Wealth Management Invest – Details, episodes & analysis

Podcast details

Technical and general information from the podcast's RSS feed.

Wealth Management Invest

WealthManagment Invest

News

Business

Frequency: 1 episode/22d. Total Eps: 122

Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETFs and SMAs.

Recent rankings

Latest chart positions across Apple Podcasts and Spotify rankings.

Apple Podcasts

🇨🇦 Canada - businessNews
09/08/2026
#87
🇨🇦 Canada - businessNews
08/08/2026
#45
🇨🇦 Canada - businessNews
07/08/2026
#44
🇺🇸 USA - businessNews
01/07/2026
#90
🇨🇦 Canada - businessNews
29/06/2026
#87
🇨🇦 Canada - businessNews
28/06/2026
#80
🇨🇦 Canada - businessNews
27/06/2026
#66
🇬🇧 Great Britain - businessNews
17/06/2026
#99
🇬🇧 Great Britain - businessNews
16/06/2026
#61
🇨🇦 Canada - businessNews
09/06/2026
#65

Spotify

No recent rankings available

Shared links between episodes and podcasts

Links found in episode descriptions and other podcasts that share them.

See all

https://www.nreionline.com/
56 shares
https://www.wealthmanagement.com/
46 shares
https://www.wealthmanagement.com/real-estate
29 shares

https://www.linkedin.com/in/david-bodamer-9a0581a/

RSS feed quality and score

Technical evaluation of the podcast's RSS feed quality and structure.

See all

RSS feed quality

To improve

Score global : 59%

Publication history

Monthly episode publishing history over the past years.

Year

Latest published episodes

Recent episodes with titles, durations, and descriptions.

See all

Wealth Management INVEST: Assessing Active ETFs, Live from the Morningstar Investor Conference with Jack Shannon

Tuesday, July 23, 2024 • Duration 43:28

David Bodamer speaks with Jack Shannon, a senior analyst on Morningstar’s manager research team, in an episode recorded in front of a live audience at the Morningstar Investor Conference. They delve into the distinctions between active and passive ETFs, highlighting the nuances in their management and trading and whether active ETFs deliver on their premises.

Listen in as David and Jack highlight:

The increasing growth of active ETFs, with active launches accounting for a growing percentage of ETF product development
Assessment of the performance of active ETFs to date
The potential for active ETFs to cannibalize mutual fund assets
The turnover rates of active ETFs, with many new launches often closing within a few years due to fad chasing or lack of compelling investment strategies
What other research Shannon is working on for the rest of the year
And more

Overall, the episode provides an insightful look into the evolving landscape of active ETFs and their place in the broader investment market.

Resources:

Connect With David Bodamer:

Connect With Jack Shannon:

About Our Guest:

Jack Shannon is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He focuses on actively managed equity strategies and is the lead analyst for MFS and Artisan Partners, among other firms.

Prior to joining Morningstar in 2020, Shannon worked in commercial banking and was a consultant providing subject matter expertise on complex financial litigation. Shannon holds a bachelor’s degree in economics and history from James Madison University. He also holds a Master of Business Administration in investments and corporate finance from the University of Notre Dame’s Mendoza College of Business.

Read moreCollapse

Wealth Management INVEST: Investing in Private Markets with a Fiduciary-First Approach

Monday, June 17, 2024 • Duration 29:37

WealthManagement.com’s David Bodamer speaks with Jake Miller, Co-Founder and Chief Solutions Officer at Opto Investments, about the evolving landscape of private markets and how RIAs can leverage new strategies to benefit their clients. They touch on the opportunities and challenges within private equity, private credit, infrastructure, and real estate, as well as Opto’s recent partnership with Mercer Advisors.

Jake discusses:

The development and goals of Opto Investments and their role in the burgeoning market of private investments for the wealth channel
Details about the recent partnership with Mercer Advisors and the opportunities Mercer is bringing to its qualified purchaser clients developed with Opto.
Insights on the current state and future trends within private investments
The importance of a fiduciary-first approach in managing private markets
And more

Connect With David Bodamer:

Connect With Jacob (Jake) Miller:

About Our Guest:

Jacob (Jake) Miller is the Co-Founder and Chief Solutions Chief Solutions Officer at Opto Investments. Prior to helping found Opto, Jacob was at Bridgewater Associates. He has a passion for sensible long-term investing, systematizing investment processes, and distilling complex market dynamics into clear, logical linkages that help people better understand their investments.

WMRE Common Area: Transforming Real Estate Investment through Fintech Innovation With Ryan Williams

Monday, October 16, 2023 • Duration 26:21

Real estate investment has historically not been the most innovative space when it comes to using new technologies. But Cadre is aiming to change that. The firm uses predictive models and workflow tools to change the investment experience. It also aims to provide access to real estate investment opportunities previously unavailable to some investors.

In this episode, David Bodamer speaks with Ryan Williams, founder and CEO of Cadre, about the company’s goal to transform real estate investment and increase access through the use of technology. Williams also discusses his goal in using real estate investment to create economic opportunities in underserved communities.

Ryan discusses:

How Cadre’s platform works and what types of investors it works with
Cadre’s three-pillar strategy for creating economic opportunities in underserved communities
Why and how Cadre is involved in opportunity zone investments
Cadre’s plans for growing its investor base
And more

Resources:

Listen to the latest episodes of Common Area

Connect With Ryan Williams:

Connect With David Bodamer:

WMRE Common Area: Exploring Private Real Estate as an Alternative Investment With Jay Miller

Monday, September 18, 2023 • Duration 27:01

Using recent Wealthmanagement.com research as a jumping off point, in this episode, David Bodamer speaks with Jay Miller, Chief Investment Officer at Forum Investment Group, exploring the company’s focus on multifamily real estate and the various investment options they offer and emphasizing how alternative investments provide opportunities for average investors to diversify portfolios by accessing asset classes previously limited to institutional investors.

Jay discusses:

Why interest is increasing in alternative investments, including private real estate
How advisors can help clients navigate alternative investments
The challenge with alternative investments and how technology is making it easier to manage these types of investments
The current trends in multifamily real estate
And more

Resources:

Connect With Jay Miller:

Connect With David Bodamer:

WMRE Common Area: Diversifying Portfolios with Commodity ETFs With John Love

Monday, August 28, 2023 • Duration 25:12

Commodities have long been recognized as a valuable diversification tool, but their complexities and limited accessibility have often deterred average investors from including them in their portfolios.

In this episode, David Bodamer speaks with John Love, president and CEO of USCF, on the role of commodities in investment portfolios. They explore the importance of traditional alternative investments like private equity and REITs, as well as the democratization of commodity investing through ETFs.

John discusses:

The role of traditional alternative investments in portfolio planning
The diversification benefits of commodities
How USCF’s ETFs align with the energy transition and the global economy
What investors should consider when building a diversified portfolio with alternative investments and commodities
And more

Resources:

Connect With John Love:

Connect With David Bodamer:

WMRE Common Area: Navigating Private Real Estate Opportunities for Investor Portfolios With Elizabeth Wohlleb

Monday, July 17, 2023 • Duration 26:17

Despite the challenges faced by some parts of the commercial real estate industry, the fundamentals of many sectors remain strong and there remains plenty of opportunity for investment.

In this episode, David Bodamer is joined by Elizabeth Wohlleb, managing director and head of Real Estate Capital Markets with Cresset Partners, to discuss how the group vets opportunities for its funds.

That includes addressing misconceptions and emphasizing the importance of considering factors like location and asset type. Elizabeth also talks about working with high net worth and retail investors and how they use real estate in their portfolios..

Elizabeth discusses:

How Cresset Partners works with investors to explore strategic real estate opportunities
The democratization of private real estate investment and increased access for retail investors
How Cresset Partners vets real estate deals for its various funds, including in the logistics sector and Qualified Opportunity Zone deals
And more

Resources:

Listen to the latest episodes of Common Area

Connect With Elizabeth Wohlleb:

Connect With David Bodamer:

WMRE Common Area: Current Themes Within the Real Estate Market With Mike Acton

Tuesday, June 20, 2023 • Duration 24:48

While trends within real estate rise and fall, there are always themes and strategies that can be used in future markets when looking for investment opportunities.

In this episode, David Bodamer speaks with Michael Acton, Managing Director of AEW Capital Management, on what he sees happening within the current real estate market and how investors could benefit. Mike shares his insight on trends and strategies he has seen before and how they are reflected in current investment opportunities.

Mike discusses:

The main themes in commercial real estate
What types of properties and strategies create opportunities in the current market
How different types of fund structures and loans function when purchasing or financing real estate
What investment opportunities exist within the disconnect between listed real estate and private real estate
And more

Resources:

Listen to the latest episodes of Common Area

Connect With Mike Acton:

Connect With David Bodamer:

About Our Guest:

WMRE Common Area: Creating Balance Between Strong Income and Capital Appreciation With Rick Schaupp

Tuesday, May 30, 2023 • Duration 26:52

Real estate investments aren’t new to portfolio planning. How does Clarion take the next step in providing alternative real estate investments that provide attractive yields and portfolio diversity?

In this episode, David Bodamer speaks with Rick Schaupp, Managing Director at Clarion Partners, about the Clarion Partners Real Estate Income Fund, how it fits within financial and investment planning and the services they are providing to other wealth managers and individual investors.

Rick discusses:

How a 40 ACT fund differs from other fund structures
How does his valuation process relate to how publicly traded REITs are market
The shift in commercial real estate value depends on the type of property
Clarion’s process of sourcing investors and informing wealth advisors
And more

Resources:

Listen to the latest episodes of Common Area

Connect With Rick Schaupp:

Connect With David Bodamer:

About Our Guest:

Richard Schaupp is a Managing Director and the Portfolio Manager for Clarion Partners’ funds and a separate account relationship. As portfolio manager, Rick has overall responsibility for the management and portfolio strategy of these relationships. Rick has participated in the acquisition, asset management, and development management of over $4.0 billion of real estate. He originally joined Clarion Partners in 2000 and began working in the real estate industry in 1995. He holds an M.B.A from Yale University, and a B.Arch from the University of Notre Dame.

WMRE Common Area: Where Alternative Investments Fit Within an Evolving Market With Patrick McGowan

Monday, April 17, 2023 • Duration 27:08

There are a lot of reasons why alternatives have a place in investment portfolios. How are current market conditions influencing private equity, private real estate, private credit, and other alternative assets?

In this episode, David Bodamer speaks with Patrick McGowan, Head of Alternative Investments and Manager Research at Sanctuary Wealth, on assessing private equity and private real estate opportunities in a rapidly evolving market. Patrick reveals how Sanctuary is assessing the alternatives space.

Patrick discusses:

What alternative investments bring to wealth management client portfolios
How he holds honest conversations with clients worried about the impact of recent financial events on the market, including for private real estate
Where private equity lenders fit into capital markets given the problems facing banks
Where do tax advantage structures fit when assessing real estate investment opportunities
And more

Resources:

Listen to the latest episodes of Common Area

Connect With Patrick McGowan:

Connect With David Bodamer:

WMRE Common Area: Exploring Tax-Advantaged Real Estate Options with Louis Rogers

Monday, March 20, 2023 • Duration 37:44

Some real estate structures offer investors major tax benefits. Like-kind exchanges allow investors to roll capital gains from one real estate investment into a new one. DSTs allow 1031 exchangers to pool capital into a fund. Qualified Opportunity Zone funds allow investors to defer capital gains from any previous investments.

In this episode, David Bodamer speaks with Louis Rogers, founder and Co-CEO of Capital Square, tax-advantaged real estate. Louis outlines the different structures and where his firm sits within the marketplace.

Louis discusses:

How 1031 exchange options evolved, including the creation of Delaware Statuary Trusts
Which property types Louis is bullish on in the current climate
How he advises investors and chooses the assets for the different structures Capital Square uses
How real estate investments fit into estate planning
And more

Resources:

Listen to the latest episodes of Common Area

Connect With Louis Rogers:

Connect With David Bodamer:

About Our Guest:

Wealth Management Invest – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Wealth Management Invest – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other99+

LinkedIn85

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other99+

LinkedIn85

Twitter4