Tag: Advisors
WealthManagement INVEST: Bridging the Gap in Fixed Income Opportunities

WealthManagement INVEST: Bridging the Gap in Fixed Income Opportunities

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Listen in as David Bodamer sits down with Karen Veraa, Head of iShares US Fixed Income Strategy, to discuss fixed-income ETFs. Karen shares insight on navigating the current market complexities, from managing inflation impacts to exploring strategic investment avenues.

Karen focuses on:

  • The current state and future prospects of fixed-income markets
  • Insights into fixed-income ETFs and their role in today’s investment strategies
  • The concept of bond laddering and its benefits for investors
  • Navigating market expectations and the role of the Federal Reserve
  • And more

Connect With Karen Veraa:

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About Our Guest:

Karen Veraa, CFA, is a Fixed Income Product Strategist within BlackRock’s Global Fixed Income Group focusing on iShares fixed income ETFs. She concentrates on supporting iShares clients, generating content on fixed income markets and ETFs, developing new fixed income iShares ETF strategies, and partnering with the iShares team on product delivery. She writes about fixed income ETFs and trends in that sector.

The majority of Lawrence’s career has focused on the meeting point of finance and technology. At Goldman, Sachs & Co., where he worked for 17 years, he was a partner & managing director, most recently serving as the co-head of the Global Technology Banking Group (part of the Investment Banking Division), focusing on all aspects of technology including the internet & e-commerce, software, services & hardware. He has also worked as director of various digital & e-commerce businesses, as well as a series of acquisition vehicles.
WealthManagement INVEST: Trends and Innovations in Alternative Investments

WealthManagement INVEST: Trends and Innovations in Alternative Investments

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Listen in as David Bodamer sits down with Lawrence Calcano, Chairman and CEO of iCapital, to explore the world of alternative investments and their role in modern portfolio strategies. They unravel the complexities of the alt space, examine recent developments at iCapital, and discuss how advisors are integrating these assets into their offerings for a more diversified investment approach.

Lawrence focuses on:

  • The importance of education in the early adoption phase of alternative investments.
  • How alternatives can enhance portfolio diversification and performance.
  • How innovative fund structures make alternative investments more accessible.
  • The role of technology in simplifying the investment process in alternative assets.
  • And more

Connect With Lawrence Calcano:

Connect With David Bodamer:

About Our Guest:

Lawrence is the Chairman and CEO of iCapital. He began advising and working with iCapital shortly after its 2013 founding, leading key strategic and business development initiatives, before joining full-time as CEO in early 2014. Since then, he has led the rapid growth – both organic and through acquisition – of iCapital, building it into a leading global Fintech company.

The majority of Lawrence’s career has focused on the meeting point of finance and technology. At Goldman, Sachs & Co., where he worked for 17 years, he was a partner & managing director, most recently serving as the co-head of the Global Technology Banking Group (part of the Investment Banking Division), focusing on all aspects of technology including the internet & e-commerce, software, services & hardware. He has also worked as director of various digital & e-commerce businesses, as well as a series of acquisition vehicles.
Wealth Management INVEST: How Private Markets Are Becoming More Accessible

Wealth Management INVEST: How Private Markets Are Becoming More Accessible

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Innovations in product development have increased access to private markets for financial advisors and their clients. Steve Brennan, managing director and head of Private Wealth Solutions at Hamilton Lane, joined David Bodamer to discuss the state of private investments and Hamilton Lane’s path to developing private wealth strategies. 

Steve focuses on:

  • The benefits of private market investing and the evolution of the space
  • How private assets affect portfolio diversification 
  • Why asset managers, including Hamilton Lane, are focusing on education to help advisors navigate private investment strategies
  • And more

Connect With Steve Brennan:

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About Our Guest:

Steve is a Managing Director and Head of Private Wealth Solutions at Hamilton Lane, leading the firm’s efforts to provide both evergreen and traditional private markets solutions to the growing Private Wealth channel. In this capacity, he sets the strategic direction and oversees all aspects of the Private Wealth Solutions business.