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).

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.