Fiona Treble’s Post

The best of Zephyr’s Adjusted for Risk podcast ✨🎬 Over the past year, Zephyr’s Market Strategist, Ryan Nauman, has had the privilege of talking with some of the most influential and thought-provoking leaders in the wealth and investment management space. We’ve compiled some of the best moments over the past year for you in this ‘Best of’ episode! You’ll hear from: • David Albrycht, CFA, Newfleet Asset Management • Ed Slott, CPA, Ed Slott and Company • Ric Edelman, CBDA, Digital Assets Council of Financial Professionals • Dana M. D'Auria, CFA, Envestnet, Inc • Jim Jackson, Victory Income Investors, a Victory Capital Investment Franchise • Dr. Chris Geczy, Ph.D., Forefront Analytics • Walker Williams, Lido Advisors, LLC Thank you to all of our guests and listeners! Enjoy the episode here >> http://spr.ly/6044QebFk #Zephyr #AdjustedforRisk #podcast #wealth #investment

This was a great podcast with Sean Mooney and Kevin McAllister, especially on the topic of AI (about 10 minutes in). Most organizations don't even have the building blocks to do AI in a meaningful way. #ai #productmanagement #digitaltransformation

What is your source for investment and market thought leadership?

Aditi Javeri Gokhale is Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments at Northwestern Mutual, based in Milwaukee. Aditi explained to us, why in financial planning, is it important to both protect and prosper! We also talk about what role artificial intelligence will play in financial services, and Aditi explains why she believes there are three groups of peers in the industry who are dealing with AI in different ways. We asked Aditi whether she's experienced any setbacks or challenges in her career, along with whether she has any life motto's from influential people in her life. https://lnkd.in/eZCURCAy This podcast is kindly supported by Resolute Investment Managers, Inc. and Ninety One Asset Management. Resolute Investment Managers, Inc. is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers. Its unique platform delivers strategic value through a full suite of distribution, operational and administrative services available to affiliates and partners. Ninety One Asset Management is a global asset manager with emerging markets roots that brings a different perspective to active and sustainable investing. #investment #investmenttips #investmentmanagement  #finances  #personalfinance  #investmentpodcast #podcasts #podcastshow #podcasting  #mutualfunds #profit

🎙New Heavy Hitters: The Digital Industrial Podcast featuring Co-Founder & General Partner Ty Findley in conversation with SVB Senior Market Manager Jack Garza on SVB’s definition of Hardware-as-a-Service, why this business model is worthy of a dedicated report (and key highlights from the bank’s recent study), and the venture landscape when it comes to investing in HaaS deals.  👉 Listen here https://lnkd.in/gTYcK63y

Artificial Intelligence and Adaptive Portfolio Management | - ETF Trends: This episode of the Investor Insights podcast focuses on Artificial Intelligence and its role in Adaptive Portfolio Management. http://dlvr.it/TDjbWb

🎙Alt Goes Mainstream EP. 103 with Cheri Belski, Global Head of Product, T. Rowe Price by Michael Sidgmore, Co-founder & Partner at Broadhaven Capital Partners. Key insights include: 👉 Why did T. Rowe Price look to add alternatives offerings? 👉 How traditional asset managers have approached adding private markets capabilities. 👉 Why T. Rowe Price acquired Oak Hill Advisors. 👉 Build, buy, or partner to add alternatives? 👉 Who will win the distribution battle in the wealth channel — traditional asset managers or alternative asset managers? 👉 Opportunities and challenges with product construction and innovation for the wealth channel. 👉 What the future holds for private markets. Listen to the podcast episode EUVC Insights! 🔽 https://buff.ly/47JYuty #venturecapital #startupfunding #Europe #EUVCInsights

Strategic value creation isn’t just a concept—it’s a critical lever for delivering measurable impact in private equity. In the latest edition of The Private Equity Pulse, we explore the strategies and insights that drive success across the investment lifecycle. This issue focuses on actionable approaches to creating and sustaining value. What’s inside? ✔️ A case study demonstrating how customer diligence unlocked $3.2M in revenue impact for a portfolio company. ✔️ An exclusive infographic outlining the 5 rules of strategic value creation. ✔️ Aldy’s insights from his guest appearance on the Private Equity Value Creation Podcast—a must-listen for dealmakers and operators. Whether you’re managing pre-LOI diligence, optimizing post-transaction strategies, or navigating competitive pressures, these insights can guide you toward better outcomes. Stay ahead of the curve in 2025. Read this edition of The Private Equity Pulse and subscribe to receive exclusive content tailored for private equity professionals. 🔗 https://buff.ly/4iKcWqz #PrivateEquity #ValueCreation #StrategicInsights #CustomerDiligence

What are the key trends in the resurgent IPO market this year? On this episode of our “What’s The Deal?” podcast, Keith Canton, Head of Americas Equity Capital Markets, sat down with host David Rawlings to explore the strategic qualities investors are looking for in companies going public. Tune in as they dive into private equity and venture capital in the current environment, the importance of after-market performance, and more: https://bit.ly/4eDbW5f

What are the key trends in the resurgent IPO market this year? On this episode of our “What’s The Deal?” podcast, Keith Canton, Head of Americas Equity Capital Markets, sat down with host David Rawlings to explore the strategic qualities investors are looking for in companies going public. Tune in as they dive into private equity and venture capital in the current environment, the importance of after-market performance, and more. https://bit.ly/4eaEpzc