All Episodes

Episode 69: The Anti Aggregator with Julian Heron

Episode 68: AI & VC with Micah Pellerin

Episode 67: The Dirtiest Word in Finance

Episode 66: You Couldn't Do That Two Years Ago with Mark Adams and Joe Sando

Episode 65: Building Tomorrow's Advisor with Martin Tarlie

Episode 64: Hacking Good Luck with Christian Busch

Episode 63: The Rising Role of Women in Family Offices with Sasha Lund

Episode 62: Investing in Women with Michaela Berglund

Episode 61: Risks? What Risks? With Michael A. Gayed

Episode 60: At the Center of Change with Dr. Gregg Robins

Episode 59: A Smart Way to Start with Dr. Mara Harvey

Episode 58: Wealth Refocused with Jennifer Wines

Episode 57: Investments in Life with Gautam Dhingra

Episode 56: How A Professional Thinks About Cryptocurrency Investing, with Rob Price

Episode 55: All things AI with Wojtek Buczynski

Episode 54: Turning the Tables with Paul Olschwanger

Episode 53: "Pushing Against the Boxes Imposed by Others"…the Amazing and Inspiring Journey of Tina Byles Williams

Episode 52: Unlocking How the World Works with Leader Extraordinaire Rob Kaplan

Episode 51: The Value of Knowledge and Connections…Preparing the Next Generation of Leaders with Marilyn Wiley

Episode 50: It All Started at Oxford…an Inspiring Conversation with the Face and Voice of DEI in Asset Management – Sarah Maynard

Episode 49: The Amazing Journey of John Hagensen, former Pilot, current Entrepreneur, Philanthropist, and Financial Advisor

Episode 48: Following the Puck with the Accidental Journey of Calum Mackenzie

Episode 47: Embracing the Grit with "Socially Adjusted Actuary" and Leader Extraordinaire Tim McCusker

Episode 46: Sticking to Calling Balls and Strikes – Talking OCIO Performance Integrity with Brian Schroeder

Episode 45: Self and Team Awareness Lead to Higher Quality Conversations, Collaboration, and Healthy Culture – an insightful conversation with Zack Wieder

Episode 44: Going Beyond Pouring the Water – the Remarkable Journey of Meredith Jones

Episode 43: Finding the Good in Everything…a warm and uplifting conversation with Michelle Underwood Gass

Episode 42: Courage, Conviction, and Humility…a conversation with Arvind Sanger

Episode 41: How an Elite High Jumper Landed in the Hedge Fund Pit… the Amazing Journey of Jane Buchan

Episode 40: Talking Goals-Based Investing with Franklin Parker

Episode 39: The Diverse and Competitive Interests of Elizabeth Burton – History, Economics, Math, Politics, Solving Problems, and Ice Skating.

Podcast 38: The Persistent Facilitator's Pivotal Career, a conversation with Martha Delgado

Episode 37: The Discipline of Chess, Basketball & Real Estate Investing with Phil Copulsky

Episode 36: The Personal and Professional Journey of Lauren Minch

Episode 35: The Amazing Journey of Marg Franklin

Episode 34: Going Private: A Conversation and Roadmap with Chris Schelling

Episode 33: Dan O'Grady – The Prince of Serendip

Episode 32: A Conversation with David Carlson and his Obsession with Risk

Episode 31: The Journey of Jennifer Hutchins and Avantax

Episode 30: Investor, Philanthropist, Proud Father, and Eagle Scout – The Journey & Legacy of Sanjay Chandra

Episode 29: Building. Leading, and Inspiring: A Conversation with Geeta Kapadia

Episode 28: The Personal and Professional Journey of Pye Yuan

Episode 27: The Legacy of Ron Peyton

Episode 26: Coming Back and Giving Back with John Montgomery

Episode 25: If Only All My Professors Were Like Sandy Leeds

Episode 24: The Art of Building Businesses and Long-term Relationships with Tom Meyers

Episode 23: It All Started with a Cardboard Box with Big Ideas and a Focus on Authenticity, Brevity, and Clarity - The incredible journey of Jackie Charnley!

Episode 22: Early-stage VC Investing with Apurva Mehta

Episode 21: Institutional Marketing Extraordinaire Rachel Minard

Episode 20: Local Investment Legend Series featuring Tom Tull

Episode 19: Discount Shopping Around the World with Dave Iben

Episode 18: The Valuable Journey of Life and Investing with Nick Tompras

Episode 17: The Quantifiable Journey of Mike Even

Local Investment Legend Series featuring Luther King

Episode 14: Talking Digital Finance with Baxter Hines

Episode 13: Head Strong Investing with Eric Bennett

Episode 12: Building High Quality Portfolios with Clarity, Purpose, and Ownership

Local Investment Legend Series featuring Susan Byrne

Episode 11: The Art and Science of Manager Selection

Local Investment Legend Series featuring Steve Smith

Episode 9: The Glass Half-full of Investment Opportunities according to Dhruv

Episode 8: Let's Talk About the G in ESG

Episode 7: The Endowment Model and Demise of 60/40

Episode 6: Are Bonds in the Doghouse for 2022?

Local Investment Legend Series featuring Sharon Criswell

Local Investment Legend Series – Dan Meader

Episode 3: The Other 7 Billion People – Investment Opportunities in India and China

Episode 2: ESG 2.0 from the Perspective of Ross Campbell

Local Investment Legend Series – Jim Hille