En iyi Lazard Asset Management podcastleri (2024)

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EP 89 Redefining Finance: Nia Impact Capital's Kristen Hull on Gender Lens Investing and Racial Equity 44:00

22d ago44:00

44:00

Today, we are thrilled to welcome the visionary Kristin Hull In The Suite. As the founder of Nia Impact Capital, Kristin is a true trailblazer in gender lens investing. In 2013, she launched Nia Global Solutions, fusing activism with impact investing in the public markets. Kristin crafted Nia’s six solutions-focused investment themes, expertly weav…

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EP 88 The Power of Instinct: Lazard Family Office Partners' Casey Whalen’s Journey Through Finance and Mentorship 49:12

1M ago49:12

49:12

Today, we’re honored to have the extraordinary Casey Whalen in the suite—Managing Director, Head, and Chief Investment Officer at Lazard Family Office Partners, a global powerhouse in financial advisory and asset management. Lazard’s influence spans continents, from the Americas to Europe, the Middle East, Asia, and beyond. In this episode, we dive…

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EP 87 The Power of Perspective: How Evan Simonoff Has Shaped Financial Journalism 53:25

2M ago53:25

53:25

Evan Simonoff, a titan in financial journalism and a name synonymous with financial advisors and the industry at large. Evan is editor-in-chief of Financial Advisor magazine and the editorial director of Private Wealth magazine. With over three decades of experience. Evan’s career has spanned some of the most tumultuous and transformative periods i…

1
EP 86 #LiveFromIMPACT A Conversation with John O'Connell, CEO and Founder of The Oasis Group: Tech Transformation and Business Growth 16:45

9M ago16:45

16:45

Navigating the tech world easily, John O'Connell transformed himself from a Programmer to an Entrepreneur and masterfully led a company to its first IPO. Today, As the CEO and Founder of The Oasis Group, John spearheads growth, guiding firms in wealth management, fintech, and financial services to transcend limits and rejuvenate their growth trajec…

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EP 85 #LiveFromIMPACT A Conversation with AssetLink's CEO Devon Drew: Revolutionizing Asset Management Through Technology 17:25

10M ago17:25

17:25

When it comes to solving the problems of asset management, there’s one disruptor that stands out and is in a class by himself. That name is Devon Drew. With a career spanning over 17 years at prominent asset management institutions like Vanguard and J.P. Morgan Chase, Devon's stroke of genius is shaping the future of asset management in unprecedent…

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Ep 84 #TinaTalks Battling Lung Cancer: My Story of Survival and Strength 57:34

1y ago57:34

57:34

Are you ready for a life-changing story? In this episode, In The Suite host, Tina Powell shares her incredible story of survival and strength that will leave you inspired. Tina's journey took an unexpected turn when she was diagnosed with non-small cell lung cancer. She underwent a life-saving robotic lobectomy procedure and shares her mental heali…

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EP 83 #LiveFromJOLT - Part 1: Opening Party Interviews & Part 2: Personal Branding Panel from Jolt Financial Advisor Marketing Conference 1:04:12

1+ y ago1:04:12

1:04:12

Today, we're taking you on an exciting journey to the Aria Hotel in Las Vegas for the highly anticipated second annual Jolt Financial Advisor Marketing Conference by Snappy Kraken, from May 3 - 5, 2023. This episode is extra special because it's divided into two parts. In the first half, we'll treat you to a series of live, on-the-spot interviews f…

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EP 82 #LiveFromMSUM22 - Behind the Scenes of MarketCounsel Summit 2022 37:24

1+ y ago37:24

37:24

Today, we're taking you on an exclusive journey behind the scenes of one of the industry's most coveted events: the MarketCounsel Summit. We spent an entire day recording 18 back-to-back podcast interviews. It was a marathon, but we couldn't have done it without the help of some truly amazing people. A huge thank you goes out to Brian Hamburger and…

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EP 81 Trailblazing and Breaking Barriers with Tricia Rothschild, FinTech and Global Wealth Management Executive 48:04

2y ago48:04

48:04

Taking a seat in the suite for an inspiring episode is the unstoppable Tricia Rothschild, a powerhouse in the world of FinTech. With a career spanning over 30 years and an impressive portfolio of success, Tricia is the epitome of excellence in wealth tech. From serving as the President of Apex Fintech Solutions to her nearly 26 years at Morningstar…

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EP 80 #LiveFromFuse - The Ultimate Viral Tweet and Tale of Behavioral Finance with Dr. Daniel Crosby, Chief Behavioral Officer, Orion Advisor Solutions 1:04:33

2y ago1:04:33

1:04:33

Today we take a seat in the suite, live from Orion Fuse Park City Utah, with the one and only Dr. Daniel Crosby. Daniel is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. He is the Chief Behavioral Officer at Orion Advisor Solutions, Orion is a tech powerhouse, designed to bring …

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EP 79 Leaning into Grit, Mastery and Growth with Shruti Joshi, Chief Operating Officer of Facet Wealth 45:58

2y ago45:58

45:58

In today’s episode of In The Suite, we’re honored to welcome Shruti Joshi. Shruti is the COO of Facet Wealth, one of the fastest-growing FinTech firms in America, empowering people to live more enriched lives through a no-minimum, flat-fee model. Shruti is different from your typical leader in wealth management. She is a former consumer tech founde…

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EP 78 #LiveFromExcell – Making Financial Services More Inclusive: Interview with a Disruptor - Dana Wilson, Founder of CHIP (Changing How Individuals Prosper) 45:14

2y ago45:14

45:14

In this amazing conversation, live from Excell, my guest cohost Vanessa Martinez and I sit down with Dana Wilson, Founder & CEO of CHIP (Changing How Individuals Prosper), a B2B financial services marketplace that makes it easy to find Black and Latinx financial professionals. Dana is a diversity and inclusion award winner named "One To Watch" in F…

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EP 77 #LiveFromExcell - Using the Power of Storytelling and Conversations to Transform Your Life with Tucker Bryant, Poet & Keynote Speaker at www.tuckerbryantspeaks.com 39:27

2y ago39:27

39:27

Today’s episode is the first of its kind. I’ve invited my first guest host and shero Stephanie Foster, In The Suite - to interview the multi-talented Tucker Bryant, Poet & Keynote Speaker at this year's Carson Excell conference in Las Vegas. Stephanie is a startup executive and advisor, an ETA (electronic transactions association 40 under 40 honore…

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EP 76 Turning Trauma into Transformation and Growth with Yemi Penn, PhD Researcher, Author, Documentary Producer & Speaker 46:27

2y ago46:27

46:27

I’m honored to welcome Yemi Penn In The Suite! Yemi is a transformational thought leader, author, documentary producer, TEDx speaker, and global advocate for equality and equity in STEM fields. Yemi is a British-born Nigerian living in Sydney who is an engineer by profession, an entrepreneur by passion, and a transformational mindset coach by missi…

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Understanding the Quality Edge 8:17

2y ago8:17

8:17

Quality indexes have outperformed value, growth, and the broader market for decades. We believe an active approach to quality—one that focuses on companies with high levels of financial productivity to start—can increase return potential even further.

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EP 75 Exploring the Intersection of Tax Planning, Estate Planning and Wealth with Megan Gorman, Founder and Managing Partner, at Chequers Financial Management 51:41

2y ago51:41

51:41

Today’s conversation in the suite is about extraordinary journeys with Megan Gorman. Megan is the Founder and Managing Partner at Chequers Financial Management, a female-owned high-net-worth tax and financial planning firm in San Francisco, California, that started nearly 8 years ago. Megan’s financial career began when she took her first tax class…

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EP 74 Empowering Others and the Wealth Freedom Formula with Eunicia Peret, CEO and Founder of the Empowered Financial Planner 56:32

2y ago56:32

56:32

Today In The Suite, we visit with Eunicia Peret, CEO and Founder of the Empowered Financial Planner. With over 17 years of financial strategy consulting experience, Eunicia focuses on delivering bottom-line value to corporate executives and successful business owners across multiple industries. Eunicia is passionate about helping people optimize th…

1
There Is an Alternative: Hedged Convertible Bonds 8:58

2y ago8:58

8:58

Is there any place to hide from market volatility? There may be an alternative: hedged convertible bonds have a unique source of potential return that stems from volatility itself. And we believe they may be more than a short-term solution.

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EP 73 Humanizing, Demystifying, and Myth Busting Compliance with Jessica Sexton, Chief Compliance Officer of Independent Advisor Alliance 47:17

2y ago47:17

47:17

Today I’m ecstatic to welcome the first Chief Compliance Officer In The Suite, Jessica Sexton, from Independent Advisor Alliance (IAA). Based in Charlotte, NC, Independent Advisor Alliance provides comprehensive solutions to allow financial advisors to move into private practice. When founder and CEO Robert Russo started the firm in 2013, he did it…

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EP 72 Live from 2022 T3 Advisor Conference & Enterprise Day - My Conversations with 11 Bold FinTech Visionaries Making News and Headlines 1:50:22

2y ago1:50:22

1:50:22

Joel Bruckenstein is widely recognized as one of the most influential financial technology journalists and consultants in fintech. Known as @FinTechie on Twitter, and regularly featured in Barron’s, Financial Planning, RIABiz, InvestmentNews, and WealthMangement.com, for his expertise, Joel is an industry powerhouse and a leading authority on break…

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EP 71 Building Strength and Breaking Through Barriers with Jess L. Bost, RICP®, VP of Partnerships at Alpha Architect and CrossFit Coach 1:26:35

2y ago1:26:35

1:26:35

Today we welcome Jess Bost In The Suite, Vice President of Brand Partnerships at Alpha Architect and part-time CrossFit coach. Today's podcast begins with Jess explaining how she got into CrossFit. While Jess graduated with a Bachelor of Science in Psychology degree from Berry College, she found CrossFit during a traumatic time in her life. She was…

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EP 70 Live from ExchangeETFs - Inclusion and Equity in Fintech with Nicole Casperson, Founder of WTFintech? & Content Creator at Workweek 54:56

2y ago54:56

54:56

Recorded live from ExchangeETFs, today we are joined by the inspiring Nicole Casperson, Founder of WTFintech? & Content Creator at Workweek! Workweek is an innovative, new kind of media company and is a growing collective of industry experts who are changing the world of business. Over the past several years, Nicole has covered niche financial mark…

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EP 69 Guiding Women in Tech to Success with Danika Waddell, CFP®, RLP®, CSLP®, President & Founder of Xena Financial Planning 51:54

2+ y ago51:54

51:54

Joining us today In The Suite is Danika Waddell. Danika is the President and Founder of Xena Financial Planning, a fee-only financial planning firm working with women in the tech industry and receiving equity compensation, typically in the early to mid-career stages. In 2020, Danika Waddell felt called to make a bold move. She founded Xena Financia…

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EP 68 Blazing the Fee-Only Financial Planning Trail for Women with Dr. Karen C. Altfest, Ph.D., CFP®, Principal Advisor & Executive Vice President, Altfest Personal Wealth Management 50:54

2+ y ago50:54

50:54

We are so honored and excited to have the iconic Dr. Karen Altfest In the Suite! Karen is a Principal Adviser and executive vice president at Altfest Personal Wealth Management, a fee-only financial planning and investment management boutique firm in New York. Altfest Personal Wealth Management is a company she runs with her husband Lew and their s…

1
Is the Third Time a Charm for Japanese Equities? 8:26

2+ y ago8:26

8:26

Often ignored by global investors, Japanese equities now stand out as an opportunity relative to other developed markets and to their own history.

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EP 67 Real Estate Investing for Women and a Multifamily Masterclass with Veena Jetti, Founding Partner, Vive Funds 55:13

2+ y ago55:13

55:13

Today’s exciting episode features Veena Jetti, Multifamily Real Estate Investor, Entrepreneur & Humanitarian, and Founder of Vive Funds. Vive Funds was launched to fulfill the company's mission of carefully curating high-quality real estate investments. Vive has developed a rich network of global business partners to make early and transformational…

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EP 66 Championing Women's Empowerment and the Entrepreneurial Spirit of Independent Investment Advisers with Brian Hamburger, President and Chief Executive Officer of MarketCounsel 48:01

2+ y ago48:01

48:01

To kick start this year's season, Tina Powell has a one-on-one conversation with Brian Hamburger. As the architect behind many of the best independent investment firms, Brian is the Founder, President, and CEO of MarketCounsel, a regulatory compliance consulting firm. He is also the Founder and Managing Member of the Hamburger Law Firm; a practice …

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EP 65 Innovation, Adaptation and Global Video Empowerment with Katie Braden, CFP® , Founder & CEO of Innovating Advice 47:39

2+ y ago47:39

47:39

Today we invite Katie Braden In The Suite! At the time of this recording, Katie was going by Kate Holmes, but now, she’s taken on her husband’s last name and going to back to her full name. Katie Braden, CFP® You all know Katie as the energetic founder of Innovating Advice, which provides consulting, coaching, and community for forward-thinking fin…

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The Double-Edged Sword 7:38

2+ y ago7:38

7:38

Rising energy prices are one of the most significant economic consequences of the conflict in Ukraine. Europe, which relies heavily on Russian oil and gas, has taken the greatest hit. But Europe is also one of Russia's best customers and a valuable source of revenues, meaning that the dependency cuts two ways.…

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Ep. 64 “Get Your Book Done in This Lifetime” with Amy Buttell, CEO, Lake Effect Creative 54:15

2+ y ago54:15

54:15

It is an absolute joy to welcome Amy Butell In The Suite. Amy wears many hats. She's a ghostwriter, author, editor, consultant, and meditation teacher. Amy is CEO of Lake Effect Creative, in which she ghostwrites for a collection of financial advisors who are too busy to write their own books. While she completely understands the work pressure the …

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63. Plan Empowered, Rebranding, and Redefining Your Standard with Kate Asack, Chief Operating Officer, TimeScale Financial 55:44

2+ y ago55:44

55:44

We are thrilled to have Kate Asack, the Chief Operating Officer of TimeScale Financial in today's episode. 'TimeScale Financial' is a financial planning and retirement plan advisory firm dedicated to helping people achieve and enjoy financial independence. Previously known as Coastal Capital Group, in May 2021, the firm announced that it is has reb…

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The Healthcare Revolution Is Happening Now 7:42

2+ y ago7:42

7:42

The mapping of the human genome compares in its impact to that of the silicon chip. Healthcare's Apples and Amazons may eventually emerge, but unlike the hot air that inflated earlier bubbles, published research findings can guide fundamental investors.

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62. MarketCounsel Summit Recap: My Conversations with Fintech and Wealthtech Leaders Shaping the Future 1:39:28

3y ago1:39:28

1:39:28

When it came to kick off Season 3 of In The Suite Podcast, I knew it was time to act bold and take risks, like so many of our guests from Seasons 1 & 2. So I abruptly canceled my December trip to Cabo, and moved by beach chair and blanket literally to Podcast Row at The MarketCounsel Summit, in the Fountainbleau in Miami Beach. And let me tell you,…

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61. Talking Crypto, Community, and Career Moves with Torie Happe, Head of Business Development for Onramp Invest 1:01:05

3y ago1:01:05

1:01:05

Today’s episode of In the Suite podcast is with Torie Happe. She is a female entrepreneur, blogger, mother, wife and loves to visit Disneyland. Torie Happe is the Head of Business Development at Onramp Invest, a crypto asset integration platform solution for financial advisors started in August 2021. Torie has plenty of experience in the financial …

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60. Social Media Savviness for Financial Advisors and Women In Finance with Courtney McQuade, Consultant, Social Solutions for Financial Services 52:40

3y ago52:40

52:40

We’re so happy to have Courtney McQuade in our podcast tonight. Courtney is a dedicated and savvy social media consultant within the independent financial advisory community and Social Media strategist at CityWire USA. She helps financial advisors tap opportunities and reach their target audience by developing their social media strategies. The pod…

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Spreading the Wealth: Investing in Xi’s China 14:36

3y ago14:36

14:36

China’s increase in regulations over the past year has led to market value losses of more than US$1 trillion and raised doubts about the country’s commitment to a market-based economy. Many of the regulations, however, aim to address structural issues, especially growing income inequality. As China pushes for “common prosperity,” we believe the cou…

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59. Developing a Family Legacy and Multi-Generational Planning with Vanessa Martinez, Managing Director, Partner at The Lerner Group and Co-Author of Family Value at Risk 49:56

3y ago49:56

49:56

Today, we welcome Vanessa Martinez In The Suite. Vanessa is on a mission to break the standard of male-dominated partners and advisors within the financial planning industry. Vanessa is the Managing Director and Partner for The Lerner Group at Hightower Advisors, co-author of the book 'Family Value at Risk,' financial planner at the Northwest Churc…

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58. Top 12 Takeaways from Carson Group’s #Excell2021: “Get Your Mind Right for Marketing” 30:06

3y ago30:06

30:06

Today’s episode of In The Suite with Founder and Host, Tina Powell, is about the 12 insights she found inspiring from the Carson Group’s #Excell2021 Conference, October 12 - 14, 2021, held at the Cosmopolitan Hotel in Las Vegas, NV. Excell enables financial advisors to go beyond the status quo by providing you and your team with actionable advice, …

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57. Innovative Marketing: Empowering Financial Advisors Through The Digital Referral Shift with Samantha Russell, Chief Evangelist at FMG Suite & Twenty Over Ten 52:20

3y ago52:20

52:20

Today’s episode of In The Suite with Samantha Russell is about creating your own momentum in the ever-changing world of technology, innovation, and social media. Samantha Russell is Chief Evangelist at FMG Suite & Twenty Over Ten, a leading SaaS company in financial services providing marketing automation and creative content for financial professi…

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State of Play 10:59

3y ago10:59

10:59

The migration of sophisticated games onto mobile devices, which originated in Asia, has triggered explosive digital gaming growth worldwide.Lazard Asset Management tarafından oluşturuldu

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56. Mastering the Art of Succession and Stewardship while Fine-Tuning a Family Business with Lee DeLorenzo, CFP®, CPWA®, AIF®, Co-Founder of United Asset Strategies 50:22

3y ago50:22

50:22

In today's episode of In the Suite, we are thrilled, excited, and honored to welcome Lee DeLorenzo, CFP®, CPWA®, AIF®, the co-founder of United Asset Strategies, a prestigious broker-dealer. The name Lee DeLorenzo,CFP®, CPWA®, AIF® is synonymous with top female advisors in the wealth management industry. She's been ranked and included annually as o…

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55. Leading with Emotional Intelligence and Creating Net Worthwhile with Heather Fortner, MS, IACCP®, Chief Executive Officer at SignatureFD 57:35

3y ago57:35

57:35

We feel so lucky and honored to have Heather Fortner In the Suite! Heather Fortner, MS, IACCP® is the Chief Executive Officer at SignatureFD, an award-winning multi-billion-dollar integrated wealth management and advisory firm in Atlanta that helps clients transform their net worth into "Net Worthwhile." SignatureFD is ranked on Inc. Magazine’s Inc…

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54. Women in WealthTech and Fluid Expectations with Liz Fritz, Chief Commercial Officer at F2 Strategy 53:26

3y ago53:26

53:26

We’re thrilled to welcome Liz Fritz In The Suite for today’s inspiring episode. Liz is Chief Commercial Officer of F2 Strategy, a leading boutique management consulting firm based in Silicon Valley helping complex RIA, wealth and multi-family office firms improve their technical capabilities across the entire client and advisor experience. Liz co-f…

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Setting the Table for 10 Billion: The Need for Sustainable Agriculture 13:58

3y ago13:58

13:58

Agriculture’s dual nature as an essential resource and a primary source of greenhouse gas emissions poses a unique challenge, but we believe companies that provide exposure to solutions at the intersection of food production and environmental sustainability may be rewarded by the market in the long term.…

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53. Achieving Balance & Living an Intentional Life with Travis Parry, Ph.D. Best-Selling Author & Keynote Speaker 1:05:35

3y ago1:05:35

1:05:35

It is with immense pleasure and honor that we introduce our first male guest ever on the show. It is none other than the phenomenal Dr. Travis Parry. Travis is the best-selling author of "Achieving Balance," an inspirational keynote speaker, the Founder and coach of the Make Time Institute, and soon to be a father for the seventh time. Travis start…

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52. Authenticity and Strategic Frameworks for Success in Advisor Marketing, PR, and Podcasting with Megan Carpenter, CEO and Co-Founder of FiComm Partners 1:04:02

3+ y ago1:04:02

1:04:02

It is an absolute pleasure to welcome Megan Carpenter In The Suite! Megan is the Co-Founder and CEO of FiComm Partners, the co-host of the podcast 'New Skool,' a blogger, a spokesperson, and an active member of the CFP Board Center for Financial Planning Workforce Development Advisory Group. She's also a member of the Investment News 40 Under 40 li…

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51. Building a Successful Career in Enterprise Sales & Marketing and the Experience of Being a Doula with Diana Cabrices, VP of Enterprise Development at Snappy Kraken 1:02:55

3+ y ago1:02:55

1:02:55

We are so excited to welcome Diana Cabrices In the Suite! Diana the Vice President of Enterprise Development at Snappy Kraken. Snappy Kraken is an award-winning automated growth program focused on Software as a Service (SaaS) marketing solutions that helps financial advisors automate, personalize, and track marketing campaigns and business processe…

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50. Being Totally ‘Transparent’ and Leaning Into Wealth Management Trends with Diana Britton, Managing Editor of WealthManagement.com 46:18

3+ y ago46:18

46:18

It is an absolute pleasure to welcome Diana Britton In The Suite for this episode. Diana is the Managing Editor at WealthManagement.com and the host of 'Transparency with Diana B,' a podcast about advisors' personal struggles and healing. Having started her career as an intern at The Daily Breeze, Diana is a self-made woman with an illustrious care…

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Are Inflation Concerns Inflated? 19:23

3+ y ago19:23

19:23

If inflation remains above the Fed’s 2% target through 2022 and then stabilizes at or slightly above 2% thereafter, it will mark a major turning point for interest rates.Lazard Asset Management tarafından oluşturuldu

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49. The Launch of a Growth Academy App Under a Universe of Stars and Diamond Teams with Angie Herbers, Founder and CEO of Herbers & Company 1:20:46

3+ y ago1:20:46

1:20:46

We are absolutely thrilled and honored to welcome Angie Herbers In The Suite. We are so excited to talk with her and learn more about her story and how she got to where she is today. Her name is synonymous with practice management, business intelligence, process, and efficiency. She is the Founder and Chief Executive Officer of Herbers & Company. S…

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