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

Listen to latest episode

Wealth Management Invest Cover Art

Follow Our Podcast

Recent Episodes

Wealth Management Invest: Demystifying Crypto for Financial Advisors with Kristen Mirabella

Posted May 20, 202500:30:29

In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Kristen Mirabella, head of partnerships at Eaglebrook Advisors,...

CAIS’s Brad Walker on Making Alternative Investments Accessible

Posted April 21, 202500:28:38

Join David Bodamer, Editorial Director at WealthManagement.com, and his guest, Brad Walker, Co-President at CAIS, as they delve into the transformative...

Wealth Management Invest: Apollo’s Stephanie Drescher on Bringing Alts to the Wealth Channel

Posted March 17, 202500:31:43

Join David Bodamer as he sits down with Stephanie Drescher, Apollo’s chief client and product development officer, to unravel the potential of alternative...

Wealth Management Invest: Unpacking Hightower’s Approach to Private Markets with Robert Picard

Posted February 24, 202500:35:14

In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Robert Picard, managing director and head of alternative...

Wealth Management Invest: Ares’ Approach to Private Markets with Brendan McCurdy

Posted February 12, 202500:27:25

In this episode of the Wealth Management Invest podcast, host David Bodamer connects with Brendan McCurdy, managing director and co-head of the...