Zephyr's Adjusted for Risk
The Adjusted for Risk podcast is a weekly podcast that brings together markets, investments, economics and life to help investment professionals make more informed investment decisions on behalf of their clients. Hosted by Zephyr's Market Strategist, Ryan Nauman, who will cover the trends and themes impacting the global investment landscape. Ryan will be joined by experts from the investment management industry to help provide insights on the topics that impact the decision making of investment professionals. There may also be a story or two told along the way.
Episodes
During this fun and very informative conversation, Envestnet's Co-CIO and Group President, Dana D'Auria shares some fantastic insights into how offering personalized investments at scale can enhance the client experience.
Dana discusses what the driving forces are behind this shift to personalized investments and what do personalized investments look like. She also shares some great knowledge about how to offer ...
In this very interesting and fun conversation about investment risk, Lido Advisors' Chief Market Strategist, Walker Williams joins Ryan Nauman to share his great insight about all things risk. Walker shares his thoughts on why he thinks it's time the Wealth Management space reconsiders how it views investment risk, the importance of asset allocation should not be understated and is investment portfolio diversification ove...
In this fascinating and fun discussion, Steward Partners' CEO, Jim Gold talks about the major trends impacting the the Wealth Management space, including the shift of ownership within wealth management.
Jim also shares his insights about what hybrid RIAs will look like moving forward, the impact private equity has on M&A activity and concerns about succession planning.
To learn more about Steward Partners...
In this very interesting and fun episode, Schultze Asset Management's Founder, George Schultze shares his insights into the world of distressed investing. George discusses the fundamentals of distressed investing, how the current macro environment impacts distressed debt markets and why he believes there is a great opportunity in distressed debt.
To learn more about Schultze Asset Management: https://samco.net/
Burns McKinney, Managing Director & Senior Portfolio Manager at NFJ Investment Group comes on the show to help answer that question along with many others in this very fun and fascinating conversation.
Burns shares his thoughts on preparing for "higher for longer" interest rates, why high valuations are a risk he is following closely, and what equity sectors does he like most moving forward.
To lear...
Advisors Asset Management's CIO Cliff Corso gives us a little historical perspective when evaluating today's investment environment. Cliff also shares his thoughts on constructing an investment portfolio to help withstand sticky inflation and uncertain monetary policies during this very informative and fund discussion.
To learn more about Advisors Asset Management: https://www.aamlive.com/publicsite/aamhome
In this very enlightening and engaging conversation, Democracy Investment's CEO Julie Cane and CIO Christopher Browne share their fascinating stories on how the Democracy International Fund came about.
Julie shares the mission of the firm and how the fund can help grow global democracy. Additionally, Chris shares his thoughts on the international investment landscape and why he believes international equities present...
In this very informative and fun discussion, Miguel Sosa, Research Strategist and Product Specialist, BlueRock Capital Markets shares his insights into private real estate and alternative credit.
Miguel explains why real estate is a lot more then just office space and why he likes the alternative asset class. He also shares his thoughts on alternative credit and how to incorporate these alternative investments in an invest...
Andrew Krei, Co-CIO of Barrett Upton Capital Partners and Co-CIO of Crescent Grove Advisors joins Ryan Nauman to discuss investing in private equity.
In this fantastic episode, Andrew shares a ton of insight into the world of private equity. Andrew explains the different layers of private equity like secondary's and venture capital. He also explains what questions financial advisors should ask when considering private...
In this very enlightening and fun conversation, AlphaSimplex's, Chief Research Strategist and Portfolio Manager, Katy Kaminski, Ph.D. shares her fantastic insights around trend following and managed futures. Dr. Kaminski also discusses "Crisis Alpha" and how those periods of time provide opportunities.
To learn more about Zephyr
Pictet Asset Management's, Senior Investment Manager and Team Head Global Thematic Opportunities and Thematic Solutions, Gert van der Geer shares some fantastic insight regarding thematic investing and locating trends in this fantastic conversation.
Gert shares some of the themes he and his team are following, why it's difficult to locate long-term sustainable trends and how financial advisors can incorporate th...
In this very engaging conversation, the "Father of Fiduciary," Don Trone opens up on why he believes the fiduciary framework should no longer be the cornerstone of the financial services profession.
Don also provides us with his take on the evolution of the fiduciary framework through captivating storytelling and honest answers.
To learn more about Zephyr
Retirement risks and opportunities are under the microscope during this very fun and insightful conversation with Dunham Trust and Investment Services' Chief Sales & Marketing Officer, Sal Capizzi.
Sal discusses how financial advisors can bring value to their clients through retirement planning and understanding the different retirement strategies. Sal also talks about why it is so important to understand and limi...
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