Veteran financial reporter Bruce Kelly takes the listener beyond the page, into the heart of the story. With exclusive interviews of industry leaders and the host’s depth of knowledge, this podcast dives deep into a few select topics. The listener will gain new insight into the financial services industry, while Bruce keeps it all moving with a lighthearted approach.
The Host
Bruce Kelly has written for InvestmentNews for more than two decades. He writes primarily about the brokerage industry and its myriad facets, from adviser pay and product sales to M&A.
On this episode, Jeff and Bruce come on strong with the questions and Michael Tiedemann, CEO of Alvarium Tiedemann, takes them in stride. There’s so much to unpack, from the inception of the Tiedemann Advisors to its journey of rebranding and going public. And of course the bigger questions: Does an RIA go public? If so, when? And do you misalign with your clients by going public?
Bruce and Jeff are joined by Jeremy Eisenstein, co-head of RIA custody sales at Goldman Sachs. Jeremy gives his views on the custody operation at Goldman, where it's going, where it's been and how it got here.
Inspired by a Twitter showdown about ESG investing, Jeff and Bruce seek more information from Adam Fleck, director of equity research for ESG at Morningstar Research Services. The guys dive deep to better understand the landscape of ESG investing and how we can get past the political challenges.
Bruce and Jeff speak to Nadia Papagiannis, head of model portfolio products at Northern Trust Asset Management, about investing beyond one’s comfort zone and what it is about our current economy that makes alternative investments unique.
Bruce and Jeff talk to Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, about going 100% equities in portfolios, dealing with the risk averse versus the non-risk averse, and answering the big recession questions.
