PODCAST

Clearstead Investment Forum

Clearstead

Welcome to Clearstead’s Investment Forum. In our quarterly podcast, members of our in-house Research team 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.

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.


Clearstead Investment Forum - Episode 4 – Energy Transition: A Renewed Discussion – feat. Joe Boushelle, Senior Managing Director, Clearstead and Jim Hughes, Managing Partner, Energy Transition, EnCap Investments
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.
Nov 19 2021
44 mins
Clearstead Investment Forum - Episode 3 – Technology & Aging: Trends in Venture Capital – feat. Joe Boushelle, Senior Managing Director, Clearstead and Tracy Chadwell, Founding Partner of 1843 Capital.
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.
Jul 27 2021
15 mins
Clearstead Investment Forum - Episode 2 – Meaningful Combination: Private Equity & ESG – feat. Svetlana Loshakov, Clearstead and Keith Breslauer, founder of Patron Capital and Managing Partner of the Patron Capital Funds
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.
Apr 22 2021
18 mins
Clearstead Investment Forum - Episode 1 – No Longer an Alternative – feat. Svetlana Loshakov, Clearstead and Stewart Kohl, The Riverside Company
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.
Jan 19 2021
19 mins
Clearstead Investment Forum - Trailer - Coming 2021

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