Wealth Management Invest

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 con

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Recent Episodes

Wealth Management Invest: Exploring Interval and Tender Offer Funds with XA Investments’ Kimberly Flynn

Posted March 9, 2026 • 00:28:56

In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Kimberly Flynn, president of XA Investments, to discuss...

Wealth Management Invest: Private Markets and Portfolio Construction with Dave Donahoo

Posted February 11, 2026 • 00:30:01

In this episode of the Wealth Management Invest podcast, host David Bodamer speaks with Dave Donahoo, head of Americas, Wealth Management Alternatives...

Wealth Management Invest: IPA’s Anya Coverman on Regulatory Issues

Posted January 20, 2026 • 00:29:00

In this episode of Wealth Management Invest, host David Bodamer sits down with Anya Coverman, president and CEO of the Institute for Portfolio Alternatives,...

Wealth Management Invest: Digging into SMAs and Direct Indexing with Columbia Threadneedle’s Daniel Milligan

Posted December 15, 2025 • 00:25:57

In this episode of Wealth Management Invest, host David Bodamer speaks with Daniel M. Milligan, vice president of separately managed accounts at Columbia...

Wealth Management Invest: Ramping Up ETF AUM with AllianceBernstein’s Onur Erzan & Noel Archard

Posted November 17, 2025 • 00:32:28

In this episode of Wealth Management Invest, host David Bodamer speaks with two AllianceBernstein executives: Onur Erzan, head of Global Client Group...