Clearstead Investment Forum

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. The ideas and opinions expressed on this show by its host and its guest speakers do not necessarily reflect the viewpoints of Clearstead Advisors, LLC or its subsidiaries and affiliates and do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy. Any performance information discussed is based on past performance, which is not an indicator of future results. 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. This educational content is intended to inform and educate listeners about the topics discussed and is not intended as investment, tax or legal advice for any specific individual or specific situation. Listeners should seek the input of their own financial, tax, and legal professionals before acting on any of the information provided.

Episodes

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 events impacting investments. 

They discuss the current economic environment, inflation, investment opportunities today and the chance of a recession.

Learn more about Clearstead at: https://www.clearst...

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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’ energy private equity strategies. 

They discuss current trends in energy investing, including current oil and gas prices, green energy solutions, and global energy topics. 

Learn more about Clearstead at: https://www.cle...

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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, as well as what the future of the space may look like. 

Learn more about Clearstead at: https://www.clearstead.com/ 

 

The Clearstead Investment Forum is a quarterly discussion between members of our Investment ...

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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 discuss trends in the energy transition space, potential impediments to the sector’s growth, and how it has evolved over the course of the COVID-19 pandemic. 

Learn more about Clearstead at: https://www.clearstead.co...

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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 discuss silver tech (technology for the aging) and other technology trends that are increasing in interest in the venture capital space. 

Recorded video highlights from this interview can be found here: https://vimeo.com/clearst...

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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 Capital Funds.

They discuss ESG (Environmental, Social, and Governance) and impact investing trends in the Private Equity space, and specifically the efforts Patron Capital has put into charitable work ...

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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 evolution of private equity, what might constitute a successful private equity manager, and diversity and inclusion in the industry. 

 

Recorded video highlights from this interview can be found here: https://vimeo....

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Welcome to Clearstead’s Investment Forum. Our quarterly podcast will feature discussions between senior members of our in-house Research team and industry professionals, allocators, and managers on current topics and trends.

Stay tuned for our first episode in January of 2021. 

Learn more about our firm at clearstead.com or email us at info@clearstead.com

DISCLOSURES:

This podcast is being provided for informational purposes only...

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