Jan 5, 2023
Our guest today is Jeffrey Sherman, Deputy CIO of DoubleLine, which manages over $100 billion. Jeffrey oversees and administers DoubleLine’s Investment Management sub-committee coordinating and implementing policies and processes across the investment teams. He also serves as lead portfolio manager for multi-sector...
Nov 29, 2022
Our guest today is Mark Brewer, President and CEO of the Central Florida Foundation. Mark frequently advises private and corporate foundation grantmakers across the region and plays a public policy advisory role on strategy and advisory boards around the state of Florida.
Our conversation on this Giving Tuesday...
Nov 3, 2022
Our guests today are David Berns
& Mike Taylor.
David Berns is Chief Investment Officer & Co-Founder of Simplify Asset Management, which is focused on creating hedge fund and structured product strategies in a liquid, transparent, tax-efficient and low cost vehicle (ETF’s). David has a PhD in Physics from MIT in the...
Oct 6, 2022
Dr. Snaith is the Director of the University of Central Florida’s Institute for Economic Forecasting and a nationally recognized economist in the field of business and economic forecasting.
An award-winning forecaster, researcher and professor, Snaith applies academic expertise to solve real-world problems. He...
Sep 22, 2022
Our guest today is Zach Conway,
Founder and CEO of Seeds Investor. Seeds Investor is a new wealth
technology platform designed to empower advisors to better
understand investors and deliver the personalized portfolios that
In addition to Seeds, Zach is a Managing Director with the Conway Wealth Group, a private...