Managing Client Preferences and Portfolio Strategies

In the constantly changing and often unpredictable industry that is wealth management, is it possible to systematize an asset allocation approach? Might you even apply trend following to the problem? On this episode of The Derivative, Jon Robinson, the CEO and co-founder of Blueprint Investment Partners, draws upon his unique experience on both sides of the trend-following fence: proprietor and customer. He reflects on his early days working on the New York Stock Exchange floor and delves into the intricate process of shifting from traditional research methods to systematic investment.

Join us as we explore the subtleties of trend following, its evolution over time (Jon’s evolution over time), and the strategies that Jon and his team at Blueprint Investment Partners employ. Our conversation sheds light on the fundamental principles of maintaining strong advisor-client relationships, the changing landscape of portfolio management, and what the future of the investment advisor space might look like. Tune in for an engaging discussion on the effectiveness of trend following not as an investment in its own right, but as a filter on other investments— SEND IT!

Chapters:

00:00-01:46=Intro

01:47-05:20= Greensboro HQ

05:21-17:21= The wild west of futures, entrepreneuring & trend following models

17:22-36:27= Piecing together the Blueprint with a trend following edge / simplifying the implications / Enter in.. Chesapeake

36:28-48:28= Managing the spectrum & private hedge funds

48:29-58:02= The future of the advisory space & behavior adoption

58:03-01:08:24= RIA Or Private Client? Helping an investor

From the episode:

Trending following plus nothing with Jerry Parker: The Derivative Trend following turtle tails (and tales) with Jerry Parker: The DerivativeTrend Following guide  

Follow along with Jon on LinkedIn and his team on Twitter @Blueprint_IP and for more information visit their website blueprintip.com.

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Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.rcmalternatives.com/disclaimer⁠