Shows
The Inside EdgeOnward: Insights from a Serial Entrepreneur, Steve ZuckermanWe’re pleased to welcome Steve Zuckerman, a seasoned entrepreneur, former attorney and investment banker, for a compelling conversation with Ghislain Gouraige, CEPA®, Parter at NewEdge Wealth. Steve’s professional journey from corporate law to investment banking to building and exiting multiple ventures offers a rare blend of strategic insight and real-world experience. In this episode, he reflects on the early life experiences that shaped his entrepreneurial mindset, the cross-disciplinary lessons gained from practicing law and structuring complex deals in banking and what it truly takes to build an institutional-grade business that commands investor interest and premium valua...2025-06-0331 min
The built hapily Podcastbuilt hapily podcast | Season 2, Episode 9: NewEdge GrowthIn this episode of the built hapily podcast, we chat with Blake Brock from NewEdge Growth about how they built Matador, a fully functional applicant tracking system (ATS) on HubSpot. Discover how they identified a niche in staffing and recruiting, why HubSpot is becoming the new foundation for vertical SaaS, and how they turned customer pain into product opportunity.✅ Building products on HubSpot✅ RevOps meets recruiting✅ Creating scalable, customizable tools inside the CRM✅ Blake’s vision for predictive hiring with AI🌐 Guest: Blake Brock, Co-founder @ NewEdge Growth 🔗 https://www.linkedin.com/in/blake-brock-2...2025-05-0844 min
Bloomberg SurveillanceBloomberg Surveillance TV: April 21, 2025- Cam Dawson, CIO at NewEdge Wealth- Terry Haines, founder at Pangaea Policy- Leland Miller, CEO at China Beige Book- Barbara Doran, CEO and CIO at BD8 Capital PartnersCam Dawson, CIO at NewEdge Wealth, joins for a discussion on her 2025 outlook and whether equities could rebound amid volatility in the first quarter of the year. Terry Haines, founder at Pangaea Policy, discusses President Trump's tariff policies and turmoil for Defense Secretary Pete Hegseth and the Defense Department. Leland Miller, CEO at China Beige Book, discusses the outlook for the Chinese...2025-04-2127 min
EO Radio ShowCharitable Split-Interest Trust Planning with Dale Schroeder and Anneke Niemira, Part TwoWelcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and in today's episode, I welcome back Dale Schroeder and Anneke Niemira from NewEdge Wealth to talk about charitable remainder trusts. Last week, we discussed charitable lead trusts and split-interest trusts in general. In this episode, Dale, Anneke, and I take a deep dive into the world of charitable remainder trusts, focusing on their technical issues and traps for the unwary. Show Notes: Cynthia Rowland, Podcast Host, Partner, Farella Braun + Martel NewEdge Wealth Anneke Niemira, Managing Director, Senior Wealth Strat...2025-04-2129 min
RiskReversal PodThe Mullet Portfolio with Cameron Dawson of NewEdge WealthSpecial discount for Fast Money Live! Go to FastMoneyLive.CNBC.com and use the promo code FM25. We hope to see you there!In this episode of the Risk Reversal podcast, Dan Nathan and Guy Adami are joined by Cameron Dawson, Chief Investment Officer at NewEdge Wealth, to discuss a range of timely financial and economic topics. They begin by reflecting on Cameron's market outlook for 2025, noting how high valuations and investor optimism have left little room for error, and how recent market volatility may signal a shift toward a more downward...2025-04-1544 min
EO Radio ShowCharitable Split-Interest Trust Planning With Dale Schroeder and Anneke Niemira - Part OneWelcome to EO Radio Show – Your Nonprofit Legal Resource. In today's episode, my guests are Dale Schroeder and Anneke Niemira with NewEdge Wealth, and our topic is charitable split-interest trusts. These come in four varieties: charitable lead annuity and unitrusts and charitable remainder annuity and unitrusts, known affectionately as CLATs and CLUTs, and CRATs and CRUTs, which are also further defined sometimes as NI-CRUTs, NIM-CRUTs, and Flip-CRUTs. That's a lot of acronyms. While the technical details are quite a lot to get one's head around, understanding the big idea for each and where each can fit into the investment pla...2025-04-1428 minBloomberg SurveillanceBloomberg Surveillance TV: March 25, 2025- Cam Dawson, CIO at NewEdge Wealth- Claudio Irigoyen, Head: Global Economics Research at Bank of America Securities- Libby Cantrill, Head of US Public Policy at PIMCO- Sonal Desai, CIO: Fixed Income at Franklin Templeton Cam Dawson, CIO at NewEdge Wealth, discusses the outlook for equities and whether rotation will continue out of US stocks. Bank of America's Claudio Irigoyen discusses how tariffs will impact the US and global economies. Libby Cantrill of PIMCO talks about whether traders could or should expect more policy clarity in the coming weeks leading up...2025-03-2530 min
Money Life with Chuck JaffeNewEdge's Nick: Despite current woes, don't start rooting for rate cutsBrian Nick, head of portfolio strategy at NewEdge Wealth, says nervous investors should not be rooting for interest rate cuts, because they would be cheering for the economy to get worse, and the stock market would likely suffer as that happens. On the current suffering, Nick is not cowed by the last few days, noting that the "abrupt switch" in markt mentality is not the end of the bull market and economic growth cycles. He says the chances of recession are up, but that investors should diversify their way through the bumpy road ahead. Gregory Harmon, founder and president...2025-03-1158 min
The Inside EdgeOnward: Beyond the Handshake with Laurie BarkmanGhislain Gouraige, CEPA®, Partner at NewEdge Wealth meets with Laurie Barkman, a Business Transition Advisor and adjunct Professor of Entrepreneurship at Carnegie Mellon University. Laurie is host of the podcast series, Succession Stories, and author of the Business Transition Handbook. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit newedgewealth.com/onward.2025-02-0428 min
Allocate PodcastCameron Dawson, CIO of NewEdge Wealth, on the current state of private markets, impact of rising interest rates on deal flow and the increasing focus on operational efficiency in private equityWelcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives. Join us to hear from leading founders, fund managers, and allocators on the latest trends and the keys to successfully participating in the private markets.In this episode of the Allocate Podcast, host Nic Millikan speaks with Cameron Dawson, CIO of NewEdge Wealth. They look into the current state of private markets, exploring trends like the impact of rising interest rates on deal flow and the increasing focus on operational efficiency in private equity. Cameron also shares...2025-01-1650 min
The David Lin ReportThe End Of Rate Cuts? How Fed's New Plan Will Move Markets | Cameron DawsonCameron Dawson, CIO of Newedge Wealth, discusses the latest employment data and the Fed's next move.
*This video was recorded on January 10, 2025
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The Inside EdgeOnward: Understanding Roll-Up Strategies with Geoff EliasonGeoff Eliason, CEO & Principal at SDR Ventures, and Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, as the two discuss what a roll-up is and some of the areas where they see them happening. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit newedgewealth.com/onward.2025-01-0731 minBloomberg SurveillanceBloomberg Surveillance TV: December 30, 2024- Terry Haines, Pangaea Policy Founder- Cameron Dawson, NewEdge Wealth CIO- Patrick De Haan, GasBuddyTerry Haines of Pangaea Policy reflects on former President Jimmy Carter's life, saying a lesson from his time at the White House is that the presidency has its limits. Cameron Dawson of NewEdge Wealth discusses recession risk being "effectively completely priced out of the market." Patrick De Haan of GasBuddy thinks 2025 could be another challenging year for oil.See omnystudio.com/listener for privacy information.2024-12-3029 minBloomberg SurveillanceBloomberg Surveillance TV: November 21, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.- Cameron Dawson, NewEdge Wealth Chief Investment Officer- Eric Schmidt, Former Google CEO & Chairman- Gary Cohn, IBM Vice Chairman, Former Goldman Sachs President & COO, Former NEC DirectorCameron Dawson of NewEdge Wealth says Bitcoin is "a psychological commodity that captures fears about dollar debasement." Former Google CEO Eric Schmidt discusses how the power of AI "upends society in so many ways." Former NEC Director Gary Cohn says, "I think...2024-11-2134 minBloomberg SurveillanceBloomberg Surveillance TV: November 5, 2024- Kit Juckes, Chief FX Strategist, Soc Gen- Cameron Dawson, NewEdge Wealth Chief Investment Officer- Mark Cuban, Dallas Mavericks Minority Owner, Co-Founder, CostPlusDrugs.comKit Juckes of Soc Gen says we're closer to a market that "genuinely doesn't know what's going to happen" in the election. Cameron Dawson of NewEdge Wealth says the uncertainty of the election means it could induce volatility. Billionaire Mark Cuban says Kamala Harris is "not a shape-shifter" and is "better for the economy in so many ways."See omnystudio.com/listener for privacy information.2024-11-0522 minBloomberg SurveillanceBloomberg Surveillance TV: October 9, 2024- Andrew Sheets, Morgan Stanley Global Head of Corporate Credit Research- Cameron Dawson, NewEdge Wealth Chief Investment Officer- Craig Fugate, Fmr. FEMA Administrator under Obama Andrew Sheets of Morgan Stanley says, "We're still in a good is good environment." Cameron Dawson of NewEdge Wealth says the one thing keeping low-income consumers above water is the jobs market. Former FEMA Administrator Craig Fugate says FEMA has a lot of capability to reprioritize their resources as Florida braces for Hurricane Milton.See omnystudio.com/listener for privacy information.2024-10-0923 minThe David Lin Report‘Dangerous’ Market Melt-Up: Don’t Fight The Trend Says Cameron DawsonSign up for an IRA with iTrust today using this link: https://itrust.capital/David
Cameron Dawson, CIO of NewEdge Wealth, discusses the effects that the recent Fed rate cut will have on spending, market momentum trends, and preferred asset allocation in a Fed easing cycle.
*This video was recorded on September 30, 2024
Subscribe to my free newsletter: https://davidlinreport.substack.com/
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FOLLOW CAMERON DAWSON:
Twitter (@CameronDawson): https://twitter.com/CameronDawson
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...2024-10-0244 min
The Inside EdgeOnward: Family Office 101, The Ins and Outs with Josh KanterKaren Glassman, Managing Director at NewEdge Wealth, meets with Josh Kanter, CEO of leafplanner, to share his experience running his family office. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit newedgewealth.com/onward.2024-09-1220 min
Startup CornellEpisode 35: Josh Gully and partners build investment firm for the ultra-wealthyOur newest episode features Josh Gully ‘83, managing director of NewEdge Wealth and founding member of their New York office. NewEdge was started in 2020 and has grown to manage more than $55 billion for ultra-high net worth and family office clients.2024-08-1427 minBloomberg SurveillanceBloomberg Surveillance TV: July 1, 2024-Cameron Dawson, NewEdge Wealth Chief Investment Officer-David Kelly, JPMorgan Chief Global Strategist-Michael Darda, Roth MKM Chief Economist & Macro StrategistCameron Dawson of NewEdge Wealth says the slowing in US GDP indicates the US is 'coming off the boil' but not yet falling off a cliff. David Kelly of JPMorgan says last week's presidential debate 'meaningfully increases the likelihood of a Republican sweep in November.' Michael Darda of Roth MKM looks ahead to a busy week of economic data headlined by Friday's payrolls report, saying an uptick in the unemployment rate should set...2024-07-0121 min
Alt Goes Mainstream🎙NewEdge's Rob Sechan and Cameron Dawson - growing a cutting edge $44B platform to serve the wealth channelWelcome back to the Alt Goes Mainstream podcast.Today’s episode features the architects behind one of the industry’s faster growing wealth management platforms, NewEdge.We welcome NewEdge CEO, Managing Partner, and Co-Founder Rob Sechan and NewEdge CIO Cameron Dawson.Both Rob and Cameron have a wealth of experience in both wealth management and private markets. Rob has over two decades of experience in financial services, beginning his career as a financial advisor at Morgan Stanley, before running a family office business as a Managing Director at Lehman Brothers. He later joined UBS...2024-06-2659 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsNewEdge's Rob Sechan and Cameron Dawson - growing a cutting edge $44B platform to serve the wealth channelWelcome back to the Alt Goes Mainstream podcast.Today’s episode features the architects behind one of the industry’s faster growing wealth management platforms, NewEdge.We welcome NewEdge CEO, Managing Partner, and Co-Founder Rob Sechan and NewEdge CIO Cameron Dawson.Both Rob and Cameron have a wealth of experience in both wealth management and private markets. Rob has over two decades of experience in financial services, beginning his career as a financial advisor at Morgan Stanley, before running a family office business as a Managing Director at Lehman Brothers. He later joined UBS...2024-06-2659 min
Dakota Research PodcastNewEdge Advisors Acquisition, Real Estate & EM Equity RFPs, Global Equity Manager Hires, Alternative CommitmentsOn the Dakota Fundraising News Podcast, hosts Pat and Konch discuss recent job transitions, including Jean Pierre Bonour to DWS Group and Jasmine Yu to Bryn Mawr Capital Management, alongside significant mergers such as NewEdge Advisors acquiring Stonebridge Financial Partners. The episode also covers institutional investment actions, highlighting the Bristol County Retirement System's search for private real estate investments and substantial new commitments by the Colorado Fire & Police Pension Association. Additionally, the launch of Capitol Meridian Partners' CMP Terrapin Partners II is announced, targeting the aerospace and defense sectors. Tune in for a comprehensive look at the e...2024-06-2008 min
AUTM on the AirOpportunity Thinking with Pam Henderson: Innovation, Organizational Growth, and the Commercialization of Emerging TechnologiesWe are focusing on innovation, organizational growth, and the commercialization of emerging technologies with a very special guest, Pam Henderson, a renowned author, entrepreneur, CEO, and expert in business and innovation strategy.As the founder of NewEdge, a growth strategy firm, Pam leads the charge in identifying and anchoring growth opportunities. Her extensive experience spans both academia and industry, with her work featured in prestigious outlets like the Wall Street Journal, Harvard Business Review, and NPR.This is a wonderful episode for anyone with an entrepreneurial mindset. We learn how Pam’s academic work eventually le...2024-06-1232 minThe David Lin ReportFed Pivot Imminent? Why Central Banks Are Cutting Rates Now | Cameron DawsonWith the Bank of Canada cutting rates this week for the first time since March, 2020, all eyes are on when the other central banks, including the Fed will follow suit. Cameron Dawson, CIO of NewEdge Wealth, discusses the factors behind the Fed's monetary policy decisions, as well as guidance for GDP and earnings growth.
*This video was recorded on June 3, 2024
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Twitter (@davidlin...2024-06-0642 minBloomberg SurveillanceBloomberg Surveillance TV: June 3, 2024-Cameron Dawson, NewEdge Wealth Chief Investment Officer-Scott Kirby, United Airlines CEO-Anthony Capuano, Marriott International President and CEOCameron Dawson of NewEdge Wealth expects volatility on the horizon in the equity market and says any dips should be buyable as long as growth forecasts hold up. United Airlines CEO Scott Kirby shares his outlook on the summer travel season, saying the industry has moved past the worst of the issues related to aircraft supply. Marriott International CEO Anthony Capuano discusses the outlook for the hospitality sector, saying travel demand is normalizing in the US.2024-06-0325 min
CoinDesk Podcast NetworkMARKETS DAILY: Crypto Update | Digital Assets Are 'More Sensitive' to Interest Rate Hikes: ExpertThe latest price moves and insights on AI tokens with Jennifer Sanasie and NewEdge Wealth senior portfolio manager Ben Emons.To get the show every day, follow the podcast here.NewEdge Wealth senior portfolio manager Ben Emons breaks down the recent trend in the metals market, as developments in AI drive demand for copper. Plus, the correlation between digital assets and macroeconomic conditions. And, insights on his portfolio allocation strategies and the possibility of a rate hike in the U.S.-Consensus is where experts convene to talk about the i...2024-05-2013 min
Markets Daily Crypto RoundupCrypto Update | Digital Assets Are 'More Sensitive' to Interest Rate Hikes: ExpertThe latest price moves and insights on AI tokens with Jennifer Sanasie and NewEdge Wealth senior portfolio manager Ben Emons.To get the show every day, follow the podcast here.NewEdge Wealth senior portfolio manager Ben Emons breaks down the recent trend in the metals market, as developments in AI drive demand for copper. Plus, the correlation between digital assets and macroeconomic conditions. And, insights on his portfolio allocation strategies and the possibility of a rate hike in the U.S.-Consensus is where experts convene to talk about the i...2024-05-2013 min
The Inside EdgeThe Executive Edge: Resilience, Routine, and the Road Ahead with Bob HigginsFrom his humble beginnings in Lewisburg, Kentucky, to his transformative experiences in the U.S. Air Force and beyond, Bob Higgins, President and CEO of Barge Design Solutions, shares valuable insights into leadership, resilience, and continuous learning. Join host Rich Ina as he navigates through Bob’s career trajectory, highlighting pivotal moments such as his foray into generative AI and his innovative approaches to talent retention and recruitment. Bob’s commitment to personal growth and community impact shines through as he discusses his leadership philosophy, daily routines, and the challenges and opportunities facing his industry today. Wa...2024-04-2431 minRiskReversal PodSomething Changed in the Stock Market with Cameron Dawson of NewEdgeOn this episode of “On The Tape,” Dan Nathan and Danny Moses sit down with Cameron Dawson, Chief Investment Officer at NewEdge Wealth, for a vibe check on the stock market (4:00), the most important chart Cameron is watching right now (8:00), earnings expectations (11:00), what a Fed rate cut means (14:30), whether something has changed in the market (18:00), the sell-off in semiconductor stocks (22:15), industrial stocks (32:15), homebuilders (34:00), bank stocks (37:30), commodities (44:45), sports gambling stocks (47:45), and earnings season heating up (51:00)Check out Cameron’s recent notes hereSubscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscr...2024-04-1952 min
The Daily Snapshot - IBMInternational Business Machines Co. (NYSE:IBM) Shares Bought by NewEdge Wealth LLCNewEdge Wealth LLC has increased its stake in International Business Machines Co. (IBM) by 64.8% in the fourth quarter, now owning 9,330 shares valued at $1,526,000. Other hedge funds also adjusted their IBM holdings, with positive endorsements from Wall Street analysts, including upgrades and raised price targets. IBM's stock dipped 2.0%, with a current price of $182.27, reflecting a stable financial performance and a consistent dividend payout ratio.2024-04-1606 min
Next MileDeveloping the Next Generation of Highly Successful Advisors with Alex GossEpisode 035: The conventional route to becoming a financial advisor is no longer the only path to success. The industry is evolving, demanding a more holistic and strategic approach to developing elite, successful, and growing advisors. The future now lies in joining established practices, where guidance from experienced advisors, exposure to their expertise, and participation in a well-defined succession plan can make all the difference.In this episode of The Connected Advisor, Kyle talks with Alex Goss, Managing Partner at NewEdge Capital Group and CEO & Co-Founder at NewEdge Advisors. Before serving at NewEdge Advisors, Alex built his father's...2024-03-1931 min
Worldwide ExchangeTech Milestones, Restaurant Results, and Powell Not Pivoting 02/05/24Tech is preparing for another milestone-making day. Hargreaves Lansdown's Sophie Lund-Yates explains. Plus, McDonald's reports earnings this morning ahead of a busy week for restaurant results. Bank of America's Sara Senatore gives her expectations. And, Fed Chair Jerome Powell is stressing that a March rate cut is unlikely. NewEdge Wealth's Ben Emons and Former Bridgewater Chief Investment Strategist Rebecca Patterson discuss.
2024-02-0543 min
The Important Part: Investing with Liz ThomasA Look at the Year Ahead with Cameron DawsonFor the past year, the “looming recession” has been top of mind for people both inside and out of the world of business. What’s in store for the economy in 2024? Newedge Wealth’s Chief Investment Officer, Cameron Dawson joins host and Sofi’s Head of Investment Strategy, Liz Thomas, to share her outlook on the year. The two cover consumer trends, what signs of recession they’re looking out for, and what they expect to see from the Fed.For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for th...2024-01-3047 minMarkets Daily Crypto RoundupCrypto Update | The Geopolitical Perspective With NewEdge Wealth's Ben EmonsThe latest price moves and insights with Jennifer Sanasie and guest Ben Emons, senior portfolio strategist at NewEdge Wealth.To get the show every day, follow the podcast here.Today's "Markets Daily" begins with a minute of markets updates followed by an more macro-focused interview with host Jennifer Sanasie and Ben Emons, senior portfolio strategist at NewEdge Wealth on his outlook for the U.S. economy during this election year.This episode was hosted by Jennifer Sanasie. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Eleanor Pahl, alongside Seni...2024-01-2511 min
Odd LotsThis Is the Impact of Billions Flowing Into Private CreditPrivate credit is now so big that it's rivaling more traditional forms of lending and fueling a debate about whether this relatively new asset class poses risks to the economy. And yet, it feels like a new private credit fund is being launched daily. And even banks (the very things private credit is displacing) are getting in on the act and creating their own private credit offerings for investors. In this episode, we speak with Ben Emons, senior portfolio manager at Newedge Wealth, about the macro impact of this new form of lending. He talks about where private credit's...2024-01-0842 min
Thoughtful Money with Adam TaggartStocks Are Richly-Priced & The Economy Is Late-Stage, So 'Selectivity' Is Key | Cameron DawsonBy many calculations, the stock market has returned to rich valuations.
Following one of the best Novembers in market history and now juiced by fresh optimism for rate cuts -- now 3 of them -- in 2024, how valid are concerns that stocks are becoming increasingly overpriced and a pullback is warranted?
To find out, we have the good fortune to talk today with Cameron Dawson Chief Investment Officer at NewEdge Wealth
Follow Cameron on X/Twitter: @camerondawson
Or on LinkedIn: https://www.linkedin.com/in/cameron-dawson-cfa-89754b22/
SUBSCRIBE to Adam's new Substack at https://adamtaggart...2023-12-191h 06
Audio NewsPRIMER PROVEEDOR DE SERVICIO DE SEGURIDAD EN EL BORDE GLOBALLa empresa destacada en Secure Access Service Edge (SASE), Netskope ha alcanzado un paso importante al introducir el primer Servicio de Seguridad en el Borde (SSE) Global. Este servicio se adapta a las necesidades locales de cada región, ofreciendo una experiencia sin interrupciones. Con su Red de Seguridad Privada NewEdge, Netskope proporciona una amplia cobertura de seguridad sin sacrificar el rendimiento.2023-12-1306 min
The Inside EdgeOnward: Why You Need a Financial Quarterback During a DealPartners and advisors across NewEdge Wealth share stories about the importance of finding your financial quarterback and the significant role they play. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit newedgewealth.com/onward.2023-12-1311 min
Maxed out ManEpisode 40 - Foundational Truths about Health, Wellness, & Habit - Dr. Chris MurphyDr. Chris Murphy shares his journey into chiropractic and the importance of taking a holistic approach to health. He emphasizes the five foundations of health: function, food, fitness, filter, and freedom. Dr. Murphy discusses the power of response versus reaction and the need to find balance between adaptation and one's natural state. He also highlights the importance of intentional planning and regular date nights to maintain a healthy and fulfilling life. In this conversation, Dr. Chris Murphy and Kevin Davis discuss the importance of values, habits, and consistency in creating a balanced and healthy life. They emphasize the need...2023-11-291h 10RiskReversal PodClassic Late Cycle with Cameron Dawson and Luke GromenCameron Dawson of NewEdge Wealth joins Dan Nathan, Guy Adami, and Danny Moses to discuss classic late-cycle market behavior (2:00), what could spark rate cuts, and what that means for the market (9:30), enthusiasm around semiconductor stocks (15:30), credit cycles (18:00), what Cameron is focused on this earnings season (22:30), geopolitics (25:00), Tesla’s quarter (28:00), whether the Mag7 stocks will continue to hold up the markets (32:00), commercial real estate (41:00), Cameron’s take on stocks into year-end (46:00), and Danny’s NFL picks of the week (48:30). Later, Danny and Guy are joined by Luke Gromen, Founder of unique macroeconomic research firm Forest for the...2023-10-201h 26
Alpha ExchangeCameron Dawson, Chief Investment Officer, NewEdge WealthAn undergrad econ major, Cameron Dawson got hooked on markets early, taking a class on securities and portfolio analysis in Business School which set her down the path of market study. She broke into the business as an industrials analyst on the buy-side, time that gave her an opportunity to develop an appreciation for how the macro landscape intersects with the micro business fundamentals within a cyclical universe of stocks.In this context, we review the period from 2014 to 2016, a time of ebullience within the energy sector and a fracking supply boom. For Cameron, there are important...2023-09-2953 min
The Inside EdgeOnward: How Private Equity Shapes Entrepreneurial Outcomes with Alain TotoAlain Toto, Managing Director at Waterfall Asset Management, joins Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, to discuss the role private equity firms can play in a transaction and how business owners should be prepared. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit newedgewealth.com/onward.2023-09-2731 min
Firm Transitions with Corey WalenIs Creating Your Own RIA a Good Idea, the Box Created by Big Firms, are Current M&A and Valuations a Bubble, Never Be Unhappy Again – with Alex Goss, NewEdge Advisors (020)Wow! Where do we start with this episode?(Please share this one with your friends and colleagues 🙏)Alex Goss, Co-Founder of NewEdge Advisors and I caught up and let me tell you we really dug in on the industry. DO NOT MISS this conversation. They (BIG firms) created these boxes so they could manage the thousands of FAs at the lowest common risk denominator We're (NewEdge) not trying to be all things to all advisors To grow 📈 you need to refocus on what led to your o...2023-09-0758 min
Supply ShockThe Interest Rate Shock Hasn't Been Felt Yet | Cameron DawsonFollow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--On todays episode,Chief Investment Officer at NewEdge Wealth Cameron Dawson joins the show for a discussion on the impact of higher interest rates. We discuss the economy's sensitivity to higher interest rates, Powell's shift to being a hawk vs his career as a dove & what we can learn from the most recent earnings season. To hear all this...2023-09-0650 minWorldwide ExchangeGoldman’s Rate Cut Forecast, Mastercard SpendingPulse, and the New Trading Week 8/14/23Goldman Sachs is forecasting for the first Federal Reserve rate cut to come in the second half of next year. NewEdge Wealth’s Ben Emons explains. Plus, Mastercard is out with its latest SpendingPulse survey, showing the consumer remains strong. Mastercard’s Michelle Meyer discusses. And, what’s ahead for the new trading week? Harrison Street’s Christopher Merrill weighs in.
2023-08-1444 min
Village Global PodcastCIO Series: Wealth Management Platforms, Private Investment Strategies, and the Current (non-Twitter) Macro Outlook with Cameron DawsonCameron Dawson, Chief Investment Officer at NewEdge Wealth, joins Olga Serhiyevich, Head of Investor Relations, on this episode. Prior to joining NewEdge Wealth, Cameron was the Chief Market Strategist at Fieldpoint Private Securities and a Senior Equity Analyst at Bank of America. Takeaways: Cameron says that wealth management firms can provide the next chapter of growth for VC. There’s a notion that clients at wealth management firms are less sophisticated but in fact managing their assets is often much more complex than managing money for an institution. At wealth management firms, each client is very different an...2023-08-1039 min
The Investors First PodcastNewEdge Wealth’s Cameron Dawson on the State of the MarketsOur guest today is Cameron Dawson, Chief Investment Officer of NewEdge Wealth. Cameron is a Florida native, Rollins college graduate and former board member of the CFA Society of Orlando. In today’s episode, Cameron talks about her overall view of the markets. She touches on value, emerging markets, alternatives, and why she’s keeping a close eye on the Bank of Japan going forward. Our co-hosts today are Chris Cannon, CFA, and myself, Colby Donovan, CFA. Please enjoy the episode. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL2023-08-0344 min
CoveredCalls with Kevin SimpsonRob Sechan on CoveredCalls with Kevin SimpsonKevin Simpson hosts Rob Sechan on this episode of CoveredCalls. Learn more about NewEdge WealthFollow Kevin Simpson & Capital Wealth:TwitterLinkedInLinkedInLearn more about Capital Wealth PlanningDisclosures2023-07-2823 minWorldwide ExchangeChina’s Economy, AI & Corporations, and the Trading Day Ahead 7/21/23Weak economic data in China in spurring worries about deflation in that country. Former Morgan Stanley Asia Chairman Stephen Roach discusses. Plus, a growing number of companies are incorporating AI into their corporate strategies. Zebra Technologies CEO Bill Burns explains what his company is doing. And, markets are approaching what could be a major inflection point with the Nasdaq 100’s rebalance. NewEdge Wealth’s Ben Emons and Farr, Miller, & Washington’s Michael Farr preview the trading day ahead.
2023-07-2144 min
Risk Parity RadioEpisode 267: A Free Steak Dinner Mini-Rant, Managed Futures Funds, Emerson And What To Do When You Are Early FIIn this episode we begin with a mini-rant about the THREE free steak dinner invitations we received recently. Then we answer emails from Drew, Lauren and Joe. We go over a number of useful links and information about managed futures from Drew following up on Episode 265, talk about Emerson and Jeopardy, and what to do when you reach Financial Independence early at age 39.Links:Charlie Munger Misjudgment Speech: The Psychology of Human Misjudgment - Charlie Munger Full Speech - YouTubeTLDL Shorter Animated Version: Charlie Munger - 24 Standard Causes of Human Misjudgment in 15 minu...2023-06-1532 min
The Inside EdgeThe Executive Edge: Lessons in Leadership and Legacy with Bob McCannRich Ina, Partner at NewEdge Wealth, sits down with Bob McCann, Co-Chairman of NewEdge Capital Group. Mr. McCann spent the first 26 years of his career at Merrill Lynch, beginning as a trader and rising through the ranks to lead one of the world’s largest wealth management businesses as Vice Chairman and President of Global Wealth Management. In 2009, UBS Wealth Management named Mr. McCann Chief Executive Officer of UBS Wealth Management Americas. Listen in as Bob shares insights from his impressive career and what he’s learned along the way. Want to learn more about The...2023-06-0236 min
PreMarket PrepAI Revenue Guidance Drive Marvell Higher!#Benzinga #nvidia #aistocks#1 Morning Stock Show To Get You Ready For The Stock Market Open, PreMarket Gainers, Earnings This Week, Economic Data & More!Benzinga PreMarket Prep 8:00AM ET- 9:00AM ET--------------------------------------------------------------------------------------👉premarket.benzinga.com/pre-market-show/Featured Guest: Cameron Dawson, CFA, Chief Investment Officer | NewEdge WealthTwitter: https://twitter.com/CameronDawsonAs Chief Investment Officer, Cameron helps lead the development of NewEdge Wealth’s investment themes, strategies, and market views, while also...2023-05-261h 12RiskReversal PodWhat’s Price Got To Do With It? A Conversation With Cameron DawsonGuy, Dan and Danny discuss Nvidia’s meteoric rise (0:00), Jamie Dimon’s rate warning (11:30), why gold has pulled back (28:00), and nonsensical stock market moves (30:00). The co-hosts interview Cameron Dawson, Chief Investment Officer at NewEdge Wealth, and talk about earnings results (36:00), market liquidity (1:02:00), and what could go right (1:13:00). Plus, check out a segment with Dan, Guy and RiskReversal Media’s research analyst Stephen Rehfuss about the NCAA Lacrosse Championship (1:15:00).About the Show:On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering t...2023-05-261h 19Worldwide ExchangeDebt Ceiling Negotiations, the AI Craze, and Global Investment Opportunities 5/22/23President Biden and House Speaker McCarthy are set to resume face-to-face debt ceiling negotiations at The White House today. 22V Research’s Kim Wallace brings the latest. Plus, during the past earnings season, the phrase “AI” was mentioned more than 140 times by executives at Alphabet, Meta, and Microsoft. Reuters Breaking Views’ Felix Martin discusses the future for innovation. And, global stocks hit record highs last week as investors look for opportunities outside of the U.S. NewEdge Wealth’s Ben Emons, Rose Advisors at Hightower’s Patrick Fruzzetti, and CFRA’s Sam Stovall set up the trading week ahead.
2023-05-2245 minSupply ShockWhere Are We In The Macro Cycle? | Bob Elliott & Cameron DawsonOn today's episode of On The Margin, Bob Elliott Co-Founder & CIO at Unlimited Funds & Cameron Dawson CIO at NewEdge Wealth join the show for a discussion on where are we in the current macro cycle.On the back of a better than expected earnings week, continued banking turmoil and a perceived hawkish FOMC meeting, Bob and Cameron share their thoughts on the path ahead for 2023 as the tightening cycle has yet to fully ripple through the economy and markets. Expecting "more pain to come", Bob and Cameron see the market correction and recession concerns...2023-05-1055 minOdd LotsHere Are the Signs of a Slow-Moving Credit CrunchThe big headlines from March's banking crisis have receded and balances at some of the Federal Reserve's emergency lending facilities, like the discount window, are starting to fall. But if you look closely, there are still signs of strain in the depths of the financial system. And of course, there are still plenty of worries about whether deposit outflows from banks will lead to a broader credit crunch that could tip the US economy into recession. On this episode of the Odd Lots podcast, we speak to Ben Emons, senior portfolio manager at NewEdge Wealth and a longtime portfolio...2023-04-2445 min
FICC FocusNewEdge Wealth’s Ben Emons on Global Fixed Income: Macro MattersBank debt may be an attractive asset class, NewEdge Wealth’s portfolio manager and head of fixed income Ben Emons tells Bloomberg Intelligence Chief US Interest Rate Strategist and host Ira Jersey on this Macro Matters edition of the FICC Focus podcast. Emons discusses his views on future central-bank policy action in the US, Europe and emerging markets. He also reviews how the yield curve could react, highlighting that EM was early in tightening monetary policy. Jersey asks Emons about the challenges of investing in private credit and how loan markets are being altered by the transition to SOFR aw...2023-04-2025 minSupply ShockPowell's Job Isn't Done Yet | Cameron DawsonOn today's episode of On the Margin, Cameron Dawson CIO at NewEdge Wealth joins the show for a discussion on the path ahead for the Fed, the outlook for earnings and a potential new regime for markets as certain inflation data begins reaccelerating.We also take a look at some of America's great recessions and discuss wether or not they provide good comparisons to 2023. To hear all this and more, you'll have to tune in!--Follow Cameron: https://twitter.com/CameronDawsonFollow Mike: https://twitter.com/MikeIppolito_2023-03-011h 03Worldwide ExchangeInvesting in Defense, Cloud Stock Performance, and the S&P 500 in 2023 02/24/23On the one-year anniversary of the invasion of Ukraine, what is the state of national security and defense? Morgan Stanley's Kristine Liwag weighs in. Plus, cloud and enterprise stocks are outperforming the market, with several high growth and high valuation names seeing outsized gains. Wedbush's Dan Ives dives into his favorite stocks. And, the S&P 500 is on track for its worst week since December, down more than 1.5% this month and up just 4.5% year-to-date. NewEdge Wealth's Ben Emons and Oppenheimer's John Stoltzfus wrap up the markets for the week.
2023-02-2445 min
THE PRACTICE PODCAST93. Attention Entrepreneurs: You Need This Advice!Jeff and Brett chat with Ghislain Gouraige, CEPA, a partner with NewEdge Wealth.Ghislain discusses his work with ultra-high-net-worth families and entrepreneurs, helping them meet their investment needs, philanthropic goals, and lifestyle objectives.The discussion focuses on the guidance he provides to entrepreneurs as they prepare to exit their business. Few business owners succeed in the sale efforts of their business, and many of those who succeed end up unhappy with their decision. Ghislain aims to fix that.He discusses the many factors owners need to consider separately and apart from their companies...2023-02-2228 min
The Inside EdgeOnward: When & How to Engage an Investment Banker with John StewartKaren Glassman, Managing Director at NewEdge Wealth, joins Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, as he sits down with John Stewart, Co-Founder of CreoValo. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit newedgewealth.com/onward.2023-02-0321 minRiskReversal PodMellow Is The Man & A Conversation With Cameron DawsonDan Nathan, Guy Adami and Danny Moses are celebrating another On The Tape birthday by kicking off the episode discussing what they might be missing in the current market rally (1:00). Energy names continue to perform in 2023 (9:30). Tesla stock rallied this week after reporting this week (12:00). Jerome Powell is on an island, what can we expect when he speaks next week (17:00)? Everywhere you look people are talking about emerging markets, is it a bit overdone (23:00)? Danny has a RotT on TicketMaster & the New York Stock Exchange (25:00). The debt limit still looms large over the market (28:15). It’s Conference Championship weekend, D...2023-01-271h 08
Financial Services | The CEO Forum Group InstituteRob Sechan, CEO, NewEdge Wealth
https://theceoforumgroup.com/wp-content/uploads/2022/12/ceo-r-sechan-radio-edit.mp3
NewEdge Wealth CEO, Rob Sechan shares with us how NewEdge Wealth is disrupting the Financial Advisory Industry by “being a customer of the street” and sitting on the same side of the table with their clients.
NewEdge Wealth
Financial Services
2022-12-2300 min
The Inside EdgeOnward: From Travel to Transformation with Doug KnightRobin Petty, Managing Director and Head of Wealth Strategy at NewEdge Wealth sits down with Doug Knight, Chief Executive Officer at WorldTEK Travel Management. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit newedgewealth.com/onward.2022-11-1624 minRiskReversal PodWidespread Panic with Cameron Dawson of NewEdge WealthGuy, Dan and Danny discuss panic buying on the back of the CPI report (1:00), Tesla touching the $175 mark (12:40), the FTX crypto crash (16:55), homebuilder stocks soaring (26:20), and Danny’s NFL picks of the week (28:00). The co-hosts interview Cameron Dawson, Chief Investment Officer at NewEdge Wealth, and talk about her path from performing arts to finance (33:26), the importance of the dollar (40:26), S&P earnings (41:45), trading around the 200-day moving average (46:30), and growth vs. value (55:45).Check out our show notes and transcript here----See what adding futures can do fo...2022-11-111h 07
The Inside EdgeOnward: The Real Cost of Selling with Matt CurryJohn Straus, Jr., CFP®, Partner and Co-Founder at NewEdge Wealth, sits down with Matt Curry, Founder of Craftsman Auto Care. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit newedgewealth.com/onward.2022-10-1329 min
Clearing The WayEp16 | Importance of Financial Planning with Joe PiszczorWelcome back to Clearing the Way. A resource for small business. I talk with sales and HR experts, other small business owners, and anyone else that can provide you with information to clear your way to success. Today will be another “expert” episode. Financial Planning for Small Business Owners. Topics include:Starting outSplitting personal and business finances? Planning for Taxes?Planning for “unforeseen” challenges?Retirement planningShould I still be focusing on a 401k? Should I be investing/saving still when I barely have clients?Planning for expansion?How do you begin think about scaling in terms...2022-10-111h 10
The Benzinga InterviewsInterview With Cameron Dawson, CFA, Chief Investment Officer | NewEdge WealthInterview With Cameron Dawson, CFA, Chief Investment Officer | NewEdge Wealth2022-09-3039 min
The Inside EdgeOnward: From Takeoff to Exit with Eddie MontalvoNewEdge Wealth Partner Ghislain Gouraige welcomes Eddie Montalvo, a successful entrepreneur who’s had several great exits from his aviation services company. Eddie speaks about his first management buyout in 1997, obstacles he’s faced along the way, and what ventures lie ahead. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit newedgewealth.com/onward.2022-09-1518 min
Top Traders UnpluggedALO11: From Ballet Dancer to CIO ft. Cameron DawsonToday, we are joined by Cameron Dawson, CIO at NewEdge Wealth, who has a really unique background. We address how she allocate and construct her portfolios in a highly unstable and inflationary environment and why she prefesr to play on the smaller side of funds. We also discuss the importance of valuations and how it can help forecast long term returns and how she analyzes earnings and liquidity to understand and navigate an uncertain macro environment, the outlook for inflation and how the Fed might act to combat the economic instability as well as their process of recruiting external...2022-09-071h 15
Futures Edge Show: Finance Unfiltered with Jim Iuorio and Bob IaccinoFed Pivot, the TPI and a New Drinking GameJim and Bob are joined by Amelia Bourdeau, Senior Advisor & Head of Client Development at Exante Data & Cameron Dawson, Chief Investment Officer at NewEdge Wealth, to discuss the Fed “pivot,” the Euro, and the ECB’s new Transmission Protection Instrument. We also cover energy policy and whether the bottom is in for U.S. Equities. Oh, and a new drinking game.2022-08-011h 08
Owning Your LegacyLeading With Empathy With Pam Henderson, Ph.D.Is empathy a core leadership skill? We think so. In this episode of Owning Your Legacy, host Laurette Rondenet and her guests Pam Henderson, CEO and founder of NewEdge Consulting, and Sue Pils, chief people officer at Edlong, discuss the necessity of empathy in leadership.They touch on how leading with empathy can remove barriers, build trust, improve partnerships, and simply bring out the shine in people. Something Laurette's company, Edlong, puts a huge emphasis on.Follow the guests:Pam HendersonNewEdge ConsultingSue PilsConnect...2022-06-0740 min
B2B Revenue Acceleration107: Revenue Operations: What It Is & Why It’s ImportantRevenue operations, or RevOps, has entered the revenue conversation. Because it’s a newer role, many leaders are trying to wrap their heads around what it is and whether they need to implement the function at their company.Megan Heinz, Director of Revenue Operations at Mainsail Partners, and Mark Kelly, CEO at NewEdge Growth, join the show to define RevOps and to explain why it’s so important.We discuss how RevOps is different from sales ops, how to measure RevOps success, the challenges of implementation (including when you should do it), and finding the right people for your...2021-07-1526 min
CiberAfterWork: ciberseguridad en Capital RadioPíldora SASE 16Los especialistas de Netskope nos acercan la Píldora SASE. Ese nuevo paradigma que proveyendo de seguridad desde la nube, esta revolucionando la forma de entender la seguridad para los usuarios y empresas. En esta ocasión nos acompañó Paco Ginel, Responsable de Alianzas Estratégicas de Netskope. Paco, nos trajo al programa la NewEdge Network de Netskope, un elemento esencial y diferencial para poder proveer de servicios SASE. Gracias a esta red de comunicaciones estratégicamente diseñada para poder dar acceso de gran velocidad es la clave de la calidad del servicio de NetSkope
+info:
https://psaneme.com/
Píldora...2021-07-0508 min
CiberAfterWork: ciberseguridad en Capital RadioEpisodio 139: Ciberseguridad en The EconomistEn este programa de CiberAfterWork, analizamos el artículo de portada aparecido en la edición de The Economista de este mes. La ciberseguridad ha saltado a la portada de los principales medios económicos. Los recientes ataques a Colonial Pipelines, JBS o el sistema de salud Irlandés han hecho que los gestores de riesgos empiecen a tomar los riesgos cibernéticos mucho más en serio. Las informaciones recientes apuntan a que tanto Colonial como JBS pagaron rescates millonarios a los atacantes. Aunque no es sólo esta cantidad lo que ha debido atraer la atención de The Econ...2021-07-0554 min
CiberAfterWork: ciberseguridad en Capital RadioPíldora SASE 15Como en anteriores programas, los especialistas de Netskope nos acercaron la Píldora SASE. Ese nuevo paradigma que proveyendo de seguridad desde la nube, esta revolucionando la forma de entender la seguridad para los usuarios y empresas. En esta ocasión nos acompañó Samuel Bonete Regional Sales Manager de Netskope. Samu, nos acercó un nuevo paradigma de comunicaciones SD-WAN que se está imponiendo en las corporaciones gracias al cual los usuarios pueden definir sus redes mediante software y como el SASE y NetSkope pueden ayudarnos a securizar este nuevo paradigma de comunicaciones, Como indica Samu, detrás de un proyecto de SD-W...2021-06-2504 min
CiberAfterWork: ciberseguridad en Capital RadioEpisodio 138: Especial Ciberseguridad desde la nubeEn este nuevo programa de CiberAfterWork, llevamos a cabo uno de nuestros especiales que se pueden seguir tanto por la radio y podcast como por YouTube, LinkedIn y otras redes de streaming. En este programa especial abordamos un tema de gran actualidad como es proveer de servicios a las organizaciones DESDE la nube. Vivimos un momento en el que las ventajas de la nube están transformando todos los entornos y el mundo de la ciberseguridad no podía ser menos.
Para este programa especial contamos con tres empresas que proveen servicios de seguridad desde la nube como son Netskope, Cr...2021-06-2553 min
Augmentn8n raises $12 million in a Felicis Venture-led Series A fund, Netskope expands its NewEdge network in Asia-Pacific and Mighty Networks raises $50 million in a Series B fund led by Owl Ventures.Berlin based n8n raises $12M in Series A for its ‘fair code’ approach to low-code workflow automation. The startup plans to use the money to continue expanding its team, which now numbers 60 people, and to expand its platform and the services it provides to users. Currently, n8n helps link up and integrate data and functions between more than 200 established applications, as well as any custom apps or services that is specific to an organization. The round is being led by Felicis Ventures, with Sequoia Capital, firstminute Capital and Harpoon Ventures. The startup has now raised around $14 million and is...2021-04-2702 min
The Lavish Journey PodcastPODCAST SHENANIGANS: NEW TRADITIONSWelcome to Weekly Podcast Shenanigans! Where we talk about a broad variety of topics every Wednesday @ 9PM Facebook Live. Tune in to join us!
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Website: http://www.thelavishjourney.com/
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