Shows
We Study Billionaires - The Investor’s Podcast NetworkTIP731: Owning Best-in-Class Businesses w/ Joseph ShaposhnikOn today’s episode, Clay is joined by Joseph Shaposhnik to discuss the launch of his new ETF, Rainwater Equity. The Rainwater Equity ETF just launched on June 18th, 2025, under the ticker RW, and its objective is to compound capital at an above-average rate by investing in publicly listed recurring revenue businesses.
The fund Joseph managed at his previous firm compounded at 16.7% since 2015, versus the S&P 500’s 13.1% over that same time period. It was also the top-performing fund out of 343 in its US Large Cap Core Equity category by Nasdaq eVestment.
IN THIS EPIS...2025-06-201h 19
Exploring the Funds HubIt would be harsh to judge fund manager performance this yearHere is a way to start an article like no other; what a fantastic year 2020 has been. The obituary of the hedge fund industry has been written many times, but for some, it was written in indelible ink in 2008 following the financial crisis. Commentators blamed the industry for its part in the global collapse, notwithstanding the fact that a huge majority of fund vehicles during that time were actually victims themselves.
Ignoring the huge layer of red tape that subsequently encased the industry, this wasn't actually the largest cause for concern.
The bigger problem was that once the...2025-06-1805 min
Minimalist Moms Podcast | All Things Minimalism, Intentionality & Simple LivingReset Your Relationship with Your Phone | Joey Odom (EP345)On today's episode, I spoke with Joey Odom, one of the visionaries behind Aro, a tech company with a refreshing mission, helping us disconnect from our phones to truly connect with each other. Joey, a father of two, opens up about the challenges of parenting in the digital age. He shares a poignant and vulnerable story about missing an important moment with his child because he was glued to his phone. This conversation serves as a powerful reminder to reset our habits and prioritize the people who matter most.Use code "MINIMALISTMOMS" to receive a discount on...2024-07-1640 min
The Heartful Parent PodcastEp 65 | Parenting in the Digital Age: Navigating Screens and Connections with Joey OdomHave you ever been so distracted by your phone that you’ve missed important moments in your child’s life? Today’s guest knows just what that feels like. Joey Odom joins me to talk about phone distraction and how it impacts our children’s lives. Joey missed his son’s first soccer goal because he was looking at his phone, he had a realization: his phone was getting in the way of his best intentions as a Dad and husband. Since then, he has been on a journey to change his relationship with his phone so that...2024-05-0751 min
We Study Billionaires - The Investor’s Podcast NetworkTIP622: Finding Certainty in an Uncertain World w/ Joseph ShaposhnikOn today’s episode, Clay sits down with Joseph Shaposhnik to discuss his high quality investing approach. Since its inception in 2015, the TCW New America Premier Equities fund has compounded at 15.8% per year versus the benchmark of 12.0%.Joseph is the Portfolio Manager of TCW New America Premier Equities, Global Premier Sustainable Equities, and Global Space Technology Equities portfolios. According to Nasdaq eVestment, the TCW New America fund has outperformed 99% of its peers.IN THIS EPISODE YOU’LL LEARN:00:00 - Intro03:25 - The two types of recurring revenue.13...2024-04-121h 11
THE ONES WHO DARED33. Our #1 time thief and what we can do about it | Heath WilsonAre we scrolling away our lives?In this episode we talk with Heath Wilson who is the co-founder and CEO of Aro Technology, Inc., a tech company that is creating a new generation of intentional families. An entrepreneur, visionary, culture builder and idea generator, Heath co-founded eVestment prior to Aro, and sold the company to NASDAQ in 2018. His experience in data-driven solutions coupled with his role as a husband and a father of four led Heath to help develop Aro. As co-founder of Aro, he is committed to helping people, companies, and families create healthy relationships with their...2023-11-1347 min
Reclaiming Parenthood with Taylor KulikHow We Can Cultivate Healthy Technology Habits to Strengthen Our Relationships with Joey OdomJoey Odom is the co-founder of Aro, a disruptive technology company that uses technology to help us put down our phones and be fully present in the moment with the people who matter most. Aro’s technology leverages the science of habit formation to create patterns and rhythms of presence for families. Aro is the only platform that quantifies time physically distant from phones, which studies show is the most effective way to limit personal device screen time. Joey is a natural storyteller and a dynamic leader known for his ability to inspire and foster deep connections with ot...2023-09-2838 min
4 Fit Fatherhood"This is Your Single Unique Opportunity..." w/ Joey OdomJoey Odom is the co-founder of Aro, a disruptive technology company that uses technology to help us put down our phones and be fully present in the moment with the people who matter most. Aro’s technology leverages the science of habit formation to create patterns and rhythms of presence for families. Aro is the only platform that quantifies time physically distant from phones, which studies show is the most effective way to limit personal device screen time. Joey is a natural storyteller and a dynamic leader known for his ability to inspire and foster deep connections with others. Hi...2023-08-011h 11
4 Fit Fatherhood"This is Your Single Unique Opportunity..." w/ Joey Odom (Audio Only)Joey Odom is the co-founder of Aro, a disruptive technology company that uses technology to help us put down our phones and be fully present in the moment with the people who matter most. Aro’s technology leverages the science of habit formation to create patterns and rhythms of presence for families. Aro is the only platform that quantifies time physically distant from phones, which studies show is the most effective way to limit personal device screen time. Joey is a natural storyteller and a dynamic leader known for his ability to inspire and foster deep connections with others. His ow...2023-08-011h 12
WealthTech on DeckFive Key Wealth and Investment Management Industry Trends with Chip RoameConferences are a wonderful way to expand your network, explore industry trends, and enhance your skills. The most natural networking is hard to replicate over Zoom. It is the small talk in between speaker sessions, quick chats while refilling coffee, or conversations happening in the hallways. This week, Jack speaks with Chip Roame, Founder and Managing Partner of Tiburon Strategic Advisors, about the bi-annual Tiburon CEO Summit. This exclusive event allows executive-level clients to discuss a myriad of topics in the wealth and investment management world. In this episode, Chip talks to Jack about the ev...2023-06-1326 min
My Worst Investment Ever PodcastLarry Shumbres – Invest in What You Know and Is RegulatedBIO: As an accomplished entrepreneur and respected leader in the fintech industry, Larry Shumbres’s mission is to continuously enhance the investing experience for both advisers and investors through innovative technology.STORY: Larry tried to create a hedge fund, 50% tied to digital gold and 50% tied to the top five cryptocurrencies but faced so many setbacks in the process. He spent too much time and money on this venture, which never paid off.LEARNING: Don’t try to build an investment product around an unregulated industry. Don’t invest in what you don’t know. “...2023-04-2018 min
Atlanta Business RadioHeath Wilson With AroHeath Wilson is the co-founder of Aro Technology, Inc., a tech company that aims to help people put their phones down and live life uninterrupted. An entrepreneur, visionary, culture builder, and idea generator, Heath co-founded eVestment prior to Aro, and sold the company to NASDAQ in 2018. His experience in data-driven solutions coupled with his […]
The post Heath Wilson With Aro appeared first on Business RadioX ®.2022-10-2500 min
Atlanta Business RadioHeath Wilson With AroHeath Wilson is the co-founder of Aro Technology, Inc., a tech company that aims to help people put their phones down and live life uninterrupted. An entrepreneur, visionary, culture builder, and idea generator, Heath co-founded eVestment prior to Aro, and sold the company to NASDAQ in 2018. His experience in data-driven solutions coupled with his [...]2022-10-2516 min
Lead Culture with Jenni CatronEpisode 169 | Reclaiming Time to Increase Engagement with Jenni Catron & Heath WilsonAccording to recent studies, the connection between employee well being and employee engagement are inseparable. Trends show that investment and development of human capital should be our top priority. Healthy employees are more mindful, happier and show higher rates of job satisfaction. Engaged employees show up to work with a bounce in their step, are less distracted and overall are less vulnerable to negative stress. Where engagement is low - morale is low. Where engagement is high - cultures thrive and organizations show 21% greater profitability. In this week's episode, Jenni has a conversation with Heath Wilson, Co-Founder o...2022-07-2637 min
Startup Knox PodcastGuest speaker Heath Wilson, founder of eVestment and AroToday we continue our series of interviews in partnership with Webb School of Knoxville. Each student in the Introduction to Entrepreneurship & Design Thinking course and the Honors Entrepreneurship class interviews a local entrepreneur. This episode features, guest speaker Heath Wilson, founder of eVestment and Aro.2022-07-2039 min
The Advisor Lab by CIONShifting to a Proactive Mindset When it Comes to Client CommunicationsIn this episode, we sit down with Larry Shumbres, who recently joined Presults, the AI-powered compliance platform as CEO. Larry has an extensive background in fintech – helping launch and grow a number of tools at Totum Risk, Evestment, eMoney in more. Presults is doing some incredible work in the space and I wanted to pick Larry’s brain on how advisors can continue to stay proactive with clients while maintaining clarity and cohsiveness internally and with their compliance partners.2022-05-1126 min
The SourceBeyond Diversity: A Conversation on Equity and Inclusion with RegnanIn this episode, we're joined by Susheela Peres da Costa, Head of Advisory at Regnan, to discuss their recent paper, "Beyond Diversity: Equity and Inclusion as an Overlooked Opportunity for Investors." This comes on the heels of eVestment announcing that we've made our diversity and inclusion dataset free to asset owners in hopes of creating more standardization and transparency around managers' efforts to promote a diverse, equitable and inclusive workplace. 2021-09-2732 min
The SourcePrivate Markets Hiring Trends + D&I ProgressIn this episode, we sat down with Sasha Jensen, founder and CEO of Jensen Partners, to hear the latest insights on recruiting in the private markets, including progress around diversity and inclusion initiatives. Jensen Partners specializes in private markets executive search and uses technology to track investor relations and capital raising moves within the industry, which gives them a unique perspective into the private markets hiring process.2021-04-2718 minThe SourceHow Aon Approaches Operational Due DiligenceIn this episode, we chat with Rian Akey, Global Head of Operational Risk Solutions for Aon, to talk about their ODD IQ solutions and how they approach operational due diligence. Back in January, eVestment announced a strategic collaboration with Aon to provide their ODD research directly through the eVestment platform.2021-04-1226 minThe SourceHow Swedish Pension AP1 Evaluates ESG ManagersIn this episode, we sit down with Majdi Chammas, who's responsible for external equity mandates within the external partnerships and innovation team at AP1, to talk about their manager research process. Over the past several months, we've worked closely with their team to get their feedback and help guide the development of our recently expanded ESG questionnaire, where managers are able to provide much more information on their ESG philosophies approach and ultimately the impact. 2021-01-2615 min
The SourceBroadening Diversity Consideration with VerusIn this episode, we're joined by Ian Toner and Marianne Feeley from Verus Investments. Ian serves as chief investment officer, and Marianne as managing director of public markets. The topic of our conversation is diversity and inclusion within asset management firms, and how they evaluate a manager's diversity beyond the high-level ownership information.2021-01-1415 minExploring the Funds HubIt would be harsh to judge fund manager performance this yearHere is a way to start an article like no other; what a fantastic year 2020 has been. The obituary of the hedge fund industry has been written many times, but for some, it was written in indelible ink in 2008 following the financial crisis. Commentators blamed the industry for its part in the global collapse, notwithstanding the fact that a huge majority of fund vehicles during that time were actually victims themselves.
Ignoring the huge layer of red tape that subsequently encased the industry, this wasn't actually the largest cause for concern.
The bigger problem was that once the...2021-01-1105 min
The SourceConversation with Tim McCusker of NEPCIn this episode, we talk with Tim McCusker, CIO at NEPC. Tim recently joined our Quarterly Trends Webcast, where we look at trends in global asset movement, the demand we see based on consultant and investor activity, and trends around open and potential mandates. We were glad to get Tim's expert perspective and what he actually sees in practice with their clients.2020-12-1516 minThe SourceImpact investing and active ownership with RegnanIn this episode, we are joined by Susheela Peres Da Costa, Head of Advisory, and Tim Crockford, Senior Fund Manager, at Regnan. Susheela has been instrumental in the development of Regnan’s research, stewardship and advisory programs and recently co-authored a paper with the UN PRI, Active Ownership 2.0, while Tim leads the Regnan Global Equity Impact Solutions team.2020-12-0928 min
The SourceHow endowments have performed over 60-year periodIn this episode, we are joined again by Dennis Hammond, Head of Institutional Investments at Veriti Management. We talk to Dennis about research he's done regarding endowment performance over a nearly 60 year period, relative to a simple 60-40 stock and bond portfolio.2020-12-0212 min
The SourceDiscussing the future of ESG with CallanIn this episode, we're joined by Alex Hoy, vice president at Callan, where he works in Callan's global manager research group. Alex is also a member of Callan's ESG committee, which is the primary topic of our conversation. Callan recently released its eighth annual ESG survey of U.S. institutional investors. We sit down with Alex to talk about the findings, how they've seen things change over time and what investors are looking for in the future.2020-11-1817 min
The SourceEvaluating Asset Managers with Alan Snyder, Shinnecock PartnersIn this episode, we’re joined by Alan Snyder, managing partner of the family office investment boutique Shinnecock Partners. We spent our conversation talking about their research into manager evaluation and due diligence, including the biggest mistakes he sees made in the manager evaluation process, the data he relies on in those evaluations and how critical the onsite and in-person meetings are in that process. 2020-11-1230 min
The SourceEvaluating Concentrated vs. Diversified Managers with Hosking PartnersIn this episode, we're joined by Luke Bridgeman, portfolio manager with Hosking Partners, a global equity manager based out of London. Hosking Partners offer a single global equity strategy with a diversified approach. While we see a lot of consultants and investors searching for concentrated portfolios, Luke and his team have taken a contrarian approach with a very diversified portfolio.2020-10-2819 min
The SourceApproaching ESG investing with Dennis Hammond of Veriti ManagementIn this episode, we are joined by Dennis Hammond, Head of Institutional Investments at Veriti Management. Dennis has a long background in the industry, having founded Hammond Associates, which he grew for over 30 years, ultimately selling it to Mercer in 2010.
In Part I of our conversation with Dennis, we focused on how Veriti approaches ESG investing with their clients. Part II of our conversation will cover the recent research Dennis published on the endowment model and the 60/40 benchmark.2020-10-2024 min
The SourceHow Managers Can Effectively Communicate ESG Policies - With Nick SamuelsIn this episode, we are joined by Head of Manager Research at Redington Investment Consultancy, Nick Samuels. Our conversation centered around environmental, social, and corporate governance, or ESG, as Nick and his team recently published a study on the subject. The research primarily focused on climate change, diversity and inclusion. We spent our time talking about those findings, what managers can do to effectively communicate their ESG policies and ultimately the impact of those policies.2020-10-0721 minThe SourceBringing Better Data Integration to Asset Management FirmsIn this episode of The Source podcast, we are joined by Brian Duddy, Head of Business Development at Assette, as well as Lisa Terwilliger, Head of Strategic Partnerships at eVestment. Our conversation centered around the recent partnership announced between eVestment and Assette, which gives clients access to eVestment's data directly within the Assette platform.2020-08-2713 minThe SourceOCIO Indices Part 3: How Emerging Managers Can Position Their Strategies for OCIO PlatformsIn this episode of The Source, eVestment’s podcast covering trends and insights in institutional investing, we sat down with Ron Klotter and Brad Alford to talk about the new OCIO indices created through a partnership with eVestment’s parent company, Nasdaq, and a business founded by Brad, Alpha Capital Management. The Alpha-Nasdaq OCIO indices are aimed at creating transparency for the OCIO industry and are designed to give investors and OCIO firms the ability to objectively measure performance against peers. Brad and Ron shared their insights for asset managers -- specifically emerging managers -- who are looking to targ...2020-08-1715 minThe SourceOCIO Indices Part 2: What Institutional Investors Need to KnowIn this episode of The Source, eVestment’s podcast covering trends and insights in institutional investing, we sat down with Ron Klotter and Brad Alford to talk about the new OCIO indices created through a partnership with eVestment’s parent company, Nasdaq, and a business founded by Brad, Alpha Capital Management. The Alpha-Nasdaq OCIO indices are aimed at creating transparency for the OCIO industry and are designed to give investors and OCIO firms the ability to objectively measure performance against peers. Brad and Ron shared their insights for institutional investors on what they need to know to best leverage thes...2020-08-1726 minThe SourceOCIO Indices Part 1: What OCIOs Need to KnowIn this episode of The Source, eVestment’s podcast covering trends and insights in institutional investing, we sat down with Ron Klotter and Brad Alford to talk about the new OCIO indices created through a partnership with eVestment’s parent company, Nasdaq, and a business founded by Brad, Alpha Capital Management. The Alpha-Nasdaq OCIO indices are aimed at creating transparency for the OCIO industry and are designed to give investors and OCIO firms the ability to objectively measure performance against peers. Brad and Ron shared their insights on how OCIOs should be using these indices to differentiate themselves, as well...2020-08-1332 min
The SourceInterview with Kip McDaniel of Institutional InvestorIn this episode of The Source Podcast, we’re joined by Kip McDaniel, Editor-in-Chief and Chief Content Officer at Institutional Investor. In a recent edition of his newsletter, Kip highlighted how consultants, investors and managers rely heavily on eVestment tools for data and trends. We reached out to Kip to discuss his article, as well as today's institutional trends and the impact the coronavirus pandemic is having on the industry.2020-07-2225 min
The SourceConversation with Kai Hong, Managing Partner & Chief Investment Strategist of Bivium CapitalIn this episode of The Source, we chat with Kai Hong, Managing Partner and Chief Investment Strategist at Bivium Capital, to get his insights on how small managers can attract and retain assets in such volatile times.2020-07-1422 min
The SourceConversation with Craig Lazzara, Managing Director and Global Head of Index Investment Strategy at S&P Dow Jones IndicesOn this episode of eVestment’s The Source podcast, we are joined by Craig Lazzara, managing director and global head of index investment strategy for S&P Dow Jones Indices. This timely conversation revolves around the concepts of dispersion, correlation and volatility. In the midst of the Coronavirus pandemic, Craig talks about how volatile times like these give active managers a chance to demonstrate how they add value.2020-05-1436 min
The SourceAnalyzing the 700 new strategies added to eVestment database in Q1There are currently over 25,000 strategy listings within the eVestment platform. In this episode, eVestment's Russ Elliott breaks down the 700 strategies that were added to the database during Q1 2020.2020-05-0512 min
The SourceESG Trends with Chris Fowle of UN PRIWe recently got a chance to hear from Chris Fowle, Director of Americas at UN Principles of Responsible Investment, about why demand for ESG is growing.2020-04-0105 minThe SourceWhat consultants and investors want from managers during COVID-19 pandemicGlobal markets continue to be volatile as the coronavirus pandemic is expected to cause a sharp downturn in the global economy. For asset managers, business continuity plans are being stressed like never before. So, we wanted to know: How do institutional investors and investment consultants react to a global situation like this? What is the best thing an asset manager can do to reassure their clients? We recently sat down with a few industry experts to get their opinions.2020-03-2507 min
The SourceConversation with Charles Van Vleet, Assistant Treasurer & CIO of TextronOn this episode of eVestment’s The Source Podcast, hear from Charles Van Vleet, Chief Investment Officer of Textron, Inc. for his perspective on the institutional markets, asset classes, ESG, diversity and more.2020-03-1925 min
The SourceConversation with Robert Noe, Managing Director at Wilshire AssociatesOn this episode of eVestment’s The Source Podcast, hear from institutional investment consultant Robert Noe, managing director of Wilshire Associates, on the institutional trends they see and how they’re advising clients to meet their investment objectives moving forward — along with insights into their firm’s manager research process and guidance on how best to engage with their firms.2020-03-1922 min
The SourceConversation with Kweku Obed, Managing Director at Marquette AssociatesOn this episode of eVestment’s The Source Podcast, Kweku Obed, Managing Director at Marquette Associates, dives into the manager screening process, shares how to leverage third-party databases, highlights which data points are the most important to the consultant screening process and more.2020-03-1927 min
Frontier Podcast by Gun.ioBrandon Smith, Director of Engineering at eVestmentIn this episode, Ledge chats with Brandon Smith, Director of Engineering at eVestment, about scaling high-growth engineering teams and delivering cloud-native financial technology solutions. Hosted on Acast. See acast.com/privacy for more information.2019-10-2823 minFrontier Podcast by Gun.ioBrandon Smith, Director of Engineering at eVestmentIn this episode, Ledge chats with Brandon Smith, Director of Engineering at eVestment, about scaling high-growth engineering teams and delivering cloud-native financial technology solutions. Hosted on Acast. See acast.com/privacy for more information.2019-10-2823 min
Gruler Nation PodcastEpisode #41: IDX Advisors Andrew Swan and Ben McMillanOn Episode #41 of the Gruler Nation Podcast we are joined by Andrew Swan, CEO, of IDX Advisors and IDX Insights and Ben McMillan, CIO, of IDX Advisors and IDX Insights. Investment research and technology are at the core of IDX's business, and the intersection of these two worlds provides powerful solutions for the investment company, which places them at the forefront of that paradigm shift. Andrew Swan is former co- founder and President of Bastion Quantitative Sciences, a Quantamental Macro Hedge Fund firm based in New York. From 2016 through 2018 he oversaw the formation, operational development, and...2019-08-281h 02
Epic Company CultureA Process Driven Sales Culture with Tate Haymond of EvestmentFor the last 18 years, Tate Haymond has been in the sales space. Whether it be directly selling or managing salespeople, or managing sales managers to help them hone their craft. While at eVestment, Tate has been a part of 7-8 mergers and acquisitions, which has given him first-hand experience working in the midst of multiple sales culture evolutions. For Tate, a process driven approach to sales and culture is key.2019-06-1142 min
My Worst Investment Ever PodcastYoshimasa Satoh – Invest Time in Yourself to Get the Life You WantYoshimasa Satoh, CFA, is APAC’s Product Strategist and Solutions Specialist. He is also the Vice President at eVestment, which is a NASDAQ company. He has been in charge of portfolio management, multi-asset investment strategy and asset allocation model development throughout his career. Previously, he served as a portfolio manager of quantitative investment strategies at Goldman Sachs Asset Management and other companies. He started his career at Nomura Research Institute, where he led Nomura Securities’ equity trading technology team. Yoshimasa is a member of CFA Society Japan. He holds a bachelor’s and master’s degree of engineerin...2018-10-1513 min
Private Equity Funcast2018 Private Markets Due Diligence SurveyTalking with Drake Paulson and Graeme Faulds from eVestment, a Nasdaq company, about the results of their 2018 Private Markets Due Diligence Survey. Find out how Limited Partners feel about fees, the use of credit facilities to close deals and due diligence.2018-08-0948 min
LiminalArc SoundNotesShould the PMO Go Away? w/ Marty BradleyThe Project Management Office (PMO) has traditionally been responsible for providing governance over projects, programs and portfolios; ensuring projects are managed according the standards set forth by the PMO; and to provide reporting on progress to leadership. When Agile is introduced into an organization, along with new ways of tracking work, self-organizing teams and new ways of understanding priority, the value the PMO provides comes into question. In a recent blog post, LeadingAgile SVP and Executive Consultant Marty Bradley addressed the question “Should the PMO Go Away?” In this episode of LeadingAgile’s SoundNotes, Marty and Dave dig deeper on thi...2017-02-0228 min
Learning InsightsMichele Shauf with eVestmentLearning Insights Radio provides case studies, lessons learned, and leading-edge business practices from learning leaders and TrainingPros Relationship Managers across the country. Michele Shauf / evestment Director of Learning and Development2016-05-1230 min
Learning InsightsMichele Shauf with eVestmentLearning Insights Radio provides case studies, lessons learned, and leading-edge business practices from learning leaders and TrainingPros Relationship Managers across the country. Michele Shauf / evestment Director of Learning and Development
The post Michele Shauf with eVestment appeared first on Business RadioX ®.2016-05-1200 min