Andrew Kaye-Skinner is a Senior Product Trainer for Advisor Group, which is one of the country's largest independent broker dealers.
Andrew and I discussed how he taps into his theater and linguistics background to deliver effective training to financial advisors. We also touch on some adult learning theory topics that will help you get your message across whether you're training your team of advisors or preparing to speak at an event.
Michael Fosnaugh is a Chicago-based Senior Managing Director and Co-Head of the Flagship Fund at Vista Equity Partners (Vista). Vista has over $95 billion AUM and over 20 years of experience investing exclusively in enterprise software.
I talked to Michael about the opportunity in private equity and how he and his team analyze and invest in the B2B software market.
Miguel Sosa is a research and product strategist at Bluerock Capital Markets, which has $15 billion in AUM.
At the 2022 CAIS Alternative Investment Summit in Beverly Hills, Miguel and I discussed a paper he wrote on Advanced Diversification, where he used modern portfolio theory to deconstruct the three elements of diversification to quantify the benefits of each of those elements. We then discussed how to apply those three elements to build a more efficient portfolio. We get a little technical in this one but I think you’ll really appreciate how this type of knowledge can help you build higher performing risk-adjusted portfolios.
John Christmas is Co-Head of Business Development and Investor Relations at HPS Investment Partners, a global investment firm with approximately $92 billion in AUM as of September 2022.
John and I talked about how even as interest rates rise, private credit could provide a reasonable ROI with moderate volatility for clients looking beyond the traditional components of the 40 in the 60/40 portfolio.
Since 2014, I’ve published 678 podcasts and the vast majority were interview shows. In 2022, I published 45 shows. Here are 10 ideas from my top podcasts of 2022 that particularly resonated with me and my audience (in chronological order). You'll hear ideas from:
Full show notes: https://stevesanduski.com/top-podcasts-of-2022/
For the eighth time, I begin the New Year with 3 carefully chosen words meant to remind, motivate, and guide me on my road to making the New Year my best year yet. It’s called the My 3 Words exercise.
My 3 words are printed at the top of my Daily Outcomes sheet (my prioritized to-do list) so I see them multiple times a day.
By being thoughtful when I identify my 3 words and then reviewing them on a daily basis, I have a daily reminder of my key focus for the year. These words help me stay on track and on plan.
Last year, I decided to mix it up and instead of doing the My 3 Words exercise, I did a “filters” exercise—more on that in a moment.
For 2023, I’m keeping the same filters from 2022 and bringing back the My 3 Words exercise.
In today’s podcast, I reveal my 3 words for 2023 and discuss how well I executed on the filters exercise from 2022.