Advisor Success Series

In this episode, Matt Shute is joined by Chris Shea, CFA of CataMetrics. CataMetrics provides financial advisors and firms with tailored investment solutions and white-labeled sales and marketing collateral to help drive scalability and brand awareness. Chris has over 18 years in the investment management industry and has been involved in security research, portfolio construction consulting, investment product sales and portfolio management throughout his career. View their website here!

In this episode, Tom Goodrum, Institutional Fixed Income Strategist at DFA, will share with us the firm's perspective on the importance of understanding the key risks that drive fixed income. Many investors are familiar with the Fama-French risk premium framework that explains the majority of expected returns within global equities, but fewer are familiar with how this same risk-based framework applies to fixed income investing. Tom and I discuss how term premiums across government and credit yield curves can explain the bulk of expected returns in fixed income as well as DFA's views on the state of trading fixed income and why DFA hedges its currency risk across most of their global fixed income strategies.

In this podcast episode, we are joined by Kevin Orr, Nathan Eigerman and Joe Demmler, Managing Partners at Lee Capital Management. We discuss LCM's approach to managing tactical, risk managed portfolios through sector positioning and why investors will want to consider such strategies given the current market environment. You can learn more about Lee Capital by visiting their website http://leecapitalmgmt.com/ .

In this episode, Ben Lavine is joined once again by John Davi, Founder and Chief Investment Officer at Astoria Advisors to discuss the market turmoil experienced throughout October and share our firms' outlooks on some of the risks facing investors going forward.

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.