• Interview with Julie Cooling, CEO of RIA Channel - Beyond The Exchange - Ep 7 - Lodas Markets
    Dec 16 2024

    Today, Brian King and Jeremy Smith from Lodas Markets are joined by Julie Cooling, Founder and CEO of RIA Channel. Before establishing RIA Channel, Julie founded RIA Database in 2005, a leading provider of financial advisor data and software. She began her career at SEI Investments and has held roles in product development, marketing, and sales at Montgomery Asset Management and Forward Funds. Julie graduated from Bucknell University with a degree in Economics and a minor in Finance. She also has over 25 years of experience in the financial services industry and has been recognized for her contributions to the field. Join us for another conversation Beyond The Exchange! --------------------------------------------------------------------------------------------- LODAS Markets is the first marketplace for Alternative Investment transactions. Think of it like the stock market, but for non-traded REITs, business development companies (BDCs), or private real estate investments. It’s simple, fast, and affordable. Follow LODAS Markets: Website - https://lodasmarkets.com LinkedIn - https://www.linkedin.com/company/lodasmarkets/ Twitter - https://x.com/LODASMarkets Facebook - https://www.facebook.com/LODASMarkets

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    30 mins
  • Removing Overrated Hall Of Fame Legends - Beyond The Exchange - Ep 6 - Lodas Markets
    Nov 6 2024

    In this sixth episode of "Beyond The Exchange," our hosts Brian King and Jeremy Smith from Lodas Markets unpack potentially controversial opinions on popular sport legends and their positions within the Hall of Fame. They also give their top choices for desserts, for some reason. Join the conversation for another laid-back podcast taking place Beyond The Exchange Don’t forget to like, comment, and subscribe for more episodes of "Beyond The Exchange - Lodas Markets." Hit the notification bell to stay updated on our latest content! ------------------------------------------------------------------------ LODAS Markets is the first marketplace for Alternative Investment transactions. It's like the stock market, but for non-traded real estate investment trusts (REITs), business development companies (BDCs), or private real estate investments. It’s simple, fast, and affordable. Follow LODAS Markets: Website - https://lodasmarkets.com/ LinkedIn - https://www.linkedin.com/company/lodasmarkets/ Twitter - https://x.com/LODASMarkets Facebook - https://www.facebook.com/LODASMarkets

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    35 mins
  • Interview with Michael Blaugrund, CEO of DriveWealth - Beyond The Exchange - Ep 5 - Lodas Markets
    Oct 15 2024

    Today, Brian King and Jeremy Smith from Lodas Markets are joined by Michael Blaugrund, CEO of DriveWealth. Before DriveWealth, Michael Blaugrund served as COO of the New York Stock Exchange, with extensive experience in financial services and leadership roles at Tower Research Capital, NASDAQ, and Thomson Reuters. But did you know he was in a rock band called The Headset, went to Harvard, and loves road biking? Join us for another conversation Beyond The Exchange! --------------------------------------------------------------------------------------------- LODAS Markets is the first marketplace for Alternative Investment transactions. Think of it like the stock market, but for non-traded REITs, business development companies (BDCs), or private real estate investments. It’s simple, fast, and affordable. Follow LODAS Markets: Website - https://lodasmarkets.com LinkedIn - https://www.linkedin.com/company/lodasmarkets/ Twitter - https://x.com/LODASMarkets Facebook - https://www.facebook.com/LODASMarkets

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    40 mins
  • DVORAK Keyboards, Iphone Shortcuts, and Hydration - Beyond The Exchange - Ep 3
    Aug 6 2024
    In this third episode of "Beyond The Exchange," hosts Brian King and Jeremy Smith from Lodas Markets dive into another dialogue of train-of-thought topics. From DVORAK Keyboards, to Brian's experience as a tuba prodigy, you never know just what these two will cover. Tune in for another casual conversation from professionals!
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    38 mins
  • Cornelius Vanderbilt, The Gilded Age, and Flavored Lemonades - Beyond the Exchange Podcast - Ep 2
    Jul 3 2024
    Welcome to the premiere episode of "Beyond The Exchange - Lodas Markets" with your hosts Brian King and Jeremy Smith! Dive into conversation that explores current events in the stock market and alternative investments market, and also ventures into unexpected territories.In this episode, we discuss:- The Gilded Age- Cornelius Vanderbilt- Jeremy's unfounded obsession with flavored lemonadesJoin us for a blend of insightful market analysis and light-hearted discussions that go beyond the usual ...
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    34 mins
  • Luddites, Musicals, and Owen Wilson - Beyond the Exchange - Ep 1
    Jun 12 2024
    Welcome to the premiere episode of "Beyond The Exchange - Lodas Markets" with your hosts Brian King and Jeremy Smith! Dive into an engaging conversation that explores not only the current events in the stock market and alternative investments market but also ventures into unexpected territories.In this episode, we discuss:- The historical and modern-day implications of the Luddites.- Our favorite musicals and their impact on culture and finance.- Opinions on Owen Wilson and his surprising con...
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    26 mins