Frontier Of Finance

By Capintel

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Category: Investing

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Subscribers: 0
Reviews: 0
Episodes: 27

Description

Welcome to the Frontier of Finance: an original podcast hosted by CapIntel’s CEO and Founder, James Rockwood along side CRO and Co-Founder Rob Crnkovic. For the past four years, James has been on a mission to help advisors and asset managers improve the wealth management industry. On each episode, you'll hear directly from leading asset managers on their latest product launches and milestones. We'll give you an exclusive look at what makes these products different, why they were built, who is behind them, and how to use them in portfolios. You can expect to hear from forward-thinking professionals from the largest banks and leading independent firms. We'll go beyond the surface level to bring you credible information on the latest in wealth and asset management. Tune in, subscribe wherever you get your podcasts, and drop us a five-star rating and review on Apple Podcasts. We'll see you on the frontier.

Episode Date
How to Make Meaningful Client Connections with Kevin Crowe and SEI
Oct 17, 2023
Why The Balanced Portfolio is Here to Stay with Benjamin Creary and Vanguard Investments Canada Inc.
Sep 19, 2023
Dividends and Income Strategies with Boncana Maiga and Manulife Investment Management
Sep 05, 2023
The Business of Women and Wealth with Ingrid Macintosh and TD Asset Management
Aug 22, 2023
A More Flexible Way to Save for Retirement with Janet Lee and The Pacific Financial Group
Aug 08, 2023
The Ins, Outs, and Future of Investing in BDCs with Mike Petro and Putnam Investments
Jul 25, 2023
Predicting The Future of Wealth Management Marketing with April Rudin
Jul 11, 2023
The Key to Building an Ultra High Net Worth Portfolio with Jeffrey Shell and Lillian Ferndriger From BMO Global Asset Management
Jun 27, 2023
The After Effects of the SVB Collapse with John Hadwen and BMO Global Asset Management
Jun 13, 2023
Reminiscing on the Past and What to Expect From This Season | James Rockwood and Rob Crnkovic
May 30, 2023
Demystifying Alternative Credit, with Jacques Prevost and CIBC Global Asset Management
Nov 23, 2022
Planning for Longevity of Retirement Income: One Year Later, with Fraser Stark and Purpose Investments
Jul 06, 2022
Weathering Market Volatility & The Power of the ETF, with Jonathan Needham and TD Asset Management
Jun 15, 2022
Opening the Velvet Rope to Top-Tier Venture Capital, with Ben Reeves and Wealthsimple
Jun 01, 2022
The Case for Investing in U.S. Equities, with Brian Belski and BMO Global Asset Management
Apr 20, 2022
Betting on the Data Boom Using Real Estate Tech, with BMO Global Asset Management
Apr 13, 2022
Crypto ETFs: A New Era, with CI Global Asset Management
Mar 23, 2022
Introducing Canada’s First Interval Fund, with Mackenzie Investments
Mar 09, 2022
The Rising Popularity of Sustainable Investing, with Mackenzie Investments
Dec 15, 2021
A Brand-New Tech ETF for the Innovation of Tomorrow, with TD Asset Management
Dec 01, 2021
Investing in Alternative Funds for Absolute Returns, with CIBC Asset Management
Nov 17, 2021
Defending Against Extreme Market Swings, with Canada Life
Nov 03, 2021
Global Equity from a Canadian Perspective, with BMO Global Asset Management
Oct 20, 2021
Modern Solutions for Retirement Income Planning, with Purpose Investments
Oct 06, 2021
Behind the Acceleration of Healthcare Investing, with TD Asset Management
Sep 22, 2021
Why ESG Investing Is Here to Stay, with CIBC Asset Management
Sep 08, 2021
Trailer
Aug 21, 2021