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Brent Sullivan of Tax Alpha Insider - Should the Tax Tail Wag the Dog?
Today, Rusty and Robyn are joined by This week, Rusty Vanneman and Robyn Murray talk with Brent Sullivan, Founder of Tax Alpha Insider. Brent Sullivan is a taxable investing specialist, blogger and software developer. He graduated from Corn
Savina Rizova of Dimensional Fund Advisors - It’s All About Research: The Latest Trends, How to Get the Best Data and Why It’s So Important
Today, Rusty and Robyn are joined by Savina Rizova, Co-Chief Investment Officer and Global Head of Research at Dimensional Fund Advisors. Savina Rizova is Co-Chief Investment Officer and Global Head of Research at Dimensional Fund Advisors
Rusty Vanneman and Robyn Murray of Orion - Year-End Review of The Weighing Machine
Key Takeaways • [03:45] - What are some of Rusty’s and Robyn’s all time favorite walk-up songs from The Weighing Machine? • [06:03] - What led Rusty to start The Weighing Machine and what did he want to create with it? • [09:27] - How did R
Jack Sharry of LifeYield - Technology and Tax Efficient Investing
Today, Rusty and Robyn are joined by Jack Sharry, Executive Vice President and Chief Growth Officer at LifeYield. Jack Sharry has been a financial industry innovator, collaborator and advocate for 40+ years. He served as an executive at Mor
Shana Sissel of Banrion Capital Management - The Risks and Rewards of Alternative Investing
Today, Rusty and Robyn are joined by Shana Sissel, Founder and Chief Executive Officer at Banrion Capital Management. For two decades Shana Orczyk Sissel has climbed the ladder of the financial services industry. As Founder, President & Chi
Nate Conrad of LifeX - A New Approach to Retirement Planning
Today, Rusty and Robyn are joined by Nate Conrad, Head of LifeX at Stone Ridge. Nate formerly served as the Head of Markets at Stone Ridge and as the President of NYDIG. Prior to joining Stone Ridge in 2016, Nate worked at Goldman Sachs as
Joel Shulman of EntrepreneurShares - The High Growth Potential of Entrepreneurial Investing
Today, Rusty and Robyn are joined by Joel Shulman and Eva Ados of EntrepreneurShares. Dr. Joel Shulman is the Founder/Managing Director/CIO of ERShares. His 25+ years of research at Babson College (#1 in Entrepreneurship) and best business
Christopher Norton of Potomac Fund Management - Get Those Creative Juices Flowing: We’ll Talk Marketing and the Power of Creativity
Today, Rusty and Robyn are joined by Christopher Norton, Chief Marketing Officer at Potomac. Christopher is an innovative, award-winning, multidisciplinary creative with a passion for storytelling. He has worked with a wide array of large a
Charlie Phelan of Fidelity Investments - Levers of Growth for Wealth Management Firms
Today, Rusty and Robyn are joined by Charlie Phelan, Head of Business Consulting at Fidelity Investments. Mr. Phelan leads consulting and business development activities focused on helping clients leverage Fidelity to evolve their businesse
Cliff Asness of AQR - Balancing Risks and Rewards for a Quantitative Approach
Today, Rusty and Robyn are joined by Cliff Asness, Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. He is an active researcher and has authored articles on a variety of financial topics for many publicatio
Julie Abbett of JPMorgan - ETFs Keep Growing, But There’s a Lot More to Learn About Them
Today, Rusty and Robyn are joined by Julie Abbett, Head of Americas ETF Sales for Equity and Credit at JPMorgan. Julie focuses on the J.P. Morgan’s ETF execution sales model through strategic partnerships within the ETF market. Julie joined
John Kerschner of JanusHenderson - CLOs: What Are They and Why Should Investors and Financial Advisors Be Interested?
Today, Rusty and Robyn are joined by John Kerschner, Head of US Securitized Products and a portfolio manager at Janus Henderson Investors. He is a member of the Securitized Credit and US Fixed Income Teams and leads the teams in finding inn
Paul Curley of ISS Market Intelligence - 529 Plans: How They Work and How They Benefit Investors and Advisors
In this episode, Rusty and Robyn talk with Paul Curley, Director of Savings Research at ISS Market Intelligence. In his role, Paul oversees 529 and ABLE market data, research, events and digital products and services for institutional clien
Saira Rahman of Fundrise - The World of Alternatives and Why They’re Even More Important Now
Today, Rusty and Robyn are joined by Saira Rahman, Vice President of New Investor Initiatives at Fundrise. Saira is a board advisor and speaker with 17 years of experience in strategy, payments, modeling and forecasting, financial reporting
Michael Patchen of Colleva - Artificial Intelligence and An Exciting Way that AI is Helping Develop Better Advisors, Leaders and Employees
Today, Rusty and Robyn are joined by Michael Patchen, Co-Founder and CEO at Colleva. Key Takeaways • Mike’s professional background and how he got where he is today. • What inspired the founding of Colleva? • What are the challenges that Mi
Ryan Issakainen of First Trust - Buffered ETFs, Artificial Intelligence and Much More
Today, Rusty and Robyn are joined by Ryan Issakainen, Senior Vice President, Exchange-Traded Fund Strategist at First Trust Advisors. Since joining First Trust in January of 2000, Mr. Issakainen has worked in various capacities with Unit In
Yuri Khodjamirian of Tema ETFs - Strategic Active ETFs and Strategies to Watch
Today, Rusty and Robyn are joined by Yuri Khodjamirian, Chief Investment Officer of Tema ETFs. Yuri spent over a decade at Majedie Asset Management managing UK and Global portfolios. As co-manager of the Majedie UK Income Fund, he helped bu
The Brinker Due Diligence Team - Due Diligence and How to Do it Right
Today, Rusty and Robyn are joined by John Hoffman, Ryan Alderman, Jimmy Dooling, Greg King and Chris Hart from Brinker’s Due Diligence team. Key Takeaways • [04:10] - The professional background of each of our guests today and what led them
Jerry Parker of Chesapeake Capital - The Most Successful Turtle Trader: Lessons From a Career of Systematic Investing
Today, Rusty and Robyn are joined by Jerry Parker, CEO of Chesapeake Capital. Mr. Parker is the Chairman and Chief Executive Officer of Chesapeake and Chesapeake Holding Company. Mr. Parker received a Bachelor of Science degree in Commerce,
Joe Smith of Parti Pris - Direct Indexing and Unified Managed Householding - What Does that Mean?
Today, Rusty and Robyn are joined by Joe Smith. Joe is Co-founder, Chief Investment Officer and head of Parti Pris’ Investment Strategy Committee. He has executive responsibility for wealthtech platform development, and thought leadership.
Scott Davis and John Finneran of Capital Group - The Most Successful Active ETF Launch in History
Today, Rusty and Robyn are joined by Scott Davis and John Finneran, the Head of ETFs and ETF Sales Specialist respectively at Capital Group. Scott T Davis is an ETF director at Capital Group, home of American Funds. He has 17 years of indus
Ben Cruikshank of Flourish Financial - Our Love Hate Relationships with Cash and Annuities
Today, Rusty and Robyn are joined by Ben Cruikshank. Ben is President of Flourish, where he oversees all client-facing teams, including Sales, Relationship Management, Partnerships, and Support. Ben is a frequent commentator on issues relat
Adam Abbas of Harris Associates - It’s All About Fixed Income
Today, Rusty and Robyn are joined by Adam Abbas, Head of Fixed Income and Portfolio Manager at Harris Associates. Adam Abbas has been a manager of the Oakmark Bond Fund and Oakmark Equity and Income Fund since 2020. He is also a vice presid
David Ricci of William Blair - The Future of Growth Investing
Today, Rusty and Robyn are joined by David Ricci, a Portfolio Manager at William Blair. David Ricci, CFA, partner, is a portfolio manager on William Blair’s Large Cap Growth strategy, which he joined in 2011. From 2005 to 2018, he was also
Eric Crittenden of Standpoint Asset Management - What Does It Mean to Take an All Weather Approach to Investing?
Today, Rusty and Robyn are joined by Eric Crittenden, Founder and Chief Investment Officer at Standpoint Asset Management. Standpoint is an investment firm focused on bringing all-weather portfolio solutions to US investors. Eric has over 2
Mike Singleton of Invictus Research - The Things That Matter and the Things That Don’t
Today, Rusty and Robyn are joined by Mike Singleton, Senior Analyst and Principal at Invictus Research. Mike studied finance and theology at the University of Notre Dame, where he graduated summa cum laude. After graduating, Mike had the op
James St. Aubin of Sierra Investment Management and Ocean Park Asset Management - What’s Ahead for the Markets and How Will Artificial Intelligence Impact the Investment Industry?
Today, Rusty and Robyn are joined by James St. Aubin, Chief Investment Officer of Sierra Investment Management and Ocean Park Asset Management. James St. Aubin, CFA®, CAIA®, is Chief Investment Officer for Sierra Investment Management. He h
Tyson Walker of Orion OCIO - The Ins and Outs of Portfolio Audits
Today Rusty & Robyn are joined by Tyson Walker, Director of Portfolio Strategy at Orion OCIO, also known as Town Square Capital, in Salt Lake City. Tyson Walker serves as the Director of Portfolio Strategy at TownSquare Capital, where he le
Kostya Etus of Dynamic Advisor Solutions - Investment Models and Why Advisors Should Use Them
Today, Rusty and Robyn are joined by Kostya Etus, CIO of Dynamic Advisor Solutions. Konstantin “Kostya” Etus, CFA® is the Chief Investment Officer at Dynamic Advisor Solutions. He is responsible for leading Dynamic’s Investment Management t
Kevin Carter of EMQQ Global - The Compelling Case for Emerging Markets
Today Rusty & Robyn are joined by Kevin Carter, Founder and Chief Investment Officer of EMQQ Global. Kevin T. Carter is the Founder & Chief Investment Officer of EMQQ Global, including EMQQ, FMQQ, and INQQ. While he considers himself an act
