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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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AdviceTech Podcast #80 – Employment Hero
In this episode, Patrick is joined by Emily Shurey, Global Head of Partner Marketing at Employment Hero. They …
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#442 Josh Derrington
Josh is Chief Investment Officer at Alvia Asset Partners. He and James discuss his experience managing investments for …
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Engine Room Podcast #34 – Unpacked
In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and discuss the …
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Investment Podcast #9 – Fixed Income: Inefficiencies and Duration
In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, …
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AdviceTech Podcast #79 – MoneyMind Profile
This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about …
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441 Joel Gleeson and Paul Cupic
In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the …
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Engine Room Podcast #33 – Thabojan Rasiah
Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at …
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AdviceTech Podcast #78 – Content Snare
This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to …
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#440 Tom McDonald
Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going …
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Engine Room Podcast #32 – Drew Meredith
Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, …