{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Billion Dollar Backstory","title":"41: $1.7B Family Office CIO Paul Bodnar on Differentiation in Investment Management | Why Specialists Matter in a Portfolio Line-Up | “Ask an Allocator” Session","html":"","width":"100%","height":180,"duration":3107,"description":"Get a glimpse inside the mind of an allocator in part 2 of our Ask an Allocator series. Today, you’ll hear from Paul Bodnar, CIO of CM Wealth, a $1.78B Family Office.  Listen in as Paul and Stacy discuss: ●      His backstory - from college intern at a tech start-up to CIO●      The power of being candid about challenges and failures in meetings ●      A common pitfall in the M&A and RIA space: not keeping clients first when scaling  About Paul Bodnar: Paul is Chief Investment Officer of CM Wealth, a multi-family office with $1.8 billion under management. Paul’s career in asset management started in equity research at Longbow Research in 2003 where he rose to a Vice President and Senior Equity Analyst role covering industrials. While in that role, he was named to the Wall Street Journal’s 'Best on the Street\" Analysts in 2011 and received a similar award from the Financial Times in 2010.  He left Longbow in 2012 to co-found Incremental Insights, an emerging markets-focused investment research firm. Paul has a degree in Business Management with a minor concentration in International Economics from Case Western Reserve University. In his spare time, he enjoys skiing, playing lacrosse, and mountain biking. Paul is married with one daughter, a hardcore Chelsea FC fan, and a follower of Cleveland sports.  Resources Mentioned in This Episode:Songs: Pixies - Here Comes Your Man , Lou Reed - Vicious, Fugazi - Waiting RoomBooks: King: A Life by Jonathan Eig, Same As Ever by Morgan Housel","thumbnail_url":"https://img.transistorcdn.com/z9RAdVMC_2erwGlBaZ1mf_Cgqx2tOs7G1Mv66ERFbs0/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS83MjZh/NTczYzBjMGYwOTdm/NTZkZGZhNDhkODZm/N2Q0MC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}