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 conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETFs and SMAs.
WealthManagement Invest
Claim This Podcastby WealthManagment Invest
4.0(1 reviews)
120 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
61
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality70
Social94
YouTube0
Engagement84
Podcast Overview
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 conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETFs and SMAs.
Language
🇺🇲
Publishing Since
6/1/2019
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61
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality70
Social94
YouTube0
Engagement84
6
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excellent
Episode Length
30 minutes
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Recent Episodes
June 29, 2026
Wealth Management Invest: Unpacking Autocallable ETFs with Matt Kaufman
David Bodamer interviews Matt Kaufman, global head of ETFs at Calamos Investments, exploring the mechanics and accessibility of autocallable ETFs for investors.
June 8, 2026
Wealth Management Invest: BofA Merrill’s Mark Sutterlin on Alternatives Allocations
Host David Bodamer interviews Mark Sutterlin, head of alternative investments at Bank of America Merrill Lynch, exploring how private markets and technology enhance investor access and portfolio diversification.
May 18, 2026
Wealth Management Invest: Private Credit, Liquidity Pressures and Market Signals with Chris Acito
Host David Bodamer interviews Chris Acito, CEO of Gapstow Capital Partners, exploring private credit's evolution, liquidity pressures, and market signals for advisors.
120 total episodes available with 32 transcripts
Recent guests on WealthManagement Invest
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Matt Kaufman
Guest
Mark Sutterlin
Guest
Chris Acito
Guest
Cheryl Nash
Guest
Dan Noonan
Guest
Kimberly Flynn
Guest
Dave Donahoo
Guest
Anya Coverman
Guest
Daniel M Milligan
Guest
Onur Erzan
Guest
Noel Archard
Guest
Todd Schlanger
Guest
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Frequently asked questions
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- What is WealthManagement Invest?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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