Obsidian CIO

Advisor Wars

Business EN ↓ Odcinki: 9

In the Advisor Wars podcast, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) tackle one of the most critical trends facing financial advisors today: alternative investments. Subscribe to Advisor Wars on YouTube, Apple Podcasts, and Spotify to ensure you never miss an episode. Listeners can download the new White Paper by Obsidian CIO, here: How to Scale an RIA to $1 Billion and Beyond — IMPORTANT DISCLOSURE: Obsidian CIO LLC sponsors the podcast to further education and critical thinking about the factors that affect markets and...

Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: www.spreaker.com

Autor

Obsidian CIO

Kategoria

Business

Strona podcastu

www.spreaker.com

Ostatni odcinek

24 cze 2026

Gdzie słuchać?

Podcasty w aplikacji Replaio Radio Już wkrótce

Podcasty trafią do aplikacji już wkrótce. Zainstaluj teraz i jako pierwszy zobacz nowe podejście do podcastów

Zainstaluj za darmo Android 5 mln+ pobrań · ocena 4,8 iOS niedługo

Odcinki

The Advisor's Guide to Section 351 ETF Exchanges 24.06.2026 45:04

In this episode of Advisor Wars, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) continue their series on the role of tax planning in the advisory profession. This time they tackle one of the most talked-about yet least understood tools available to RIAs: Section 351 exchange ETFs and related tax-efficient diversification strategies....

The Advisor’s Guide to Long / Short Tax Strategies 18.05.2026 30:34

In this episode of Advisor Wars, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) continue their series on the role of tax planning in the advisory profession. This time they go deep on one of the more sophisticated and misunderstood tools available to RIAs: long/short overlay strategies for concentrated stock positions. Joining them...

Why Taxes Could Be Your Last Great Differentiator, And What to Do About It 15.04.2026 27:21

In this episode of Advisor Wars, sponsored by Obsidian CIO, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) kick off a new series on the role of tax planning in the advisory profession. Advisors will discover why mastering tax portfolio management may be the single most powerful way for RIAs to separate themselves from commodity advi...

How AI Will Transform Work, Longevity, and Wealth Management 25.03.2026 47:58

In this special episode of Advisor Wars sponsored by Obsidian CIO, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) sit down with one of the foremost experts in artificial intelligence, Dr. Alex Wissner-Gross, to explore what AI means for the future of wealth management and the financial advisory profession. Alex is a director or advi...

Alternative Investments Are Not Optional: Scott Welch on Going All-In on Alts 10.03.2026 30:31

In this episode sponsored by Obsidian CIO, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) go inside a leading multifamily office to show what a fully committed alternatives practice actually looks like in action. Joined by special guest Scott Welch, CIO and Partner at Certuity, a $4 billion multifamily office serving ultra-high-net-...

What is Behind the Alt Craze and Why Are Advisors Behind? 26.02.2026 28:37

In this episode sponsored by Obsidian CIO, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) investigate the forces driving the "alt craze" and why advisors are lagging behind the industry momentum. Joined by special guest Kendrick Wakeman, a 30-year industry veteran and CEO of WealthTech Strategy Partners, this episode unpacks the mas...

The Five Requirements for Using Alternatives Appropriately 12.02.2026 33:07

In this episode of Advisor Wars, sponsored by Obsidian CIO, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) provide a comprehensive framework for financial advisors seeking to incorporate alternative investments into client portfolios with confidence and competence. This episode moves beyond theoretical benefits to deliver practical,...

Beware of (but maybe use) Interval Funds 23.01.2026 38:16

Advisor Wars, Episode 2, Beware of (but maybe use) Interval Funds, Sponsored by Obsidian CIO In this episode of Advisor Wars, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) demystify an investment structure gaining popularity with both investors and advisors: Interval Funds . This episode provides advisors with an essential framewor...

Alternative Investments 14.01.2026 33:53

Advisor Wars, Episode 1, Alternative Investments, Sponsored by Obsidian CIO In this inaugural episode of Advisor Wars, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) tackle one of the most critical trends facing financial advisors today: alternative investments. This episode delivers an essential roadmap for advisors navigating the...