In this episode of Zephyr's Adjusted for Risk Podcast, host Ryan Nauman welcomes Joe Mallen, CEO of Modelist, to discuss the evolving landscape of wealth management.

They explore the importance of aligning investment solutions to client objectives at scale, offering customized investment portfolios, and leveraging technology for efficiency and transparency. Joe shares insights on the advantages of utilizing platform models, the significance of brand identity, and how financial advisors can better manage market uncertainties with tailored solutions. Tune in for an in-depth conversation on enhancing client experiences and the future of wealth management.

00:00 Introduction and Welcome
00:33 The Importance of Enhanced Client Experience
01:13 Introducing Joe Mallen and Modelist
04:42 The Evolution of Model Portfolios
09:00 Customization in Model Portfolios
13:55 Scalability and Technology in Financial Advisory
17:05 Considerations for Incorporating Model Portfolios
23:26 Benefits of Model Portfolios for Aggregators
26:13 Engaging Younger Generations with Model Portfolios
28:07 Leveraging Model Portfolios in Uncertain Markets
31:54 Conclusion and Contact Information

For more insights from Ryan Nauman and to explore how Zephyr can transform your financial advisory practice, visit the Zephyr website, or reach out directly at Zephyrinfo@Informa.com. Whether you're focused on asset allocation, performance, manager due diligence, risk management or portfolio analytics Zephyr is equipped to help you navigate the evolving landscape of wealth management.

The following podcast episode features an interview with the CEO of Modelist Inc. The views and opinions expressed are those of the participants and do not constitute investment advice. Modelist Inc. does not provide services directly to retail clients; the firm offers investment models exclusively to registered investment advisers. This content is for informational purposes only and should not be relied upon as a recommendation or endorsement of any specific investment strategy.

In this episode of Zephyr's Adjusted for Risk Podcast, host Ryan Nauman welcomes Christopher Zook, founder, chairman, and chief investment officer at CAZ Investments.

They dive into the complexities and growth of private equity and alternative investments, discussing their accessibility, alignment, and investment strategies. Zook shares insights from his 35-year career and his book co-authored with Tony Robbins, 'Holy Grail of Investing.' They also explore the benefits of investing in professional sports and discuss the potential opportunities within the private markets and energy sectors.

Tune in for a deep dive into how these investments can benefit financial advisors and their clients.

00:00 Introduction and Welcome
01:19 Guest Introduction: Christopher Zook
01:49 Christopher's Background and Investment Philosophy
03:14 The Importance of Alignment in Investments
06:16 The Holy Grail of Investing: Insights and Purpose
13:46 The Role of Alternatives in Financial Advisory
21:44 Investing in Professional Sports
29:24 Opportunities in Private Markets and Energy
34:51 Conclusion and Contact Information

Learn how Zephyr can help financial advisors incorporate alternatives into asset allocations here.

In this episode of Zephyr's Adjusted for Risk Podcast, host Ryan Nauman and guest Howard Sharfman, Senior Managing Director at NFP Insurance Solutions, delve deep into the role of insurance within holistic financial planning.

Ryan and Howard discuss the growing importance of comprehensive financial strategies that integrate life insurance, disability insurance, and long-term care coverage. The conversation also touches on the tax implications of life insurance, innovative insurance products like private placement life insurance, and how guaranteed income solutions like annuities can enhance retirement planning. Tune in to learn how insurance can be a crucial tool for financial security and wealth management.

Learn more about NFP Insurance Solutions: https://www.nfpis.com/
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00:00 Introduction and Welcome
01:07 Guest Introduction: Howard Sharfman
02:22 The Importance of Insurance in Financial Planning
03:08 Types of Insurance and Their Roles
06:17 Taxation of Life Insurance
09:48 Private Placement Life Insurance
13:40 Benefits of Life Insurance in Financial Planning
21:32 Annuities and Retirement Planning
24:54 Best Practices for Financial Advisors
30:02 Research Findings on High Net Worth Individuals
34:12 Conclusion and Contact Information

In this episode of Zephyr's Adjusted for Risk Podcast, market strategist Ryan Nauman welcomes Adam Grealish, Head of Investments at Altruist, to discuss the competitive wealth management space.

They explore the importance of enhancing client experience amid market volatility and chaos, the integration of technology in asset management, and the increasing interest in direct indexing. Adam shares valuable insights on making investment processes more efficient, scalable, and personalized, as well as leveraging AI tools for content generation and video editing. Discover how financial advisors can turn market challenges into opportunities and improve client relationships through innovative strategies.

00:00 Introduction and Welcome
01:11 Guest Introduction: Adam Grealish
02:17 The Role of Technology in Wealth Management
03:02 Efficient Workflows for Financial Advisors
09:36 Personalization and Scalability in Investment Management
13:13 Opportunities in Volatile Markets
18:48 Growing a Financial Advisory Practice
23:37 The Rise of Direct Indexing
31:33 Conclusion and Contact Information

In this episode of Zephyr's Adjusted for Risk Podcast, Ryan Naman, Market Strategist at Zephyr, welcomes Joy Yang, Head of Index Product Management and Marketing at MarketVector Indexes. They dive into the recent market sell-off and the intricate dynamics of risk management.

They delve into the dynamics of active vs. passive ETFs, the effects of the market's current bear tendencies on financial advisors' strategies, and the evolving landscape of technology investments, particularly AI and Bitcoin. Joy also shares insights on diversification, the importance of education in investment decision-making, and the role of ETFs in modern portfolio management. This episode is packed with actionable insights for financial professionals looking to navigate the current market volatility and make informed investment decisions.

00:00 Introduction and Welcome
01:11 Guest Introduction: Joy Yang
01:35 Understanding Market Vector Indexes
02:59 Active vs. Passive Investing
06:05 Market Sell-Off and Financial Advisor Strategies
09:00 The Role of Education in Investing
12:05 Diversification and Risk Management
22:31 Bitcoin and Crypto Assets in Portfolios
28:32 ETFs and Market Volatility
31:48 Conclusion and Contact Information

Jeffrey Sherman, Deputy CIO at DoubleLine joins Zephyr's Ryan Nauman on location at the Exchange conference to discuss the state of the fixed income market and what it all means for investors.

During this very insightful and engaging conversation, Jeffrey does a fantastic job of discussing the journey fixed income investors have been on in recent years. He also shares his insights into the current uncertain macro environment and the issues the uncertainty is causing, what yields are telling us and does he believe credit spreads are at an attractive level yet.

Are you looking to create optimized asset allocations for the current market uncertainty?

In honor of International Women's Month, Ryan Nauman had the pleasure of talking with three women who are doing fantastic things in the investment management space.

Sharing their journeys into the investment management space were:
Dana D’Auria - Group President of Solutions & Co-CIO at Envestnet
Shana Sissel – CEO of Banrion Capital Management
Bridget Costello – Wealth Advisor at Kayne Anderson Rudnick

During this very engaging and insightful conversation, Dana, Shana and Bridget shared their stories about their journey from deciding to enter the investment management space to their current positions. They discussed how they overcame obstacles along the way, the role their mentors played, and some very helpful tips for other women who are looking to get into and advance in the wealth management space.

Across 2024, 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.