How to Drive Change in the Wealth Management Community

On the inaugural episode of Seeking Risk: The Fab Rick Show, Rick is joined by Ashby Monk to discuss the move from an institutional to an asset owner focus, and the “technology superheroes” – technology and data – that form the foundation for meeting the specific needs of financial advisors.

Dr. Ashby Monk is currently a Senior Research Engineer, School of Engineering at Stanford University and holds the position of Executive Director of the Stanford Research Initiative on Long-Term Investing. He is the author of The Technologized Investor, which won the 2021 Silver Medal from the Axiom Business Book Awards.

He also is the Head of Research at Addepar and serves on the firm’s leadership team.

Ashby received his Doctorate in Economic Geography at the University of Oxford, holds a Master’s in International Economics from the Université de Paris 1 - Pantheon Sorbonne, and has a Bachelor’s in Economics from Princeton University.

Head to FabricRisk.com, where you can explore the resources shared on this show, connect with Rick, and set up a time to demo the Fabric software.