Bloomberg Opinion columnist Barry Ritholtz speaks with Carson Group founder and CEO Ron Carson. Carson Group serves financial advisers and investors through its family of businesses including Carson Wealth (which has $12 billion in assets under management) and Carson Coaching (which has grown to be one of the leading adviser coaching programs in the U.S.). He is the author of several books, including "The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life."

Bloomberg Opinion columnist Barry Ritholtz speaks with Carson Group founder and CEO Ron Carson. Carson Group serves financial advisers and investors through its family of businesses including Carson Wealth (which has $12 billion in assets under management) and Carson Coaching (which has grown to be one of the leading adviser coaching programs in the U.S.). He is the author of several books, including "The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life."

Barry Ritholtz speaks with the people that shape markets, investing and business.

Barry Ritholtz speaks with the people that shape markets, investing and business.

Bloomberg's Barry Ritholtz looks at the people and ideas that shape markets, investing and business.

Masters in Business

Ron Carson on Financial Advisers' Trust (Podcast)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/20da14f5-8b90-452d-afc1-ae2b00214c78/transcript

  Divorce is difficult under the best of circumstances, but when the uber wealthy split up, the complexities and potential missteps are even greater. And it’s not just because there are a few extra zeroes at the end of each number.



Patrick Kilbane is General Counsel of the RIA Ullman Wealth Partners, where he leads the Divorce Advisory Group. In addition to his years as a divorce attorney, he is also a Certified Divorce Financial Analyst (CFDA) and Wealth Advisor at the firm.

 

Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

Divorce is difficult under the best of circumstances, but when the uber wealthy split up, the complexities and potential missteps are even greater. And it&rsquo;s not just because there are a few extra zeroes at the end of each number. 
Patrick Kilbane is General Counsel of the RIA Ullman Wealth Partners, where he leads the Divorce Advisory Group. In addition to his years as a divorce attorney, he is also a Certified Divorce Financial Analyst (CFDA) and Wealth Advisor at the firm.
&nbsp;
Each week, &ldquo;At the Money&rdquo; discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

At The Money: Divorce Planning for the Ultra Wealthy

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d1d7fe69-d78d-4a32-872a-b411017292ca/transcript

Barry speaks with Matt Cherwin, Co-Founder and Chief Investment Officer of Marek Capital, an alternative asset management firm launched in 2024. He is responsible for the firm’s investment strategy, portfolio construction, research and risk management. Previously, he spent 16-years at JPMorgan Chase & Co where he held titles of Chief Investment Officer, Group Treasurer, Co-Head of Global Spread Markets, Global Head of Securitized Products, and Global Head of Asset-Backed Trading.

Barry speaks with Matt Cherwin, Co-Founder and Chief Investment Officer of Marek Capital, an alternative asset management firm launched in 2024. He is responsible for the firm&rsquo;s investment strategy, portfolio construction, research and risk management. Previously, he spent 16-years at JPMorgan Chase &amp; Co where he held titles of Chief Investment Officer, Group Treasurer, Co-Head of Global Spread Markets, Global Head of Securitized Products, and Global Head of Asset-Backed Trading.

Risk and Reward with Marek Capital Co-Founder Matt Cherwin

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/56067b9b-2d36-45fd-8859-b40c016ffb84/transcript

If you want market performance (beta), you buy broad index funds. But what if you want to use a portion of your portfolio to try to beat the market (alpha)? One option is to pursue alpha via quantitative ETFs.
 
Wes Gray is a quant and former military intelligence analyst who is CIO/CEO of Alpha Architect. The firm specializes in specific quant ETFs.
 
Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

If you want market performance (beta), you buy broad index funds. But what if you want to use a portion of your portfolio to try to beat the market (alpha)? One option is to pursue alpha via quantitative ETFs. &nbsp; Wes Gray is a quant and former military intelligence analyst who is CIO/CEO of Alpha Architect. The firm specializes in specific quant ETFs. &nbsp; Each week, &ldquo;At the Money&rdquo; discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

At The Money: Finding Alpha via Unique ETF Strategies

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/bd967b6d-afba-470e-a38e-b40a0182b410/transcript

Ron Carson on Financial Advisers' Trust (Podcast)

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