Sinopsis
The Investment Management Consulting business and the concept of money managers for retail clients is not new Managed Money pioneer John Lohr, interviews industry LEGENDS who offer advice to today's practitioners.
Episodios
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Michael Dieschbourg interview on Howling Wolf Radio
14/09/2012Michael Dieschbourg talks about how he got into the Investment Management Business and how risk should be measured differently now than it was years ago.
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The Best of Legends Radio Vol 4
10/07/2012The Best of Legends, Volume 4 features an interview with Ron Surz of PPCA. Tune in as Ron describes leading edge tools that will set you apart from your competition because "the ignorance and indolence of the many presents an opportunity for the few.
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The Best of Legends Radio Vol 3
14/06/2012The "BEST OF LEGENDS" Volume Three consists of a featured interview with Don Robinson,CEO, Palladiem Partners. Tune in as Don discusses with John his new firm Palladiem Partners. Other guests include Frank Campanale, Kathleen Hegenbart and Dave Loeper.
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The Best of Legends Radio Vol 2
29/05/2012The BEST OF LEGENDS Vol. 2 features an interview with Bob Olstein, Olstein Funds. Tune in as Bob as he discusses the importance of looking behind the numbers of financial statements to assess the quality of earnings that a company reports. Other guests on Volume 2 include Dan Bott , Ron Surz and Michael Herr.
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The Best of Legends Radio Vol 1
29/05/2012The BEST OF LEGENDS Vol. 1 consists of a featured interview with Dave Loeper, CEO of Wealthcare Capital Management. Tune in as Dave discusses the state of investment management consulting today. Other guests include Steve Barger, Frank Campanale, Kathleen Hegenbart discusses; and Len Reinhart.
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Bill McVay Interview on Howling Wolf Radio
26/04/2012Bill McVay is the founder of RDK Strategies which provides investment advice and business consulting services to financial institutions, endowments, foundations, corporations and pension funds.
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Robert Olstein Interview on Howling Wolf Radio
19/04/2012Robert Olstein is the Chairman, CEO and CIO of the Olstein Funds. He has long been recognized as one of the financial community's most astute and original research analysts and money managers, and is a leading expert on looking behind the numbers of financial statements to assess the quality of earnings that a company reports.
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Michael Herr Interview on Howling Wolf Radio
16/04/2012Michael Herr is a highly experienced and creative Senior Executive in the Financial Services and Technology industries with exceptional combination of analytical, interpersonal and business development sales skills in both the buy and sell side disciplines, possessing an intimate knowledge of the Northwest's middle market business community.
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Live at The IMI
05/04/2012Live at the IMI contains interviews with over 18 Legends including Russ Mason, Ivory Day, Shale Lapping and more. The conference was held in Las Vegas on March 4-5. John Lohr asks "If you could reinvent the Investment Industry today, what would it look like?" Listen to the top experts in this field share their insights.
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Kathleen Hegenbart Interview on Howling Wolf Radio
28/03/2012A Certified Investment Management Consultant professional (CIMC), Kathleen is past president of the Association of Professional Invest.Consultants (APIC). On Wall Street Magazine featured Kathleen on its cover story, The Wirehouse Way, in August 2010.
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Don Robinson Interview on Howling Wolf Radio
21/03/2012Don Robinson draws upon more than 30 yrs of experience in the investment advisory / management business. Mr. Robinson has published several articles on global indexing and risk management. He is a member of the Chicago Quantitative Alliance.
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Ron Surz Interview on Howling Wolf Radio
07/03/2012John Lohr interviews Ron Surz, president of PPCA Inc. and its division, Target Date Solutions. PPCA is an RIA providing manager due diligence software, and enhanced UMA structures. Ron holds a CIMA (Certified Investment Management Analyst) designation.
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Dan Bott Interview on Howling Wolf Radio
29/02/2012John Lohr will interviews Dan Bott, First VP-Investments, Institutional Consultant at The Bott Group of Merrill Lynch. He created the first advisory board of the Certified Investment Management Consultant (CIMC) education and designation program.
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Steve Barger Interview on Howling Wolf Radio
22/02/2012John Lohr will interview Steve Barger, Founder of the Barger Group. An industry visionary and innovator, Barger Group is a pioneer of the modern financial services industry.
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Frank Campanale Interview on Howling Wolf Radio
15/02/2012John Lohr interviews Frank Campanale, Chairman & CEO First Allied Wealth Management, a leading provider of wealth mgmt services, investment mgmt, securities brokerage, institutional pension, endowment and foundation consulting services.
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Dave Loeper Interview on Howling Wolf Radio
08/02/2012John Lohr interviews Dave Loeper, a Certified Investment Management Analyst, a Certified Investment Management Consultant and the CEO of Financeware, Inc., which does business as Wealthcare Capital Management. An SEC RIA with over 25 yrs. experience.
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Len Reinhart Interview on Howling Wolf Radio
01/02/2012John Lohr interviews Len Reinhart, a pioneer of the separately managed accounts industry. Len has served as Chairman-Board of Governors-Money Management Institute; Advisory Board of Directors-Institute of Investment Management Consultants.