Name: This HVAC CEO Says 'It's OK to Disrupt Yourself'
Uploaded: 2026-05-28T20:52:00Z
Duration: 20 min 56 s
Description: Dave Regnery, CEO of the HVAC company Trane Technologies, spoke to Barron's editor at large Andy Serwer for a wide-ranging conversation about data centers, sustainability, and much more.

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"There's a bigger market, less competition," H. Cabot Lodge III, founder and senior managing director of Lodge Quai Capital Management, told Barron's editor at large Andy Serwer.

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Why This Investing Pro Is Looking to Europe

As fast-changing markets continue to push for innovation, Lucien Boldea, CEO of Timken, discusses how he’s balancing tradition with evolving the company.

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How This CEO Is Leading a Company’s Legacy Into the Future

Lucien Boldea, CEO of Timken, discusses how the company is benefiting from growth in sectors like robotics, infrastructure, and power generation.

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AI Is Transforming Industries. This Company Reaping the Benefits.

Lucian Boldea, CEO of Timken, spoke about the artificial intelligence, the economy, acquisitions, and much more with Barron's editor at large Andy Serwer.

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A CEO Explains How AI Impacts the Physical World

Bruce Flatt, CEO of Brookfield Corporation, says these investments “will drive one of the most productive operating periods in the history of the world.” This interview was filmed on June 9, 2026.

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Investing Opportunities in AI and the Productivity Boom

Howard Marks, co-chairman of Oaktree Capital Management weighs in on current market conditions for investors. This interview was filmed on June 9, 2026.

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How Rising Optimism Is Supporting Credit Markets and IPOs Like SpaceX

Bruce Flatt, CEO of Brookfield Corporation, and Howard Marks, co-chairman of Oaktree Capital Management, spoke with Barron's editor at large Andy Serwer. This interview was filmed on June 9, 2026.

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Catching Up With Power Investors Howard Marks and Bruce Flatt

Kyle Clark, CEO of BETA Technologies, spoke about the company's electric vertical takeoff and landing, or eVTOL, aircraft in a conversation with Barron's editor at large Andy Serwer.

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This Company Is On a Mission to 'Transform Aviation,' CEO Says

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"Your 9-5...is just not going to do it," Nick Magguilli, personal finance expert, said on Barron's Streetwise podcast.

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How to Scale Your Net Worth

TJ Thornton, Head of Global Research Product Marketing at BofA Securities, talks to Jack Hough about his favorite stocks outside of AI.

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BofA’s Favorite Non-AI Stocks

Jack Hough talks to TJ Thornton, Head of Global Research Product Marketing at BofA Securities about diversifying stocks to hedge AI risks.

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Evaluating Investing Opportunities Beyond AI

Steve Quirk, chief brokerage officer at Robinhood, breaks down the value of tokenizing stocks in different markets.

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Unpacking Tokenization for Everyday Investors

Jack Hough talks to Steve Quirk, chief brokerage officer at Robinhood, about trends in retail investing.

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How Robinhood Reshaped the Trading Landscape for an Entire Generation

Streetwise host Jack Hough sat down with strategist Scott Wren to discuss how the AI-fueled market run stacks up against the dot-com boom.

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AI vs. The Dot Com Bubble

Bank of America’s Haim Israel shares what’s next for Nuclear Energy development.

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The Outlook For Nuclear

Jack talks to Lyft CEO David Risher about growth potential in the company.

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Lyft's Ride to Profit

The stock market is expensive. What does that mean for your portfolio? Jack sits down with Franklin Templeton’s Matt Quinlan to talk dividend investing, and whether it’s a good move in a pricey market.

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Dividends and Capital Appreciation

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Having scale helps firms reinvest in the people, processes, and technology necessary to deliver superior client outcomes, Mike LaMena, the CEO of Wealthspire, tells Greg Bartalos, Editor-in-Chief of Barron’s Wealth & Asset Management Group.

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Interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.

RIAs that are looking to sell should start the process early, and ideally when the business is thriving, to maximize leverage and options, says Shirl Penney, the CEO of Dynasty Financial Partners.

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‘The Best Time to Sell Is When You Don't Have to.’

“Begin with the end in mind and be really clear about what it is that you want and what it is that you don't,” Shirl Penney, the CEO of Dynasty Financial Partners, tells Greg Bartalos, Editor-in-Chief of Barron’s Wealth & Asset Management Group.

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RIA Sellers Need to Be Specific About Their Goals 

Raise capital, be prepared for onboarding, and have a dedicated team of experienced investment bankers in place, advises Shirl Penney, the CEO of Dynasty Financial Partners.

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3 Things Buyers of RIAs Should Do Ahead of Any Deal

Shirl Penney, the CEO of Dynasty Financial Partners, says that acquirers should prepare a roadshow deck and be extremely clear about the type of cultural fit, advisor, and end client they want.

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Looking to Buy an RIA? Don’t Ignore These 2 Key Steps.

Envestnet CEO Chris Todd describes how advisors can tailor their messages for clients in different generations.

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How AI and Data Can Help Advisors Start Client Conversations

AI is helping advisors grow assets by analyzing client portfolios and suggesting specific "next best actions," such as identifying tax, portfolio drift, or managed account opportunities, says Envestnet CEO Chris Todd.

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AI Is Boosting Organic Growth for Advisors

CEO Chris Todd explains how the company is providing core technology to RIAs and broker dealers while building infrastructure to meet future advisor needs in areas like alternative investments and digital currencies.

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Envestnet’s ‘Bullseye’ Strategic Approach  

CEO Chris Todd says the company is using AI to increase internal productivity and leveraging its large data set to provide "investment data insights" to help advisors manage client portfolios.

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How Envestnet Is Harnessing AI and Data 

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A “willingness to roll up your sleeves and understand the issues that your clients are facing, not just from an investment perspective,” is common among the industry’s most successful, says Kelly Gaur, a Mercer Advisors regional vice president.

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Best Advice for Someone Considering Wealth Management as a Career

Kelly Gaur, a Mercer Advisors regional vice president, says she was drawn to working for a registered investment advisor partly because they generally offer a more personalized, modern approach to wealth management.

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The Appeal of Working for an RIA

“The best client development professionals are those who have served clients in some capacity,” says Kelly Gaur, a Mercer Advisors regional vice president.

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Client-Facing Experience Can Help Advance Your Career

The Mercer Advisors regional vice president discusses her business development role and tips for breaking into the industry and gaining valuable experience in a non-advisory capacity.

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Kelly Gaur: Tips for Pursuing Non-Advisor Roles in Wealth Management

“You want to make sure that everybody's excited and prepared and that you're all pulling the rope in the same direction,” says Nate Fisher, managing director and wealth advisor at Carson Wealth.

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A Successful Transition Requires Honesty and a ‘Heavy Lift’

Young advisors considering a succession plan should maximize engagement with clients because “it can take a long time to gain that trust and build those relationships,” says Nate Fisher, managing director and wealth advisor at Carson Wealth.

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Succession Planning and Establishing Trust With Clients

The Carson Wealth managing director and wealth advisor says his decision to partner with the firm was driven by the need for increased capacity for holistic services and a clear succession plan for his retiring father.

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Nate Fisher: Lessons Learned From a Successful Partnership

As trust grows, advisors tend to spend less time discussing investments and more time on clients’ families and well-being, says Nate Fisher, managing director and wealth advisor at Carson Wealth.

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Trusted Advisors Focus Less on Investments, More on Clients' Lives 

Serving tech founders is a full-time, long-term effort that often requires significant upfront work before a successful, revenue-generating relationship is established, says Katie Partridge, a Morgan Stanley private wealth advisor.

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Landing Founders as Clients Requires Patience and Hard Work

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Government policy shapes retirement regardless of savings or lifespan. With Social Security's trust fund facing a 2033 shortfall, what fixes are coming? Our experts discuss policy shifts and how to budget your benefits.

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What's Next for Social Security?

Stocks swoop and soar as investors weigh AI hype against rate-cut "tea leaves." Our panelists explain how to drown out the noise, chart your own winning path,and identify investments that offer true long-term rewards.

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Riding the Market Roller Coaster

The capture of Venezuela’s Nicolás Maduro and Middle East tensions are reshaping oil supply expectations. The U.S. is intervening in energy markets in decades-unseen ways. Experts break down what’s next for oil, gas and energy stocks.

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Oil and Gas in a Volatile World

For the first time in decades, U.S. power demand is rising - driven by AI data centers, EVs and electrification. Utility and clean-energy stocks are climbing, but costly buildouts threaten affordability. We explore what’s next for the power trade.

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The Gold Rush in Electricity

Will Nvidia and other technology companies keep powering the stock market in 2026? We'll speak with two veteran money managers about their views on tech and their favorite stocks for the coming year.

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Finding Bargains in a Pricey Market

Explore what could go right for investors, and what could go wrong, in a year that will see the AI trade evolve, the Fed's leadership change, and global competition for resources increase in this 2026 Outlook.

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Meeting the Challenge

Stocks are expensive, risks abound, and AI is about to change the world. Other than that, building a calamity-proof retirement portfolio should be a cinch. Tune in as two veteran money managers size up the markets and share their investment ideas.

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Saving for a Sunny Day

Research shows that people greatly underestimate the healthcare costs they’ll face in retirement. Learn from experts how to estimate those costs, prepare for potential long-term care needs, and manage healthcare expenses in retirement.

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Are You Fiscally Fit?

Surging power demand, new energy sources, and growing competition have spurred the utility industry to become more innovative than ever before. Our panelists will unpack the changes afoot and explore what lies ahead for companies, customers, and investors.

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Not Your Father's Utility

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Next-Gen Leadership Meets Smart Innovation

Electric vehicles sales are growing but not at the pace some expected. Some would-be buyers worry about the range of EV charging, and others are swayed by politics. But innovators from Detroit to Silicon Valley still envision a dramatic shift in how we get around. What’s going on and what’s next?

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Forces Shaping EV Adoption and the Future of Driving

Success in improving the power grid to accommodate the electricity demands of the future will be a boon for companies doing the work and utilities that succeed. Explore the investing risks and opportunities.

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Video Center - Barron's home

Dave Regnery, CEO of the HVAC company Trane Technologies, spoke to Barron's editor at large Andy Serwer for a wide-ranging conversation about data centers, sustainability, and much more.

https://m.wsj.net/video/20260528/960e7a26-6852-423c-a729-59b0b47c6e56/1/hls/manifest-hd-wifi.m3u8

This HVAC CEO Says 'It's OK to Disrupt Yourself'

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