Veteran financial reporter Bruce Kelly takes the listener beyond the page, into the heart of the story. With exclusive interviews of industry leaders and the host’s depth of knowledge, this podcast dives deep into a few select topics. The listener will gain new insight into the financial services industry, while Bruce keeps it all moving with a lighthearted approach.
The Host
Bruce Kelly has written for InvestmentNews for more than two decades. He writes primarily about the brokerage industry and its myriad facets, from adviser pay and product sales to M&A.
Bruce and Jeff ring in 2023 with their guest Charles Rowlan, senior vice president of business development at Advyzon. They discuss Charles' extensive research on the ever-evolving advisor fee model.
Bruce and Jeff connect with Kevin T. Gannon, CEO of RA Stanger Investment Bank, to talk about nontraded REITS, their history, all of the current nuances when working with them, and their advantages and disadvantages.
Jeff speaks with Toussaint Bailey, Founder and CEO of Uplifting Capital, about his creative ventures to shift the landscape of impact investing.
Jeff takes the pod solo this week with his guest Gary Zimmerman, Founder of MaxMyInterest.com. Gary explains how MaxMyInterest was born from his experience during the financial crisis. Jeff and Gary discuss Gary's thoughts on why inflation is here to stay and may well be an indicator of future social and political instability, and how a recession may be our only hope of quelling inflation.
Jeff and Bruce talk to Lorenzo Esparza, chief executive and founding principal at Manhattan West, about his preference for alternative investments, especially when working with the firm's high-profile clients, including entertainers and athletes.
