The Shadow Banker's Secrets
We’re giving you a look into the secret strategies and tactics closely held by the biggest investment banks, private equity firms, and hedge funds. This podcast will take the power of capital creation from Wall Street to your Main Street one episode at a time…
Episodes
12 episodes
RIA Fundamentals: The Evolution of Data-Driven Investment Advice
In this fourteenth episode, join Nirav Desai and me as we discuss his intellectually-driven approach to financial planning…Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care abo...
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Season 1
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Episode 14
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1:34:15
RIA Fundamentals: The Nexus of Business Consulting and Financial Planning
Most financial advisors take a direct career path. Others arrive in the industry circuitously.In this thirteenth episode, join Carlos Lowenberg and me as we discuss his intellectually-driven approach to business consulting and financial...
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Season 1
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Episode 13
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1:02:12
RIA Fundamentals: The Limitations of Modern Portfolio Theory
In the early 1950s, Harry Markowitz began to analyze the stock market with mathematics leading to his PhD in economics from the University of Chicago. He introduced Modern Portfolio Theory in his seminal 1952 essay Portfolio Selection.B...
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Season 1
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Episode 12
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1:20:44
RIA Fundamentals: The Business of Independent Financial Advisory and Scaling AUM
There are many benefits to going independent and creating your own RIA, but it can also be challenging. Once you are independent, how do you balance the responsibilities you have to your clients with the multifaceted demands of growing a profit...
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Season 1
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Episode 11
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43:24
RIA Fundamentals: 40 Years of Experience and Quantitative Threshold Standards
AUM growth for financial advisors has become harder and more expensive than ever… traditional marketing methods are quickly losing efficacy and an acquisitions strategy sounds great until you realize there are 52 bidders per each RIA up for sal...
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Season 1
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Episode 10
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42:06
Asset Manager Case Study: The Largest Buyer of Seller Financed Income Properties
What does it look like to become an institutional-grade alternative asset manager?You’ve heard me repeatedly say that the only place to objectively find good investment performance is the arbitrage opportunities unique to private market...
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Season 1
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Episode 7
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44:43
GP Stakes: The Designer Investment Product of the Financial Class
People often complain about asset managers’ fee structure. Especially when markets are down… investors take the hit while the financial professionals keep getting paid.There’s one group that gets paid no matter what; they don’t lose whe...
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Season 1
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Episode 6
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47:29
Scaling Financial Advisors' AUM: The Alternative Path
AUM growth for financial advisors has become harder and more expensive than ever… traditional marketing methods are quickly losing efficacy and an acquisitions strategy sounds great until you realize there are 52 bidders per each RIA up for sal...
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Season 1
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Episode 5
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1:08:43
Breaking Capital Raising Tradition: The Incredible Power and Pitfalls of Modern Marketing
Most people are aware of the dominance the financial sector has over the economy and believe it's due to the adage: "Whoever has the gold makes the rules." The truth is that whoever understands money makes the rules.In this fourth...
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Season 1
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Episode 4
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26:39
The Best of Both Worlds: From Real Estate to Finance
Most people are aware of the dominance the financial sector has over the economy and believe it's due to the adage: "Whoever has the gold makes the rules." The truth is that whoever understands money makes the rules.In this third ...
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Season 1
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Episode 3
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35:14
Lessons from 2008: How to Protect Your Investment Portfolio from Market Crises
Most people are aware of the dominance the financial sector has over the economy and believe it's due to the adage: "Whoever has the gold makes the rules." The truth is that whoever understands money makes the rules.In this second...
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Season 1
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Episode 2
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50:46
The (Nontraditional) Path of an Investment Banker: From Athlete to Adagio
Most people are aware of the dominance the financial sector has over the economy and believe it's due to the adage: "Whoever has the gold makes the rules." The truth is that whoever understands money makes the rules.In this first ...
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Season 1
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Episode 1
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31:47
