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The Podcasts Are Coming

The official release date for The Allocator's Edge is less than three weeks away, which can only mean one thing...

The podcast circuit is the modern book tour.

No launch parties.

No book signings at your local Barnes & Noble.

In today's world, especially for a first time author writing about a (relatively) niche topic, the best way to market and promote your book is to get inside the eyes and ears of your target audience as efficiently as possible.

Over the next couple of months, I've lined up interviews with many of my favorite investing and finance podcasts to discuss the inspiration for the book, the key concepts within it, and a wide range of other topics.

My goal is to have no two interviews sound like carbon copies of one another. When it comes to the book itself, my aim is to whet the appetite without giving too much away. After all, I still want people to read it!

The first two recordings (summarized and linked to below) are out and available wherever finer podcasts are found.

The Derivative with Jeff Malec

The first stop on the tour was RCM Alternatives' podcast, The Derivative, hosted by Jeff Malec. For those that don't know, RCM is an alternatives specialist that acts as a liaison between investors/allocators and asset managers in the managed futures/global macro/volatility space. Given the contents of my book and their areas of focus, there was no shortage of topics to discuss and time flew by. I don't want to speak for Jeff, but I could have kept the conversation going for at least another couple of hours!

We covered a ton of ground, including:

  • Growing up in and around the RIA industry
  • My journey to becoming CIO of a wealth management firm
  • Long-term challenges facing traditional portfolios
  • The thin line between traditional and alternative investments
  • My favorite pro wrestler (both current and all-time)

I hope they'll welcome me back one day to pick up where we left off. For now, here are links to the episode on Apple and Spotify. Full YouTube video of the episode is below as well:

The Long Term Investor Podcast with Peter Lazaroff

The second stop on the tour was with Plancorp CIO Peter Lazaroff on his show, The Long Term Investor.

Peter and I have become good friends over the last few years through our shared experiences in the industry. We're both in our mid-thirties, recent first-time authors, serve as CIO's for Midwest-based RIAs, have names that start with the letter P, and are both huge pro wrestling fanatics (ok, maybe only one of us on that last one).

This was a lot of fun, as Peter and I connect quite often on both personal and professional levels so hopefully our rapport came through in the episode. I may or may not be a recurring guest on Peter's show in the future and he and I have even toyed with the idea of starting a separate podcast together - we'll have to see if we can will than into existence!

For now, please enjoy our wide-ranging discussion, including:

  • How I invest my money
  • The importance of communication for the modern CIO
  • Due diligence best practices
  • Group decision making challenges
  • What long-term means to me
  • The greatest influences on my investment philosophy and process

Links to your favorite podcast players below:

The tour continues next week, with 4 recordings and a trip to NYC!

I have a feeling my vocal chords are going to be strained after all these. It's possible I will take a vow of silence during the holidays. Hopefully you're not sick of hearing my voice by then :)

About the author

Phil Huber, CFA, CFP®

Phil is the Head of Portfolio Solutions for Cliffwater, a leading alternative investment adviser and fund manager. Prior to joining Cliffwater in 2024, Phil was the Chief Investment Officer for Savant Wealth Management, a multi-billion dollar wealth management firm. Phil has been involved in the financial services industry since 2007. He earned a bachelor’s degree in finance from the Kelley School of Business at Indiana University. He is a member of the CFA Society of Chicago. More about me here. Twitter: @bpsandpieces

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