Clearstead Investment Forum

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. They discuss trends and investment opportunities in emerging markets. Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening.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.

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. They discuss trends in artificial intelligence (AI) and what this technology could mean for investors and the future of the workplace. Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening.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.

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 discuss recent events in the banking sector, as well as trends and investment opportunities in the space. Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening.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.

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.They discuss trends and investment opportunities in the private credit space.  Learn more about Clearstead at: https://www.clearstead.com/  The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening. 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.

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 discuss various challenges facing women in venture capital (“VC”) and trends in the VC space.Learn more about Clearstead at: https://www.clearstead.com/  The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening. 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.

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 opportunities in private equity markets.Learn more about Clearstead at: https://www.clearstead.com/  The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening. 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.

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, challenges, and opportunities in the Latin American markets.  Learn more about Clearstead at: https://www.clearstead.com/  The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening. 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.

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.clearstead.com/  The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening. 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.

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.clearstead.com/  The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening. 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.

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 Office and industry leaders on a current investment-related topic or trend. Thank you for listening. 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 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. 

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.com/  The Clearstead Investment Forum is a quarterly discussion between members of our Research team and industry leaders on a current investment-related topic or trend. Thank you for listening. 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 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.

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/clearstead Learn more about Clearstead at: https://www.clearstead.com/  The Clearstead Investment Forum is a quarterly discussion between members of our Research team and industry leaders on a current investment-related topic or trend. Thank you for listening. 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 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.

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 and striving to making an impact. Clearstead’s Research team interacts with many investment managers that claim ESG compliance, and this episode’s discussion provides an example of one such manager aiming to qualify and quantify their impact in those criteria. Recorded video highlights from this interview can be found here: https://vimeo.com/clearstead Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Research team and industry leaders on a current investment-related topic or trend. Thank you for listening.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 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.

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.com/clearstead Learn more about Clearstead at: https://www.clearstead.com/  The Clearstead Investment Forum is a quarterly discussion between members of our Research team and industry leaders on a current investment-related topic or trend. Thank you for listening. 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 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.

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. 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 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.