
BISA Portfolio Podcast
A look at issues affecting the bank and insurance securities community
Podcasting since 2021 • 25 episodes
BISA Portfolio Podcast
Latest Episodes
The 'White Lotus' Financial Market With Gene Goldman and John Olerio
In this episode of the BISA Portfolio Podcast, BISA President John Olerio, vice president of weatlh management at Lighthouse Wealth Advisors, talks with Gene Goldman, chief investment officer at Cetera, who draws a surprising parallel ...
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18:04

3 Primary Investment Themes Right Now With Gene Goldman and John Olerio
In this episode of the BISA Portfolio Podcast, John Olerio, BISA president and vice president of wealth management at Lighthouse Wealth Advisors, talks with Gene Goldman, chief investment officer at Cetera, about his top three investme...
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26:40

Multi-Gen Perspectives on Hot Topics | Live at Conference
In this episode of the BISA Portfolio Podcast, Jay McAnelly (Ameriprise Financial Institutions) and Lee Bennett (F&G Life) of the BISA Content Advisory Committee interview a diverse group of industry professionals and students on h...
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26:15
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How Research Insights Can Inspire Success
In this episode of the BISA Portfolio Podcast, Kevin Mummau and Kevin McCarthy from the BISA Research Committee talk with Scott Smith of Cerulli about how to effectively use BISA's Insights & Analytics Advantage monthly repor...
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12:58
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Navigating Customer Complaints With Jarrett Jacobs and Debi Lucke
In this episode of the BISA Portfolio Podcast, BISA Regulatory & Compliance Education Committee member Connie Capco of Northern Trust Securities talks with Jarret Jacobs of Fifth Third Securities and Debi Lucke of Ameriprise Financ...
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22:53
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