Talkin' Shop

One of the best things about working in the wealth management industry (or any industry really) is the friends you make along the way.

I feel so fortunate that in addition to my co-workers at Savant, I have been blessed with some great relationships with other colleagues across the profession - and in many cases, across the country. 

There are few things more fun to me than hitting the record button and talking markets and investing with some of the most genuinely funny and insightful people I know. 

The last few weeks have been a blast sharing stories and chopping it up on some of my favorite investing and finance podcasts.

First up is my appearance last week on The Compound & Friends show. Along with our hosts Josh Brown and Michael Batnick of Ritholtz Wealth Management, I was joined by Twitter meme-lord, financial advisor, and founder of Bone Fide Wealth, Douglas Boneparth. Pound for pound, Doug has the best coif of hair in the biz today. 

We discussed alternative investments, bonds over stocks, the probability of a recession, ETF flows, why Bill Ackman cares about Sam Bankman-Fried, David Einhorn's turnaround, who's going to buy WWE, rising interest rates, and much more!

I'm not sure I've ever laughed so hard during a podcast. This was so much fun.

In addition to the YouTube version of the show above, the episode is available now on all major podcast platforms:

🎙 Apple: https://buff.ly/3Xp9LcD


🎙 Spotify: https://buff.ly/3XnU8lz


🎙 Google: https://buff.ly/3XnjK20

Next up is a CIO Roundtable discussion on Plancorp CIO Peter Lazaroff's podcast, The Long Term Investor. Peter and I were joined by our friend Rubin Miller, CIO of Perspective Wealth Partners and author of the wonderful blog Fortunes & Frictions. 

The three of us have become good buddies over the last couple of years and each of us serves in the role of Chief Investment Officer at our respective wealth management organizations. Our hope with this episode was to give listeners a sneak peek into the type of conversation the three of us might be having over a beer at a conference happy hour.

Some of the topics we touched on included:

• Our thoughts on the biggest storylines of 2022
• How we develop return assumptions for financial planning models
• Things people misunderstand about the role of a Chief Investment Officer

I hope you'll give it a listen! There's a decent chance this format and trio might become a semi-regular thing...

EP 84: CIO Roundtable with Rubin Miller and Phil Huber (The Long Term Investor)

Lastly, while I have you here, I'd like to make mention that next week I will be pulling double-duty at the inaugural Alternatives in Wealth Management Forum taking place on Thursday, February 2nd at the Fairmont in Austin, TX. This event is a joint effort from Institutional Investor & the CAIA Association. I was honored to serve on the advisory board for this conference and enjoyed playing a small role in crafting the agenda. It's going to be a jam packed day full of great content and speakers educating advisors about the wide world of alternative investments. 

First, I will serve as a panelist on the session "This is the Way: Redefining the Portfolio for the Future." 

"Any discussion on the death of 60/40 is boring. You know what’s more interesting? Discussing a better starting point. This panel will turn the age-old conversation on its side and provide an in-depth view of what The Portfolio for the Future™ could look like, how the integration of private markets plays a role, and where and what they should be allocating to within the enormous universe of alternative investments."

After that, I'll be playing the role of moderator for a discussion around the digitization of private markets.

"As the share of alternative investments within wealth portfolios trends toward 20% from a classic 60% equity/40% bond allocation, delivering ease-of-use in all aspects of the process has become a significant need across wealth management firms, fund managers, and service providers. This session will explore best practices and technology enhancements investors and fund managers have implemented to gain control over the process. Topics will include a discussion on all the components involved to successfully discover and implement private funds - education, due diligence, distribution, engagement, digital subscriptions, custodian integrations, and reporting."

It's not too late to register! If you work in wealth management and are interested in attending, check out the conference site to sign up and join us:

Alternatives in Wealth Management Forum