Bruce and Jeff talk with Emile Hallez, US news editor at ESG Clarity, who has done the work of reading through the SEC's 510-page climate disclosure proposal. Listen in for a breakdown of the proposal, which will affect how public companies and some private companies report about their impact on the environment. Hear Emile's take on why this is necessary, what happens if the administration shifts in 2024, and how much authority the SEC actually has to enforce these requirements. Also, Bruce and Jeff start the countdown toward their 100th episode.
Bruce this week speaks with Mark Goldberg, who has worked as a senior executive with Royal Alliance Associates, now Osaic, Carey Financial and Griffin Capital Securities about the current market for alternative investments, including private loan and BDC funds.
Bruce Kelly talks to local Rhode Island reporter Eli Sherman about the former nontraded REIT czar, Nick Schorsch, and his group’s investments in beloved local eateries in the Ocean State.
Bruce Kelly speaks to longtime compliance expert Sander Ressler about elder fraud, artificial intelligence and GWG Holdings and what advisors and their broker-dealers and RIAs should be guarding against.
Bruce Kelly is joined this week by Jeff Vivacqua of Cambridge Investment Research, who breaks down the company's success as a recruiter of financial advisors.
