The Cybersecurity Wake-Up Call Private Markets Can't Afford to Ignore with Ray Mitchell, CISO of Sigma Information Group
Ray Mitchell has seen it all from the front lines. As CISO of Sigma Information Group, he gets the calls nobody wants to make — companies that just got hit with ransomware, funds that wired money to a fraudster, executives whose email was silently compromised for months before anyone noticed. In th…
16 Years as an LP: The Fundraising Truth First-Time GPs Need to Hear
Before Brian Bank ever set foot inside a law firm, he spent 16 years as an institutional limited partner — committing capital to funds, sitting on LPACs, and reviewing more than a thousand fund pitches. Today he's the head of Strategy and Client Relations for the Investment Funds Group at Kirkland …
Fix This Before You Buy Another AI Tool for Your Financial Advisory Business with Kristefor Lysne
What does curling have to do with your firm's data infrastructure? More than you'd think.
In this episode, Mike Langford sits down with Kristefor Lysne, President of Terrapin Technologies, for a conversation about the messy data problem quietly working against wealth management firms — and why ge…
The $84 Trillion Trap: Why Advisors Can't Rely on the Great Wealth Transfer
If you've been paying attention to the financial services industry, you've heard the pitch: $84 trillion is moving from Baby Boomers to the next generation. It's the greatest wealth transfer in history — and advisors are being told to position for it. Go get that money in motion. Your Gen X clients…
Stop Being a Source and Start Being a Resource with Ben Lewis of The Financial Planning Association
Ben Lewis, Chief Communications and Development Officer at the Financial Planning Association (FPA), joins Mike Langford to make the case that the age of AI is actually the best moment in years for financial advisors to stand out and get noticed — if they know how to show up as humans.
Ben shares…
Why 'Curation Over Accumulation' Is the New Private Markets Playbook for Advisors with Frank Burke of PPB Capital Partners
Frank Burke, Chief Investment Officer at PPB Capital Partners, joins Mike Langford to unpack why private markets are having such a moment for financial advisors right now. Frank has been at PPB since 2017, helping RIAs across the country build custom private fund structures and get curated access t…
The Hidden Vulnerability in Every Fund's LP Base with Maria Bradley of Valora Partners
Most private equity and venture capital firms assume their LPs are sophisticated enough to protect themselves. They're right about the investing acumen — but wrong about the operational risk. On this episode, Maria Bradley, Principal of Strategic Operations and Client Engagement at Valora Partners,…
The $25M Deepfake Video Call That Fooled a CFO — And How to Stop It
A firm called Arup lost $25 million after fraudsters cloned an executive's voice and face on a live video call. On this episode, Mark Cooper, Chief Technology Officer at Sigma Information Group, joins host Mike Langford and co-host David Beisner (COO & Co-Founder, 6lock) to break down how deepfake …
AI Just Exposed This Firm's HR Secrets — Here's How to Avoid It with John O'Connell of The Oasis Group
AI is already inside your firm, whether you planned for it or not — and John O'Connell has the data (and the horror stories) to prove it.
John O'Connell, Founder & CEO of The Oasis Group, joins Mike Langford for a wide-ranging conversation on where wealth management firms actually stand on AI ado…
Pre-IPO investing isn't an advisor problem... it's a missing infrastructure problem.
Dean Rubino, Co-Founder and CEO of KPC Private Funds, joins Mike Langford to explain why the market is going direct to consumers and skipping advisors, what fiduciaries need before they can responsibly offer pre-IPO exposure, and how KPC lets advisors invest clients in hedge funds, private equity, …
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