May 18, 2023

Right now, you might be in the gym, driving to work or in your office wondering how the heck we are going to keep you interested over the course of 20 minutes talking about bonds. Guess what, I was wondering the same thing before I was connected to our special guest, David Carlson, who is President and Chief Investment...

May 4, 2023

Jennifer Hutchins’ love of math and summer internship ultimately led her to a career in finance. Today, she is the manager of the Portfolio Management Group at Avantax and oversees the planning, execution and success of this group and various portfolios. Jennifer started her career in financial planning and wealth...

Apr 21, 2023

Sanjay Chandra has over 30 years of experience as a successful entrepreneur and an active private investor and serves as a principal and managing partner at Trinity Investors and its affiliated companies. In addition to his day-to-day role at Trinity, Sanjay serves as a board member for American Leather, which he...

Apr 6, 2023

The path to managing a billion-dollar university endowment is not always the same, and in the case of Geeta Kapadia, there were twists and turns along the way. As the CIO at Fordham University, Geeta is a key member of the University’s executive leadership team, collaborating with the Board of Trustees Finance and...

Mar 23, 2023

Whenever I think of the Boy Scouts, I have visions of the highly respected eagle scout, knowing how to properly tie a knot, and the outfits in elementary school. Little did I know that one day, I would have their director of investments on our podcast. Pye Yuan is responsible for managing over $2 billion dollars at Boy...