Shows
Long Beach Current PodcastsBeach Weekly S14E12: Students International visas revoked, a shooting at Florida State University & moreLast week, it was revealed that six international students had their visas revoked, with one being deported. Homeland Security says that student visas can only be revoked if there are violations, such as committing a crime or academic suspension. The reasons for termination on the Long Beach State student visas were listed as “other.” As of Friday, April 19, 70 international students across the CSU system have had their visas revoked. Following this news, the California Faculty Association rallied and protested on April 17. This day is known as the National Day of Action in Higher Education. Chanting about the freed...2025-04-2105 min
Valley Investors Podcast with Nathan EricksonBuilding Value, Giving Back: Don Opatrny on Wall Street Wisdom and Community ImpactIn this episode of the Valley Investors Podcast, Don Opatrny shares his path from Cleveland to Cornell, through Wall Street and eventually to philanthropic leadership in Arizona. Don reflects on a dynamic career at Goldman Sachs that spanned corporate finance, international restructuring, and asset management. Now based in Phoenix, he’s channeling his expertise into nonprofit investment strategy—especially through his work at the Arizona Community Foundation. From practical insights on endowment management to stories about building impactful cultural and educational institutions, Don offers a masterclass on financial stewardship and civic engagement. Key Discussions in Th...2025-04-1855 min
Lead-Lag LivePhoenix Rising: From Rock Bottom to Financial Freedom with Coach JVThe transformative power of inner change ripples through every aspect of Coach JV's extraordinary life story. From the depths of opiate addiction and a suicide attempt in 2006 to building multiple successful companies and achieving financial freedom, his journey reveals that our external reality shifts dramatically when we address our internal landscape first."When I changed me, the environment changed," Coach JV explains, sharing how he went from selling everything he owned to feed his addiction to completely reinventing himself through spiritual awakening and dedicated personal development. With raw vulnerability, he recounts the pivotal moment when, unable to...2025-03-1144 minValley Investors Podcast with Nathan EricksonValue Investing in a Modern Market: Insights from Bill Nygren of Harris AssociatesIn this episode of the Valley Investors Podcast, host Nathan Erickson welcomes Bill Nygren, Partner, and Chief Investment Officer at Harris Associates and Vice President of Oakmark Funds. Bill shares his journey from a working-class high school in St. Paul, Minnesota, to becoming a distinguished value investor managing the Oakmark Fund. He discusses his investment philosophy, lessons from his early career, and insights into the current market environment. Bill reflects on the evolution of value investing over four decades, why value still matters, and how he identifies opportunities in an increasingly intangible-driven economy. The conversation also explores the challenges...2025-02-0345 min
What Are You Made Of?The Alchemy of Adversity: How Michael Gayed Transformed Loss into LegacyMike "C-Roc" welcomes Michael Gayed, CFA, founder of the Lead-Lag Report and renowned voice in finance. In this inspiring episode, Michael shares his journey of resilience and reinvention, shaped by his father’s entrepreneurial spirit and their shared story of perseverance.
Michael discusses his family's roots, his father’s rise from humble beginnings in Egypt to success in the U.S., and the profound impact of losing his father during the 2008 financial crisis. He explains how these experiences fueled his determination to rebuild and redefine his path, embodying the transformative "Phoenix from the ashes" phil...2025-01-2339 min
Phoenix Prosperity PodcastInvestment Strategies as a CIO with Chris GeeIn this episode of the Phoenix Prosperity Podcast, Tim Fergestad sits down with Chris Gee, CFA charterholder and Chief Investment Officer at RBG Capital, to explore how high-net-worth and ultra-high-net-worth individuals can navigate complex financial landscapes.
Chris shares insights into:
The role of a CIO in managing asset allocation, risk, and investment strategies.
How RBG Capital integrates investment banking and asset management to provide holistic solutions.
Innovative tools like the 1031 Exchange and 721 Upgrade for real estate investors.
The importance of aligning financial strategies with personal and corporate goals.
Chris also discusses current trends in data...2025-01-2130 min
People Inspired By Purpose - Purposely Podcast#232 (2024) 'Olympian To Philanthropy Leader' Canada & Australia Ian Bird CEO of Australian Communities FoundationFirst published in 2024, Mark Longbottom interviews Ian Bird, the new CEO of Community Foundations Australia (CFA), to the Purposely Podcast.
In this episode, Ian shares his vision for the future of Australian community foundations, drawing from his extensive experience as the former CEO of Community Foundations of Canada and his remarkable career as an Olympic hockey player. Interestingly, Ian represented Canada in field hockey at the Australian-hosted Olympics in 2000 in Sydney, as well as in South Korea. Having played hockey from a young age, Ian speaks passionately about his love for the sport and the camaraderie it fost...2025-01-121h 02Valley Investors Podcast with Nathan EricksonRethinking Indexing and the Future of Investing with Rob Arnott In this episode of Valley Investors, Nathan Erickson welcomes Rob Arnott, Founder and Chairman of Research Affiliates, and a featured speaker at the upcoming CFA Society Phoenix Market Forecast Dinner. Rob discusses his pioneering work in fundamental indexing, the evolution of quantitative investing, and the importance of rebalancing in capturing returns. He shares insights into the limitations of traditional market-cap-weighted indices, behavioral investing biases, and the impact of indexing on market dynamics. Rob also explores the role of AI in finance, macroeconomic trends, and his cautious yet optimistic long-term outlook for global value stocks and emerging markets. Tune in...2025-01-1158 minValley Investors Podcast with Nathan EricksonDo Stocks Outperform Treasury Bills and more with Dr. Hendrik BessembinderIn this episode of Valley Investors, host Nathan Erickson sits down with Dr. Hendrik Bessembinder, the Francis J. and Mary B. Labriola Endowed Chair at Arizona State University. Dr. Bessembinder shares his unique path from motorcycles to academia, diving into his extensive research on market design, trading strategies, and long-term investment performance. They explore his most famous work, "Do Stocks Outperform Treasury Bills?" and discuss the implications for both passive and active investors. The conversation also covers market trends, retirement planning, and the evolving risks in today's concentrated markets. Key Discussions in This Episode: 2024-10-2153 min
The Oto Gomes Crypto Show“Flower Healing Power” w/ Katie HessSummaryKatie Hess, founder of Lotus Wei, discusses the healing power of flowers and how flower essences can help awaken our true potential. She shares her journey and red pill moments that led her to this work. Katie explains how flower essences work on a cellular level to harmonize and balance our energy, and how they can help combat the negative effects of technology and EMFs. She also discusses the sentient nature of plants and the profound impact they can have on our well-being. Katie shares her experiences in building a successful international business based on the...2024-09-1058 minValley Investors Podcast with Nathan EricksonInside Wealth Management: Kory Leadon's ApproachIn this episode of Valley Investors, Nathan Erickson interviews Kory Leadon, CFP, senior lead advisor at Brighton Jones. Kory shares his journey from growing up in Yakima, Washington, to his long tenure at Brighton Jones. He discusses the firm's unique approach to wealth management, the importance of tax planning, and how they integrate personal CFO services for their clients. Kory also delves into his community involvement and the personal philosophy that drives his commitment to helping others. Tune in to learn about investment strategies, the role of a personal CFO, and the vibrant community life in Phoenix. 2024-07-1938 min
Women & Money: The Shit We Don't Talk About!Financial Planning For New Beginnings with Philip WeissSend us a textWe’re excited to have Philip Weiss, CFA, CPA, RLP®, founder of Apprise Wealth Management and Purse Strings-approved professional, with us today. His journey into the world of finance and dedication to serving the female market is nothing short of inspiring, and we love his holistic approach to financial planning. Phil's dedication to helping others is deeply rooted in his personal experiences. Today, a significant portion of Phil's client base consists of women facing new beginnings, such as divorce, widowhood, or retirement. He finds that life planning is particularly beneficial for thes...2024-06-2737 min
Under the Hood PodcastMatt Reiner of Capital Investment AdvisorsOn this episode of the Under the Hood podcast, host Timothy Douglas speaks with Matt Reiner managing partner for Capital Investment Advisors
Get in touch with Matt:
https://www.yourwealth.com/
https://www.linkedin.com/in/matt-reiner-cfa-cfp%C2%AE-35159216/
Matt Reiner is a Managing Partner for Capital Investment Advisors (CIA). Prior to joining CIA in 2009, he worked with Bank of America in Boston and also with Charles Schwab in Phoenix.
As a Senior Investment Advisor, Matt seeks to help clients reach their investment...2024-06-2142 minValley Investors Podcast with Nathan EricksonReal Estate and Private Credit with Boots DunlapIn this episode, Nathan Erickson welcomes Boots Dunlap, CEO and Co-founder of RRA Capital. Boots shares his journey from the military to real estate, detailing how his family’s deep roots in Arizona shaped his career. He discusses the evolution of Arizona’s economy, the intricacies of real estate cycles, and the innovative strategies behind RRA Capital’s success in private credit and bridge lending. Tune in to gain valuable insights into the current real estate market and the future of investment in Phoenix. Key Discussions in This Episode: [00:01:19] Boots Dunlap's family history and con...2024-06-0456 minValley Investors Podcast with Nathan EricksonInnovation and data analytics in pensions with Mark SteedIn this episode of Valley Investors, host Nathan Erickson welcomes Mark Steed, Chief Investment Officer at the Arizona Public Safety Personnel Retirement System (PSPRS). Mark shares his journey from Michigan to Arizona, delving into his background in Latin American studies and his experience in microfinance. The discussion highlights the unique aspects of pension management, the challenges of asset allocation, and the integration of AI in investment decision-making. Listeners will gain insights into the evolving role of pension funds, the importance of community engagement, and the future of finance. Key Discussions in This Episode: [00:01:08] M...2024-05-0754 min
People Inspired By Purpose - Purposely Podcast#194 Olympian to philanthropy leader, Canada & Australia, Ian Bird CEO Community Foundations Australia
We are delighted to welcome Ian Bird, the new CEO of Community Foundations Australia (CFA), to the Purposely Podcast.
In this episode, Ian shares his vision for the future of Australian community foundations, drawing from his extensive experience as the former CEO of Community Foundations of Canada and his remarkable career as an Olympic hockey player. Interestingly, Ian represented Canada in field hockey at the Australian-hosted Olympics in 2000 in Sydney, as well as in South Korea. Having played hockey from a young age, Ian speaks passionately about his love for the sport and the camaraderie it fosters.2024-04-211h 02Valley Investors Podcast with Nathan EricksonDr. Sunil Wahal: A Deep Dive into Institutional Investment StrategiesIn this episode, Nathan Erickson welcomes Dr. Sunil Wahal, the Jack D. Furst Professor of Finance and the Director of the Center for Responsible Investing at Arizona State University, also serving as a consultant for Avantis Investors. Dr. Wahal shares his global journey in finance, from his early years in India, London, and Hong Kong to his academic and professional endeavors in the United States. With his extensive experience, Dr. Wahal discusses the intricacies of institutional investing, market efficiency, and the evolving landscape of private and public markets. Listeners will gain insights into his research and methodologies that influence...2024-04-1158 min
Corporate Chat Podcast McGillDavid Le Houx - Associé-directeur Phoenix PartnersDavid Le Houx est associé directeur chez Phoenix Partners, une firme de Private Equity basée à Montréal. Avant de se joindre à Phoenix, David a occupé pendant plus de 15 ans différents postes chez Banque Nationale en marchés des capitaux et financement des sociétés, notamment en tant que directeur des produits dérivés financiers. David est aussi président du conseil d'administration du Groupe BBH. Il détient un baccalauréat en finance de HEC Montréal ainsi que la prestigieuse désignation CFA.Coanimateurs: Mathis Grandchamp & Loic Meunier2024-03-2443 min
Au Coeur de l'ActionEp.34-Maximiser la valeur des entreprises avec le Private Equity: Discussion avec David Le Houx CFA, Associé directeur chez Phoenix PartnersBienvenue dans ce nouvel épisode du podcast !
Lorsqu'il s'agit de vendre son entreprise, trouver le bon repreneur est crucial. Avec l'évolution rapide du paysage financier, les Private Equity émergent comme une option de plus en plus attrayante pour les entrepreneurs.
Pour explorer cette tendance et son impact, nous avons le plaisir d'accueillir David Lehoux CFA, associé directeur chez Phoenix Partners.
Découvrez le rôle et les avantages d'avoir un partenaire en Private Equity pour maximiser la valeur de votre entreprise.
Notre...2024-03-0741 minValley Investors Podcast with Nathan EricksonPublic Pension Management with Paul MatsonIn this episode, host Nathan Erickson sits down with Paul Matson, the Executive Director of the Arizona State Retirement System, to explore the intricate world of pension fund management. Paul shares his journey from Canada to Arizona, shedding light on the nuances between Canadian and U.S. investment strategies and the pivotal role of governance in achieving organizational success. Listeners will gain an understanding of the Arizona State Retirement System's approach to internal versus external asset management, strategic asset allocation, and the impact of international relations on investment decisions. Paul also discusses the importance of continuous learning and the...2024-03-061h 09
Capital DecantedEpisode 8: OCIO: The Phoenix that Keeps Rising with Mark Anson and Sarah SamuelsThe Outsourced Chief Investment Officer—once a last resort option for sub-scale capital pools looking to avoid the hassle and cost of building their own investment office to today, a multi-trillion dollar subset of the asset management profession and arguably the hottest structural trend in the industry. Take a listen while we examine:
What insights and opportunities led to the creation of this segment of organizations and why has that exploded in the ensuing four decades?
What defines a successful OCIO? And why has that trajectory and evolution seemingly reached an inflection point—hyperdrive really-- in the last five...2024-02-271h 26Valley Investors Podcast with Nathan EricksonExploring the Frontiers of Finance and Technology with Gargi ChaudhuriIn this episode, Nathan Erickson welcomes Gargi Chaudhuri, the Head of iShares Investment Strategy at BlackRock. Gargi brings her extensive experience of over two decades in the financial markets, offering a wealth of knowledge in fixed income and equity strategy. Listeners will gain invaluable insights into the evolving landscape of global finance, from the intricacies of Bitcoin ETFs to the potential of AI in transforming various sectors. Key Discussions in This Episode: [00:01:25] Gargi's journey from India to Wall Street, marking the beginning of her illustrious career in finance [00:02:46] The tr...2024-01-3047 minValley Investors Podcast with Nathan EricksonManaging Insurance Assets with Cameron BlackIn this episode of Valley Investors, host Nathan Erickson introduces Cameron Black, the VP, CIO, and Treasurer at Blue Cross Blue Shield of Arizona. With a diverse background from television production to finance, Cameron discusses managing substantial assets, the strategic importance of advanced degrees and certifications, and the unique challenges of overseeing investments for an insurance company. Beyond finance, Cameron emphasizes the importance of community involvement and the personal satisfaction derived from contributing to the betterment of society. He shares insights into how investment strategies are influenced by broader economic trends like medical costs and i...2023-12-2840 minValley Investors Podcast with Nathan EricksonBalancing Returns and Responsibility with Jeff MindlinWelcome back to Valley Investors, where we untangle the complexities of the investment realm. In today's episode, Nathan Erickson sits down with Jeff Mindlin, the Chief Investment Officer at ASU Enterprise Partners. Jeff's extensive experience spans hedge funds, private wealth, and strategic roles in the nonprofit sector. Jeff will offer an insider's perspective on effective investment strategies, the evolving role of educational institutions in finance, and the significance of community engagement. Jeff isn't just about numbers; his approach combines patience, educational excellence, and a hands-on perspective. Tune in to discover how his Arizona roots have i...2023-12-0149 min
LogísticaFreightTech Investment Environment with John LarkinJohn Larkin and Joe Lynch discuss the FreightTech investment environment. John is Strategic Advisor of Transportation & Logistics at Clarendon Capital, a private equity sponsor focused on developing investment opportunities and providing strategic advisory services to the transportation, logistics and distribution sectors. About John Larkin, CFA John Larkin, CFA is a Strategic Advisor to Clarendon Capital. John Larkin was named an Operating Partner at Clarendon Capital in May of 2019. In April of 2021, Mr. Larkin became Strategic Advisor at Clarendon, and was named Chair of the firm’s Advisory Board. His mission is to help craft the firm’s growth strategy while assistin...2023-11-2036 min
The Logistics of LogisticsFreightTech Investment Environment with John LarkinJohn Larkin and Joe Lynch discuss the FreightTech investment environment. John is Strategic Advisor of Transportation & Logistics at Clarendon Capital, a private equity sponsor focused on developing investment opportunities and providing strategic advisory services to the transportation, logistics and distribution sectors. About John Larkin, CFA John Larkin, CFA is a Strategic Advisor to Clarendon Capital. John Larkin was named an Operating Partner at Clarendon Capital in May of 2019. In April of 2021, Mr. Larkin became Strategic Advisor at Clarendon, and was named Chair of the firm’s Advisory Board. His mission is to help craft the firm’s growth s...2023-11-2036 minValley Investors Podcast with Nathan EricksonThe Evolution of the Financial Landscape: Insights from Tom ConnellyWelcome to Valley Investors, where we break down the intricacies of the financial world. Today, host Nathan Erickson has the pleasure of talking to Tom Connelly, the Chief Investment Officer at Versant Capital Management. With a career spanning over 35 years, Tom brings a wealth of hands-on experience in investment and estate planning and manager research. This episode promises to dive deeply into portfolio management and investment valuation nuances. Tom will provide a backstage view into making strategic investment decisions and navigating market volatility. Recognized as an industry authority, he'll share the 'what' and the 'why' behind effective...2023-10-3050 min
Off StreetEp. 25: Red OctoberWelcome to Episode 25 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean begin by breaking down a rough September for the market and what we might be able expect as we head into the 4th quarter. The pair then discuss the start of the Sam Bankman-Fried trial and the release of Michael Lewis’s new book, “Going Infinite.” We then sit down with Dr. Brian Walsh, Head of Advice & Planning at SoFi to discuss his research on Financial Influencers that he presented at the FPA Annual Conference in Phoenix this past wee...2023-10-0434 minValley Investors Podcast with Nathan EricksonInvesting Strategies: Custom Portfolios and Individual Securities with Harry Papp, CFAWelcome to Valley Investors, the podcast where we delve into the world of finance, investments, and entrepreneurship. Today, our host Nathan Erickson is thrilled to chat with seasoned investment expert Harry Papp, CFA, who is the Managing Partner and Portfolio Manager at L. Roy Papp Associates. Harry's father, Roy, started the firm in 1978, and Harry and his wife, Rose, joined the firm in 1981. Harry has a fascinating background in the investment industry, and is a cornerstone of the Arizona investment community, helping families and serving on multiple, not-for-profit boards over his 40-plus-year career. Together, they'll unravel the complexities of the fin...2023-10-0253 min
Valley Investors Podcast with Nathan EricksonValley Investors Podcast with Nathan Erickson-TRAILERThe Valley Investors Podcast gives listeners insight into the most prominent investors in the Arizona community and beyond. We speak with founders, CEOs, and Chief Investment Officers about what brought them to Arizona, their views on investing, and their connections to the local community. Find out more at: https://www.cfasociety.org/phoenix2023-09-2702 min
Trevor Rose Podcast#136: Cole Smead (Smead Capital) - Investing as a Negative Art, 30% Return on Equity & Why Energy Stocks Are UndervaluedGreetings & welcome back to the rose bros podcast. This episode we are joined by Cole Smead - CEO of Smead Capital Management - a registered investment advisor headquartered in Phoenix, AZ with offices in Jersey City, NJ and London, UK., with assets of approximately $5 billion under management. Smead Capital Management, advises investors that fear stock market failure through a low-turnover, differentiated value discipline - seeking wonderful companies to build wealth in mutual funds, separate accounts and other investment vehicles. Cole has been with Smead Capital since its founding in 2007, and prior to that - w...2023-08-0252 minLead-Lag LiveExploring Bond Markets, Post-Covid Investing, and Financial Fraud with Felix SalmonWhat insights can we gain when we approach financial markets through the lens of bond markets, rather than the stock market? Join us for a fascinating conversation with Felix Salmon, chief financial correspondent at Axios, host of the Slate Money podcast, and author of The Phoenix Economy, as we explore this unique perspective and delve into its implications.In this enlightening discussion, we examine the post-Covid landscape, touching on generational investing, the impact of the internet on development, and the future of commercial real estate and office spaces. We also ponder the systemic risk of the US...2023-06-0148 min
Breaking BattlegroundsTreasurer Marlo Oaks on the Real Harm of ESGsThis week on Breaking Battlegrounds, we are joined by Utah State Treasurer, Marlo Oaks. Later in the show, we check in with former Arizona Congressional candidate Mark DeLuzio, a Gold Star father, for a look at the true meaning of Memorial Day. Finally, Jeff Taylor of the Salvation Army calls in to discuss the homelessness crisis and what can be done to solve it. -Treasurer Marlo Oaks spent 17 years overseeing multi-billion-dollar portfolios, first at Farmers Insurance Group in Los Angeles (15 years, $24 billion) and then at Intermountain Healthcare (2+ years, $7.5 billion) in Salt Lake City. He...2023-05-281h 14
Phoenix Pod#007 | Rohit Padmanabhan | Founder at Lotus Asset ManagementRohit Padmanabhan is the Founder and Chief Investment Officer of Lotus Asset Management, a boutique financial advisory company that works with young professionals across the country. Rohit graduated from Rice University with a focus on Math and Economics and worked at several major banks, managing assets for ultra-high-net-worth clients for nearly a decade before deciding that he wanted to take his experience of working with the country’s wealthiest families and translate that to younger clients who often don’t get access to high quality, affordable advice. In 2015 he started Lotus, which focuses on holistic, unbiased financial advice including tax...2023-04-271h 16
The NineNicsaTalk - Host of the My CFA Charter Story Podcast and VP at American Century Investments: Sibil PatriMeet Sibil Sebastian Patri, CFA, CAIA: VP of Strategy and Corporate Development at American Century Investments, and host of the CFA Institute's podcast series My CFA Charter Story. In this episode of NicsaTalk, she chats with Nicsa's Justine Phoenix about her background, what she's learned in her career, and how to foster a successful organizational culture.Listen to My CFA Charter Story here: https://www.cfainstitute.org/en/events/podcastsVisit http://nicsa.org/podcasts for more episodes2023-03-0714 min
CFA 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 min
Registered Investment Advisor PodcastFrom Ministry To Faith-Based Investment ManagementPrior to Capital Insight Partners, Steve Nelson was with Merrill Lynch in Scottsdale. Before that, he served as a Principal at Lowry Hill and was one of the team that oversaw more than $6 billion. He has over three decades of experience. Steve leads the strategic direction of the firm and has primary investment responsibility for a number of clients. Steve also sits on the Investment Team.Steve's degrees are a Bachelor of Science from St. John's University and a Master of Business Administration from the University of St. Thomas. He holds the Chartered Financial Analyst® designation and is...2022-11-1613 min
Beyond 90Heartbreak Hill (Cap 108: Heather Garriock)
Australia's longest-running women's football podcast (est. April 2019).
History: Heather Garriock, Matildas Cap 108
Matildas Debut: 1999 (played for the national team until 2011)
Grassroots Club: Leppington Lions (Macarthur)
Appearances: 130 (20 goals)
Position: Midfielder
Olympic Games (2000, 2004)
FIFA Women's World Cup (2003, 2007, 2011)
2010-2011 W-League Goal of the Year Award
2002-2003 Julie Dolan Medalist
Inducted into Football Australia Hall of Fame earlier this year
Canberra United Coach
Football Australia Non Executive Director
CEO Australian Taekwondo
Listen in for the full interview with Heather.
Hot Topics & News
World-leading football identity Ebru Köksal, CFA, appointed to...2022-08-091h 08The Logistics of LogisticsLogistics Industry Outlook with John LarkinLogistics Industry Outlook with John Larkin John Larkin and Joe Lynch discuss the logistics industry outlook. John is Strategic Advisor of Transportation & Logistics at Clarendon Capital, a private equity sponsor focused on developing investment opportunities and providing strategic advisory services to the transportation, logistics and distribution sectors. About John Larkin, CFA John G. Larkin, CFA is a Strategic Advisor to Clarendon Capital. John Larkin was named an Operating Partner at Clarendon Capital in May of 2019. In April of 2021, Mr. Larkin became Strategic Advisor at Clarendon, and was named Chair of the firm’s Advisory Board. His mission is...2022-04-1358 min
The Encrypted EconomyMatt Hougan, CIO of Bitwise: Allocating To Digital Assets, Bitcoin ETF and The First DeFi Index Fund - E16This week on The Encrypted Economy, my guest is Matt Hougan, the CIO of Bitwise Asset Management. Bitwise was founded in 2017 and brought investors the first cryptocurrency index fund. Now they are one of the key players in the push for a Bitcoin ETF, and as of last week they became the provider of the first index based DeFi fund. Matt and Bitwise are leading the charge on rule-based exposure to the digital asset space, and he is a valuable voice to have to walk us through it all. We cover a wide range of topics...2021-02-2353 min
The Black Swans PodcastConfessions of an Allocator: Special Guest Vanessa WieliczkoVanessa Wieliczko is the Director of Investments for HoyleCohen Wealth Management, overseeing $2.5 billion in AUM, and serving in the leadership of an RIA with 49 employees, and offices in San Diego, Santa Monica, Sacramento & Phoenix. She leads the firm’s Investment Committee, helping to define future growth and development of investment management strategies. Under Vanessa’s leadership, the firm has developed a robust investment platform that offers both traditional investment approaches along with a host of alternative strategies designed to offer substantial but secure income, better downside protection and enhanced opportunity for growth. Driven in pursuit of excellence, Vane...2020-12-2254 min
Rainbow Radio BendigoRainbow Radio 18/11/2016Rainbow Radio LGBTI program as broadcast on Phoenix FM Bendigo 106.7 on November 18, 2016.
We have a couple of guests tonight. First up is Tony Briffa, who is a councillor for the Hobsons Bay Council (now you might think what has this to do with Bendigo ). Tony was born Antoinette Briffa, and is the worlds first openly Intersex Mayor, so I think it is very important to us to have a chat with Tony. Tony has a rare intersex condition Incomplete Testicular Feminisation, and our second interviewee is Russell Wright from CFA Pride and they have won an award for inclusion.2016-11-272h 58Rainbow Radio BendigoRainbow Radio 5/8/2016Rainbow Radio LGBTI program as broadcast on Phoenix FM Bendigo 106.7 on August 5, 2016.
We have two guests tonight first up is Russell Wright from Walhalla and we will be chatting with Russell about all things CFA, plus we will be chatting with Russell's partner Micheal about the Accomodation they run and all about Walhalla as a getaway spot. The second guest we have tonight is John Cooper who is about to get prepared to stand for local council in Bendigo, plus of course all the usual fantastic music.2016-09-152h 59
Beyond the Sound BiteRecent Media Appearances and Upcoming EventsMedia Appearances
Recently, I had the privilege of appearing on two excellent radio programs: Bloomberg radio's popular program, "Taking Stock with Pimm Fox and Carol Massar" and "On The Money" with Steve Pomeranz, CFP, and an Internet based video interview - FT.com's Authers' Note (see previous posting below). The interviews centered on what you might think they would: the markets and the economy, with a sprinkling of geo politics and market structure issues.
Here are the links to each of them:
* With yours truly
* With Don Rissmiller (Chief E...2014-01-0200 min