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Wealth Management Invest

Wealth Management Invest

Hosted by WealthManagment Invest

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Episodes

119

Latest episode

Jun 2026

Language

EN-US

About the show

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 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETFs and SMAs.

Listen to episodes

60 recent
June 8, 202624 min

Wealth Management Invest: BofA Merrill’s Mark Sutterlin on Alternatives Allocations

In this episode of the Wealth Management Invest podcast, host David Bodamer speaks with Mark Sutterlin, head of alternative investments at Bank of America Merrill Lynch, about the increasing role of private markets within client portfolios. Mark outlines how demand for alternative investments is evolving, particularly among ultra-high-net-worth investors, and explains how firms are expanding access through new platform offerings and structures. Mark also explores the role of evergreen funds in making private markets more accessible, while emphasizing the importance of long-term thinking, diversification, and consistent allocation. In addition, he shares perspectives on how technology is improving the investment experience, along with key themes shaping opportunities across areas such as artificial intelligence, infrastructure, and hedge strategies. Key takeaways: Why ultra-high-net-worth investors are increasing allocations to private markets for diversification How evergreen funds help simplify access but still require long-term discipline from investors The role of advisor education in helping clients understand illiquidity and portfolio fit How technology is improving reporting, execution and the overall investor experience Key investment themes including AI, infrastructure growth and renewed interest in hedge strategies Connect With David Bodamer: david.bodamer@informa.com  Wealth Management LinkedIn: David Bodamer LinkedIn: Wealth Management Connect With Mark Sutterlin: LinkedIn: Mark Sutterlin LinkedIn: Bank of America Merrill Lynch LinkedIn: Bank of America Business Website: Bank of America Business Resources: Listen to the Wealth Management Invest Podcast on Wealth Management Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify

May 18, 202634 min

Wealth Management Invest: Private Credit, Liquidity Pressures and Market Signals with Chris Acito

In this episode of the Wealth Management Invest podcast, host David Bodamer sits down with Chris Acito, CEO and founder of Gapstow Capital Partners, to examine the growing attention around private credit and the forces shaping its current outlook. Chris explains how the expansion of retail investor access has changed the structure of the market, particularly through interval funds and non-traded BDCs, and why recent redemption activity is bringing renewed focus to liquidity design. Chris also breaks down the distinction between liquidity concerns and underlying credit quality, offering context around default expectations and sector-specific pressures such as recent volatility in software lending. In addition, he discusses the valuation gap between listed and non-listed vehicles, what it may signal about investor sentiment, and the key indicators advisors should monitor as the market adjusts over the coming quarters. Key takeaways: How private credit funds are structured and why redemption limits are built into the system for stability The shift from institutional to retail capital and how it has reshaped liquidity dynamics in credit markets Why redemption pressure may not signal panic, but rather a test of fund design and investor expectations Differences between listed and non-listed BDCs and what pricing gaps may reveal about market sentiment Key indicators to watch, including credit performance, fund flows and valuation trends across vehicles Connect With David Bodamer: david.bodamer@informa.com  Wealth Management LinkedIn: David Bodamer LinkedIn: Wealth Management Connect With Chris Acito: LinkedIn: Chris Acito LinkedIn: Gapstow Capital Partners Website: Gapstow Capital Partners Resources: Listen to the Wealth Management Invest Podcast on Wealth Management Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify

April 20, 202625 min

Wealth Management Invest: Scaling Personalization and Private Markets with InvestCloud’s Cheryl Nash

David Bodamer speaks with Cheryl Nash, President of APL at InvestCloud, about how wealth technology is evolving to support the next phase of managed accounts. Cheryl explains how platforms are moving beyond traditional investment strategies to focus on personalization, tax awareness, and the integration of private markets into scalable portfolio solutions. Cheryl also outlines how firms are working to bring private assets into the same framework as public investments, including the operational challenges of trading, rebalancing, and automation across large numbers of accounts. In addition, Cheryl explores how artificial intelligence is being applied to streamline workflows, improve data accuracy, and enhance advisor efficiency, while emphasizing the growing importance of scalability as firms expand and client expectations continue to rise. Key takeaways: How platforms now rebalance thousands of accounts while supporting tax overlays and multi-asset portfolios Why private markets are moving into managed accounts and the infrastructure required to support them How personalization has shifted from a premium offering to a standard expectation across client portfolios The role of AI in improving workflows, data reconciliation, and advisor decision-making efficiency Why scalability and integrated systems are critical as firms grow through M&A and increasing client demand Connect With David Bodamer: david.bodamer@informa.com  Wealth Management LinkedIn: David Bodamer LinkedIn: Wealth Management Connect With Cheryl Nash: LinkedIn: Cheryl Nash LinkedIn: InvestCloud Website: InvestCloud cnash@investcloud.com  Resources: Listen to the Wealth Management Invest Podcast on Wealth Management Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify

March 23, 202631 min

Wealth Management Invest: Real Assets, Active ETFs and Real Estate with Dan Noonan

In this episode of the Wealth Management Invest podcast, host David Bodamer sits down with Dan Noonan, executive vice president at Cohen & Steers, to discuss how real assets are being incorporated into portfolios across the wealth management channel. Dan shares how sectors such as real estate, infrastructure, commodities and natural resource equities can contribute to diversification and income, and explains how advisors are approaching these asset classes as market conditions evolve. Dan also breaks down the differences between listed and private real estate investments, including how liquidity, income and volatility profiles compare. In addition, Dan discusses the growing adoption of active ETFs within specialized sectors and highlights opportunities emerging in areas like necessity retail properties and next-generation real estate categories such as data centers and cell towers. Key takeaways: Renewed advisor interest in real assets as diversification and inflation mitigation tools Key differences between listed and private real estate and how each fits into portfolio construction  The expanding role of active ETFs in specialized asset classes such as real estate and infrastructure How next-generation real estate sectors like data centers and cell towers are shaping the market Connect With David Bodamer: david.bodamer@informa.com  Wealth Management LinkedIn: David Bodamer LinkedIn: Wealth Management Connect With Dan Noonan: LinkedIn: Dan Noonan LinkedIn: Cohen & Steers Website: Cohen & Steers Resources: Listen to the Wealth Management Invest Podcast on Wealth Management Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify

March 9, 202628 min

Wealth Management Invest: Exploring Interval and Tender Offer Funds with XA Investments’ Kimberly Flynn

In this episode of the Wealth  Management Invest Podcast, host David Bodamer sits down with Kimberly Flynn, president of XA Investments, to discuss how interval and tender offer funds are reshaping access to private markets for financial advisors. Kimberly explains how private credit, private equity and other alternative strategies are being packaged for the wealth channel, and what advisors should understand about their fund structures, platform requirements and track records. She also shares insights from XA Investments’ research on advisor adoption, public/private partnerships and the growing role private markets may play in portfolio construction over time. Key takeaways: Growth in interval and tender offer funds and what it signals about advisor demand for private market exposure Differences in adoption across RIAs, wirehouses and IBDs How track record requirements and platform standards shape fund availability The role of partnerships, indices and research in helping advisors evaluate options Connect With David Bodamer: david.bodamer@informa.com  Wealth Management LinkedIn: David Bodamer LinkedIn: Wealth Management Connect With Kimberly Flynn: LinkedIn: Kimberly Flynn Website: XA Investments Resources: Listen to the Wealth Management Invest Podcast on Wealth Management Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify

February 11, 202630 min

Wealth Management Invest: Private Markets and Portfolio Construction with Dave Donahoo

In this episode of the Wealth Management Invest podcast, host David Bodamer speaks with Dave Donahoo, head of Americas, Wealth Management Alternatives at Franklin Templeton, about how private equity, private credit and real estate are increasingly shaping portfolio construction within the wealth channel. Dave shares how Franklin Templeton approaches private markets, evaluates semi-liquid fund structures and prioritizes investment integrity when adapting institutional strategies for advisors. He also discusses current themes across private asset classes, the role of education in advisor adoption, and why private markets are becoming a central part of long-term portfolio design. Key points: Why private markets are no longer viewed as niche allocations for wealth portfolios How semi-liquid structures are evaluated before launch The role of supply and demand across private equity, credit and real estate How institutional experience informs product design for wealth clients Connect With David Bodamer: david.bodamer@informa.com  Wealth Management LinkedIn: David Bodamer LinkedIn: Wealth Management Connect With Dave Donahoo: LinkedIn: Dave Donahoo LinkedIn: Franklin Templeton Website: Franklin Templeton Website: Alternatives by Franklin Templeton Resources: Listen to the Wealth Management Invest Podcast on Wealth Management Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify

January 20, 202629 min

Wealth Management Invest: IPA’s Anya Coverman on Regulatory Issues

In this episode of Wealth Management Invest, host David Bodamer sits down with Anya Coverman, president and CEO of the Institute for Portfolio Alternatives, to open 2026 with a discussion on key regulatory and policy developments affecting private markets, including ERISA modernization, 401(k) access, accredited investor definitions and the impact of state-level regulation. Anya outlines the IPA’s role in representing the alternatives ecosystem and shares insight into how access to private markets has evolved, why individual investors remain under allocated compared to institutions, and how innovation in fund structures, fintech infrastructure and industry partnerships is reshaping the wealth channel. Key takeaways: Individual investors remain under allocated to private markets compared to institutions New fund structures, fintech platforms and partnerships are expanding advisor access to alternatives Policy developments around ERISA, 401(k)s and accredited investors will shape future access Durable, thoughtful regulation is essential to responsible growth in private markets Education and collaboration are critical as alternatives play a larger role in portfolios Connect With David Bodamer: david.bodamer@informa.com  Wealth Management LinkedIn: David Bodamer LinkedIn: Wealth Management Connect With Anya Coverman: Institute for Portfolio Alternatives LinkedIn: Anya Coverman Resources: Listen to the Wealth Management Invest Podcast on Wealth Management Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify

December 15, 202525 min

Wealth Management Invest: Digging into SMAs and Direct Indexing with Columbia Threadneedle’s Daniel Milligan

In this episode of Wealth Management Invest, host David Bodamer speaks with Daniel M. Milligan, vice president of separately managed accounts at Columbia Threadneedle Investments, to examine how advisors are using SMAs and direct indexing when building client portfolios. Daniel outlines how technology has increased access to SMAs, why tax-aware personalization is gaining traction, and how direct indexing creates flexibility for investors seeking tailored equity exposures. He also walks through the role municipal bond SMAs can play in taxable accounts and highlights how advisors can use these tools. Key takeaways: How technology has allowed SMAs to move downmarket with lower minimum investments Tax and transparency benefits that distinguish SMAs from mutual funds and ETFs How direct indexing pairs index-like exposure with systematic tax management and client-level customization Using SMAs and direct indexing to address concentrated stock positions while managing tax consequences over time Limits of customization, advisor education needs, and why SMAs are increasingly central to holistic planning Connect With David Bodamer: david.bodamer@informa.com  WealthManagement.com LinkedIn: David Bodamer LinkedIn: WealthManagement Connect With Daniel Milligan: Website: Columbia Threadneedle Investments LinkedIn: Columbia Threadneedle Investments LinkedIn: Daniel Milligan About Our Guest: Dan Milligan is Vice President of Separately Managed Accounts at Columbia Threadneedle Investments, based in Boston, MA. He has been at the firm for almost 19 years. He holds a bachelor’s degree in economics from Boston College and an MBA from Boston College Carroll School of Management. He is a CFA Charterholder. Resources: Listen to the Wealth Management Invest Podcast on WealthManagement.com Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify

November 17, 202532 min

Wealth Management Invest: Ramping Up ETF AUM with AllianceBernstein’s Onur Erzan & Noel Archard

In this episode of Wealth Management Invest, host David Bodamer speaks with two AllianceBernstein executives: Onur Erzan, head of Global Client Group and Private Wealth, and Noel Archard, CFA, global head of ETFs and Portfolio Solutions. The duo shares insights on the growth of AllianceBernstein’s active ETF platform, the increasing integration of private markets into client portfolios and the expanding accessibility of SMAs for tax-efficient investing.  Key Takeaways: How AllianceBernstein has ramped up to $9 billion in ETF assets in three years with 19 active funds The trend of advisors consolidating manager relationships  Structural and cyclical investment trends shaping portfolios, from private credit to international equities The growing accessibility of SMAs and their role in optimizing after-tax returns The rise of defined outcome ETFs and how advisors can use them  Connect With David Bodamer: david.bodamer@informa.com  WealthManagement.com LinkedIn: David Bodamer LinkedIn: WealthManagement Connect With AllianceBernstein: AllianceBernstein LinkedIn: AllianceBernstein Connect With Noel Archard: LinkedIn: Noel Archard Connect With Onur Erzan: LinkedIn: Onur Erzan Resources: Listen to the Wealth Management Invest Podcast on WealthManagement.com Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify RIA Edge Private Markets: December 4, 2025, in New York, NY

October 20, 202529 min

Wealth Management Invest: Building Resilient Portfolios with Vanguard’s Todd Schlanger

In this episode of Wealth Management Invest, host David Bodamer speaks with Todd Schlanger, CFA, senior investment strategist for multi-asset investing at Vanguard, to explore how advisors can approach portfolio construction in today’s market.  Todd shares why the 60/40 portfolio still plays a crucial role, the rise of dynamic and active-passive strategies, and the increasing use of ETFs in model portfolios. He also explains Vanguard’s 13 investment strategies and highlights the role advisors can play in guiding client behavior during periods of market volatility. Key takeaways: Why the 60/40 portfolio remains relevant as a long-term “all-weather” strategy How dynamic strategies adapt to capital market assumptions across more than 100 asset classes The growing role of ETFs, including passive and active approaches, in model portfolios Vanguard’s 13 strategies are designed to address diverse investor needs and objectives The importance of advisor behavioral coaching to help clients stay disciplined through volatility Connect With David Bodamer: david.bodamer@informa.com  WealthManagement.com LinkedIn: David Bodamer LinkedIn: WealthManagement Connect With Todd Schlanger Vanguard  LinkedIn: Todd Schlanger Bonds remain in favor in time-varying model portfolio Vanguard’s portfolio construction framework Time-varying asset allocation: Vanguard’s approach to dynamic portfolios Resources: Listen to the Wealth Management Invest Podcast on WealthManagement.com Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify

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