Zephyr's Adjusted for Risk

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

To le...

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...

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...

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...

In this very enlightening conversation, Stearns Financial Group's Haleh Moddasser discusses the importance of understanding how women investors differ from men investors. Women will control the majority of assets in years to come,  which makes it important for financial advisors to understand the investment objectives of women. Haleh also talks about what the wealth management industry can do to close the gender gap in investi...

With uncertainty around when the first rate cut will come, Jim Jackson, co-chief investment officer and senior portfolio manager of Victory Income Investors, a Victory Capital Investment Franchise, talks about what fixed income investors should expect in 2024. Jim talks about the importance of credit spreads and what the recent tightening of spreads mean for investors and why it's a risk. Jim also talks about opportunities as ...

In this very informative and engaging conversation,  David Grumhaus, President and Chief Investment Officer of Duff & Phelps Investment Management Co. opens up about the risks and opportunites with real assets. In this very candid conversation, David discusses what were the head winds for the asset class in 2023, where are the opportunities in 2024 and why investors should focus on the long term with real assets.

To le...