Shows
The Black Swans PodcastPortfolio Strategy and Predicting Inflation: Special Guest Frances Newton StacyShortly after first discovering her passion for day trading, Frances Newton Stacy was among the few to predict and trade the 2007 stock market crash. Today, she regularly appears on Fox Business News and CNBC and is the Director of Portfolio Strategy at Optimal Capital. On this episode, hear the finance wonk discuss her work bringing an institutional model to retail traders, modern portfolio theory, staying “apolitical,” how markets are gauging inflation in the coming months, and much more. Frances started her broadcasting career appearing weekly on the Gerry V show on the Rush Radio Network from 2008-2010. There...2021-07-1443 min
The Black Swans PodcastHedge Fund Activism: Special Guest Nicole BoysonWhile Dr. Nicole Boyson didn’t come from a family of academics, she found an interest in studying investments and corporate finance, which led her to become a professor of finance at Northeastern University. On this episode, hear Dr. Boyson discuss “hedge fund activism” - a relevant academic interest on which she has extensive knowledge - and what it means to teach students about an industry undergoing several paradigm shifts at once, from cryptocurrency to retail trading. Professor Boyson’s research and teaching interests fall in the area of investments and corporate finance, with a focus on regulat...2021-06-0155 min
The Black Swans PodcastTaking Risks, Business Confidence, and Adversity: Special Guest Velera WilsonNot only is Velera Wilson a strategic driver for top brands worldwide and the founder of Positive Identity, a company inspires and equips women to own their greatness; she’s also the author of a new book, “You’re Absolutely Worth It”, which continues her mission of teaching women to succeed without hesitation. On this episode, hear the global speaker discuss writing the book and the experiences that created it, as well as its many themes: taking risks, mentorship, faith, overcoming failure, and more. After listening, make sure to purchase the book for yourself on her website! Confiden...2021-05-1751 min
The Black Swans PodcastTax Proposals and Estate Planning: Special Guest Megan GormanBeginning the new season of The Black Swans podcast is Megan Gorman, who breaks down the latest tax proposals in Biden’s American Jobs Plan and American Families Plan, which cover child tax credits, capital gains rates, and more. Gorman found her passion for taxes after leaving her small hometown in New Jersey for college; today, she’s a founder and managing partner of Chequers Financial Management in San Francisco, with clientele ranging from entrepreneurs to those with inherited family wealth. Hear her also explain the ins and outs of a career in estate planning in this epis...2021-05-1046 min
The Black Swans PodcastHedge Funds, GameStop & The Future of Investing: Special Guest Dominique MielleDominique Mielle is a former partner and senior portfolio manager at hedge fund Canyon Capital, is currently a full-time corporate board director, and ws named as Ernst & Young's 2017 "Top 50 Women in Hedge Funds." In this episode, Mielle discusses changes in the financial industry, retail investing and the ongoing GameStop phenomenon, and her forthcoming book, Damsel in Distressed. Also, the experienced investor talks about women in the industry, arguing that women shouldn't be ashamed to aspire toward wealth and success and should also enter the investment side for the fun of it. Dominique Mielle is a Wa...2021-03-2256 min
The Black Swans PodcastBridging the Generational Divide: Special Guest Julia CarreonJulia Carreon is a strategic adviser whose specialty is in Gen Z, Wealth Tech & Digital Transformation. Her relentless focus on execution has served her and her teams well. She has led 400+ person teams at a Fortune 50 company where she was responsible for everything from strategy to launch of end-to-end digital initiatives for clients and employees. Her team was among the first to launch a mobile app for financial advisors to use with clients while out of the office. She co-authored the Future of Advice strategy, which predicted many aspects of the current digital-advice/hybrid model that is now ubiquitous. More rec...2021-02-1251 min
The Black Swans PodcastOur Money Stories: Special Guest Eugenie GeorgeHave you ever thought about how your personal history, ancestry, and environment plays a role in your money habits? People rarely connect their personal history with their health, wealth, relationships, and career. Eugenie George is a financial wellness specialist and educator and this is her specialty! Eugenie attributes her success in personal finance from creating an unorthodox way of viewing money. From paying off student loans to navigating her family financial situation, she understands the old method of wealth building doesn’t work for Women of Color. Her book OUR MONEY STORIES, published in...2021-02-0249 min
The Black Swans PodcastBitcoin 101: Special Guest Morgen Rochard, CFAMorgen Rochard is a fee-only CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst and Registered Life Planner. Prior to founding Origin Wealth Advisers LLC in 2014, Rochard managed portfolios at UBS Financial Services for high net worth investors. She also worked at Merrill Lynch providing financial analysis for a large private wealth team. She started her career in finance, trading for Trinity Derivatives Group as an equity options market maker. Rochard also runs a podcast, called Money Owners Podcast, which focuses on mindset around money. Rochard recently published the Personal Finance QuickStart Guide, to help more Americans create their own financial plans an...2021-01-1947 min
The Black Swans PodcastCoVid-19 Separating Fact from Fiction: Special Guest Dr. Carrie ManthaDr. Carrie Mantha returns to the podcast to help us separate fact from fiction on all things CoVID-19. Dr. Carrie Mantha is the managing director of Aporia Capital, a Nordic focused life science venture fund based in Oslo, Norway. She is an experienced investor, serial entrepreneur, and trusted advisor with a passion for bringing paradigm-changing technologies to life. A scientist by education and physician by training, Dr. Mantha previously lead public and private market healthcare investments for the Galleon Group, a $14 billion global asset manager. Over the course of her career, she has directed billions o...2021-01-1149 min
The Black Swans PodcastWinning by Investing in Women: Special Guest Shelly Porges Shelly Porges is Co-Founder and Managing Partner of The Billion Dollar Fund for Women and Beyond the Billion. She is also a Board Member of the Financial Alliance for Women and on the Advisory Board for Cornerstone Capital, Mindshift Capital, Different Funds and Global Invest Her. Ms. Porges also served as President of the North American Jury for Cartier Women’s Initiative for over a decade and as the former Senior Advisor, Global Entrepreneurship Program (GEP) at the U.S. State Department, a program she expanded to almost 150 countries, under Secretary Hillary Clinton. Before joining the State Department, she ha...2020-12-2943 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
The Black Swans PodcastAll About Responsibility: Special Guest Liz SimmieLiz Simmie is the co-founder of Honeytree Investment Management, an asset management firm focused on responsible growth, based in Toronto. Together with the team she manages Honeytree’s concentrated active investment strategies for institutional and private clients. Honeytree believes what is traditionally seen as ‘ESG’ data is just as important to assessing a company’s long term growth and risk as traditional fundamental data – and we integrate them both equally in our investment process. We are proud to be one of the handful of female led responsible asset management firms globally leading the conversation. Prior to founding Honeytree she worked at Bri...2020-12-0950 min
The Black Swans PodcastThe Psychology of Money: Special Guest Dr. Joy LereJoy Lere is a licensed clinical psychologist and consultant who practices where Freud meets finance. She has previously served as an Associate Clinical Professor in Clinical Psychology at George Washington University and has held research and clinical positions with Penn Medicine Princeton Health, the Department of Defense, and Children's National Medical Center. links: website: www.joylere.com Freud + Finance Substack publication: www.joylere.substack.com Twitter: @joylerepsyd IG: @joylerepsyd LI: https://www.linkedin.com/in/joy-lere-psy-d/ email: drlere@joylere.com 2020-12-0445 min
The Black Swans PodcastTurning the Tables: Special Guest Penny PhillipsAfter a decade of working with financial advisors and institutions on practice management, Penny launched Thrivos Consulting with a vision of building a firm that would transcend the traditional norms of industry consulting. Founded on the belief that in order to thrive one must successfully navigate change, Thrivos offers services designed to support professionals and institutions as they learn to turn industry challenges into opportunities. With a keen ability to connect with professionals across varying demographics, Penny has had success working with clients ranging from top independent advisors seeking support around building a multi-gen team...2020-11-1759 min
The Black Swans PodcastCOVID-19 A Global Perspective: Special Guest Dr. Carrie ManthaA scientist by education and physician by training, Dr. Mantha spent many years on Wall Street, leading healthcare investments for the Galleon Group, one of the largest and most influential asset managers in the US. Over the course of her career, she directed more than two billion dollars of investment capital into cutting-edge biotechnology and medical device companies, helping to bring several life-saving therapies to patients. Dr. Mantha first began leading efforts to modernize medicine and improve health care through technology as the youngest ever member of the Board of Governors of Florida’s state medical association, wher...2020-11-1051 min
The Black Swans PodcastInvesting in Freedom: Special Guest Perth TollePerth Tolle is the founder of Life + Liberty Indexes. Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in CA and TX. Prior to Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Through her China experience she gained a high level of conviction regarding the impact of sound governance, individual freedoms, and rule of law on economic growth and innovation. Perth is a frequent speaker at investment industry events and provides commentary to various financial media...2020-11-0648 min