What is Zephyr's Adjusted for Risk?
Launched in 2022 to host interesting and impactful conversations with wealth and asset management leaders, Zephyr’s Adjusted for Risk podcast has published over 100+ episodes with over 50,000+ listens.
Stay up-to-date with weekly episodes featuring industry trends and new strategies from experts, all aimed to provide insights to set your business up for success.
Explore the episodes
Covering topics including investment management technology, M&A Trends in wealth management, financial planning to the growth of SMAs and investing in AI through ETFs.
How to get involved
Interested in being featured on the podcast? We're always on the lookout for wealth and asset manager leaders with a unique point of view to share their industry insights!
Latest episodes!

Investing in Fixed Income Through SMAs
PSN Top Guns award winning firm, Stansberry Asset Management's Deputy CIO and Portfolio Manager, Mario Valente joins Ryan Nauman to discuss the current state of the fixed income market.
Mario also shares some great insight about why it's important to take an active investment approach when investing in fixed income and why Separately Managed Accounts are a great way to invest in fixed income while providing other benefits to investors.
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Investing in Professional Sports Through Private Equity
Banrion Capital Management's CEO, Shana Sissel joins Ryan Nauman to talk the intersection of professional sports and investing.
Shana does a fantastic job of explaining the recent trends of private equity firms buying stakes in professional sports teams, the impact it has on retail investors and how it may may make investing in private equity more related able. Shana also discusses the fact that private equity firms aren't just focusing in on the big four professional leagues.
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The Impact Managed Futures Have on Investment Portfolios During Volatile Markets
During this very informative and fun conversation., Mount Lucas Management's COO, Senior Portfolio Manager & Managing Partner, Jerry Prior drops a ton of insight about investing in managed futures.
Jerry shares great insight about the function of futures markets compared to equity and fixed income markets, what macroeconomic and investment environments managed futures perform well in and the impact managed futures have on investment portfolios.

Women in Investing
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.

The Best of Zephyr's Adjusted for Risk Podcast in 2024
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.