In this episode – An Exploration of Emerging Markets – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Genna Lozovsky, Co-Founder and Managing Partner, Sandglass Capital Advisors. 

They discuss trends and investment opportunities in emerging markets. 

Learn more about Clearstead at: https://www.clearstead.com/ 

The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. 

Thank you for listening.

Disclosures: This podcast is being provided for informational purposes only. Any performance information discussed is based on past performance, which is not an indicator of future results. Performance discussed may or may NOT include the deduction of manager fees or Clearstead advisory fees (net performance), which would decrease the performance results discussed. If the performance information discussed does NOT explicitly disclose the deductions of manager and Clearstead advisory fees, the performance information should be reduced by 3-4% for all annualized time periods. 

The ideas and opinions expressed on this podcast by the host and the guests do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy, and do not represent the opinions of the underwriters of this programming.  Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice.  Listeners should seek the input of their own financial, tax, and legal professionals before acting on any recommendation of the information provided.

In this episode – The Impact of AI on Investments – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Richard Socher, Managing Partner at AIX Ventures and Founder and CEO of You.com. 

They discuss trends in artificial intelligence (AI) and what this technology could mean for investors and the future of the workplace. 

Learn more about Clearstead at: https://www.clearstead.com/ 

The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. 

Thank you for listening.

Disclosures: This podcast is being provided for informational purposes only. Any performance information discussed is based on past performance, which is not an indicator of future results. Performance discussed may or may NOT include the deduction of manager fees or Clearstead advisory fees (net performance), which would decrease the performance results discussed. If the performance information discussed does NOT explicitly disclose the deductions of manager and Clearstead advisory fees, the performance information should be reduced by 3-4% for all annualized time periods. 

The ideas and opinions expressed on this podcast by the host and the guests do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy, and do not represent the opinions of the underwriters of this programming.  Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice.  Listeners should seek the input of their own financial, tax, and legal professionals before acting on any recommendation of the information provided.

In this episode – A Discussion of the Banking Sector – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Fred Cummings, President and Founder of Elizabeth Park Capital Management.

They discuss recent events in the banking sector, as well as trends and investment opportunities in the space. 

Learn more about Clearstead at: https://www.clearstead.com/ 

The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. 

Thank you for listening.

Disclosures: This podcast is being provided for informational purposes only. Any performance information discussed is based on past performance, which is not an indicator of future results. Performance discussed may or may NOT include the deduction of manager fees or Clearstead advisory fees (net performance), which would decrease the performance results discussed. If the performance information discussed does NOT explicitly disclose the deductions of manager and Clearstead advisory fees, the performance information should be reduced by 3-4% for all annualized time periods. 

The ideas and opinions expressed on this podcast by the host and the guests do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy, and do not represent the opinions of the underwriters of this programming.  Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice.  Listeners should seek the input of their own financial, tax, and legal professionals before acting on any recommendation of the information provided.