Latest Julian c Podcast Episodes
Episode 12: Discussing Wills & Estate Planning with Courtney Petch
Insights Into Wealth - December 23, 2021 18:56 - 12 minutesToday we are going to discuss wills and estates with our guest, Courtney Petch from Cummings Cooper Schusheim Berliner. Since the beginning of COVID-19, many clients and investors have asked us about updating their Wills and estate plans, so we thought it best to invite an expert who can give us ...
A Conversation with Richard Usher Jones, Portfolio Manager at Canso Investment Counsel
Insights Into Wealth - June 04, 2021 15:23 - 18 minutesBULLWEALTH’s Managing Partner, Kevin Van Dyk, engages Richard Usher Jones, Portfolio Manager of Canso Investment Counsel, in a conversation on Canso’s investment process and philosophy. Both Kevin and Richard explore the world of fixed income and why Canso, over the past year, has achieved super...
Episode 11: A Conversation with Richard Usher Jones, Portfolio Manager at Canso Investment Counsel
Insights Into Wealth - June 04, 2021 15:23 - 18 minutesBULLWEALTH’s Managing Partner, Kevin Van Dyk, engages Richard Usher Jones, Portfolio Manager of Canso Investment Counsel, in a conversation on Canso’s investment process and philosophy. Both Kevin and Richard explore the world of fixed income and why Canso, over the past year, has achieved super...
How ESG is Becoming a Main Stream Investment Theme
Insights Into Wealth - April 28, 2021 21:26 - 20 minutesOver the past few years, an emerging framework has become a main stream investment theme. The theme is ESG and it stands for Environmental, Social and Governance. These non-financial factors are becoming a more significant part of every investors decision making process. In today’s ‘Insights int...
Episode 10: How ESG is Becoming a Main Stream Investment Theme
Insights Into Wealth - April 28, 2021 21:26 - 20 minutesOver the past few years, an emerging framework has become a main stream investment theme. The theme is ESG and it stands for Environmental, Social and Governance. These non-financial factors are becoming a more significant part of every investors decision making process. In today’s ‘Insights int...
Episode 9: A Conversation with Paul Black, Co-CEO of WCM Investment Management
Insights Into Wealth - January 07, 2021 05:00 - 20 minutesBULLWEALTH’s Managing Partner, Kevin Van Dyk, has an engaging conversation with Paul Black, Co-CEO of WCM Investment Management. We met Paul and WCM around 5 years ago when we undertook a search to find a new global growth equity manager. At the time, WCM was just launching its global equity str...
A Conversation with Paul Black, Co-CEO of WCM Investment Management
Insights Into Wealth - January 07, 2021 05:00 - 20 minutesBULLWEALTH’s Managing Partner, Kevin Van Dyk, has an engaging conversation with Paul Black, Co-CEO of WCM Investment Management. We met Paul and WCM around 5 years ago when we undertook a search to find a new global growth equity manager. At the time, WCM was just launching its global equity str...
Episode 8: The Challenges and Importance of Charitable Organizations
Insights Into Wealth - December 10, 2020 17:20 - 15 minutesShifting our focus towards the charitable and not-for-profit sector, BULLWEALTH has invited Bruce MacDonald, CEO of Imagine Canada, and Sharon Avery, CEO of the Toronto Foundation, to share their insights into the many challenges Canadian and Toronto-based not-for-profit organizations are facing...
The Challenges and Importance of Charitable Organizations
Insights Into Wealth - December 10, 2020 17:20 - 15 minutesShifting our focus towards the charitable and not-for-profit sector, BULLWEALTH has invited Bruce MacDonald, CEO of Imagine Canada, and Sharon Avery, CEO of the Toronto Foundation, to share their insights into the many challenges Canadian and Toronto-based not-for-profit organizations are facing...
Episode 7: The Inner Workings of BULLWEALTH’s Investment Committee
Insights Into Wealth - October 20, 2020 10:00 - 9 minutesJulian Smith, BULLWEALTH’s CEO, interviews Peter Klein, BULLWEALTH’s CIO, on how he leads the BULLWEALTH investment committee through the decision making process of searching, hiring and/or removing investment managers for BULLWEALTH’s clients.
The Inner Workings of BULLWEALTH’s Investment Committee
Insights Into Wealth - October 20, 2020 10:00 - 9 minutesJulian Smith, BULLWEALTH’s CEO, interviews Peter Klein, BULLWEALTH’s CIO, on how he leads the BULLWEALTH investment committee through the decision making process of searching, hiring and/or removing investment managers for BULLWEALTH’s clients.
Episode 6: Manager Due Diligence and Research
Insights Into Wealth - June 03, 2020 09:00 - 11 minutesIn conversation with Kevin Van Dyk, Managing Partner & Portfolio Manager at BULLWEALTH, to chat about what role manager due diligence & research plays in investing.
Manager Due Diligence and Research
Insights Into Wealth - June 03, 2020 09:00 - 11 minutesIn conversation with Kevin Van Dyk, Managing Partner & Portfolio Manager at BULLWEALTH, to chat about what role manager due diligence & research plays in investing.
Consolidated Reporting
Insights Into Wealth - May 06, 2020 09:00 - 12 minutesIn conversation with Julian Smith, CEO, and Kevin Van Dyk, Managing Partner & Portfolio Manager at BULLWEALTH, to chat about consolidated reporting.
Episode 5: Consolidated Reporting
Insights Into Wealth - May 06, 2020 09:00 - 12 minutesIn conversation with Julian Smith, CEO, and Kevin Van Dyk, Managing Partner & Portfolio Manager at BULLWEALTH, to chat about consolidated reporting.
Global Diversification and Non-Correlating Assets
Insights Into Wealth - April 01, 2020 09:00 - 7 minutesIn conversation with Peter Klein, Chief Investment Officer at BULLWEALTH, to chat about global diversification and non-correlation of assets.
Episode 4: Global Diversification and Non-Correlating Assets
Insights Into Wealth - April 01, 2020 09:00 - 7 minutesIn conversation with Peter Klein, Chief Investment Officer at BULLWEALTH, to chat about global diversification and non-correlation of assets.
Episode 4: Global Diversification and Non-Correlating Assets?
Insights Into Wealth - April 01, 2020 09:00 - 7 minutesIn conversation with Peter Klein, Chief Investment Officer at BULLWEALTH, to chat about Global Diversification and Non-correlation of assets.
What Does Insight, Integrity and Independence Mean?
Insights Into Wealth - March 04, 2020 10:00 - 9 minutesIn conversation with Julian Smith, Chief Executive Officer, at BULLWEALTH, to chat about insight, integrity and independence, and what they mean in the wealth management industry.
Episode 3: What Does Insight, Integrity and Independence Mean?
Insights Into Wealth - March 04, 2020 10:00 - 9 minutesIn conversation with Julian Smith, Chief Executive Officer, at BULLWEALTH, to chat about insight, integrity and independence, and what they mean in the wealth management industry.
What is Asset Allocation?
Insights Into Wealth - February 05, 2020 10:00 - 8 minutesIn conversation with Peter Klein, Chief Investment Officer at BULLWEALTH, to chat about asset allocation and why it is important.
Episode 2: What is Asset Allocation?
Insights Into Wealth - February 05, 2020 10:00 - 8 minutesIn conversation with Peter Klein, Chief Investment Officer at BULLWEALTH, to chat about asset allocation and why it is important.
2020 in Iowa: Impeachment, Intrigue, and How to watch the polls this week
Where Did You Get This Number? - January 24, 2020 19:58 - 22 minutes ★★★★★ - 16 ratingsThe 2020 Iowa Democratic caucuses are just over a week away. How is impeachment affecting the presidential campaigns? What are some poll numbers you should be paying attention to? All that and more on this episode of "Where Did You Get This Number?" with Anthony Salvanto! With CBS New...
Inside Iowa's (new) Caucus Calculus: How it really works
Where Did You Get This Number? - January 14, 2020 09:00 - 18 minutes ★★★★★ - 16 ratingsFiguring out how the Iowa Caucus system works has never been easy, but with new rules in place this year to help Iowans outside the state participate in these first-in-the-nation Caucuses, it's more complicated than ever. Anthony Salvanto works with CBS News Reporter Adam Brewster (@ada...
The Youth Vote and the 2020 Presidential Election
Where Did You Get This Number? - January 06, 2020 15:00 - 23 minutes ★★★★★ - 16 ratingsOn this week's episode, Anthony Salvanto goes inside the Fall 2019 edition of the Harvard Youth Poll, exploring the the political perspectives of America's 18- to 29-year-olds as the 2020 presidential election approaches. With John Della Volpe, Director of Polling at the Harvard Kenned...
Democrats Go West! The Nevada Caucus, California & the Big Bloomberg Ad Buy
Where Did You Get This Number? - December 18, 2019 18:38 - 20 minutes ★★★★★ - 16 ratingsThe Nevada Democratic Caucus. Former NYC mayor Michael Bloomberg polling 5th in Super Tuesday states. And a little detour into minor league baseball. All that and more on this episode of "Where Did You Get This Number?" with Anthony Salvanto. With CBS News 2020 campaign reporters Alex ...
Emotions and motion: On the bus with Biden in Iowa
Where Did You Get This Number? - December 10, 2019 21:37 - 24 minutes ★★★★★ - 16 ratingsOn this week's episode of "Where Did You Get This Number?", Anthony Salvanto and reporter Bo Erickson discuss former VP Joe Biden's campaign in Iowa. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Who are BULLWEALTH?
Insights Into Wealth - December 04, 2019 14:16 - 8 minutesIn conversation with Julian Smith, Chief Executive Officer at BULLWEALTH.
Episode 1: Who are BULLWEALTH?
Insights Into Wealth - December 04, 2019 14:16 - 8 minutesIn conversation with Julian Smith, Chief Executive Officer at BULLWEALTH.
Catch him if you can: Joe Biden and the field in South Carolina
Where Did You Get This Number? - December 03, 2019 19:53 - 27 minutes ★★★★★ - 16 ratingsOn this week's episode of "Where Did You Get This Number?", Anthony takes listeners into the heart of South Carolina, exploring how 2020 candidates are rolling out their campaigns in this crucial primary state, specifically concerning moderates, African Americans, and women. All that ...
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