Clearstead Investment Forum
Welcome to Clearstead’s Investment Forum. In our podcast, members of our Investment Office will discuss current industry trends and topics with prominent industry professionals, allocators, and managers.
To learn more about our firm, visit our website – clearstead.com – or email us at info@clearstead.com.
Clearstead is an institutional investment advisory and private wealth management firm, headquartered in Cleveland, OH.
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.
Episodes
15 episodes
Clearstead Investment Forum – Episode 13 – An Exploration of Emerging Markets
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. T...
Clearstead Investment Forum – Episode 12 – The Impact of AI on Investments
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. ...
Clearstead Investment Forum – Episode 11 – A Discussion of the Banking Sector
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 disc...
Clearstead Investment Forum – Episode 10 – Private Credit & ESG Considerations
In this episode – Private Credit & ESG Considerations - Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Sheru Chowdhry, founder and Chief Investment Officer at DSC Meridian Capital.T...
Clearstead Investment Forum – Episode 9 – Staying in the Game: Women in Venture Capital
In this episode – Staying in the Game: Women in Venture Capital – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Yasmine Lacaillade, Founder and Managing Partner at Sinefine.They discus...
Clearstead Investment Forum – Episode 8.1 – Trends in Private Equity
In this episode – Trends in Private Equity – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Craig MacDonald, Managing Director for HarbourVest. They discuss trends, challenges, and...
Clearstead Investment Forum – Episode 8 – Latin America Opportunities
Director, Alternatives at Clearstead interviews Fernando Marques Oliveira, Managing Director, Head of H.I.G. Brazil & Latin America and Marcelo Hudik, Managing Director, H.I.G. Brazil & Latin America. They discuss trends, ch...
Clearstead Investment Forum – Episode 7 – Macro Impacts on Inflation and Investments – feat. Joe Boushelle, Senior Managing Director, Clearstead and Jason Thomas, Managing Director, Head of Global Research, Carlyle
In this episode – Macro Impacts on Inflation and Investments– Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Jason Thomas, Managing Director and Head of Global Research at Carlyle about world ...
Clearstead Investment Forum – Episode 6 – Driving Factors of Oil & Gas Trends – feat. Joe Boushelle, Senior Managing Director, Clearstead and Ryan Sauer, Managing Director, Kayne Anderson
In this episode – Driving Factors of Oil & Gas Trends – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Ryan Sauer, Managing Director for Kayne Anderson Capital Advisors’ en...
Clearstead Investment Forum – Episode 5 – Crypto & Blockchain – feat. Joe Boushelle, Senior Managing Director, Clearstead and Aram Verdiyan, Partner, Accolade
In this episode – Crypto & Blockchain – Joe Boushelle, CFA, Senior Managing Director, Alternatives at Clearstead interviews Aram Verdiyan, a Partner at Accolade.They discuss current trends in blockchain and cryptocurrency, a...
Clearstead Investment Forum - Episode 4 – Energy Transition: A Renewed Discussion – feat. Joe Boushelle, Senior Managing Director, Clearstead and Jim Hughes, Managing Partner, Energy Transition, EnCap Investments
In this episode –Energy Transition: A Renewed Discussion – Joe Boushelle, CFA, Senior Managing Director, Alternatives at Clearstead interviews Jim Hughes, Managing Partner of Energy Transition at EnCap Investments. They dis...
Clearstead Investment Forum - Episode 3 – Technology & Aging: Trends in Venture Capital – feat. Joe Boushelle, Senior Managing Director, Clearstead and Tracy Chadwell, Founding Partner of 1843 Capital.
In this episode – Technology & Aging: Trends in Venture Capital – Joe Boushelle, CFA, Senior Managing Director, Alternatives at Clearstead interviews Tracy Chadwell, Founding Partner of 1843 Capital.They disc...
Clearstead Investment Forum - Episode 2 – Meaningful Combination: Private Equity & ESG – feat. Svetlana Loshakov, Clearstead and Keith Breslauer, founder of Patron Capital and Managing Partner of the Patron Capital Funds
In this episode – Meaningful Combination: Private Equity & ESG – Svetlana Loshakov, CFA, Senior Managing Director, Alternatives at Clearstead interviews Keith Breslauer founder of Patron Capital and Managing Partner of the Patron C...
Clearstead Investment Forum - Episode 1 – No Longer an Alternative – feat. Svetlana Loshakov, Clearstead and Stewart Kohl, The Riverside Company
In this episode – No Longer an Alternative – Svetlana Loshakov, Senior Managing Director, Alternatives at Clearstead interviews Stewart Kohl, Co-CEO of The Riverside Company on private equity investments. They discuss the e...