Clearstead Investment Forum

In this episode – An Exploration of Emerging Markets – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Genna Lozovsky, Co-Founder and Managing Partner, Sandglass Capital Advisors. They discuss trends and investment opportunities in emerging markets. Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a curre...

In this episode – The Impact of AI on Investments – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Richard Socher, Managing Partner at AIX Ventures and Founder and CEO of You.com. They discuss trends in artificial intelligence (AI) and what this technology could mean for investors and the future of the workplace. Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion betwee...

In this episode – A Discussion of the Banking Sector – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Fred Cummings, President and Founder of Elizabeth Park Capital Management.They discuss recent events in the banking sector, as well as trends and investment opportunities in the space. Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Offic...

In this episode – Private Credit & ESG Considerations - Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Sheru Chowdhry, founder and Chief Investment Officer at DSC Meridian Capital.They discuss trends and investment opportunities in the private credit space. Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry lea...

In this episode – Staying in the Game: Women in Venture Capital – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Yasmine Lacaillade, Founder and Managing Partner at Sinefine.They discuss various challenges facing women in venture capital (“VC”) and trends in the VC space.Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry...

In this episode – Trends in Private Equity – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Craig MacDonald, Managing Director for HarbourVest. They discuss trends, challenges, and opportunities in private equity markets.Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic...

Director, Alternatives at Clearstead interviews Fernando Marques Oliveira, Managing Director, Head of H.I.G. Brazil & Latin America and Marcelo Hudik, Managing Director, H.I.G. Brazil & Latin America. They discuss trends, challenges, and opportunities in the Latin American markets. Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a...

In this episode – Macro Impacts on Inflation and Investments– Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Jason Thomas, Managing Director and Head of Global Research at Carlyle about world events impacting investments. They discuss the current economic environment, inflation, investment opportunities today and the chance of a recession.Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a ...

In this episode – Driving Factors of Oil & Gas Trends – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Ryan Sauer, Managing Director for Kayne Anderson Capital Advisors’ energy private equity strategies. They discuss current trends in energy investing, including current oil and gas prices, green energy solutions, and global energy topics. Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Fo...

In this episode – Crypto & Blockchain – Joe Boushelle, CFA, Senior Managing Director, Alternatives at Clearstead interviews Aram Verdiyan, a Partner at Accolade.They discuss current trends in blockchain and cryptocurrency, as well as what the future of the space may look like. Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current invest...