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INVESTOLOGY: re-think investment management

George Aliferis, CAIA - reformed banker turned podcast producer

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Conversations that help you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with an eclectic mix of guests: acclaimed authors, startup founders, thought leaders, and industry pioneers. Hosted by George Aliferis, a reformed investment banker and founder of Orama: a podcast and video studio for financial brands. https://www.linkedin.com/in/george-aliferi ...
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The B2B Digital Marketer podcast is about the innovative and new digital marketing methods to build brands and capture more leads for small to medium-sized businesses, entrepreneurs, coaches, consultants, and startups trying to sell to other companies while debunking the hype and deleting the dreary. Join in to meet some of the brightest B2B digital marketing minds in the world.
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Healthcare Market Matrix is a podcast series providing an in-depth exploration of the challenges healthcare organization leaders face that technology has the chance to help them solve. We aim to create a comprehensive, referenceable resource healthcare technology companies can use to develop and bring products to market ready to address their customers' unique needs.
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The Yaag Project

Yaagneshwaran Ganesh

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The official podcast of the Indian marketer, author and podcaster Yaagneshwaran Ganesh, popularly known as Yaag. Yaag is a self-experimenter and a philosopher at heart who shares his experiences and philosophies on marketing, startups, writing books, running podcasts, and more.
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If You Market

Sky Cassidy (CEO) of MountainTop Data

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B2B Marketing, the If You Market podcast is a long form conversation on B2B marketing with industry experts and thought leaders. Topics include: content marketing, account-based marketing, social media, leveraging data, Marketing Technology, branding, demand generation, marketing automation, Email Marketing, sales and marketing alignment, SEO, CRM, and other great acronyms.
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The Internal Marketing Podcast

Kerry-Ann Betton Stimpson, Kerry-Ann Stimpson

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This unique podcast 'flips the marketing conversation' by focusing on how companies can build the brand and drive growth, by marketing to their most powerful brand advocates, their employees. Hosted by Kerry-Ann Betton Stimpson.
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Ranked among the top podcasts for B2B CMOs, Renegade Marketers Unite focuses on marketing innovators, uncovering the how, what and why behind their ongoing success. Host Drew Neisser, an award-winning marketer himself, keeps the conversations lively and insightful.
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What Leaders Know.

Flywheel Brands

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What story are you telling yourself? Do you want to be in control of your life, or are you allowing others to dictate your course? To achieve your marketing goals and define your personal brand, you must first take the lead.Join Flywheel's Bart Simpson, Matthew Nutt, and Bri Newman on their journey to learn what tactics will create the kind of momentum needed to reach your potential. This monthly podcast will uncover the information you need to break free from mainstream marketing and fulfil ...
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Do you want to fulfill your true marketing potential? In “B2B Marketing and More With Pam Didner,” you’ll learn actionable strategies and tips around digital marketing, sales enablement, MarTech, demand generation, and more. As a B2B Marketing consultant, author, and global speaker, Pam emphasizes that marketing should leverage sales as another marketing channel and sales should use marketing as a hidden salesforce. In each episode, she shares her personal stories, templates, and frameworks ...
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show series
 
Think CMOs don’t belong in the boardroom? Think again. Today’s top marketers are stepping beyond the C-suite, bringing strategic insight, customer obsession, and data-driven decision-making to board-level conversations. But how do you actually make that leap? In this episode of Renegade Marketers Unite, Drew Neisser sits down with three marketing l…
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Inbound and outbound aren’t opposing forces—they’re two sides of the same motion.  When marketing owns both, it opens the door for tighter execution, faster learning, and better performance. But that kind of momentum doesn’t come from chasing tactics. It comes from reworking how the work actually gets done. In this episode, Drew Neisser talks with …
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Is your 'go play with AI' strategy actually sabotaging adoption across your marketing team? In this Huddles Quick Take, AI consultant Tahnee Perry reveals the three critical mistakes CMOs make when trying to drive GenAI adoption and shares her proven 4-step formula for building a truly AI-savvy marketing organization. What You'll Learn: Why "go pla…
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Redefining Retirement Income: Insights from Chancery Lane's CEODoug Brodie, CEO of Chancery Lane, a firm specializing in retirement income planning, discusses the evolving landscape of pension schemes. Brody critiques the industry's focus on pension pots rather than sustainable income and offers an outcome-driven approach. We also explore the mecha…
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When marketing and comms teams aren’t aligned, it shows. In this episode, Drew Neisser is joined by CMOs Cary Bainbridge (ABM Industries), Laura MacGregor (Center for Internet Security), and Grant Johnson (Chief Outsiders) for a candid look at what it really takes to get marketing and comms moving in sync. From co-owning messaging to embedding AI t…
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Bill Kelly, CAIA former CAIA CEO, returns to discuss his new venture, Educational Alpha. Bill and George explore the importance of financial education, the perils of democratizing investment products, and the role of long-term thinking in retirement planning. Bill also shares insights into his podcasting journey and highlights the significance of d…
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How to address the pressing challenges facing the pension industry with technology. George Aliferis and Eve Read from Smart Pension explore the technological advancements and practical policy recommendations to improve pension outcomes. From UX, to education, communication, or "micro interventions" tune in to understand how Smart Pension is helping…
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GenAI has moved past the “what if” stage. Now it’s more like, “what else can we use this for?” And that change in mindset is reshaping the day-to-day—from big-picture strategy to the smallest tasks. In this episode, Drew Neisser talks with Karen Feldman (Iron Mountain), Adriana Gil Miner (Iterable), and Jeff Morgan (Elements), three marketing leade…
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Matt Ober, CAIA shares his journey from data scientist at Bloomberg to becoming the head of data strategy at a hedge fund, and later transitioning into venture capital with Social Leverage. We discuss into the expanding role of data in financial services, the strategies employed by hedge funds, and the future of alternative data. A rare opportunity…
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CMO job searches come with baggage—pressure to be perfect, high expectations from CEOs and investors, and a market where one misstep can cost you. Add in emotional residue from your last gig, and it’s no wonder the process feels heavy. In this episode, executive recruiter Erica Seidel joins Drew Neisser for a grounded pep talk on how marketing lead…
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Is your B2B marketing stuck in the mud? Are you drowning in data but still failing to convert leads? In this episode, Jim Rembach and Naomi Soman reveal the secrets to unlocking explosive middle-of-funnel growth with data-driven copywriting. We delve into the psychology behind buyer behavior, uncovering the hidden desires that drive purchasing deci…
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The career mistake that haunts CMOs most? Waiting until they're laid off to build their personal brand. Career transition expert Catherine Altman Morgan reveals the three career management mistakes even seasoned CMOs make—and they might be sabotaging your future opportunities. In this quick-hitting conversation, Catherine delivers straight talk on …
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A reality-check on the AI hype, with a world-renowned Ai and Machine Learning specialist, mathematician, academic and ex-hedge fund manager: Dr Richard Saldanha. "I don't believe that artificial intelligence exists at this precise moment in time, but that's a hard definition." LINKS Richard on Linkedin: https://www.linkedin.com/in/oxquant-richard-s…
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A conversation between George Aliferis and Pahal Patangia, Global Developer Relations Lead, Consumer Fintech at NVIDIA recorded at the same time as Nvidia's 2022 GTC conference Pahal explains how fintech startups can evolve their data science program. We also go through various applications with real-life examples from Square, Venmo, Ping An, Allia…
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In a perfect world, every marketing dollar would be easy to track and justify. In reality, proving impact is a constant battle In this episode, Drew Neisser brings together Julie Kaplan, Michael Callahan of Salt Security, and Bindu Chellappan of Corpay to explore the metrics that matter—and how to make sure they resonate in the boardroom. In This E…
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Explore the evolving landscape of financial promotions and the challenges faced by companies in staying compliant with stringent regulations. A discussion with Sage Franch, CEO and Co-founder of Promo Comply at Finovate Europe. Discover how AI tools can streamline marketing efforts, mitigate compliance risks, and foster trust among investors and re…
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We discuss how generative AI platform empowers businesses to harness their data and algorithms securely and facilitate the investment research process. It's also a broader reflection on AI fintech startups. LINKS Moonjelly AIhttps://www.jellyfishlabs.ai/ 📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free) 🎧 Audio Podcast: htt…
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Every ten episodes, Drew Neisser turns the mic on himself to tackle the biggest challenges facing B2B CMOs. This time, it’s all about navigating uncertainty. From market disruptions to political shifts, CMOs are feeling the pressure. CFOs are tightening budgets, customers are hesitating, and entire industries are being forced to adapt. So, what’s a…
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Discover how a modern tech platform integrates traditional market data with AI to provide investment signals, optimize investments, and automate reporting in wealth management. Learn about the impact of generative AI in transforming the financial industry and why confidence in AI has surged, enabling rapid growth and better adaptation within firms.…
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Darren Douglas, founder and CEO of RegSearch AI, explains the challenge of regulatory compliance, which costs over $200bn to the financial industry and the role of AI regulatory compliance agents. Darren explains the need for AI proprietary models that ensure data security and transparency and explains how AI agents can read, understand, and map re…
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Buyers trust other buyers more than they trust you—that’s just reality. A great video testimonial is proof, reassurance, and persuasion all rolled into one, but that only happens if people actually see it and act on it. So how do you keep testimonials from collecting digital dust and turn them into a true sales and marketing asset? That’s exactly w…
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If you haven’t read The First 90 Days by Michael Watkins, what are you waiting for? This bestselling guide to leadership transitions is a must-read for any executive stepping into a new role, and it’s a staple in the CMO Huddles community. A CMO’s first 90 days will set the course—either laying the groundwork for success or paving the way for an up…
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An exploration of how quant hedge funds strategically source and use data to fulfil their ultimate goal of alpha generation. Marco Aboav, ex-hedge fund manager and CEO of Etna Research unveils how the most sophisticated asset managers build a sustainable trading advantage. USEFUL LINKS Etna Research: https://www.etnaresearch.com/ Marco on Linkedin:…
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"These are not the droids you’re looking for." Just like Obi-Wan Kenobi used a simple phrase to shift the stormtroopers’ perception, marketers need to pull off their own Jedi mind trick to capture mindshare for their brands. We call it "positioning." In this episode, Drew Neisser is joined by Joe Cohen (AXIS), Sara Larsen (Wolters Kluwer), and Carl…
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Gen AI isn’t just a playground for creativity—it’s a tool for real business impact. But while some marketers are embracing the possibilities, others are stuck in experimentation mode without a clear strategy. So how do you go from dabbling to driving real business impact with AI? In this episode, Lisa Gately, Principal Analyst at Forrester, joins D…
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