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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…
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 14, 2026
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- Earliest in this view
- Jul 13, 2026
Latest episodes
Wealth Management Invest: Building Diversified Portfolios with Nomura’s Milissa Hutchinson (opens the original)
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David Bodamer speaks with Milissa Hutchinson, managing director and head of U.S. Wealth at Nomura Asset Management, about how financial advisors can approach diversification as they build portfolios for today’s evolving markets. Milissa shares Nomura’s perspective on diversification, explaining where the firm sees opportunities across emerging markets, small caps and innovation, including artificial intelligence-related growth beyond the largest U.S. technology companies. Milissa also explores t
Wealth Management Invest: Model Portfolio Trends with Invesco’s Karl Desmond (opens the original)
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In this episode of Wealth Management Invest, host David Bodamer speaks with Karl Desmond, senior client portfolio manager at Invesco, about how financial advisors are using model portfolios. Karl breaks down trends with both pre-built and custom model portfolios, including how advisors can maintain input on asset allocation, manager selection, and existing holdings while delegating more of the portfolio construction process. Karl also discusses tax-aware transitions and implementation challenges
Wealth Management Invest: The Future of Semiliquid Funds with Brian Moriarty (opens the original)
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In this episode of Wealth Management Invest, David Bodamer speaks with Brian Moriarty, principal on Morningstar’s Manager Research Team, about the latest trends shaping the semiliquid fund market. Brian shares insights from Morningstar’s latest research, explaining why investor flows are shifting away from private credit toward private equity and venture capital, while exploring how changing market conditions may affect future return expectations. Brian also explains how leverage, redemption lim
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