Best Finserv Podcasts (2024)

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21. The Future of Finance with Tyrone Ross 38:24

14d ago38:24

38:24

In this episode, Tyrone Ross shares his journey from juvenile probation officer to leader in finance, exploring the loneliness that can come with leadership and the value of mentors. He talks about building strong teams, the importance of shared goals, and his belief that true success includes health. Tyrone’s story shows how purpose, wellness, and…

1
77: Founder/CEO of $1.5B First Ascent (Acquired by GeoWealth), FinServ and Asset Management Luminary. Meet Scott MacKillop 56:52

21d ago56:52

56:52

Nobody knows what it takes to scale to the top like GEOWealth’s strategic advisor Scott MacKillop —he’s climbed literal mountains AND built some of the most successful TAMPS in the game. In this Episode, Scott and Stacy discuss: His backstory: From dreaming of following his father's footsteps as a lawyer and practicing corporate and securities law …

1
AI's Three Investing Phases 20:42

3d ago20:42

20:42

AI has been dominating investing headlines for almost two years, but it's not just a buzzword. It's a powerful technology that's poised to revolutionize industries and economies on a global scale. Investors are asking how will AI reshape job markets, productivity and economic growth? Nicholas Fawcett, a senior economist in the BlackRock Investment …

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79: What Most Fund Managers Overlook When Hiring Marketing Pros | Story Snacks Series 7:39

27m ago7:39

7:39

If you’re like most fund managers, you’re busy serving your current clients—so much so that bringing in new ones feels overwhelming. After all, you’re not a salesperson, and it may even make you a little uncomfortable to hit the pavement and sell your services. Hiring marketing support can help you sidestep that discomfort and bring in more busines…

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78: An Innovative Approach to Investing in the Energy Transition Megatrend | Meet Lisa Audet Founder & CIO, Tall Trees Capital | “Meet the Boutique Series” 51:02

14d ago51:02

51:02

Show Notes: When considering investing in the energy sector, most investors assume there are two paths to pursue: either the traditional fossil fuels route or one aligned with a greener future. Lisa Audet Founder & CIO of Tall Trees Capital believes in a third, better, way: The holistic approach represented by the energy transition, a structural me…

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BlackRock's Evolution: Insights from BlackRock President Rob Kapito 18:42

19d ago18:42

18:42

For The Bid's 200th episode, joining Oscar is one of BlackRock's founders, Rob Kapito. Rob currently serves as president of BlackRock and has witnessed the firm's incredible journey from the days of a largely US-based fixed income shop to becoming the firm trusted to manage more money than any other investment company in the world. Rob shares insig…

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From Ballots to Markets: Analyzing the 2024 US Election Results 9:49

26d ago9:49

9:49

As the election results have been called, we bring you a special episode of The Bid where Catherine Kress, head of Geopolitical Research and Strategy at BlackRock joins Oscar to discuss what is next for markets and how investors can position themselves for success during a volatile period. This content is for informational purposes only and is not …

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76. How to Find the Right Investors When You Have a Brand New Fund | Story Snacks Series 7:34

8d ago7:34

7:34

Not sure how to find investors that are willing to bet on your brand new fund? Stacy’s got you covered. Listen in as she breaks down: How the Rogers Adoption Curve applies to finding the right investors The difference between early adopters (like RIAs & family offices) and late-stage allocators Why targeting late-stage firms leads to dead ends Why …

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The Race For Innovation In ETFs and Index Investing 20:00

1M ago20:00

20:00

Innovation in the investment industry is a hot topic thanks to the rise of things like AI, shifting investor demand, and volatile markets that are requiring more agility from investors. Today we'll be exploring the innovations driving both the ETF Market and Index investing more broadly, examining the latest trends and challenges facing investors, …

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75: How $75B Asset Manager GMO Sparked an Award-Winning Platform for Wealth Managers, Meet Dr. Martin Tarlie of Nebo Wealth 58:08

15d ago58:08

58:08

Dr. Martin Tarlie spent years at GMO, the iconic Boston asset manager, and now leads an award-winning investing platform, Nebo Wealth. In this Episode, Martin and Stacy discuss: His backstory: from physicist/golf-performance product developer to SaaS founder How the physics mindset that followed him into the investment world turned into a novel inv…

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The Case For Active Equity Investing – A Fund Manager’s Perspective 20:18

1M ago20:18

20:18

Active equity investing isn't just about picking stocks, it's about making informed strategic decisions to beat the market or generate alpha. But what does that really mean for your portfolio, and how can you consider long-term investing strategies when faced with volatile markets? Recorded live in London at BlackRock's annual UK Wealth Investors F…

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74: Ex-ING $20B Bond Mgr to 500k Macro Research Followers to New Macro HedgeFund, Meet Palinuro Capital Founder / CIO Alfonso Peccatiello 52:31

1M ago52:31

52:31

Alfonso Peccatiello built a following of 500,000 on social media by doing something radical – by being a real, authentic human in the fund world. And that authentic social presence helped him close investment deals for his new hedge fund, Palinuro Capital. Alfonso’s story is proof that it pays to challenge the status quo and to put people (and conn…

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Access To The Energy Transition In Public Markets 22:58

2M ago22:58

22:58

The shift to a low-carbon economy will demand more capital than any of us have seen in our lifetimes—far more than private actors alone can provide. Public markets—the securities that make up the bulk of most investor portfolios available on stock exchanges—are set to play a much larger role in this transition. So, while private markets may have a …

1
73: How Do I Move Deals Through the Funnel | Story Snacks Series 7:32

1M ago7:32

7:32

Struggling to win investors over? Stop wasting time perfecting your pitch and start laying the groundwork that’ll actually help you seal the deal. In this episode, Stacy shares the steps you can take to prime your prospects to invest so they’re ready to say hell yes before you even think about pitching. This is Story Snacks! A bite-sized, jam-packe…

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Larry Fink Welcomes Bayo Ogunlesi and Global Infrastructure Partners 9:28

2M ago9:28

9:28

In this special bonus episode, we welcome you into BlackRock Headquarters in Hudson Yards for a Global Town hall where BlackRock Chairman and CEO Larry Fink welcomes Bayo Ogunlesi to celebrate the coming together of BlackRock and Global Infrastructure Partners. Larry and Bayo discuss the opportunities presented by their partnership, emphasizing the…

1
Falling For Cash 15:23

2M ago15:23

15:23

As rates are going down, investors are reviewing their cash portfolios once again, considering how cash and cash equivalents typically react to monetary policy shifts and thinking about what to expect over the next 12 months. Beccy Milchem, global Head of Cash Distribution at BlackRock, will discuss the importance of actively managing cash regardle…

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72: Y Combinator and Thiel Fellowship Alum Building Tech-Enabled Wealth Management Firm, Meet Savvy Wealth Co-Founder, CEO Ritik Malhotra 55:35

1M ago55:35

55:35

Today’s guest, Ritik Malhotra, is the co-founder and CEO of Savvy Wealth, a Tech-Enabled Wealth Management Firm that surpassed $700 million in assets in just three years. In this episode, Ritik and Stacy discuss: Ritik’s backstory: How his obsession with coding (that started in elementary school) turned into a thriving business that funded his coll…

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Breaking Barriers In Wealth Tech: Willow CEO Lacy Garcia's Entrepreneurial Mission 20:34

2M ago20:34

20:34

Earlier this year, Larry Fink, BlackRock’s Chairman and CEO, talked about the retirement crisis and the difficulty that individuals face when planning for their financial future. Saving for retirement can be challenging due to various factors such as rising living costs, longer life expectancies, and the decline of traditional pension plans. Contin…

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71: Taking the Guesswork out of Private Market Investments with Opto Investment Co-founder Jacob Miller | Why Financial Advisors are Leaning into Alternative Investments in 2024 1:00:52

2M ago1:00:52

1:00:52

After working for the world’s largest hedge fund, Bridgewater, for over five years, today’s guest, Jacob Miller, found his passion — making investing accessible. This passion led him to co-found Opto Investments, a tech-driven private markets platform. In this episode, Jacob and Stacy dive into: Jacob’s backstory: how he went from aspiring doctor t…

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From Baseline to Bottom Line: The Intersection of Tennis and Investing 16:36

2M ago16:36

16:36

The game of tennis has captivated fans of all ages around the world, but what do match points and market trends have in common? Ronald Van Loon, Portfolio manager in BlackRock's fundamental fixed income team argues that there are a number of parallels between tennis and the investing tactics one must take to outperform the market. Ronald will help …

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70: $100B in Platform Assets Arch Co-Founder, Ryan Eisenman on the Power of Solving Client Problems | What Matters in Raising Venture Capital | Why Founder-Led Sales is the Way 52:02

2M ago52:02

52:02

As co-founder and CEO of Arch, Ryan Eisenman is on a mission to take the hassle out of investment operations. Arch is a $100B tech platform that replaces the spreadsheets, manual labor, and outdated systems of old. In this episode, Ryan and Stacy discuss: Ryan’s backstory: How the strategy behind his grandfather’s variety store inspired his entrepr…

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How To Invest In AI vs Tech In A Portfolio 20:44

3M ago20:44

20:44

AI investing is a hot topic of conversation. But how should investors be considering both tech and AI in their portfolios - as part of the same allocation, or should they be separate? Jay Jacobs, US Head of Thematic and Active ETFs at BlackRock joins host Oscar Pulido to discuss whether investors should consider AI and tech as separate allocations,…

1
20. The First 90 Days: How to Start Your New Job 34:49

2M ago34:49

34:49

This episode shares tips for making a great impression in the first 90 days of a new job. We break down a simple 30-60-90 day plan to help you settle in, learn the company culture, and start making an impact. Along with advice on setting routines and keeping a healthy work-life balance, David shares his story of overcoming challenges in a high-pres…

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69: Rewind | Portfolio Manager of $18B Long/Short Hedge Fund to President of $4B+ Wealth Mgmt Platform, Shannon Spotswood President of RFG Advisory on the Power of the Pivot | How to Lead with Authenticity ... 1:11:04

3M ago1:11:04

1:11:04

Imagine, you’re a woman – one of very few women even in hedge funds. And you’ve got your dream job, a high-powered hedge fund manager for a double-digit billion specialist hedge fund. Now, imagine what it would take to give that up. Guts. That’s what. Today’s guest, Shannon Spotswood had the guts to make a major career change when she was at the to…

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Tech and AI Investing Trends: A Stock Picker’s Take 22:31

3M ago22:31

22:31

AI is experiencing a transformative moment, powering the phenomenal run in public markets, but the investment opportunities certainly transcend that small group of names. So where are the most compelling opportunities and how can AI investment not only build wealth, but contribute to a more efficient future? Tony Kim, portfolio manager from BlackRo…

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68: Rewind | Marketing Expert Samantha Russell of FMG on the Founder’s Journey from Bootstrap to Exit | Why Specialization is Powerful for Start-ups | What Digital Marketing Strategies Work Well in Financial ... 52:44

3M ago52:44

52:44

99% of fund managers are doing social media wrong. Stale and stagnate. Nobody wants that. How do you get to the 1% that stops the scroll? Put some fun back in your fund game. Today, Samantha Russell is coming on the show to teach you how to do just that. Not only has Samantha been named an investment news 40 under 40, a Think Advisor Luminary, and …

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67: How to Melt the Ice with Vibe Management | Story Snacks Series 7:08

3M ago7:08

7:08

Break the ice in style. Ever walk into a meeting with analysts who seem more like untouchable statuses than people? This episode of Story Snacks makes it easier to break the ice, ease the tension, and get even the most reserved analysts to open up. You can be the “hype man” (or woman) of your meetings and set the tone for success. Here’s how: Embra…

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A Cruel Inflation Summer? BlackRock's Version 23:16

3M ago23:16

23:16

Economists around the world have been attributing the rise in costs of services and inflation in a number of countries to Taylor Swift’s worldwide Eras tour. However, Swift herself can't be held fully responsible for some of the shifts in consumer spending habits that are influencing the prices of goods and services. There are many other macro and …

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19. Salary Negotiation with Emily Binder 33:30

2M ago33:30

33:30

In this episode, Emily Binder shares how to negotiate salaries and advance your career with confidence. She offers practical tips from her experience and from Chris Voss's book "Never Split the Difference." We also talk about why changing jobs every few years can boost your earnings and career growth, how to know when it's time to make a move, and …

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66: Rewind | CEO of a $400B Fund Admin Gary Tenkman Shares His Journey From Blue Collar Roots to White Collar Boardrooms | How He Manages Being an Introvert as a CEO | What Specialization Means As You ... 44:00

3M ago44:00

44:00

How did Gary Tenkman go from a first-generation college graduate who felt like a fish out of water in finance to CEO of Ultimus Fund Solutions, a $475+ AUI award-winning fund? It sure wasn’t easy. It took grit. It took being willing to get uncomfortable, fail, and learn (rinse, repeat). Grab your headphones and get ready for a backstory chock-full …

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Market take: Patience needed in the AI buildout 4:26

3M ago4:26

4:26

Investors have started to worry about tech companies spending big on artificial intelligence. Carolina Martinez Arevalo, Portfolio Strategist of the BlackRock Investment Institute, explains why we focus on the broader story and stay overweight the AI theme. This content is for informational purposes only and is not an offer or a solicitation. Relia…

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65: What to Do When Your Fund Manager Isn’t Great at Storytelling | Story Snacks Series 8:01

3M ago8:01

8:01

Great with numbers but suck at storytelling? No worries. On this episode of Story Snacks, we’re helping sales and marketing teams step up, take the reins, and make sure everyone in the room looks like a rockstar–especially when the fund manager isn’t a natural storyteller. Listen in as Stacey covers: How acknowledging that not everyone is a natural…

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64: Navigate Crowded Meetings Like a Pro | Story Snacks Series 6:24

3M ago6:24

6:24

1:1 meeting turned into a 10-person panel? Don’t freak out. This episode of Story Snacks is your go-to guide for managing meetings when the room (or Zoom) is packed. Stacy covers how to maintain control, keep the conversation flowing naturally, and avoid dreaded awkward silences. Listen in to learn more about: Preparing like a pro Identifying your …

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Best Of: A History Of Investing In AI 21:31

3M ago21:31

21:31

Over the summer, The Bid brings back some of the best episodes from this year. Kicking off the series, hosts Oscar and Stevie take a look back on A History of Investing in AI. Artificial Intelligence has revolutionized industries and reshaped the way we live, work, and interact with technology. But before the age of self-driving cars, virtual assis…

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63: Rewind | From Startup to $5B+ to Startup Again, Award-Winning Fund Mgr Simon Evan-Cook on Storytelling in Investments | Why He’ll Take Qualitative Over Quantitative Due Diligence | What (Really) Defines ... 58:07

3M ago58:07

58:07

UK’s award-winning fund manager Simon Evan-Cook was a senior member of the Premier Miton Multi Asset team, which managed over $5B. He’s now establishing the Downing Fox Fund Range at Downing LLP in London. In this episode, Simon and Stacy discuss: His backstory: from taking a load of jobs he disliked to discovering a love for writing, which brought…

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62: Job and Brand Stories: One Size Fits All? | Story Snacks Series 7:27

3M ago7:27

7:27

Can you have different stories for different strategies? What about brand stories for each niche? This episode of Story Snacks dives into the nuances of crafting job stories that fit distinct strategies and market segments. Stacy breaks down why one size doesn’t fit all, and how you can tailor your narrative for maximum impact. This is Story Snacks…

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61: The Art of Leaving a Voicemail | Story Snacks Series 7:09

3M ago7:09

7:09

The perfect voicemail is calling…it’ll make you wish you picked up! Voicemail is one of the most powerful tools to keep in your prospecting arsenal, and if you aren’t convinced, this episode of Story Snacks might change your mind. Stacy is cracking open the secrets to leaving a voicemail that grabs attention and actually gets you a call back. You’l…

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60: Rewind | Dan Mikulskis on The State of Story in the Fund Industry | Why Fund Mgrs Need to Differentiate (For Real) | How Allocators Influence the Future for Boutiques 58:58

3M ago58:58

58:58

Dan Mikulskis helps wealth managers and pension funds make better decisions. He meets with hundreds of asset managers every year. Get perspectives from the other side of the table and the other side of the pond. In this episode, Dan and Stacy discuss: His backstory: From growing up in a family of mathematicians, to investment consulting, to writing…

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59: To Niche or Not to Niche | Story Snacks Series 6:53

3M ago6:53

6:53

Want to tell your story in a way that connects to your future vision? Stop worrying that niching down might box you in. In this episode, Stacy helps you weave your past into your present and future to make sure your story resonates. Plus, let’s debunk myths around niching down–hint: it doesn’t mean saying no to great opportunities. Tune in to hear …

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58: How to Lead A Meeting Without A Pitch Deck | Story Snacks Series 7:49

3M ago7:49

7:49

You can ditch PowerPoint and still own the room. In fact, running a killer meeting is usually easier than the gurus and motivational speakers might tell you. Whether you’re facing an allocator who insists on seeing the presentation beforehand or navigating an awkward silence before kick-off, Stacey’s got you covered. In this episode, Stacy covers: …

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Best Of: Is Japan At An Inflection Point? 23:56

4M ago23:56

23:56

Over the summer, The Bid brings back some of the best episodes from this year. Kicking off the series, hosts Oscar and Stevie take a look back on Is Japan At An Inflection Point? Belinda Boa, Head of Active Investments for Asia Pacific at BlackRock joins Oscar to examine the prospects, challenges, and potential opportunities that may define Japan's…

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57: Rewind | Value Investing Specialist Sean Peche of Ranmore Funds on Building a Boutique After Years at $35B Bigs | How Boutiques Will Win with a Different Playbook (and LinkedIn Is In It) | Why Numbers ... 1:04:03

4M ago1:04:03

1:04:03

Let’s be real: boutique building is no walk in the park; it's a rollercoaster of gutsy moves and unexpected comebacks. Today, we’re sitting down with a guest who knows all about that. Meet Sean Peche, a value investing specialist who's transitioned from the $35B big leagues to crafting his own firm. In this episode, Sean and Stacy unpack: His Backs…

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56: How Much Detail Does Your Backstory Really Need? | Story Snacks Series 5:56

4M ago5:56

5:56

Your backstory isn’t as cut and dry as your resume, but It’s not quite a full look at your diary, either. If you want to craft a compelling backstory, you have to find the sweet spot between these two extremes. And that’s exactly what Stacy is walking you through in this episode. Listen in as she breaks down: How much should you share, and to what …

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55: The Secret to Booking More Meetings with Investors | Story Snacks Series 7:22

3M ago7:22

7:22

Want to book more meetings for your fund? It’s time to face the music. Cold intro emails are out. A relationship-first approach is in. Take it from Stacy (and her clients at Havener Capital), who are using the exact strategy she’s laying out in this episode to book meetings with investors who are primed to say yes. Listen in as today as Stacy cover…

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54: Rewind | The Psychology of Sales w/ Dr. Daniel Crosby and Stacy Havener | The Scientist & The Storyteller | Why Typical Fund Managers Tell Terrible Stories (and How to Make Sure You Nail Your Narrative ... 51:21

4M ago51:21

51:21

Dr. Daniel Crosby, a behavioral psychologist, is back and ready to tell you the cold, hard truth about why your brain might be sabotaging your storytelling game. Listen in as he and Stacy discuss: Why our brains cling to conformity, killing our chances of standing out Why linear stories put people to sleep and how mastering the ‘peak-end’ rule will…

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53: Why a Founder’s Backstory Matters–Even for Firms Managing Billions | Story Snacks Series 6:47

3M ago6:47

6:47

Introducing Story Snacks! A bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in less than 20 minutes per week! Listen in today as Stacey answers every established firm’s burning question, “Who cares about the founder?” Plus, learn: Why a founder’s backstory matters–even for firms managing billions How t…

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Market Take: Rate Cuts Don't Dull Allure of Income 3:42

4M ago3:42

3:42

More central banks are starting to cut policy rates after their quick tightening during the pandemic. Natalie Gill, Portfolio Strategist at the BlackRock Investment Institute, explores why we think central banks will need to keep rates higher for longer and how that informs our bond and credit preferences. This content is for informational purposes…

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52: $520 Million Frontier & Emerging Markets Specialists Jonathan Binder and Charlie Cassel Co-Founders of Consilium Investment Management | The Importance of High Conviction Strategies | Why Benchmarks ... 59:24

4M ago59:24

59:24

If you’ve been dismissing frontier markets because they seem “too risky,” you’re missing out on a treasure trove of alpha. Take it from Consilium CIO Jonathan Binder and CEO Charlie Cassel. For 13+ years, they’ve managed to beat EM benchmark indexes time and time again. In this episode, they share their playbook for successful FM investing and brea…

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Market take: Steering Through Market Air Pockets 4:57

4M ago4:57

4:57

Introducing Market take, our weekly short form series on what's driving markets. Subscribe to Market take wherever you get your podcasts. We see central bank policy expectations, equity factor rotations and currency moves driving the recent market volatility. Wei Li, Global Chief Investment Strategist at BlackRock, dives into these market drivers a…

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Best Of: GenAI Through a COO Lens 26:30

4M ago26:30

26:30

Over the summer, The Bid brings back some of the best episodes from this year. Kicking off the series, hosts Oscar and Stevie take a look back on GenAI Through A COO Lens. Rob Goldstein, Chief Operating Officer of BlackRock, and Lance Braunstein, Head of Aladdin Engineering, share their optimistic perspectives on Gen AI and the evolution of technol…

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