college. He's worked for several well-known companies in Northeast Ohio and is very active in his local community and with the CFA Society Cleveland, where he is a past President. We dive into all of these experiences and more during the podcast. Thanks for listening, and we hope you enjoy the episode with Craig Cimoroni. Connect with Craig here: Crai...2025-04-1533 min
InsuranceAUM.comEpisode 288: Executive Spotlight: Eric Partlan, CFA, CAIA, Chief Investment Officer at MassMutualIn this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Eric Partlan, Chief Investment Officer at MassMutual, for an engaging installment of the CIO Spotlight series. With MassMutual’s $285 billion general account and deep legacy as a mutual insurer, Eric shares insights into how the firm’s long-term orientation, mutual structure, and strategic partnerships drive its investment approach—particularly in private credit, structured products, and ALM strategies.
Eric also reflects on his unique career journey from aerospace engineering to the CIO role, offering a candid look into his philosophy on leadership, team building, and fostering intelle...2025-04-0128 min
Alternative Allocations with Tony DavidowThe Rise of the Total Portfolio Approach with Guest Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, CAIA AssociationIn this episode of Alternative Allocations, Tony and Aaron discuss the Total Portfolio Approach (TPA), which shifts from traditional strategic asset allocation to a more goal-aligned investment strategy. They explore key aspects of TPA, including governance, culture, a factor-based lens, and competition for capital. The episode highlights both the challenges and opportunities for advisors in adopting TPA, such as the need for a cultural shift and technical expertise, but also the potential for improved client outcomes and more flexible portfolio construction. Practical steps for implementing TPA, such as making incremental changes and reorganizing the investment team, are also discussed.2025-04-0129 min
Financial Perspectives: Insights from Investment ProfessionalsNavigating the Great Wealth Transfer: Reshaping Wealth ManagementSend us a message!The Great Wealth Transfer will move $124 trillion by 2048, according to recent data from Cerulli Associates. But the most revolutionary aspect? Women will inherit approximately 70% of this unprecedented wealth transfer.Sylvia Kwan, PhD, CFA, CAIA - CEO and CIO of Ellevest - breaks down this seismic shift during our conversation, revealing that $54 trillion will go to surviving spouses (95% of whom are women) while another $46 trillion flows to younger generations. For many women, particularly those from older generations who delegated financial management to partners, this represents their first opportunity to independently control substantial...2025-03-2513 min
Educational AlphaS3: Conversation with Monique Frederick, Head of Wealth Management, Butterfield Bank (Cayman) LimitedIn this episode, Bill interviews Monique Frederick, a CFA Charterholder and financial expert passionate about empowering women through financial literacy. Monique shares her journey from a background in computer information systems to a career in wealth management, emphasizing her dedication to educating and guiding women toward financial freedom. They discuss the generational shifts in financial decision-making, the importance of early financial education, and strategies for overcoming emotional and cultural barriers to investing. Monique's book, Embracing Your Money Power: A Woman's Guide to Financial Freedom, serves as a focal point for addressing the gaps in financial literacy and the tools...2025-03-0539 min
特许金融街EPISODE 93：Conversation with Jeremy Heer策划丨江宁Executive Producer - Sunny JIANG制作人丨PallasCatFinProduction Manager – PallasCatFin统筹 | 唐嘉澍 董嘉琦Coordinator – Jason TANG, Frances D在本期由 CFA 北京协会主办的 China Charter Chat 播客节目中，我们非常荣幸地邀请到 Jeremy Heer 作为特别嘉宾。In this episode of China Charter Chat, hosted by CFA Beijing Society, we are honored to welcome Jeremy Heer as our distinguished guest.Jeremy现任伊利诺伊大学基金会（University of Illinois Foundation）的董事总经理，负责研究、投资策略发展以及外部合作。他曾在芝加哥大学、瑞银（UBS）、摩根士丹利（Morgan Stanley） 等顶级金融机构担任重要职务，在资产配置、私募市场和捐赠基金管理方面拥有丰富经验。此外，Jeremy 是 CFA 和 CAIA 持证人，并担任 CFA 芝加哥协会主席。在金融之外，他还是一位热爱音乐、高尔夫和冰球的爱好者。Jeremy is the Managing Director at the University of Illinois Foundation, where he leads research, investment strategy development, and external engagement. With a career spanning top financial institutions like the University of Chicago, UBS, and Morgan Stanley, Jeremy brings a wealth of experience in asset allocation, private markets, and endowment management. He is also a CFA and CAIA charterholder and serves as the Chair of CFA Society Chicago. Beyond finance, Jeremy is a passionate musician, golfer, and ice hockey player.在本期播客中，我们将探讨 Jeremy 的职业发展...2025-02-121h 03
The Investors First PodcastJohn Bowman, CAIA Association – Alternative Investing in 2035For our second episode of year six of the podcast, we welcome my friend John Bowman to the podcast. I can’t say enough positive things about what John is doing with the CAIA Association (as well as his predecessor Bill Kelly), both of whom put investors first, which is what this podcast is all about. John stepped in as CEO at the beginning of 2025 and we thought it would be great to hear his vision for where alternative investing is headed over the next decade. John is a speaker, writer, commentator and frequently keynoting industry conferences and has be...2025-02-0655 min
Alternative Allocations with Tony DavidowOutlook on Private Markets: Diversification and Growth Opportunities with Guest Mark Steffen, CFA, CAIA, Wells Fargo Investment InstituteIn Episode 20 of the Alternative Allocations podcast, Mark Steffen from Wells Fargo Investment Institute shares insights on the market environment and opportunities in private markets. He provides a positive macro outlook for 2025, predicting U.S. economic growth and a soft landing. Mark shares areas of opportunity, including private equity, private credit, certain hedge fund strategies, infrastructure assets, and secondary investments. He also emphasizes the importance of diversifying portfolios with alternatives, and highlights the increasing accessibility of these strategies to average investors. Mark Steffen is a global alternative investment strategist for Wells Fargo Investment Institute (WFII), which is...2025-02-0425 minGuardians of Finance with Matt McLaughlinAndrew Rising & Mike Nieset – Encore Venture LabsIn this episode, we talk with Andrew Rising & Mike Nieset of Encore Venture Labs. Both Andrew and Mike were born and raised in NE Ohio before exploring other parts of the US and then brought their experiences back to Cleveland. We talk about these experiences and what led them back to Cleveland as well as what they are doing at Encore Venture Labs in this wide-ranging but informative conversation about venture capital and startups. Thanks for listening and we hope you enjoy this episode with Andrew Rising & Mike Nieset. Connect with Andrew and Mike here: Andrew Rising Link...2025-01-0737 minEducational AlphaS2: Conversation with John L. Bowman, CFA, President, CAIA AssociationIn this season finale of Educational Alpha, host Bill Kelly welcomes John Bowman, the incoming CEO of CAIA Association. Reflecting on the evolution of CAIA and their professional journeys, the two explore major themes shaping the investment landscape—diversification, digitization, and democratization. They discuss the organization's transition from Bill's tenure to John's, emphasizing CAIA's mission to educate and advocate for better portfolio construction, transparency, and investor outcomes. Bowman also lays out a roadmap for CAIA's future, highlighting challenges and opportunities within a rapidly evolving financial ecosystem. This conversation is not only a handover of leadership but also a deep di...2024-12-1843 minEducational AlphaS2: Conversation with Will Goodhart, Chief Executive, CFA Society UKIn this episode, Bill welcomes Will Goodhart, Chief Executive of CFA UK, for a reflective discussion on leadership, professional evolution, and the challenges of addressing sustainability in finance. Will shares insights from his two-decade-long tenure, including his journey from journalism to leading one of the most respected professional bodies in finance. The conversation dives into the importance of serving end investors, the role of professional bodies in fostering ethical and technical competence, and the urgency of addressing climate change. Listen in!2024-11-2735 minGuardians of Finance with Matt McLaughlinNick Raich, CFA – Founder & CEO of The Earnings ScoutIn this episode, we talk with Nick Raich, Founder & CEO at The Earnings Scout. Nick was born and raised in Youngstown before his career journey took him to Chicago and then back to NE Ohio where he now lives on the west side of Cleveland. After working for several large organizations, he founded The Earnings Scout in 2013, using his background in analyzing publicly traded companies to help his clients navigate company earnings and different economic environments. Nick talks about his motivation for starting his own company, the potential impact of AI on analyzing companies, and much more. Thanks for list...2024-11-0533 min
Pull Up a Chair with CFA Society BostonShaping the Next Generation of Financial Leaders: A Conversation with Sarah SamuelsIn our season 2 premiere, host Asha Mehta, CFA, sits down with Sarah Samuels, CFA, CAIA, Partner at NEPC, founder of 30 Seconds of Bravery, author of "Braving Our Savings," and former chair of CFA Society Boston. Sarah shares her inspiring career journey, emphasizing the power of community, education, and role models. They discuss strategies for capital allocators, adopting a Chief Investment Officer mindset, overcoming biases, and the role of second-level thinking. Sarah also touches on integrating AI in investment strategies, promoting DEI in finance, and her children's book, Braving Our Savings, which teaches kids about financial literacy.
2024-11-0427 minThe Investors First PodcastMarko Papic – GeoMacro Lens on U.S. Election, China Policy, & MarketsToday’s guest is Marko Papic, Marko leads BCA Research's BCA Access and developed GeoMacro Research, the first discretionary macro-geopolitical investment strategy in finance. He connects clients with a broad expert network and custom research, having founded BCA’s Geopolitical Strategy service. His book, Geopolitical Alpha, presents a framework for predicting investment outcomes. Previously, Marko was a Partner and Chief Strategist at Clocktower Group, advising institutional investors. His work is included in the CAIA curriculum and The Palgrave Handbook of Contemporary Geopolitics. Starting as a Senior Analyst at Stratfor, he has lectured at Stanford and Georgetown. Marko holds advanced degrees fro...2024-10-1753 minEducational AlphaS2: Conversation with Keith Black, PhD, CFA, CAIA, FDP, CDAA, Managing Director, RIA ChannelIn this episode, Bill welcomes Keith Black, a longtime colleague and cryptocurrency expert, to discuss the rapidly evolving world of digital assets. Keith shares insights from his extensive career, including his early work in commodity derivatives, hedge funds, and institutional consulting, as well as his role in the Chartered Alternative Investment Analyst (CAIA) Association. The conversation dives into Keith's move toward digital assets and cryptocurrencies, highlighting key topics such as the current state of institutional adoption, Bitcoin’s rise, and the role of stablecoins. Listen in!
Additional Resources Mentioned:
https://train.riadatabase.com/digitalassets/
ht...2024-10-1633 min
Financial Perspectives: Insights from Investment ProfessionalsCHATS: MAG7 vs. Active Management: Performance in Concentrated MarketsSend us a message!On this episode of "Financial Perspectives: Chats," Stephen Biggs, CFA, CAIA, CFP - Managing Director & Head of Alternative Investments for The Mather Group - sits down with Ben Inker - co-head of GMO's Asset Allocation Team - to dissect the realities of today's concentrated market. They delve into the intricacies of market concentration and investment strategies, offering a comprehensive analysis of today's market heavyweights, the "Magnificent Seven" (MAG7) stocks. Additionally, the episode touches on the broader implications, including potential regulatory and geopolitical challenges, for these tech giants and how these factors m...2024-10-0842 min
CFA UKEpisode 73: Turning data into intelligence in sustainable investingIn this conversation, Francesca Wheble, Responsible Investment Lead, Guinness Global Investors, interviews Oliver King, CAIA, Sustainable Investing Product Specialist, Fusion by JP Morgan, to talk about some of the challenges faced by asset owners and managers in integrating ESG data into their investment processes.
Exploring the developing landscape of sustainable investments, they discuss the importance of data coverage and quality, and the need for disaggregating ESG factors, while maintaining the importance of transparency in the future of sustainable investing.
The CFA UK Sustainability Community is buzzing with daily discussions, virtual meet-ups, and in-person gatherings, offering numerous opportunities for you to...2024-09-0419 minGuardians of Finance with Matt McLaughlinMichael Murphy – Co-Founder & CEO at Cleveland Professional SoccerIn this episode, we talk with Michael Murphy, Co-Founder and CEO of Cleveland Professional Soccer. Michael is a St. Ignatius graduate and has lived in several different parts of the country before returning to Cleveland. He has a wide range of experiences, from law to the military and even film production. We discuss his connection to Cleveland, his winding journey to his current role in sports business, and go in-depth as to why Cleveland is ready for professional women's soccer. Thanks for listening, and we hope you enjoy the episode with Michael Murphy. Connect with Michael here: Mi...2024-08-0632 min
Alternative Allocations with Tony DavidowLessons Learned from Institutional Allocators of Capital with Guest Will Dillard, CFA, CAIA, MercerEpisode 13 of the Alternative Allocations podcast series includes Tony’s discussion with Will Dillard from Mercer, along with Will hosting a panel with Tony at CAIS Live in Atlanta. Will’s experience working with institutions allowed him to share valuable insights into how institutions allocate to capital, conduct due diligence, and consider the benefits of diversification across alternative investment strategies. Tony and Will discuss their respective market outlooks, along with things to consider when allocating to alternatives. Located in Mercer's Atlanta office, Will Dillard, Senior Principal, Investment Consultant, is focused on working with Private Wealth firms as well...2024-08-0631 min
Pull Up a Chair with CFA Society BostonPath to Success: A Conversation with Jean HynesIn this episode, host Sarah Samuels, CFA, CAIA, sits down with Jean Hynes, CEO of Wellington Management Company. Jean shares her inspiring journey from starting as an administrative assistant to leading one of the world's largest investment firms. She emphasizes the importance of early formative experiences, the value of diversity, and the resilience required to navigate a successful career in finance. Tune in for valuable insights and inspiring stories from a trailblazing leader in the industry.
Show notes
As CEO of Wellington Management Company, Jean Hynes oversees nearly 3,000 employees in 16 offices across North A...2024-06-2835 minGuardians of Finance with Matt McLaughlinAndrew Newsome - Director at the Ohio Minority Business Development Agency, where he specializes in Mergers, Acquisitions, and PartnershipsIn this episode, we talk with Andrew Newsome, Director at the Ohio Minority Business Development Agency, where he specializes in Mergers, Acquisitions, and Partnerships. Andrew grew up in Seattle and lived in several different parts of the country before putting roots down here in Cleveland. He has a wide range of experiences, from management consulting to operations, venture capital, and even lemonade stand management. Andrew talks to us about some of the skills and knowledge he's acquired in those roles and how he uses those to help small businesses in his current role. Thanks for listening, and we hope you...2024-06-1832 min
Retire With RyanUnderstanding Current Trends in ETFs with Matthew Bartolini, CFA, CAIA, #206What are the current trends with ETFs? What’s happening in the fixed-income market? How can investors tackle current challenges? Matthew Bartolini, CFA, CAIA—the head of ETF Research at State Street Global Advisors—joins me to dissect the ETF market and how investors can handle volatility. Matthew believes the ETF market will only continue to grow and create opportunities for long-term wealth. He shares how to navigate the factors that impact the market—including Federal Reserve policy, elections, and general trends—in this episode of Retire with Ryan. You will want to hear this episode if y...2024-06-1824 minGuardians of Finance with Matt McLaughlinJoe Koster – Editor of "Value Investing World" and Founder & Co-Owner of Sorfis InvestmentsIn this episode, we talk with Joe Koster, Founder & Co-Owner of Sorfis Investments. If you're a fan of Berkshire Hathaway or Buffet/Munger investment disciple, you may know Joe from his poplar Substack newsletter Value Investing World. What you may not know is that Joe resides right here in NE Ohio. After being born and raised here, Joe moved to the Carolinas where he lived through college and early in his career before returning. We talk with Joe about the origins of his Substack newsletter, how he integrates security selection into portfolios as a registered investment advisor, and some of h...2024-06-0431 minEducational AlphaS2: Conversation with Kostiantyn Shost, Co-Founder, OKISIn this episode, Bill speaks with Kostiantyn Shost, a CAIA Member from Ukraine, who shares his unique perspective on professionalism and resilience amidst the country's ongoing conflict. Born into a military family with a globally diverse upbringing, Kostiantyn details his journey from various global posts to settling in Ukraine. Despite the severe backdrop of war, he maintains a commitment to professionalism and community service through his active participation in the CFA Society of Ukraine. Listen in!
https://www.leleka.care/
The Leleka Foundation provides life-saving first-aid kits to frontline embedded medical staff. 2024-05-2228 minGuardians of Finance with Matt McLaughlinGeorge Mateyo – Chief Investment Officer at KeyBankIn this episode, we talk with George Mateyo, Chief Investment Officer at the KeyBank. George has worked for several prominent organizations in the NE Ohio investment community and he shares his career journey with us. George also talks about his background and expertise in implementing alternative assets into portfolios as well as Key's current market outlook. Thanks for listening and we hope you enjoy this episode with George Mateyo. Connect with George here: George Mateyo LinkedInHost Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Direc...2024-05-2132 minGuardians of Finance with Matt McLaughlinTony Gattuso – Senior Director, Investments at the Cleveland FoundationIn this episode, we talk with Tony Gattuso, Senior Director, Investments at the Cleveland Foundation. The Cleveland Foundation is one of Cleveland's most prominent foundations and has a long and storied history. Tony takes us through his career path, what he sees as the benefits of having an in-house investment function, and the origins of his nickname (one of the best we've heard on the podcast). Thanks for listening and we hope you enjoy this episode with Tony Gattuso. Connect with Tony here: Tony Gattuso LinkedInHost Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at D...2024-05-0726 min
Pull Up a Chair with CFA Society BostonVenturing Beyond Comfort: A Conversation with Lily LymanIn this episode, host Sarah Samuels, CFA, CAIA, sits down with Lily Lyman, General Partner at Underscore VC, a Boston-based VC firm for bold, seed stage founders. Together, they delve into Lyman's insights garnered from her experiences in fostering entrepreneurship globally, her impactful role in spearheading international expansion efforts at Facebook, her journey in venture capital leadership, and the significance of venturing beyond one's comfort zone.
Show notes
Lily Lyman has been a founder, investor, and operator in mobile technology. She came to Underscore VC from Facebook, where, as a growth leader, she l...2024-04-1032 minEducational AlphaS2: Conversation with Christine Barry, CEO, CeriFiIn this episode Bill sits down with Christine Barry, CEO of CeriFi, exploring the intersection of education technology and professional certifications. The episode delves into CeriFi's innovative approach to consolidating educational resources for financial professionals, including preparation for high-stakes certifications like CFP and CFA. Christine discusses the impact of generative AI on learning platforms, the importance of embracing technology in education, and the critical role of ethics in an AI-driven world. Listen in!2024-04-1038 minGuardians of Finance with Matt McLaughlinRussell Moenich – Executive Chairman & Investment Analyst at North Beach Holdings, LLCIn this episode, we talk with Russell Moenich, Executive Chairman & Investment Analyst at North Beach Holdings, LLC. Russell is a lifelong Clevelander, a Buffet/Munger disciple, and an extreme sports enthusiast. We dive into all of those interests and more in this conversation that starts with a lawn care business and ends with mentions of the 1995 Cleveland Grand Prix. Thanks for listening and we hope you enjoy this episode with Russell Moenich. Connect with Russell here: Russell Moenich LinkedInHost Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Mana...2024-04-0231 min
CFA DFW Charterholder ChatterEpisode 47: Embracing the Grit with “Socially Adjusted Actuary” and Leader Extraordinaire Tim McCuskerIf you have listened to our podcasts, you know by now that we strive to have a diverse set of guests, from allocators to leaders and everything in the middle, while maintaining our requirements for humility and inspiration. Today’s guest has plenty of letters after his name covering the liability and asset pieces along with all asset classes. And he is an exceptional leader and communicator. Tim McCusker is a partner and CIO at NEPC, a private employee-owned investment advisory firm based in Boston, where he is responsible for investment research, investment strategy development, and education of...2024-03-2126 minGuardians of Finance with Matt McLaughlinMatt Rodak – CEO and Founder of Upright, formerly Fund that FlipIn this episode, we talk with Matt Rodak, CEO and Founder of Upright. Upright, formerly Fund that Flip, is a technology platform used to invest in and obtain loans for renovating residential real estate. Matt was born and raised in Northeast Ohio and it's where he discovered his passion for real estate investing. Despite living somewhere else now, we talk about his still strong connection to Cleveland, leaving his career path to start a business, and why sleep is classified as a hobby. Thanks for listening and we hope you enjoy this episode with Matt Rodak. Connect with Matt here...2024-03-1932 min
Pull Up a Chair with CFA Society BostonResilience & Heart Equity: A Conversation with Kyle ArringtonIn this episode, host Sarah Samuels, CFA, CAIA, sits down with Kyle Arrington, Super Bowl Champion with the New England Patriots and founder of the E.V.O.L.V.E. Foundation. They delve into Kyle's formative childhood experiences, lessons learned from working with Bill Belichick and Tom Brady, his commitment to community service and empowerment, and the importance of leading with heart equity. Tune in for an inspiring conversation about resilience, leadership, and making a positive impact.
Show notes
If there are two words that best align with Super Bowl Champion Kyle A...2024-03-1812 minGuardians of Finance with Matt McLaughlinLauren Rich Fine, CFA – Senior Managing Director at Gries FinancialIn this episode, we talk with Lauren Rich Fine, CFA and Senior Managing Director at Greis Financial. Lauren has a long a disguised career in financial services that took her to Wall Street for a time before she returned to her roots here in Cleveland. Lauren is also a woman of many passions outside of the workplace. We talk about challenges early in her career and why she moved back to Cleveland as well as her passion for the arts, service on numerous non-profit boards, and much more in this wide-ranging conversation. Thanks for listening and we hope you enjo...2024-03-0529 minGuardians of Finance with Matt McLaughlinMeet the Board Series with Cara Wood, CFA, CAIA & Suzana Vujasin, CFA, CAIAWe continue our Meet the Board Series with Cara Wood, CFA, CAIA and Suzana Vujasin, CFA, CAIA. Cara currently serves as Committee Chair for the Women's Committee while Suzana serves a Treasurer for the Board. We talk with both of them about their backgrounds and roles on the Board. Have you ever wondered which CFA Cleveland Board member was once on Oprah and which one is the likely winner of a spelling bee? Listen in and find out on this episode with Cara Wood and Suzana Vujasin. Connect with Cara & Suzana here: Cara W...2024-02-2030 min
Pull Up a Chair with CFA Society BostonClosing the Wealth Gap: A Conversation with Crissi ColeIn this episode, host Sarah Samuels, CFA, CAIA, sits down with Crissi Cole, founder of Penny Finance, a financial wellbeing and education platform that seeks to bridge the wealth gap in the workforce. The two talk about foundational childhood experiences that formed who she is today, her career progression from investing portfolios for high net worth families at Goldman Sachs to building trading and technology platforms, taking risks in entrepreneurship, the diverse benefits that Penny Finance offers to members of the investment community, and a nuanced exploration of quantifying the wealth gap.
Show notes
2024-02-1431 minGuardians of Finance with Matt McLaughlinMichael McKeown, CFA, CPA - Chief Investment Officer at Marcum WealthIn this episode, we talk with Michael McKeown, CFA, CPA and Chief Investment Officer at Marcum Wealth. If you've been involved in the CFA Society Cleveland over the past few years, you probably know Mike as he was formerly Society President and has always been very active in the community. What you may not know is Mike's story. How he got started in the businesses and how he became Chief Investment Officer of one of Cleveland's most prominent registered investment advisers. We talk with Mike about his professional background, other organizations he's involved with, and a couple of his pers...2024-02-0625 minGuardians of Finance with Matt McLaughlinEzra Stark, CEO of Stark EnterprisesIn this episode, we talk with Ezra Stark, CEO of Stark Enterprises. Stark and Ezra have been and continue to be involved in many well-known real estate properties in NE Ohio and have also been expanding outside of Ohio. After growing up on the east side, Ezra went to college and lived in Boston and New York before coming back to Cleveland. We talk with Ezra about his background, Stark's involvement in properties around Cleveland, and his passion for Cleveland sports. Thanks for listening and we hope you enjoy this episode with Ezra Stark. Connect with Ezra here: Ezra...2024-01-1641 min
Pull Up a Chair with CFA Society BostonEntrepreneurship and Inspiration: A Conversation with Devon DrewIn this episode, host Sarah Samuels, CFA, CAIA, sits down with Devon Drew, CIMA, founder and CEO of DFD Partners. The two talk about foundational childhood experiences that formed who he is today, his career progression from equity sales to wealth management, his inspirations, becoming an entrepreneur in this space and addressing the challenges that come with it.
Show notes
Devon Drew oversees the strategy, operation, and implementation of the $800B data-driven, distribution platform at DFD Partners connecting asset managers with their next client. He has been in the asset management industry for o...2024-01-1024 minGuardians of Finance with Matt McLaughlinDave Fulton, CFA, Co-Chair and CEO of ClearsteadIn this episode, we talk with Dave Fulton, CFA, Co-Chair and CEO of Clearstead. Dave has a long and distinguished career in Northeast Ohio. We talk about his career progression and work at both big and small firms around Cleveland, we go into detail about Clearstead's past, present and future, and also dive into Dave's personal life passions where he stays active on multiple fronts. Thanks for listening and we hope you enjoy this episode with Dave Fulton. Connect with Dave here: Dave Fulton LinkedInHost Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamo...2024-01-0230 minCFA DFW Charterholder ChatterEpisode 41: How an Elite High Jumper Landed in the Hedge Fund Pit… the Amazing Journey of Jane BuchanMany times, on our podcast, I ask guests what they are most proud of. Well, on today’s episode, I am beaming with pride to have such a distinguished investment professional who despite incredible success, continues to give back in so many ways. Her curiosity, love for learning, willingness to challenge, and break barriers have contributed to her numerous accomplishments and legacy, while giving back those representing the future. Jane Buchan has thirty-four years of experience in investment management and portfolio construction with institutional investors and is currently Chief Executive Officer of Martlet Asset Management, a family of...2023-12-2821 min
Pull Up a Chair with CFA Society BostonExploring Career Crossroads: A Conversation with Sloan KleinIn this episode, host Sarah Samuels, CFA, CAIA, sits down with Sloan Klein, career coach and executive coach for investment management and financial services professionals. The two talk about foundational childhood experiences that formed who she is today, how she has challenged herself throughout her professional career, transitioning into a career as an executive coach, career management advice and finding opportunity in periods of stress.
Show notes
Sloan Klein brings a unique experience set to her coaching practice, having spent over two decades as an executive recruiter and coach advising senior level professionals and...2023-12-1335 minGuardians of Finance with Matt McLaughlinBrad Wheeler, President of Shaker InvestmentsIn this episode, we talk with Brad Wheeler, President of Shaker Investments. Brad has had a long and distinguished career on both the sell-side and buy-side with some notable firms in Northeast Ohio. We talk with Brad about his experiences in both segments of the investment management business, how he transitioned from analytical roles early in his career to more client-facing positions and we even talk about explaining American football to his former clients in the UK. Thanks for listening and we hope you enjoy this episode with Brad Wheeler. Connect with Brad here: Brad Wheeler LinkedIn2023-12-0527 min
Alternative Allocations with Tony DavidowAsset Allocation & Portfolio Construction: Goals-Based Investing with Guest Aaron Filbeck, the CAIA Association In this episode of the Alternative Allocations podcast series, Aaron and I discuss asset allocation and portfolio construction, and the merits of goals-based investing. We also dive into the current market environment, the versatility of alternatives, the need for education, and total portfolio allocation. Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP oversees UniFi by CAIA™, a learning platform dedicated to educating the private wealth management industry on alternative investments. Aaron is a frequent speaker and writer on various topics of alternative investments and his work has been published in CAIA’s educational programs, numerous academic journals...2023-12-0523 minCFA DFW Charterholder ChatterEpisode 39: The Diverse and Competitive Interests of Elizabeth Burton – History, Economics, Math, Politics, Solving Problems, and Ice Skating.Episode #39 – the Diverse and Competitive Interests of Elizabeth Burton – History, Economics, Math, Politics, Solving Problems, and Ice Skating. You most likely have seen this episode’s guest on CNBC and Bloomberg or followed her insights in various industry publications. Elizabeth Burton is currently a Managing Director and Client Investment Strategist at Goldman Sachs, where she advises institutional clients on their investment strategy. Previously, she was CIO of the Employees’ Retirement System of Hawaii, where she oversaw $19 billion in pension assets. Prior to joining Hawaii, Elizabeth served as Managing Director of the Quantitative Strategies Group at the Maryland State Re...2023-11-3021 min
Financial Perspectives: Insights from Investment ProfessionalsGenerative AI w/ Don Hejna, CFA, CAIA, FDP - Sr. Principal Data Scientist, AccentureSend us a message!On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Don Hejna, CFA, CAIA, FDP, Sr. Principal Data Scientist at Accenture and Managing Director at Stantum LLC. He specializes in quantitative finance, big data, machine learning, artificial intelligence, and portfolio optimization. He is an active member of CFA Society San Francisco and serves as co-chair on the Member Programming Advisory Council (MPAC).Listen to the full interview, where Don discusses all things generative AI including large language models such as chatGPT and t...2023-11-2822 min
Pull Up a Chair with CFA Society BostonUnlocking Investment Wisdom: A Conversation with Ted Seides, CFAIn our inaugural episode, host Sarah Samuels, CFA, CAIA, sits down with Ted Seides, CFA, founder of Capital Allocators, an ecosystem that includes podcasts, gatherings, and advisory. The two talk about Ted's career journey, advice for investment professionals managing their careers, his bet with Warren Buffett, and his overall investment philosophy.
Show notes
Ted Seides, CFA is the founder of Capital Allocators, an ecosystem that includes podcasts, gatherings, and advisory. Ted launched the Capital Allocators podcast in 2017. The show reached 17MM downloads as of September 2023 and has been recognized as the top institutional investing p...2023-11-1534 minGuardians of Finance with Matt McLaughlinMeet the Board Series with Sam Wass & Colby KraheThis is the second episode in a series where we talk with the leadership of CFA Cleveland. We talk today with Sam Wass, Career Services Chair, and Colby Krahe, Membership Chair. In their professional life outside of CFA Cleveland Sam is an Investment Analyst at RIK Enterprises and Colby is and Institutional Investment Advisor with PNC Institutional Asset Management. We talk with Sam & Colby about their backgrounds and current responsibilities for CFA Cleveland and also stumble upon an interesting parallel in their backgrounds that the listeners should reach out and thank them for. Thanks for listening and we hope you...2023-11-1422 min
DecentraLoungeEp 01 Alex Botte, CFA, CAIA – Runa Digital AssetsIn the inaugural episode of DecentraLounge, co-hosts Ryan Haczynski and Jordan Knecht sit down with Alex Botte, CFA, CAIA, from Runa Digital Assets. The discussion covers the intricacies of digital asset investment strategies, the importance of institutional adoption in the cryptocurrency space, and the future potential of decentralized finance (DeFi). Alex shares insights into Runa […]
The post Ep 01 Alex Botte, CFA, CAIA – Runa Digital Assets appeared first on DecentraLounge.2023-10-2426 min