Shows
The Julia La Roche Show#253 Ted Oakley: 'They're Giving You Another Chance to Get Liquidity. You Should Take It'Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 253 to discuss the economy and markets.Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, Ted discusses the concerning deterioration in economic indicators despite ongoing investor complacency, warning that earnings expectations are too optimistic while market multiples remain elevated. He shares his approach to maintaining significant liquidity (currently 55%) while selectively investing in value opportunities like consumer staples. Ted also explains his gold strategy, with...2025-05-0147 min
CFA DFW Charterholder ChatterEpisode 63: The Rising Role of Women in Family Offices with Sasha LundWe speak with Sasha Lund about her book, The Rising Role of Women in Family Offices and Family Businesses. We discuss the advantage of speaking multiple languages (she speaks 11!), what pulled her into the family office world, the challenges women face in business families, common misconceptions about family offices, and the importance of values in family businesses. Sasha Lund is a Schulze-award winning researcher, author, and founder of Core Values Consulting, a consultancy designed to guide business families through multi-generational continuity and longevity. She is a global NEXUS member, a senator for the World Business Angel’s Fo...2025-04-0434 min
CFA DFW Charterholder ChatterEpisode 62: Investing in Women with Michaela BerglundWe speak with Michaela Berglund about her journey as a young girl from Uppsala, Sweden to her role founding FemInvest, a female-oriented ecosystem including a Venture Capital fund, a membership network with over 50,000 members, and a magazine. She also hosts the FemInvest podcast – all places where she encourages women entrepreneurs across the Nordics. Michaela has a background in marketing, television, and board membership, and she holds degrees in French from Halmstead University, Marketing and Management from Uppsala University, and she studied law at Stockholm University. Some Links Discussed in the Show: The Exit Gap In...2025-02-2833 min
CFA DFW Charterholder ChatterEpisode 61: Risks? What Risks? With Michael A. GayedWe speak with Michael A Gayed, CFA about his journey in the business from watching his father trade, to his market research, to launching products of his own. We discuss the nature of risks, the market today, and the biggest mistakes professional investors make. Michael A. Gayed is publisher of the The Lead-Lag Report, He also runs the Lead Lag report podcast where he interviews the top names in investing and economics. Michael is a 5x winner of the Dow and NAAIM Founder’s award for his research, including “Leverage for the Long Run: A Syste...2025-02-1242 minThe Julia La Roche Show#227 Ted Oakley: Almost Everybody is Complacent Right NowTed Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 226 to share his perspective on the biggest challenges facing investors in 2025. Oakley discusses the potential collision between high government debt levels and rising interest rates. He expresses concerns about the new administration's economic plans sparking inflation, and the difficulties in refinancing government debt given budget shortfalls. Oakley also shares his market outlook, highlighting risks around investor complacency, the popularity of passive investing, and the importance of maintaining liquidity. He provides insights from his decades of investing experience, including how he navigated previous turbulent markets...2025-01-2152 min
CFA DFW Charterholder ChatterEpisode 60: At the Center of Change with Dr. Gregg Robins We speak with Dr Gregg Robins about his journey from a young musician living in the Bronx to finding himself at the center of major geopolitical events, including the fall of the Soviet Union and the formation of the Euro. We discuss his time at Oxford, his years in Moscow, and his thinking on the family office world. Gregg Robins runs Robins Advising, a family-office consulting firm based in Geneva, Switzerland. Prior to Robins Advising, he ran the UBS in Moscow and opened the first UBP office in Moscow. Gregg has taught and lectured at leading business...2024-12-2045 min
CFA DFW Charterholder ChatterEpisode 59: A Smart Way to Start with Dr. Mara HarveyWe speak with Dr Mara Harvey about her journey from a young girl in England to her role as CEO of a Swiss bank. We discuss her passion for teaching children about money and looking into ourselves for the unconscious money lessons we have been taught. Mara was Swiss CEO of VP Bank Region Europe where she pioneered a dedicated female finance network. She won the TechFace Hidden Figures Diversity Ally award for her work in advancing female finance and early childhood financial literacy. Prior to VP Bank, she was Head of Client Services, Global Wealth Management...2024-11-2134 min
CFA DFW Charterholder ChatterEpisode 58: Wealth Refocused with Jennifer WinesWe talk with Jennifer Wines about her journey, from moving 10 times by the age of 20 to her career in private wealth management with Goldman Sachs, Fidelity, and JPMorgan. We discuss her book, Invisible Wealth, the current and future state of the wealth management industry, and how changing demographics are shifting the industry. Jennifer is the founder of Invisible Wealth Consulting, partnering with individuals and institutions to implement the principles of wealth detailed in her best-selling book Invisible Wealth. She has been widely quoted in outlets such as The New York Times, The Financial Times, and Forbes. She...2024-11-0733 min
CFA DFW Charterholder ChatterEpisode 57: Investments in Life with Gautam DhingraWe talk with Gautam Dhingra about his journey from a young boy in New Delhi, to managing over $1 billion as the founder of High Pointe Capital, to his diagnosis with terminal cancer. We discuss how he thinks about investment valuation, his decision to become an entrepreneur, and his thinking on life. Gautam is the founder of High Pointe Capital. He has served as the President of Chicago’s CFA Society, and was honored by the CFA Society of Chicago with a Lifetime Achievement Award. Gautam holds a Ph.D. in Finance and Econometrics, has been a lecturer wi...2024-10-2543 min
CFA DFW Charterholder ChatterEpisode 56: How A Professional Thinks About Cryptocurrency Investing, with Rob PriceWe talk with Rob Price about how he thinks about cryptocurrency investing. We cover what it is, how he thinks about valuation and investment in the space, crypto regulation, and the role it might play in the future. Rob is the founder and CIO at Sound Money Capital, an actively-managed cryptocurrency fund. Prior to Sound Money, Rob was head of asset allocation for South Africa’s largest pension fund and Mercer’s African partner, Alexander Forbes Investments. He holds a Master’s of Finance in Economics from the University of Cape Town, and is a CFA charter-holder. 2024-10-1143 min
CFA DFW Charterholder ChatterEpisode 55: All things AI with Wojtek BuczynskiWe talk with Wojtek Buczynski about whether AI will live up to its hype, AI regulation around the world, the use cases of AI in financial services, and whether general artificial intelligence is possible. Wojtek is a consultant, speaker, and AI researcher specializing in AI regulations and use cases. He was an early advocate of AI at Fidelity International, and ran a team at EY specializing in AI adoption in financial services. He is a Ph.D. candidate with Cambridge University, a CFA charter-holder, and the carries the FRM designation. What Wojtek is Reading Right...2024-10-0343 minThe Julia La Roche Show#191 Ted Oakley On Deep Market Selloffs: 'If You Don't Have Any Liquidity, It's Not An Opportunity For You'Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 191 to discuss the economy and markets.
With more than forty years of experience in advising high-net-worth clients in the investment industry, Oakley implements the firm’s proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective.
He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance, and many more. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a memb...2024-08-1546 min
CFA DFW Charterholder ChatterEpisode 54: Turning the Tables with Paul OlschwangerAfter my book was published, I spent many hours on podcasts with all sorts of hosts. None, however, were nearly as warm, engaged, and thoughtful as Paul Olschwanger – his questions were informed and incisive, demonstrating understanding, but also warm and human. I could tell immediately that Paul is a man who cares deeply about others, which might help explain his success on this very podcast. Paul is founder of Wendell Rhoads Consulting which helps investment professionals, and their organizations improve levels of trust, engagement, collaboration, team dynamics, and performance. Paul has served on the board of the CF...2024-06-2728 minCFA DFW Charterholder ChatterEpisode 53: “Pushing Against the Boxes Imposed by Others”…the Amazing and Inspiring Journey of Tina Byles WilliamsOur next to final episode of season 3 represents the best of the best in terms of relevant topics and the voice you will primarily hear throughout the conversation. Rare to find such a high level of intelligence, courage, leadership, and willingness to give back, all in one person. One such individual is Tina Byles Williams, who is the Founder, Chief Executive Officer (CEO), and Chief Investment Officer (CIO) of Xponance, a $16.5 billion multi-strategy investment manager, one of the largest diverse and woman-owned investment firms in the U.S. She founded FIS Group, the predecessor firm to Xponance...2024-06-1328 minCFA DFW Charterholder ChatterEpisode 52: Unlocking How the World Works with Leader Extraordinaire Rob KaplanOur podcast started a few years ago with the aspirations of having local CFA charterholders share their unique journey. After a few episodes, we realized the high level of interest and impact with hearing about the challenges, proudest moments, and inspirations along the way. No longer am are we searching for the hot topic of conversation, rather the individual who teaches and motivates you to carve out your own path of greatness. Today, we are grateful to spend time with the one and only Rob Kaplan, who just rejoined Goldman Sachs as a Parter and Vice Chairman...2024-05-3027 minCFA DFW Charterholder ChatterEpisode 51: The Value of Knowledge and Connections…Preparing the Next Generation of Leaders with Marilyn WileyWhen our podcast was established a few years ago, the initial focus was on local investment legends such as Luther King, Susan Byrne, Jim Hille, and Dan Meader. Finally, as we wind down Season 3, it is time to have another true legend who has dedicated her career to education, leadership, and impacting our investment community. Since 2015, Dr. Marilyn Wiley has served as the Dean of the G. Brint Ryan College of Business at the University of North Texas or UNT. Previously, she was Senior Associate Dean. Before coming to UNT, she spent three years in the same r...2024-05-1622 minCFA DFW Charterholder ChatterEpisode 50: It All Started at Oxford…an Inspiring Conversation with the Face and Voice of DEI in Asset Management – Sarah MaynardWithin and outside the investment management industry, there are many well-intentioned initiatives established to make a significant contribution and difference. Not as difficult to find people who have an opinion as it is to find true leaders willing to climb up and through walls. One such exceptional leader is our guest today. Sarah Maynard is Global Senior Head, Diversity, Equity, & Inclusion (DEI) at CFA Institute. Based in London, Sarah leads a global, industry-recognized portfolio of DEI programs for CFA Institute stakeholders who include CFA Program candidates, charterholders, Societies, and investment institutions, to champion the cause...2024-05-0224 minCFA DFW Charterholder ChatterEpisode 49: The Amazing Journey of John Hagensen, former Pilot, current Entrepreneur, Philanthropist, and Financial AdvisorSome people think, others say, and rarely do you find someone who thinks, says, and does. Our special guest today is that rare individual and he is super-fast at all three. He is an entrepreneur, philanthropist, financial advisor, podcast host, and proud father and husband. John Hagensen serves as a Managing Director and Partner at Creative Planning, overseeing offices in Arizona and North Dakota, and works directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including tax planning, retirement, employee benefits and estate planning. He also...2024-04-1823 minCFA DFW Charterholder ChatterEpisode 48: Following the Puck with the Accidental Journey of Calum MackenzieSeveral years ago, I traveled to Toronto thinking this would be just another business trip, meeting with colleagues, figuring out ways to collaborate, perhaps developing new coaching relationships where I could help individuals and teams reach their potential. My expectations were far exceeded when I met today’s guest who has the rare combination of intelligence, compassion, humility, and willingness to take on new challenges. Calum Mackenzie is a manager on the client solutions team at Connor, Clark & Lunn Investment Management, based in Vancouver. Prior to joining CC&L Investment Management in 2023, he worked in several progressively se...2024-04-0423 minCFA 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 minCFA DFW Charterholder ChatterEpisode 46: Sticking to Calling Balls and Strikes – Talking OCIO Performance Integrity with Brian Schroeder Episode 46: Sticking to Calling Balls and Strikes – Talking OCIO Performance Integrity with Brian Schroeder Outsourcing the CIO or OCIO function at a university endowment, corporate pension plan, or healthcare system has become commonplace over the past 10 years. In the early days, the deciding factors were operational efficiencies, meeting a target goal objective, and cost. Today, these same organizations want to make sure they made the right decision to outsource, and did they select the right OCIO. Today’s guest is Brian Schroeder, who is the founder of OCIO Monitor, a specialty consulting firm that provides due d...2024-03-0725 min
WTFinanceThe Stock Market is Really Expensive with Ted OakleyOriginal Interview - 20th of February, 2024On this episode of the WTFinance podcast I had the pleasure of speaking with Ted Oakley for a third time. Ted is the Founder and current Managing Director of @OxbowAdvisors .During our conversation we spoke about Ted's thoughts on the market, why we could have reached a market top, what mistakes the FED have made, the divergence between main & wall street and more. I hope you enjoy!0:00 - Introduction0:47 - What is Ted seeing in the markets?1:48 - Negative news currently coming out?2:33 - D...2024-02-2330 minCFA DFW Charterholder ChatterEpisode 45: Self and Team Awareness Lead to Higher Quality Conversations, Collaboration, and Healthy Culture – an insightful conversation with Zack WiederToo often in our industry, we want to talk about strategies, processes, and achieving alpha. Today, you are in for a treat if you want to hear more about the importance of self and team awareness, culture, making better decisions, and taking advantage of science and research as we better understand personalities, preferences, and motivations. Zach Wieder is the Chief Executive Officer of Principles, a company he started with Bridgewater founder and Chairman Ray Dalio. At Principles, he is responsible for building their world-class personality assessment product, PrinciplesYou, that boasts over 2M users, which he built in p...2024-02-2223 minCFA DFW Charterholder ChatterEpisode 44: Going Beyond Pouring the Water – the Remarkable Journey of Meredith JonesOur podcast is all about the journey, not the destination and today’s special guest has dedicated her professional journey to areas she deeply cares about as she is an inspiration to many throughout the world with her research, writing, and speaking, all in her unique style of communication, which is clear, valuable, and humorous. Meredith Jones is a well-known expert in the investment industry with over 20 years of experience. Who else can claim a successful TedTalk, being an award-winning author, testifying before the U.S. House of Representatives Financial Services Committee on Diversity and Inclusion, and cr...2024-02-0828 minCFA DFW Charterholder ChatterEpisode 43: Finding the Good in Everything…a warm and uplifting conversation with Michelle Underwood GassToday’s guest is in the words of a mutual connection a former badass short seller wrapped in the body of a sweet Texas lady. She gave up the short seller life a few years ago to start Paradigm Advisors, an independent fee-only financial advisory firm, catering to younger high net worth professionals. Michelle Underwood Gass has a passion for helping people and resolving complex issues for her clients while navigating their path towards financial freedom. Her diverse experiences working in different areas of finance – accounting, tax, family office environment, hedge funds and ultimately becoming an entrepreneur – make h...2024-01-2521 minCFA DFW Charterholder ChatterEpisode 42: Courage, Conviction, and Humility…a conversation with Arvind SangerThe combination of experience and conviction is typically a decent recipe for success and today’s guest is a great example of having the courage to pivot professionally (Equity Sales Side Analyst to Portfolio Manager) for what you believe in. Arvind Sanger is the founder and managing partner of Geosphere Capital, a global long-short fund manager currently investing in natural resources, new energy, and Indian equities. Previously, he was a Portfolio Manager at SAC Capital (his portfolio grew very quickly), running one of the largest equity portfolios and managing a global team based in New York and Si...2024-01-1123 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 minCFA DFW Charterholder ChatterEpisode 40: Talking Goals-Based Investing with Franklin ParkerOur podcast is all about storytelling. Afterall, who wants to hear another opinion about inflation and interest rates? How many people do you know who grew up working on a cattle ranch, got a degree in music and ended up in the asset management industry? Today, Franklin Parker may not be a famous singer/songwriter in Hollywood, but he has written an interesting book about goals-based investing, which came out last year. On this episode, Franklin shares his professional and personal journey, the why behind his belief in goals-based investing, and his advice to current and future...2023-12-1420 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
Insight is Capital™ PodcastInvestment Insights from WisdomTree's Jeremy Schwartz & Jeff WenigerWe're excited to share our conversation with two distinguished guests from WisdomTree, Jeremy Schwartz and Jeff Weniger. Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree, shares his views on the market and economy from his vantage point of overseeing all of WisdomTree's investment activity. Jeff Weniger, CFA, Head of Equity Strategy at WisdomTree, shares current insights from his team's analysis of stock market trends and macroeconomic developments. Where to find our guests:Jeremy Schwartz Jeff WenigerTimestamped Highlights[00:00] Fed Rate Hikes and Economic Impact - We begin with...2023-11-211h 23CFA DFW Charterholder ChatterPodcast 38: The Persistent Facilitator’s Pivotal Career, a conversation with Martha DelgadoMany people experience a “fork in the road” moment in their career. In Martha Delgado’s case, a combination of education, luck, timing, valuable mentorship, and pursuit of the CFA charter have contributed to a successful pivot from analyst to business development and client relationship, serving clients globally. Martha is currently the head of business development for Allspring Global Investments, responsible for Australia, New Zealand, and Latin America. She previously served in senior sales and relationship management roles at Tortoise and State Street Global Advisors, while having experience early in her career as an equity research analyst. Martha...2023-11-1620 minThe Julia La Roche Show#117 Ted Oakley On Staying Rich With A Balanced PortfolioTed Oakley, Managing Partner and Founder of Oxbow Advisors, joins in-person in Austin, Texas, for episode 117 to discuss the economy, markets, life, and his new book, “Stay Rich With A Balanced Portfolio.”
With more than forty years of experience in advising high-net-worth clients in the investment industry, Oakley implements the firm’s proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance, and many more.
Oakley is a Chartered Financial A...2023-11-0751 minCFA DFW Charterholder ChatterEpisode 37: The Discipline of Chess, Basketball & Real Estate Investing with Phil CopulskyBefore he committed to real estate investing, Phil Copulsky was a competitive chess player and college basketball player, both instilling the necessary discipline to read like Buffett, focus on developing long-term relationships, and follow the lead of great mentors. On today’s episode, Phil shares his unique professional and personal journey, the opportunities and challenges investing in direct real estate deals, and his key talking points to future graduates having an interest in finance. Phil is current a Director, Private Capital at Westmount Realty Capital where he supports new equity capital raising initiatives and individual deal fundraising ca...2023-11-0223 minCFA DFW Charterholder ChatterEpisode 36: The Personal and Professional Journey of Lauren MinchToday’s conversation will motivate and inspire you to put the time and effort into what matters most in your professional life, including spending time to give back and lead. Lauren Minch currently serves as the first CEO of the CFA Society of Dallas/Fort Worth after spending a career in accounting and finance, two areas she is very proud of and encourages others to follow their own path. She shares more about her amazing journey, her passion for volunteering, and her excitement to lead the local CFA society and community.2023-10-1921 min
WTFinanceInflation and Recession Squeeze to Initiate Market Turmoil with Ted OakleyInterview recorded - 17th of August, 2023On this episode of the WTFinance podcast I had the pleasure of welcoming back Ted Oakley - Managing Partner and Founder of Oxbow Advisors.During our conversation we spoke about what Ted is currently seeing, whether the market has peaked, how higher interest rates has struggled and what sectors Ted is looking to rotate into. I hope you enjoy!0:00 - Introduction1:19 - What is Ted seeing in the economy?4:14 - A lot has changed over the past 2 years5:44 - Markets peaked?6:58 - What...2023-08-1834 min
CFA DFW Charterholder ChatterEpisode 35: The Amazing Journey of Marg FranklinLeading an organization with big goals and many stakeholders, Marg Franklin is the President and CEO of the CFA Institute, globally responsible for promoting the highest standards of education, ethics, and professional excellence in the investment profession. Google her name and you will find plenty of articles and podcasts; however, this episode is more about her personal and professional journey, including proudest and humbling moments, and what excites her the most about the future of our industry. Prior to joining CFAI in 2019, Marg served as chair of the CFA Institute Board of Governors and is a...2023-06-2930 min
CFA DFW Charterholder ChatterEpisode 34: Going Private: A Conversation and Roadmap with Chris SchellingFinding finance as the perfect intersection of psychology and math, recognizing the dispersion of public/private return potential, and transitioning to a role of doing vs. talking summarizes the unique journey of Chris Schelling. With degrees in psychology, business, and finance, Chris is an expert at incorporating insights from behavioral finance into investment decision making. During his 20+ year tenure in the investment industry building portfolios, mostly focused on alternatives, Chris has met with over 3,500 managers and allocated roughly $7 billion, generating top quartile to top decile returns across hedge funds, real assets, private credit, and private equity. He currently serves...2023-06-1521 min
Talking Billions with Bogumil BaranowskiTed Oakley | Your Money Mentality & The Psychology of Staying RichTed Oakley is the Managing Partner and Founder of Oxbow Advisors. With more than forty years of experience in advising high net worth clients in the
investment industry, He is a frequent guest on FOX Business News, Bloomberg Radio, Cheddar TV, Yahoo Finance, and many more.
Mr. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts.
He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Compan...2023-06-0554 min
CFA DFW Charterholder ChatterEpisode 33: Dan O’Grady – The Prince of SerendipHow often do we have an opportunity to hear the personal and professional story of an investor and leader who happens to play a significant role in one of the country’s largest pension plans? Dan O’Grady is the Assistant Vice President – Investment Management for AT&T and is responsible for overseeing public equity and hedge fund programs across the company’s nearly $100B in investment assets. Before his current position at AT&T and its predecessors, Dan was responsible for strategic allocations as well as risk management and served as Manager – Capital Reporting; In addition, he was a Financial...2023-06-0123 minCFA DFW Charterholder ChatterEpisode 32: A Conversation with David Carlson and his Obsession with RiskRight now, you might be in the gym, driving to work or in your office wondering how the heck we are going to keep you interested over the course of 20 minutes talking about bonds. Guess what, I was wondering the same thing before I was connected to our special guest, David Carlson, who is President and Chief Investment Officer at NY-based Lucid Management, a specialized fixed income manager focused on short duration portfolios and cash equivalents. David has been engaged in the fixed income markets for 30 years as a trader, risk manager, structurer, senior coverage officer and...2023-05-1821 min
Know Your Why Podcast with Dr.Jason BalaraHow millions can be made (or lost) overnight with Omar Khan | Know your why #204Omar is the founder and principal at Boardwalk Wealth, a Dallas-based private equity firm connecting international investors with US-based multifamily real estate opportunities. Lead by Omar, Boardwalk Wealth has managed over $350+ million of multifamily real estate transactions. He has advised on ~$4.0 billion in capital financing and M&A transactions in commercial real estate and commodities. He is the exclusive advisor for high net-worth families and international entrepreneurs on their US-based real estate portfolio allocations. As a CFA charterholder, Omar has extensive experience in valuation across commodities and real estate in 3 countries.
Get in touch with Omar:
www.boardwalkwealth.com
www...2023-05-1027 minCFA DFW Charterholder ChatterEpisode 31: The Journey of Jennifer Hutchins and AvantaxJennifer Hutchins’ love of math and summer internship ultimately led her to a career in finance. Today, she is the manager of the Portfolio Management Group at Avantax and oversees the planning, execution and success of this group and various portfolios. Jennifer started her career in financial planning and wealth management in 2004 as an advisor with A.G Edwards & Sons. She joined Avantax® as an internal support specialist for a business model that partners CPA firms with experienced financial advisors, from 2007–2008 and returned in 2017 after eight years at H. Beck, Inc., where she held various roles including Senior Product Speci...2023-05-0422 minCFA DFW Charterholder ChatterEpisode 30: Investor, Philanthropist, Proud Father, and Eagle Scout – The Journey & Legacy of Sanjay Chandra Sanjay Chandra has over 30 years of experience as a successful entrepreneur and an active private investor and serves as a principal and managing partner at Trinity Investors and its affiliated companies. In addition to his day-to-day role at Trinity, Sanjay serves as a board member for American Leather, which he co-founded in 1990, and where he was formerly president and CFO. He also serves as a board member at a variety of companies. Further, Sanjay serves as an Advisory Board member for the Cockrell School of Engineering at the University of Texas at Austin. Before co-founding Ame...2023-04-2125 min
The Real Estate Vibe!Episode #96 Due Diligence and Asset ManagementSend us a textDue diligence is crucial for investors to assess opportunities and make informed decisions. Comprehensive research helps investors identify if an investment meets their objectives. Asset management involves managing and maintaining investments to achieve financial goals. A systematic approach to asset management ensures efficient management and maximum returns. Thus, investors must consider due diligence and asset management when making investment decisions to align with their goals.As a CFA charter holder with a decade of experience investing in real estate and commodities, Omar has advised on a wide range of capital financing...2023-04-1742 minCFA DFW Charterholder ChatterEpisode 29: Building. Leading, and Inspiring: A Conversation with Geeta KapadiaThe path to managing a billion-dollar university endowment is not always the same, and in the case of Geeta Kapadia, there were twists and turns along the way. As the CIO at Fordham University, Geeta is a key member of the University’s executive leadership team, collaborating with the Board of Trustees Finance and Investment Committee and senior leaders in finance, to develop and execute the University’s investment strategy. Prior to joining Fordham in August of 2022, Geeta was the associate treasurer for investments with the nonprofit Yale New Haven Health System, the largest health care system in Connecticut, resp...2023-04-0623 minCFA DFW Charterholder ChatterEpisode 28: The Personal and Professional Journey of Pye YuanWhenever I think of the Boy Scouts, I have visions of the highly respected eagle scout, knowing how to properly tie a knot, and the outfits in elementary school. Little did I know that one day, I would have their director of investments on our podcast. Pye Yuan is responsible for managing over $2 billion dollars at Boy Scouts of America at their national office in Irving, Texas. His responsibilities include but are not limited to conducting institutional strategic asset allocation and manager structure studies, manager research and due diligence, performance, and risk monitoring. Prior to joining BSA Asset Management...2023-03-2321 minCFA DFW Charterholder ChatterEpisode 27: The Legacy of Ron PeytonWhen I think of industry legends in the asset management industry, there are many, but few can claim the longevity, success, and impact of Ron Peyton, who is the long-time leader of Callan, one of the largest independently owned investment consulting firms in the U.S. He joined Callan in 1974, and became executive chairman in 2017, after serving 27 years as the firm’s CEO. As Executive Chairman, he regularly meets with clients and senior industry professionals. Ron is also chairman of the Callan Board of Directors and the Diverse and Emerging Manager Committee. Outside Callan, Ron serves on a variety of...2023-03-0921 minCFA DFW Charterholder ChatterEpisode 26: Coming Back and Giving Back with John MontgomeryJohn Montgomery started his journey in Texas and eventually returned to create a unique asset management firm, built around servant leadership, power of generosity, respect for all people all the time, and donating 50% of its profits to organizations making a positive impact to humanity. With degrees from MIT, Harvard, and Swarthmore (Business, Engineering, and Philosophy), he eventually founded Bridgeway Capital Management in 1993 and is Board Chair and Co-CIO. John leaves no doubt when discussing what matters the most at Bridgeway – clients, colleagues, and the community. John shares more about his unique professional journey, inspirational moments along the way, cognitive di...2023-02-2322 min
WTFinanceMass Bankruptcy of Public Companies Ahead? with Ted OakleyInterview recorded - 16/02/2023On todays episode of the WTFinance podcast I had the pleasure of speaking with Ted Oakley, Managing Partner and Founder of Oxbow Advisors.During our conversation we spoke about what is happening in the markets, why investors shouldn't be paying attention to the FED, how the current economic environment could lead to many bankruptcies and what assets to watch out for in such an environment. I hope you enjoy!0:00 - Introduction0:10 - Current thoughts on what will happen in markets this year?0:55 - Are we not...2023-02-1727 minThe Julia La Roche Show#054 Ted Oakley: A Long Way To A Normalized Investing Environment Post ‘Super Bubble’Ted Oakley is Managing Partner and Founder of Oxbow Advisors. With more than forty years of experience in advising high net worth clients in the investment industry, Oakley implements the firm’s proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance, and many more.
Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts. He is also a Partner of Herndon Plant Oakley...2023-02-1554 min
CFA DFW Charterholder ChatterEpisode 25: If Only All My Professors Were Like Sandy LeedsMy friends and family know my love for the University of Texas at Austin, even down to the color burnt orange. However, my one regret is not being a more dedicated and disciplined student. It took me a few years to mature and embrace learning something new. On this episode, I am honored to be joined by a long-time friend and professor of instruction in the finance department at the University of Texas at Austin, Sandy Leeds, who taught mostly graduate students for the first 16 years, and for the past 6 years, he has taught a class to senior undergraduate...2023-02-0922 minCFA DFW Charterholder ChatterEpisode 24: The Art of Building Businesses and Long-term Relationships with Tom MeyersCan nice guys finish first? In the kill-or-be-killed world of raising assets at investment firms, it’s refreshing to know that people like Tom Meyers are committed to investing in long-term relationships, not just hunting for the next transaction. This mindset and talent have produced extraordinary results at every organization he took on the challenge of building. Today, he is the Senior Director of Investments and Strategy Development at Franklin Templeton, leading their global efforts for fixed-income strategies. Previously, Tom served as Executive Director, Head of Americas Client Solutions for Aviva Investors, Prior to joining Aviva, he was Managing Se...2023-01-2624 minCFA DFW Charterholder ChatterEpisode 23: It All Started with a Cardboard Box with Big Ideas and a Focus on Authenticity, Brevity, and Clarity - The incredible journey of Jackie Charnley!How in the world do you squeeze 20 minutes of conversation with a marketing legend in our industry who has spent over 4 decades helping asset management firms and their people grow? Jackie Charnley is universally known for her caring personality, success with clients, and radiant smile that is contagious even on a zoom call. She is Chairman of the consulting firm, Charnley & Rostvold, which helps investment management companies and institutional consultants with their marketing strategies, working with CEOs, CIOs, sales, and marketing teams. Areas of expertise include marketing plans, competitive positioning, key messages, and presentation development. A graduate...2023-01-1220 min
CFA DFW Charterholder ChatterEpisode 22: Early-stage VC Investing with Apurva MehtaI have always been intrigued with people willing to take risk with their career and in the investment world. Our guest today, Apurva Mehta checks both boxes as he along with Patrick O’Connor, started Summit Peak Investments in the summer of 2018. The firm provides capital to venture capital funds and emerging companies, focusing on several themes within the technology sector. Before forming Summit, Apurva spent 7 years as the Deputy CIO at Cook Children’s Health Care System, was Director of Portfolio Management at The Julliard School, and spent his initial years at Neuberger Bergman, Lehman Brothers, and C...2022-12-1621 minCFA DFW Charterholder ChatterEpisode 21: Institutional Marketing Extraordinaire Rachel MinardOne of the biggest challenges for asset managers is effectively articulating their stories and raising significant capital for their strategies and funds. Our special guest for this episode is a rock star in the global institutional asset management arena, with expertise for alternative investment firms. Over the course of 25 years, she has raised over $28b, and built 4 fund-of-funds from scratch. Rachel Minard launched Minard Capital in 2011, Minard Capital Media in 2014, Minard Venture Capital in 2015, and the innovative concept, Minard Guild, which we further discussed during our chat. Minard Capital supports or replaces global marketing teams to help i...2022-12-0222 minCFA DFW Charterholder ChatterEpisode 20: Local Investment Legend Series featuring Tom TullWhat’s it like to be responsible for investing $35 billion on behalf of state employees and retirees and managing a staff of 80 people? While at the Employees Retirement System of Texas, Tom Tull was involved with over 200 completed investment transactions totaling $13 billion encompassing private equity, private credit, private real estate, global credit, hedge funds, and special situations. He served in this capacity since 2009 and was responsible for all aspects of public and private markets investments. Prior to ERS, Tom was the Founding Partner of Gulfstream Global Investors and managed the pension investments for LTV Corporation and Cleveland-Cliffs Ir...2022-11-1720 minCFA DFW Charterholder ChatterEpisode 19: Discount Shopping Around the World with Dave IbenOur special guest today thought he was going to be a veterinarian, and yet somehow ended up in portfolio management, with a focus on global value investing. Dave Iben is the Founder, Chief Investment Officer, and Lead Portfolio Manager at Kopernick Global Investors, which manages roughly $7 billion dollars, utilizing a distinctive philosophy and a time-tested investment process focused on fundamental bottom-up research that Iben has been implementing for nearly four decades. Previously, he managed money at Vinik Asset Management, Tradewinds Global, and Palladian Capital Management. Dave earned his bachelor’s degree from the University of California, Davis, and...2022-11-0326 minCFA DFW Charterholder ChatterEpisode 18: The Valuable Journey of Life and Investing with Nick TomprasNick Tompras founded ACR Alpine Capital Research in 1999 to fulfill his vision of an asset manager built solely on fundamental investment principles. He developed ACR’s core investment philosophy and policies, and authors the firm’s quarterly investment commentary. He is the lead Portfolio Manager of ACR’s flagship Equity Quality Return (EQR) strategy and serves as Co-Portfolio Manager of the firm’s Multi-Strategy Quality Return (MQR) strategy. Prior to forming ACR, he was Portfolio Manager at the asset management subsidiary of what is now US Bank. Nick earned his degree in English from Southern Methodist University (SMU) in...2022-10-2022 minCFA DFW Charterholder ChatterEpisode 17: The Quantifiable Journey of Mike EvenSeason 2 of our podcast finds us expanding outside the DFW area to spend time in Boston with Mike Even, former co-head of global investments at Citi and Chairman at Man Numeric. With degrees from Cornell and MIT and a CFA Charterholder, you won’t find a brighter yet more humble investment professional. He currently serves on the investment committee of the MASS PRIM Board, and on several advisory committees for young companies in the FinTech and responsible investing areas. Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podca...2022-10-0622 min
Diary of an Apartment InvestorATE - Work At It With Omar Khan & William RobinsonOmar Khan & William Robinson discuss occupational strategies for self improvement.Join our multifamily investing community for FREE for in-depth courses and live networking with like-minded apartment investors at the Tribe of TitansLink to subscribe to YouTube channel: https://tinyurl.com/SubYouTubeDiaryPodcastApple Podcasts: https://tinyurl.com/AppleDiaryPodcast Spotify: https://tinyurl.com/SpotDiaryPodcast Google Podcasts: https://tinyurl.com/GoogleDiaryPodcast Follow us on:Facebook: https://www.facebook.com/DiaryAptInv/ Twitter: https://twitter.com/Diary_Apt_Inv Instagram: https://www.insta...2022-08-1942 minCFA DFW Charterholder ChatterLocal Investment Legend Series featuring Luther KingWhat an honor to spend time in person with the one and only Luther King. So genuine and humble, he is still learning from the younger generations, believing “you take care of your clients, and they will take care of you”. Luther shares more details about his professional journey, his motivation for giving back, and his excitement for the future of our industry and professionals. He founded Luther King Capital Management (otherwise known as LKCM) in 1979 in Fort Worth, Texas. With additional offices today in Austin, San Antonio, and Dallas, the firm is independently owned, and provi...2022-07-1529 minCFA DFW Charterholder ChatterEpisode 14: Talking Digital Finance with Baxter HinesLocal expert and blockchain enthusiast Baxter Hines shares his professional journey and pivot from traditional portfolio management to digital finance, with all topics and concerns up for discussion. Baxter is Managing Partner and Chief Investment Officer with Honeycomb Digital Investments. He founded the firm in 2020 to provide institutional-grade solutions for investments in digital assets. He was previously a managing director, portfolio manager, and co-lead for several internationally focused value strategies during his 12 years with NFJ Investment Group, a wholly-owned subsidiary of Allianz Global Investors. Prior to his time with NFJ, he was an analyst with the T...2022-06-3022 min
The Cash Flow Chronicles- How to Make Your Money Work for YouIRR 61: It’s A Matter Of Showing Up Every Single Day, Wanting To Play BallThe Investor Relations Real Estate Podcast Episode 61 - It’s A Matter Of Showing Up Every Single Day, Wanting To Play Ball Host: Jonny Cattani Guest: Omar KhanProducer: April MunsonJonny Cattani is joined by Omar Khan to discuss: Multifamily is the least destructive Growing your investor pool The value of referrals The key to building successful partnerships- CF...2022-06-2723 min
CFA DFW Charterholder ChatterEpisode 13: Head Strong Investing with Eric BennettYou have come to the right place if looking for a conversation about the brain and investing, thanks to this week’s guest, Eric Bennett, who shares his unique experiences connecting brain health with successful investing. Eric has over years of experience in the asset management industry and is the Co-founder, Chief Investment Officer, and Chairman of the Investment Committee at Tolleson Wealth Management, a multi-family office with $8 billion in assets under management. After spending a decade in “Big-4” public accounting specializing in high net-worth wealth planning, he co-founded Tolleson Wealth Management in 1998. Following a five-year sabbat...2022-06-1520 minCFA DFW Charterholder ChatterEpisode 12: Building High Quality Portfolios with Clarity, Purpose, and OwnershipSharing his philosophy and process for owning great businesses is Cory Whitaker, Founder, and CIO at Bowie Capital, who, like the legendary Peter Lynch, articulates clarity, passion, and conviction, even going back to his early teens when he bought Nike and still owns to this day. Cory launched Bowie Capital Management in 2014, serves as an advisory director for Petrus Trust Company, the trustee for the Perot family’s trusts, and serves on the advisory board of the Terry Foundation. He has over 25 years of personal and professional investing experience across all major asset classes. Prior to founding Bow...2022-06-0222 minCFA DFW Charterholder ChatterLocal Investment Legend Series featuring Susan ByrneOne of the great local and national legends, Susan Byrne joins the Chat to share more about her incredible and inspiring journey, from finding her way in a male-dominated industry to offering pearls of wisdom for young women to reach their potential in our industry. Susan the founder and vice chairman of Westwood Management Corp. and served as its Chairman of the Board for over 30 years, with long stretches as CEO, President, and Chief Investment Officer. She also served as a director of Westwood Trust from 1996 to 1999 and again since 2016. She currently serves as a consultant to the company.2022-05-2322 min
"Passive Wealth for High Tech Minds" by Prashant Kumar"Quantifying the benefits of Passive Investing in Real Estate" with Omar KhanIn this Podcast, Mr. Prashant Kumar CCIM, on behalf of My Realty Gains, invites Omar Khan to guide us through- “Quantifying the benefits of Passive Investing in Real Estate”
Omar is the founder and principal at Boardwalk Wealth, a Dallas-based private equity firm connecting international investors with US-based multifamily real estate opportunities. Led by Omar, Boardwalk Wealth has managed over $175+ million of multifamily real estate transactions. He has advised on ~$4.0 billion in capital financing and M&A transactions in commercial real estate and commodities. He is the exclusive advisor for high net-worth families and international entrepreneurs on thei...2022-05-2030 minCFA DFW Charterholder ChatterEpisode 11: The Art and Science of Manager SelectionThis episode will have you on the edge of your seat, thanks to Ryan’s perspective on manager selection, our industry’s progress with diversity, and how he chooses to enjoy the journey of life. Ryan is currently a Founding Managing Partner and CIO at Carbonado Partners, a leading placement agent with a differentiated approach to fundraising for emerging managers. Prior to his current position, Ryan was a Founder and Managing Partner at Pacenote Capital, Head of Investments at Children’s Health System of Texas, and Investment Officer, Interim CIO at the Meadows Foundation. He started his career as an Equ...2022-05-0519 minCFA DFW Charterholder ChatterLocal Investment Legend Series featuring Steve SmithLocal Investment Legend Series, featuring Steve Smith, former rocket scientist who successfully made the transition to investment management by having a clearly established, well-understood, and universally agreed upon goal for achieving a mission, whether helping people land on the moon or finding companies that will grow faster than expected while combining the efficiency of technology and wisdom of human experience. Hear who inspired Steve’s life and career and why he is so excited about the future of our industry. After Steve’s time at NASA, he began his investment management career as a portfolio manager with...2022-04-2220 minCFA DFW Charterholder ChatterEpisode 9: The Glass Half-full of Investment Opportunities according to DhruvWith so much negative news and uncertainty with current market and economic conditions around the world, you will enjoy hearing the perspective of Dhruv Maniktala, CIO at True North Advisors, who sees volatility and dislocation as opportunities in areas such as real estate private credit, and closed-end fund arbitrage. We talk about the costs and level of protection of certain hedging strategies, along with investing in private equity and energy. Dhruv is the Chief Investment Officer at True North Advisors & Western Alternative Strategies and has over two decades of experience in the investment industry, spanning both public...2022-04-0721 minCFA DFW Charterholder ChatterEpisode 8: Let’s Talk About the G in ESGJoin us for a quick and fun discussion with Gregg Ballew, who tells us all about corporate governance, its relevancy to investment managers, best practices and not so best, and why we should pay more attention to the G in ESG. Gregg was in the banking and investment management business for 38 years prior to joining the University of Texas at Dallas in July 2020. He currently serves as a Professor of Practice in Accounting, Business Valuation, and Corporate Governance and is Executive Director of the Institute for Excellence in Corporate Governance at the Naveen Jindal School of Management at UT Dallas...2022-03-2421 minCFA DFW Charterholder ChatterEpisode 7: The Endowment Model and Demise of 60/40This episode’s guest is Kelly Hohertz with View Capital Advisors, and she challenges the traditional 60/40 model, along with the benefits of incorporating alternatives and non-correlated strategies, not only for large endowments but for a broader set of investment pools, including high net worth individuals and families. Kelly also shares her perspective as a female investment professional with the challenges of work/life balance and our progress with diversity. Kelly has over a decade of experience providing an in-depth and thoughtful approach to portfolio management on behalf of her clients. Currently, she serves as an Investment Advisor at View Ca...2022-03-1022 minCFA DFW Charterholder ChatterEpisode 6: Are Bonds in the Doghouse for 2022?Join us for an interesting take on how and where bonds fit into an investment allocation for 2022, thanks to our guest, Emma Muhleman, Senior Equity Analyst & Global Macro Strategist at Ascent Investment Management. She covers the typical questions around expected Fed rate hikes and inflation but also raises questions that aren’t being asked. Emma is currently a Sr. Equity Analyst & Global Macro Strategist at Ascend Investment Management, responsible for fundamental and quantitative research looking for obscure or overlooked investment opportunities globally. Prior to her role at Ascend, Emma was an independent consultant to several former clients in...2022-02-2422 minCFA DFW Charterholder ChatterLocal Investment Legend Series featuring Sharon CriswellSharon joins the Chat to share her incredible journey, which inspired her along the way, how to get the younger generation interested in a finance career, and why she is so excited about the future of our industry. Most folks in our industry think of Sharon as the ultimate volunteer who consistently gives her time and heart to too many initiatives to name but the CFA Society locally, regionally, nationally, and globally, has greatly benefited from her commitment to giving back. She is a graduate of Syracuse University and SMU earned the CFA charter in 2000 and has...2022-02-1017 minCFA DFW Charterholder ChatterLocal Investment Legend Series – Dan MeaderLocal Investment Legend Series, featuring Dan Meader, long-time advocate, and leader of the CFA Society and CFA Institute and co-founder and managing partner of Trinity Private Equity Group. Dan shares key moments and people of his incredible journey, including how the CFA charter played a significant role in his professional growth and success. His legacy is well defined and excitement for the future of our industry makes us all a little more motivated to make our own mark. Many of us in the investment community know him for his leadership roles, first serving as president of the...2022-01-1824 minCFA DFW Charterholder ChatterEpisode 3: The Other 7 Billion People – Investment Opportunities in India and ChinaThis episode’s guest is Rick Lear, Founder and Managing Partner at Lear Investment Management in Dallas, Texas, who talks about investment opportunities and potential risks with investing in China and India. You don’t want to miss hearing Rick’s perspective on what an emerging middle class and innovation means for India’s GDP, clean energy, chip shortage, and the continuing challenges of Covid. Rick Lear has been in the investment management business for two decades. Prior to founding Lear Investment Management, he was a Partner and Portfolio Manager with a Dallas-based investment firm. From 2009 to 2015, Mr. Lear m...2022-01-1821 minCFA DFW Charterholder ChatterEpisode 2: ESG 2.0 from the Perspective of Ross CampbellFor this segment, we go beyond definitions and justifications and address the proliferation of ESG products, human rights implications, climate, and various methods of greenwashing with our resident expert, Ross Campbell, Director of Responsible Investing at Barrow, Hanley, Mewhinney & Strauss. Ross Campbell is the Director of Responsible Investing at Barrow, Hanley, Mewhinney & Strauss, one of the few remaining firms dedicated exclusively to value investing and based in Dallas. Ross joined Barrow Hanley in 2017 from SRI Research Group, where he was president of the consulting firm, focused on assisting companies with their corporate disclosures and corporate sustainability reports. B...2022-01-1322 minCFA DFW Charterholder ChatterLocal Investment Legend Series – Jim HilleLocal Investment Legend Series, featuring Jim Hille, former long-time CIO at the TCU Endowment. Jim shares his unique perspective and pearls of wisdom going back to his military background and successfully managing large pools of assets and people, and even in retirement how he continues to impact our industry through mentoring and serving on various boards. Jim Hille has over 30 years of experience in investment management. Mr. Hille recently retired as a chief investment officer at Texas Christian University (TCU) and was responsible for the day-to-day management of its multibillion-dollar investment program, which included the operation and fi...2022-01-1122 min
How Did They Do It? Real EstateSA242 | Real Estate Acquisition and Development with Omar KhanIt is vital for investors to conduct due diligence, which includes discovering a property at a discount price from its market value and commencing the process of studying and evaluating its financial sustainability. In today’s episode, Omar Khan talks about the strategies to profit from favorable demographics through property acquisition and development. Key Takeaways To Listen ForSteps to get started in real estate investingAdvantages of property acquisitions and developmentHow to build a good tracking recordAcquisition metrics and underwriting processIssues and solutions of property management Strategies to hire a good property managerWays to man...2021-08-1927 min
My Worst Investment Ever PodcastMichelle Connell – Long-Term Gains Come From Protecting the DownsideMichelle Connell, CFA, owns Portia Capital Management, LLC, a registered Investment Advisory firm specializing in the investments of foundations, charities, and high net worth individuals. Portia Capital Management is the only investment management firm in the Dallas-Fort Worth area owned by a female CFA charterholder-an important resource in a world where 60% of women retire in poverty.Michelle’s expertise is backed by more than 20 years of financial experience in management positions with large investment boutiques and private banks. She is also one of the highest-rated finance professors in the U.S., currently serving as an adjunct professor at...2020-11-1118 min
Smart Money CircleHow A $20 Billion Firm Allocates CapitalMy guest today is Colin Carter, Managing Director, Tiedemann Advisors with approximately $20 billion in assets under management (AUM).
Colin Carter, Managing Director, Tiedemann Advisors
Colin has direct responsibility for managing client relationships. He works closely with clients to understand their goals and objectives; manage their investments, including impact investing; and integrate their investment strategy, philanthropy, and estate planning into a cohesive wealth management plan. He also oversees business operations for the Dallas office.
Colin joined Tiedemann when the Firm merged with Presidio Capital Advisors, where he was responsible for developing, implementing, and maintaining...2020-10-2717 min
Incubator Hedge FundCharles Sizemore from Sizemore Capital ManagementCharles Lewis Sizemore, CFA is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment advisor based in Dallas, Texas, where he specializes in dividend-focused portfolios and in building tax-efficient alternative allocations with minimal correlation to the stock market.
Charles is a frequent guest on CNBC, Bloomberg TV and Fox Business News, has been quoted in Barron’s Magazine, The Wall Street Journal, and The Washington Post and is a frequent contributor to Forbes, GuruFocus, MarketWatch and InvestorPlace.com.
He holds a master’s degree in Finance and Accounting from the London School of E...2020-06-0244 min
The Entrepreneur Way1168: Everything Is a Learning Process with Omar Khan Investor and Owner of Boardwalk WealthOmar Khan is a CFA charterholder with 10 years of investing across real estate and commodities. He has arranged $3.7 billion in capital financing and M&A transactions, as well as syndicated large multi-million dollar deals across the US. He has also advised high net-worth individuals and entrepreneurs on real estate portfolio allocations. Omar is a Global citizen - lived in Dubai,Toronto, Calgary and Dallas “take your income and divide it by the number of hours – that’s what you get. Anything that is below that finder where to either partner with somebody who can do it or find a...2019-04-1500 min
Real Estate JourneysHow to Build Relationships In New Markets In this Episode: Matthew talks with Omar Khan, CFA a 10-global real estate investment expert who has completed transactions worth $3.7 Billion in capital financing and M&A transactions. Matthew and Omar share best practices (and a couple of laughs) about proactively growing your network to stay on the top of your future customer’s mind How to build relationships in new markets The important ingredients of your network-time, relationships, and value Why it’s unpredictable where your network will take you…and that’s...2019-02-1200 min
Before the MillionsBTM 73: Money Isn’t Everything with Omar KhanOmar Khan is a manager at the Dallas, Texas private equity firm Boardwalk Wealth. Omar is a CFA charterholder with 10 years of experience investing across real estate and commodities. He has completed $3.7 billion in capital financing and M&A transactions. Omar has also syndicated large multi-million dollar deals across the US and Advised high net-worth individuals and entrepreneurs on real estate portfolio allocations. On today’s episode, we talk about escaping the rat race, finding the right multifamily deals, underwriting them and sourcing capital – international and domestic. Omar shares his story of graduating during the 2008 marke...2018-09-1852 min
Systems Saved Me®Christina Edland; Take Charge of Your Financial FutureThis episode is brought to you by Personalized Procedures.Today, I’m discussing how to take charge of your financial future. My guest is Christina Edland, who is an Associate Portfolio Manger for high net worth clients at Northern Trust. TOPICS:Introducing Christina EdlandLiving complacentlyWhen and why Christina took controlHaving an open mindLook at a lot of different opportunities and business modelsSurround yourself with key peopleRead for personal growth and developmentChristina’s best financial investmentChristina’s worst investmentQUOTE OF THE WEEK:“With your phone, you’re always downloading new software...2016-08-2919 min
Systems Saved MeChristina Edland; Take Charge of Your Financial FutureThis episode is brought to you by Personalized Procedures.Today, I’m discussing how to take charge of your financial future. My guest is Christina Edland, who is an Associate Portfolio Manger for high net worth clients at Northern Trust. TOPICS:Introducing Christina EdlandLiving complacentlyWhen and why Christina took controlHaving an open mindLook at a lot of different opportunities and business modelsSurround yourself with key peopleRead for personal growth and developmentChristina’s best financial investmentChristina’s worst investmentQUOTE OF THE WEEK:“With your phone, you’re always downloadin...2016-08-2900 min