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A Guide to Investment Committees
In this series, join our host Brendon Vade in unpacking the ins and outs of investment committees. Learn from experts about how to start, grow, run and maintain a great investment committee, then leverage it for great results for your practice and clients.
Host: Brendon Vade
A Guide to Investment Committees #1
In this first installment, Brendon speaks with Jacqueline Fernley, Chief Investment Officer at Mason Stevens, and Andrew Height, …
A Guide to Investment Committees #2
Alex is a Partner at Moran Partners Financial Planning. He joins Brendon to talk about how advisers can …
A Guide to Investment Committees #3
Greg is a Director and Independent Adviser at Allied Wealth. He and Brendon chat about the benefits advisers …
A Guide to Investment Committees #4
In this final episode, Brendon is joined once again by Jacqueline Fernley from Mason Stevens, and Gareth de …
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#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
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Engine Room Podcast #56 – John Cachia
John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from …
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AdviceTech Podcast #109 – Cyber Security Special
This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the …
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#470 Paul Nevin
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
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Engine Room Podcast #55 – Charlie Viola
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how …
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AdviceTech Podcast #108 – Qwilr
In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, …
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#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
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Engine Room Podcast #54 – Angus Stevenson
Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into …
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Investment Podcast #19 – Market Outlook
Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and …
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AdviceTech Podcast #107 – Otto Finance
This week, Pat speaks with Madeleine Debney, Co-Founder & CPO at Otto. They discuss the problems Otto aims …