Advisor Success Series

Lukas Smart, a Senior Portfolio Manager and Vice President at Dimensional Fund Advisors, shares valuable insights on risk-based factor investing. He stresses the significance of long-term investment strategies, especially during tumultuous periods influenced by rapid technological changes. The conversation delves into the challenges facing value and small-cap investments, highlighting the importance of combining valuation and profitability. Additionally, Lukas emphasizes the need for global diversification and the resilience of small-cap value investing, even amid shifting market dynamics.

On this episode, Matt Shute is joined by Steve Lewczyk of Trizic. Trizic is technology platform offering end-to-end digital wealth solutions to advisors and institutions. Steve is currently the CRO of Trizic and has spent his career within financial services and more specifically providing software solutions to the industry.

In this eposide, Ben Lavine is joined by Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors and John van Moyland, Head of Financial Products at Kensho Technologies, which was recently acquired by S&P Global Indices. Matt and John will share with us their perspectives on how sector indexing is evolving with the advent of artificial intelligence, natural language processing, and deep data analytics to arrive at more refined sector memberships that better capture the emerging technology landscape.

In this episode, Matt Shute is joined by Annalee Kruger and Bob Mauterstock. Annalee and Bob run Plan 4 Life (https://plan4lifenow.com/ ), a firm that focuses on educating financial advisors for the future. Specifically, they educate advisors on aging clients and have created an extensive curriculum for financial advisors entitled: The Elder Planning Specialist program.

In this podcast Ben Lavine is joined by Tom Psarofagis, Bloomberg Intelligence analyst covering the Exchange Traded Fund (ETF) Industry. Tom shares with us the latest developments within the ETF industry and key trends that investors should focus on in the coming year.

In this episode, Ben is joined by Darshan Bhatt, deputive chief investment officer at Glovista Investments based in Jersey City. Darshan will share with us his perspectives on the state of emerging markets and where he sees opportunities and challenges in the face of U.S. Federal Reserve tightening, higher commodity prices, and local unrest.

In this episode, Matt Shute is joined by Phil Lubinski. Phil is known as a pioneer in retirement income planning and more specifically the time-segmentation approach. Phil has appeared on PBS Nightly Business Report and has provided the intellectual capital for the creation of commonly used retirement income tools and he most recently cofounded IncomeConductor. He is considered a leading authority on retirement income strategies and has trained thousands of advisors throughout his career.

In this episode, Ben Lavine is joined by Arun Daniel, portfolio manager at JO Hambro Capital Management. Arun will share with us his perspectives on the state of the active management industry as well as his views on what constitutes running a successful franchise in an industry under siege from a passive indexing.   

Former sell-side ETF strategist, John Davi, discusses his transition to buy-side ETF model builder and shares his views on the current markets. They also explore topics such as the decline in liquidity and its impact on volatility, risks of owning fixed income instruments, analyzing liquid alternative solutions and portfolio hedge strategies, and advice on portfolio allocation and investing strategies.

On this episode of our Advisor Success Series Podcast, we are joined by Paul Berard. Paul is the head of distribution for the TAMP and ETF Strategist divisions of FlexShares, a division of Northern Trust Asset Management. Over the last 30 years he has worked with a diverse group of industry firms, teams, and advisors. In this podcast Paul shares his extensive knowledge of sales and best practices for financial professionals.