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The podcast currently has 239 episodes available.
Elias Ghanem is the Global Head of Capgemini Research Institute for Financial Services. Capgemini is a global partner in business and technology transformation, helping organizations accelerate their digital and sustainable transitions for tangible impact on both enterprises and society.
In this podcast, we explore the record-breaking growth of high-net-worth individuals (HNWIs) and the factors contributing to this increase, as outlined in Capgemini’s World Wealth Report.
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Capgemini
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Michelle Arpin Begina is a Senior Partner and Managing Director at Snowden Lane Partners. Snowden Lane is a $13 billion RIA firm providing global independent wealth advice.
In this podcast, Michelle discusses her book Be Good with Money, drawing from her 30-year career to offer insights combining social psychology and financial therapy.
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Snowden Lane Partners
Be Good With Money by Michelle Arpin Begina
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Matt McCarte is the Managing Director and Head of Wealth Management of Pitcairn: a century-old family office located in suburban Philadelphia with $8.3 billion in assets under advisement.
In this episode, we explore Pitcairn’s approach to wealth management and the strategies behind guiding ultra-high net worth families in preserving their legacy.
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Pitcairn
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Jeff Gonyo is the Senior Divisional President of Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.
In this podcast, Jeff Gonyo discusses the shift to independent advisory models, entrepreneurial freedom, and the firm’s unique equity ownership structure that fosters growth and collaboration.
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Steward Partners
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Eliot Weissberg is the President of The Investors Center, a financial and longevity planning firm that guides clients to discover and leverage their capacity to live and age confidently.
In this podcast, Eliot and hosts, Steve Gresham and Suzanne Schmitt, discuss the importance of longevity planning in financial advising, with insights on building long-term client relationships and the practical strategies for engaging multiple generations in the planning process.
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Eliot Weissberg, CFP® is a Branch Manager with Raymond James Financial Services and President of The Investors Center.
He can be reached at 860-677-8808 / 70 E Main St. Ste 5, Avon CT, 06001.
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
The Investors Center is not a registered broker/dealer and is independent of Raymond James Financial Services.
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The Investors Center
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Greg Banasz is the Managing Director, founding partner, and Chief Marketing Officer at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.
In this podcast, Greg and Doug discussed the key factors contributing to Steward Partners’ success, as well as customization and flexibility in creating effective marketing strategies for financial advisors.
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Steward Partners
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Kirstie Eustace is the Chief Human Resource Officer at Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.
In this podcast, Kirstie discusses the evolution of the HR profession, the crucial role of cultivating a strong and enduring company culture, and her personal experiences and growth within the firm.
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Steward Partners
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Janet Robinson is a Board Member for Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.
In this podcast, Janet shares her journalistic background as CEO of The New York Times Company, highlighting the commitment to quality journalism and the importance of culture and values in a growing media company. She also explains what attracted her to Steward Partners, highlighting her desire to be part of a culture that prioritizes partnership and high performance.
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Steward Partners
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WisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures.
In this podcast, we are joined by Jeremy Schwartz, the Global Chief Investment Officer at WisdomTree. Jeremy and Doug discuss international investment opportunities, with a focus on the promising markets of Japan and India, and strategies to effectively navigate and hedge risks in these regions.
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WisdomTree
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Kunal Shah is the Managing Director and Head of Private Asset Research and Model Portfolios at the Global FinTech firm – iCapital.
In this podcast, Doug and Kunal explore the rising interest in alternative investments, emphasizing the importance of education, data-driven model portfolios, and technological advancements to simplify and optimize advisor investment strategies.
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iCapital
Source
The podcast currently has 239 episodes available.
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