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
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...
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...
In this very insightful and engaging conversation, Zephyr's PSN Product Manager, Nick Williams joins Ryan Nauman to discuss the growth of SMAs, PSN and PSN Top Guns. Additionally, the two provide a market recap of Q4 and highlight some of the Q4 2023 PSN Top Gun award winners!
To learn more about PSN Top Guns: https://informaconnect.com/zephyr/psn...
To learn more about Zephyr
In this very insightful and engaging episode, BUNKR's co-founder and CEO, Kurt Long, talks about the evolution of the wealth management space and how the relationship between advisor and client is becoming tighter as clients are demanding more intimacy, dedication, personal focus and instantaneous communication. This trend is a great opportunity for advisors to be the hub of their client's professional relationships. Wit...
In this very informative and engaging conversation, Newfleet Asset Management's President and CIO, David Albrycht talks about what is in store for fixed income markets in 2024.
David shares fantastic insights into the risks and opportunities that lie ahead for fixed income investors, the Fed, the yield curve, and some of the fixed income sectors that he believes are attractive in 2024.
To learn more about Ze...
Popular Podcasts
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
Anna Sale explores the big questions and hard choices that are often left out of polite conversation.
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
If you can never get enough true crime... Congratulations, you’ve found your people.
A straightforward look at the day's top news in 20 minutes. Powered by ABC News. Hosted by Brad Mielke.