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Michael Joyce from Calamos Investments joins the show to discuss his career as a wholesaler covering New England and Chicago, with an emphasis on how his fitness, diet and discipline has contributed to his success and performance as a wholesaler.

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Devin Benton has 20+ years of institutional wholesaling experience. He joined the Internal Use Only podcast for the first live video interview in Fort Worth, TX to share some stories that detail all the nuances that went into some big successes, and the lessons he learned from even bigger losses.

You can find the Institutional Sales Playbook to get an MBA in institutional sales in less than 2 hours

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Pete Martin joins the Internal Use Only podcast for our second ever live recording. Pete's impressive background in sales lead to several roles as Client Portfolio Manager - bringing product and PM-level expertise to financial advisors. He discusses how Empirical AM is leveraging AI to deploy it's portfolios, AI as the 4th industrial revolution, and why Morningstar Style Boxes are outdated.

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