Confessions of an Allocator: Special Guest Vanessa Wieliczko
Release Date: 12/22/2020
Investment Due Diligence 101 LIVE From The Exchange ETF Conference: Featuring Cinthia Murphy
The Black Swans Podcast
When it comes to building investment portfolios, there are a lot of considerations. Passive vs. active, performance, fees, the list goes on. As an industry, we have become hyper focused on fees. Large passive asset managers like Blackrock, Vanguard and State Street have risen to dominate the ETF market. Are fees really the cornerstone for which investors should build their portfolios? Live from The Exchange ETF Conference in Miami Beach, Florida. Cinthia Murphy, joins host Shana Orczyk Sissel to discuss why fund selection is more nuanced than many think. Cinthia Murphy is the Director of...
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Changing the Face of Finance: Special Guest Sonya Dreizler
The Black Swans Podcast
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Inspiring Legacy: Special Guest Jacqueline "JaQ" Campbell
The Black Swans Podcast
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Live from EXCELL! The Queen of Alternatives: Featuring Shana Orczyk Sissel
The Black Swans Podcast
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The Evolution of Indexing: Special Guest Joy Yang
The Black Swans Podcast
Live from the ETF Exchange Conference at the Fontainebleau Miami Beach Joy Yang discusses her journey from Chinese immigrant to a sought after quantitative research analyst. Joy walks us through how John Bogle’s little idea of index investing became a multi-trillion dollar business & why indexing is more than passive exposure to the S&P 500. Joy Yang is Global Head of Index Product Management at MV Index Solutions (MVIS). She is responsible for managing MVIS products and services to accelerate innovation in financial index design and adoption. Joy brings more than 25 years...
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Portfolio Strategy and Predicting Inflation: Special Guest Frances Newton Stacy
The Black Swans Podcast
Shortly after first discovering her passion for day trading, Frances Newton Stacy was among the few to predict and trade the 2007 stock market crash. Today, she regularly appears on Fox Business News and CNBC and is the Director of Portfolio Strategy at Optimal Capital. On this episode, hear the finance wonk discuss her work bringing an institutional model to retail traders, modern portfolio theory, staying “apolitical,” how markets are gauging inflation in the coming months, and much more.
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Hedge Fund Activism: Special Guest Nicole Boyson
The Black Swans Podcast
While Dr. Nicole Boyson didn’t come from a family of academics, she found an interest in studying investments and corporate finance, which led her to become a professor of finance at
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Taking Risks, Business Confidence, and Adversity: Special Guest Velera Wilson
The Black Swans Podcast
Not only is Velera Wilson a strategic driver for top brands worldwide and the founder of Positive Identity, a company inspires and equips women to own their greatness; she’s also the author of a new book, “You’re Absolutely Worth It”, which continues her mission of teaching women to succeed without hesitation. On this episode, hear the global speaker discuss writing the book and the experiences that created it, as well as its many themes: taking risks, mentorship, faith, overcoming failure, and more
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Tax Proposals and Estate Planning: Special Guest Megan Gorman
The Black Swans Podcast
Beginning season 2 is Megan Gorman, who breaks down the latest tax proposals in Biden’s American Jobs Plan and American Families Plan, which cover child tax credits, capital gains rates, & more. Gorman found her passion for taxes after leaving her small hometown in New Jersey for college; today, she’s a founder and managing partner of Chequers Financial Management in San Francisco. Hear her also explain the ins & outs of a career in estate planning in this episode.
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Hedge Funds, GameStop & The Future of Investing: Special Guest Dominique Mielle
The Black Swans Podcast
Dominique Mielle is a former partner and senior portfolio manager at hedge fund Canyon Capital. In this episode, Mielle discusses changes in the financial industry, retail investing and the ongoing GameStop phenomenon, and her forthcoming book, Damsel in Distressed. Also, the experienced investor talks about women in the industry, arguing that women shouldn't be ashamed to aspire toward wealth and success and should also enter the investment side for the fun of it.
info_outlineVanessa Wieliczko is the Director of Investments for HoyleCohen Wealth Management, overseeing $2.5 billion in AUM, and serving in the leadership of an RIA with 49 employees, and offices in San Diego, Santa Monica, Sacramento & Phoenix. She leads the firm’s Investment Committee, helping to define future growth and development of investment management strategies. Under Vanessa’s leadership, the firm has developed a robust investment platform that offers both traditional investment approaches along with a host of alternative strategies designed to offer substantial but secure income, better downside protection and enhanced opportunity for growth.
Driven in pursuit of excellence, Vanessa holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Certified Financial Planner™ (CFP®) designations. She has a Bachelor’s Degree in Business Management from Boston University’s School of Management with a concentration in International Finance.
She’s currently serving her second term as President of the CFA Society San Diego, a group of approximately 550 financial professionals.