Zephyr's Market Strategist Ryan Nauman provides insights and trends on what is making news in the investment industry from alternative investments and ETFs to crypto investments and Separately Managed Accounts (SMAs).

During this very engaging conversation, James Langabeer, PhD, ChFC, managing principal at Yellowstone Wealth Advisors, LLC and author of “The Quest for Wealth: Six Steps for Making Mindful Money Choices” shares some great insight about the wealth transfer, the most dominant emotion impacting investing and why "wealth is not a number".

Jim also discusses the importance of preparing for changes in client communication and relationship styles should be at the forefront of financial advisors minds. Lifecycle and inter-generational shifts can affect how investors make decisions. While understanding each individual client’s needs and dominant style of investing is key to maintaining strong relationships and growing assets under management (AUM).

Investment professionals tuned into their clients’ personal lives can more easily connect with family members, assisting with generational wealth transfer by understanding all stakeholders.

Watch the Zephyr webinar, titled "Styling Investor Success Through Generations" presented by The Quest for Wealth: 6 Steps for Making Mindful Money Choices author James R. Langabeer, PhD, published by Taylor & Francis.

Over the past year, Zephyr's Market Strategist, Ryan Nauman has had the privilege of talking with some of the most influential and thought-provoking leaders in the wealth and investment management space. These individuals are bringing innovation, thought leadership, solutions and research to the market that make a real difference to the daily activities of financial advisors which helps them create better outcomes for their clients.

We have compiled some of the best moments of the Adjusted for Risk podcast over the past year. You will hear from:

• David Albrycht, President and CIO, NewFleet Asset Management
• Ed Slott, President of The Ed Slott and Company
• Ric Edelman, Founder, Digital Assets Council of Financial Professionals
• Dana D’Auria, Co-CIO and Group President, Envestnet
• James Jackson, co-chief investment officer and senior portfolio manager of Victory Income Investors, a Victory Capital Investment Franchise
• Dr. Chris Geczy, Ph.D. Founder, CEO and Chief Investment Officer of Forefront Analytics; Finance Department faculty at the Wharton School of the University of Pennsylvania
• Walker Williams, Chief Market Strategist, Lido Advisors

Thank you to all the amazing guests we have had on the podcast and to all of the listeners who choose to listen to the Adjusted for Risk podcast over the hundreds of other investment podcasts out there. Thank you and we hope you enjoy just some of the best clips of the past year.

Tags: Investment Management, Asset Allocation, Investment Portfolio, Investment Risk, Equities, Bonds, SMAs, Mutual Funds,

During this very enlightening conversation, Dan Petersen, Director, Product Management at New York Life Investments shares some great insight about alternative ETFs. Dan talks about the impact alternative ETFs have on the alternative investment space and investment portfolios. Dan also provides some great examples of different alternative investment strategies that can help hedge risk through ETFs and maybe illiquid investments aren't a bad thing.

During this very engaging conversation, Andrew Skatoff, Founder and CEO of Bancreek Capital Advisors shares his experience on how he enhanced his fundamental value investing philosophy by leveraging data mining and adding a quantitative investing approach. Andrew also shares the importance of sifting through data to remove noise while uncovering meaningful trends and how his team handles the FOMO and YOLO investing trends.

Clarion Partners' managing director and portfolio manager, Brent Jenkins, joins Ryan Nauman to discuss the overall health and investment opportunities within private real estate. Brent shares some fantastic insight about the role private real estate plays in an investment portfolio, why it's a good time to invest in private real estate, the impact falling interest rates have on the current private real estate cycle and the different access points to gain exposure to private real estate.

During this very enlightening conversation, Stuart Sclater-Booth, deputy CIO and portfolio manager at Stone Harbor Investment Partners, shares some great insight about what President-elect Trump means for emerging market debt.

Stuart provided great insight about the impact Trump's proposed tariffs will have on emerging market investments, the health of China’s economy, what regions he finds most attractive and when to invest in local or hard currency emerging markets

Aaron Filbeck, Managing Director and Head of UniFi by CAIA joins Ryan Nauman during this very interesting conversation about the evolution of alternative investments and the democratization of them. With alternative investments becoming more accessible to investors, Aaron talks about the importance of client communication, the impact alternative ETFs have on liquidity and when alternatives are not appropriate.

During this very fun and engaging conversation, Sal Gilbertie, CEO of Teucrium ETFs shared fantastic insight about investing in grains and why he believes we are in a golden grain cycle for investors. Sal explains what the golden grain cycle is, the current opportunities that grains offer investors and why he thinks grains, particularly, corn should be an investment portfolio holding like gold.

Miramar Capital's Co-Founder & Senior Portfolio Manager, Max Wasserman, shares some fantastic insight about dividend investing. Max discusses the impact interest rate cuts have on investor mentality, misconceptions about dividend investing and how dividend stocks are no longer just utility or telecommunication companies. Additionally, Max and Ryan discuss the importance of limiting downside losses and why consistency is so important when managing money.

Shaker Investment's, President, Brad Wheeler joins Ryan Nauman during this very engaging conversation about how financial advisors can manage investment risk more effectively. During this conversation Brad talks about the process of managing risk, from identifying the most important risk to the different investment strategies that can mitigate the risk.

During this very enlightening conversation, WiserAdvisor's CEO, Rishi Bharathan shares his insights on the topic of quality vs quantity and why financial advisors should prioritize quality leads over quantity. Rishi also talks about how wealth managers can increase visibility and credibility by taking advantage of the SEC's Marketing Rule which allows advisors to use testimonials and endorsements.

In this fascinating conversation, Auxesys' Founder and CEO John Swystun shares his great insights on ways RIA's can capitalize on a client journey that is evolving due to the great wealth transfer. John also discusses what RIAs can learn from SAAS companies as they strive for hyper growth and his contrarian views on building brand awareness, increasing lead generation and content creation.

In a much anticipated move, the Fed finally started its rate cutting cycle by cutting interest rates by 50 basis points. During this episode, Hightower Las Vegas' Managing Partner, Adam Thurgood shares his insights on what the Fed decision means for bond and equity markets. Adam also talks about some of the macroeconomic and market signals he is following, what they are signaling and some tips for investment portfolio construction during this time of uncertainty.

America's IRA expert, Ed Slott shares his thoughts on if we should continue to contribute to 401(k)s and IRAs during this very entertaining conversation. Ed also tells us what his preferred investment vehicle is and why, tax risk and some year-end strategies for retirement planning.

Leo Kelly, Founder & CEO at Verdence Capital Advisors joins Ryan to discuss how the relationship between financial advisors and clients is becoming more sophisticated as client demands become more complicated. During this very informative chat, Leo shares his thoughts on how artificial intelligence can help enhance the evolving relationship between client and advisor. He also answers the question if RIA's have a leg up on captive advisors when implementing new investment management technology.

Fiduciary Trust International's Managing Director and Head of Research, Erick Rawlings shares his thoughts on the current landscape for alternative investments and what has been driving the increase in popularity. Erick also shares what alternative asset classes he finds most attractive now and what financial advisors should consider when searching for the perfect alternative investment manager for their client's investment portfolios.

During this fascinating conversation, Silvant Capital Management's CIO and Managing Partner, Michael Sansoterra opens up about why he believes growth investing is a condition, not a category. Michael and Ryan also talk about why investors should focus on investing rather then trading and they answer the question - "Is it time to look beyond the 9-box style box?"

During this very insightful and engaging conversation, Investment Management Support Solutions (IMSS)'s Founder and CEO, Trisha O'Donnell, shares some fantastic tips on how asset managers can effectively market their investment strategies to stand out from the crowd.

During this very fun conversation, Trisha talks about the importance of contributing to consultant databases, tips to creating a captivating and consistent story, and some things that asset managers often overlook when contributing their strategies to third party databases.

Patrick Fruzzetti, partner and managing director, portfolio manager of Rose Advisors at Hightower Advisors, drops a ton of great insight about the recent market crash, whether investors should be worried about additional market weakness and the overall health of financial markets and the economy.

Additionally, Patrick gives his take on the September FOMC meeting, considerations for building investment portfolios for the current investment environment and should investors be careful what they wish for when wanting rate cuts.

Sound Income Strategies' Founder and CEO, David Scranton joins Ryan Nauman to discuss all things income investing. During this very engaging conversation David shares his great insight about uncovering value traps, what is driving the current rotation into value stocks and small caps, and his view on investment opportunites in fixed income. He also shares a great message to financial advisors about income investing during time periods the investment style is out of favor.

Did you know that the most consumed commodity in the U.S. is not a part of the most popular and largest commodity indexes?

Tim Kramer, CEO of CNIC Funds takes a deep dive into investing in electricity, which is often overlooked compared to other commodities.. Tim talks about the opportunities for investing in electricity, the benefits of incorporating it into investment portfolios and its relationship with inflation. Tim also shares his contrarian view on upcoming Fed decision making.

During this very insightful and fun conversation, InterVal Co-Founder and CEO, Trevor Greenway shares some fantastic insight about the impact the wealth transfer will have on small and medium sized busiensses (SMB). Trevor discusses how wealth managers can capitalized on these trends, the role investment management technology plays, and how wealth managers can solve the challenge of determining the value of SMBs when creating a financial plan for SMB owners.

In this very engaging and insightful episode, PSN Top Gun Award Winning Belle Haven Investment's Director of Investment Solutions and Partner, Stan Sattler, shares his thoughts on the opportunities within fixed income. Stan shares his team's views on the opportunities and risks in the fixed income space, when will the yield curve normalize, what credit spreads are indicating, and does he believe the Federal Reserve?

During this very engaging and informative episode, C2P's Chief Marketing Officer, Matt Seitz shares a a ton of insight about how Financial Advisors can create an effective marketing strategy. Matt shares the importance of knowing your target audience and building a digital presence. Matt also provides some great examples of marketing strategies that has worked for his wealth management teams.

During this very enlightening conversation, Qdeck's CEO, Jag Prakasam and Keebeck Wealth Management's CEO and Founder, Bruce Lee dive deep into the subject of Artificial Intelligence (AI). Jag provides some great examples of how financial advisors can harness the power of AI to make their practices more efficient while not losing the personalized touch to help enhance the client relationship. Additionally, Bruce describes how Keebeck Wealth uses AI, the impact it has had on their practice and some great tips on the implementation process.

Verne Marble, Director of Business Development, Private Advisor Group shares some fantastic insight about navigating the decision process of going independent in this very fun episode.

Verne discusses the importance of understanding what business structures are available to financial advisors and deciding what one best aligns with their practice. Verne also shares some considerations financial advisors should make during the process and what are the questions they should ask when conducting their due diligence on what corporate RIA, independent broker dealer, or established RIA they should align with.

During this fun and very informative conversation, Envestnet's Co-CIO and Group President, Dana D'Auria shares some fantastic insights into how offering personalized investments at scale can enhance the client experience. Dana discusses what the driving forces are behind this shift to personalized investments and what do personalized investments look like. She also shares some great knowledge about how to offer personalized investments at scale.

In this very interesting and fun conversation about investment risk, Lido Advisors' Chief Market Strategist, Walker Williams joins Ryan Nauman to share his great insight about all things investment risk. Walker shares his thoughts on why he thinks it's time the Wealth Management space reconsiders how it views investment risk, the importance of asset allocation should not be understated and is investment portfolio diversification overrated?

In this fascinating and fun discussion, Steward Partners' CEO, Jim Gold talks about the major trends impacting the the Wealth Management space, including the shift of ownership within wealth management. Jim also shares his insights about what hybrid RIAs will look like moving forward, the impact private equity has on M&A activity and concerns about succession planning.

In this very interesting and fun episode, Schultze Asset Management's Founder, George Schultze shares his insights into the world of distressed investing. George discusses the fundamentals of distressed investing, how the current macro environment impacts distressed debt markets and why he believes there is a great opportunity in distressed debt. George also provides some great insight regarding the impact distress debt has on investment portfolios.

During this very informative episode, VanEck's Head of Fixed Income ETF Portfolio Management, Fran Rodilosso shares his thoughts on why he and his team believe emerging market debt offers a great opportunity for investors. Fran also does a fabulous job of discussing the benefits of incorporating collateralized loan obligations (CLO) and business development companies (DBC) in investment portfolios and why he believes they are both attractive.

Burns McKinney, Managing Director & Senior Portfolio Manager at NFJ Investment Group comes on the show to help answer that question along with many others in this very fun and fascinating conversation.

Burns shares his thoughts on preparing investment portfolios for "higher for longer" interest rates, why high stock valuations are an investment risk he is following closely, and what equity sectors does he like most moving forward.

Advisors Asset Management's CIO Cliff Corso gives us a little historical perspective when evaluating today's investment environment. Cliff also shares his thoughts on constructing an investment portfolio to help withstand sticky inflation and uncertain monetary policies during this very informative and fund discussion.

In this very enlightening and engaging conversation, Democracy Investment's CEO Julie Cane and CIO Christopher Browne share their fascinating stories on how the Democracy International Fund came about.

Julie shares the mission of the firm and how the fund can help grow global democracy. Additionally, Chris shares his thoughts on the international investment landscape and why he believes international equities present a great opportunity for investors.

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 investment portfolio.

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 shares what questions financial advisors should ask when considering adding private equity investments in investment portfolios and what alternative investments he finds attractive.

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.

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 thematic investments in their client's investment portfolios.

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.

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 limit sequence risk and what event financial advisors should start planning for in 2026.

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 investing.

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 a result of attractive yields and the other fixed income sectors his team likes.

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.

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!

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. With that comes the responsibility of offering a secure environment and privacy.

In this very informative and engaging conversation, PSN Top Gun award winning manager and 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.

Award winning macro strategist David Ader joins Zephyr's market strategist Ryan Nauman in this very fun and insightful conversation. David shares a ton of insight regarding the reality of deficits and the end of quantitative easing, the yield curve and what he would do if he was Fed Chairman.

In this very fun and insightful episode of the Adjusted for Risk podcast, AdvisorShares' Founder and CEO Noah Hamman provides a wealth of insight into the growing popularity of active ETFs. Noah talks about what to look for when searching for an active ETF, the benefits, the current investment landscape and highlights some of AdvisorShares most popular strategies including their Psychedelics strategy.

One of the most influential figures in the financial services industry, Ric Edelman joins Zephyr Market Strategist Ryan Nauman to discuss the upcoming release of Bitcoin spot ETFs. In this very insightful and engaging conversation Ric provides a ton of insight regarding the impact the new Bitcoin ETFs will have on the financial services industry, Bitcoin prices, investment management, and the importance of understanding the cryptocurrency in order to help enhance the client experience.

During this episode of the Adjusted for Risk podcast, Ryan takes a look at Dave Ramsey's proclamations that he has earned a 12% annual return over the past decade, so you should too, and you should also be taking out 8% per year from your investment portfolio. Ryan uncovers the truths about these bold and aggressive statements and are they realistic?

EPFR's Director of Research, Cameron Brandt shares a ton of knowledge into what factors are driving fund flows. Cameron talks about what it will take for investors to move out of money market funds, the impact solid GDP and cooling inflation has had on fund flows, the uncertainty around China and his top stories for 2024.

Van Leeuwen & Company's Jeff Mattonelli joins Zephyr's Market Strategist Ryan Nauman to provide his insights into the investing tendencies of Millennials and their expectations for financial services. Jeff also discusses the role financial advisors must play when working with Millennials and ways to connect with the generation that relies on non-traditional sources to get their investment ideas and data.

Zephyr's Market Strategist, Ryan Nauman welcomes back AdvizorStack's Paul and Nico DeMaio and QDeck's CEO, Jag Prakasam to discuss how innovation, AI, investment management applications and other cutting-edge tools are preparing financial advisors for the Great Wealth Transfer during this very insightful conversation. The three also discuss how leveraging wealth management technology can enhance the client experience and help retain your client's children and grandchildren as clients.

In this week's episode of Zephyr's Adjusted for Risk podcast, Ryan welcomes back the very insightful and engaging duo of Landon Jones and Ethan Dunbar of Revisor. Landon and Ethan answer some of the hot topic questions regarding Separately Managed Accounts (SMAs), how the investment product can help enhance the client experience and they address some of the myths about SMAs.

Zephyr's Market Strategist, Ryan Nauman reviews the current investment environment and tries to make sense of the very complex environment where uncertainty is the only certainty and what should be considered when building an investment portfolio during this uncertain time.

Trahan Macro Research and the Center for the Macro Specialist Designation's CEO Katherine Krantz discusses why you should not ignore macro drivers and events when building investment portfolios and conducting investment research.

During this very informative conversation Katherine discusses why financial advisors should use macro data and events when building investment portfolios, the difference between macro, technical and fundamental analysis and the exciting new Macro Specialist Designation. Katherine also provides her outlook for the U.S. economy and how to position investment portfolios for that outcome.

In this very fun and informative episode of the Adjusted for Risk podcast, Ryan is joined by Marc Odo, CFA of Swan Global Investments. Marc shared a ton of valuable insight into why financial advisors should incorporate equity hedging into client portfolios and how much, the different types of hedging strategies and the importance of knowing what is under the hood.

In this week's very fun and insightful episode of Zephyr's Adjusted for Risk podcast, Ryan Nauman is joined by FutureVault's CEO Daniel Kenny and CMO Kristian Borghesan. Daniel and Kristian share some fantastic insight about all things Digital Vault technology, The Great Wealth Transfer, succession planning, some of the misconceptions of Digital Vaults, and much more.

Dr. Dorothy Kelso, Brand Strategy Director and Global Head of SuperReturn dropped a ton of expert insight into private markets during this very engaging and insightful conversation.

Dr. Kelso discussed how the current investment and macro environment are causing headwinds for private markets and recent trends in this very popular space. We also talked about her being a champion for emerging managers and the benefits emerging managers offer.

This is a big week for Separately Managed Account managers as Zephyr announced the second quarter 2023 PSN Top Gun award winners. 2023 started off very strong and the momentum carried over through the second quarter and equity managers took full advantage of the rally.

In this episode Ryan provides a second quarter market recap and highlights some of the Top Gun award winners.

Zephyr's Market Strategist, Ryan Nauman discusses how Separately Managed Accounts (SMAs) can free up more of a wealth manager's precious time and enhance the client experience. Ryan also outlines the characteristics of SMAs and the benefits of incorporating the investment vehicle in your client's investment portfolios.

Revisor Group's Founder and President, Landon Jones and CIO Ethan Dunbar join Ryan in a very entertaining and engaging episode in which they provide their investment outlook for the second half of 2023, themes that are being overlooked and how they are positioning their client's investment portfolios.

Advisors Asset Management's (AAM) CIO Cliff Corso joins the show to provide his investment outlook for the remainder of 2023 in this very insightful conversation. Cliff gives his thoughts on if the current technology rally is overdone, where investors can find investment opportunites, and what are the biggest risks to the strong equity performance. Lastly, Cliff provides his thoughts on how investors should position their investment portfolios in equities, fixed income and alternatives moving forward.

Charles Smith, Principal in the Wealth & Asset Management consulting practice at EY drops a ton of insight on the trends impacting the practices of financial advisors and wealth managers. In this very insightful and fun conversation Charles discusses everything from wealth management technology to client acquisition strategies and of course artificial intelligence (AI) in order to enhance the client experience.

Miramar Capital's Founder and Senior Portfolio Manager, Max Wasserman doesn't hold back in his comments regarding the Federal Reserves' (Fed) job performance in this very lively and entertaining episode of the Adjusted for Risk podcast.

In this episode Max outlines what the recent Fed actions and comments mean for investors, will we get to the Fed's 2% inflation target, what he is telling his clients and what the biggest risk to markets is. Lastly, he lets us know what he wants to do with the Fed and brings up a fantastic character.

During this episode of Zephyr's Adjusted for Risk podcast, Ryan goes solo and takes a look at recent drivers of market performance, what some market and economic indicators are telling us, and gives his thoughts on why it's not the time to get overly bullish.

In this fascinating and engaging episode of Zephyr's Adjusted for Risk podcast, Kayne Anderson Rudnick's PSN Top Gun award winning portfolio manager, Jon Christensen, CFA joins Ryan to discuss everything related to investing in small-caps. Jon goes in-depth about his investment strategy and what he looks for when searching for his next investment. Jon also gives his thoughts on what is currently holding small-caps back and what type of macro environment small-cap investors should hope for moving forward. Lastly, Jon talks about his amazing baseball card collection.

To learn more about Zephyr's PSN Top Guns: https://informaconnect.com/zephyr/psn...

To Learn more about Kayne Anderson Rudnick: https://kayne.com/

During this episode of Zephyr's Adjusted for Risk Podcast, BlueRock Capital Market CEO Jeff Schwaber joins Ryan to discuss the impact and importance of adding alternatives to investment portfolios and asset allocations. Jeff also digs deep on what retail investors can learn from big pensions and endowments, while dropping a wealth of insight on the real estate market and private credit.

In this very insightful and engaging episode of Zephyr's Adjusted for Risk podcast, Wharton School of the University of Pennsylvania faculty member and Forefront Analytics' CEO Dr. Christopher Geczy joins the show. Dr. Geczy drops an abundance of knowledge on the topic of asset allocation and if it is time to re-think how financial professionals view asset allocation strategies, considerations when creating an optimized investment portfolio, how FOMO is impacting investment decisions, and opens up about the 60/40 portfolio. Dr. Geczy also discusses how they use investment management software at the Wharton School of the University of Pennsylvania. You don't want to miss his story about how Stan Druckenmiller implements his investment strategy.

This is a big week for Separately Managed Account managers as Zephyr announced the Q4 2022 PSN Top Guns Managers of the Decade this week. It was obviously quite the decade for financial markets and one that will go down in the history books. It was a decade driven by political events, a pandemic and historical monetary policies.

In this episode of Zephyr's Adjusted for Risk podcast Ryan is joined by Swan Global's Rob Swan. During this very entertaining and informative discussion about equity hedging investment strategies we look at how financial advisors should go about incorporating hedging in their asset allocations, we answer the question why equity hedging would be considered when creating a diversified investment portfolio, and discuss the important question of cost and risk management.

Revisor Wealth Management Partners' Landon Jones, MBA, CFP and Ethan Dunbar, CFA join the show in a very engaging and entertaining conversation that you don't want to miss! In this episode we discuss the benefits of outsourcing investment management, all things direct indexing including how is direct indexing different than Separately Managed Accounts (SMAs), and why one should consider direct indexing in an investment portfolio. And there might be a quick discussion about eggs and some tennis stories.

AdvizorStack's Paul and Nico DeMaio join the show to discuss the evolution of financial services, how a comprehensive wealth management software application can help solve issues financial advisors face today, and preparing for generational asset transfers & succession planning. We also get an inside glimpse of what it's like to follow in your successful father's footsteps as well as working with your son.

In this Zephyr StatFact version of the Adjusted for Risk podcast, Ryan looks at downside deviation, and why he thinks financial professionals should use this downside risk statistic when trying to locate managers who exhibit good capital preservations skills and include this statistic in their lineup of portfolio analytics.

In this Zephyr StatFact version of the Adjusted for Risk podcast, Ryan looks at the Sortino Ratio, and why he thinks investment professionals should use this return-risk trade-off statistic when trying to locate managers who exhibit strong risk-adjusted returns.