Zephyr Financial Solutions

Adjusted for Risk Podcast

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).

Zephyr Announces the Q4 2023 PSN Top Guns

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!   


Opportunities Await Advisors to Enhance Client Relationships Through Security and Privacy

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.

Finding The Best Fixed Income Opportunites with Newfleet Asset Management's David Albrycht

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. 

What Would Macro Strategist, David Ader Do if He Was Fed Chairman?

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. 

AdvisorShares' Noah Hamman Puts a Spotlight on Active ETFs

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.

Ric Edelman Helps Prepare us for the Release of Bitcoin Spot ETFs

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. 

Is Dave Ramsey's 12% Expected Return and 8% Withdrawal Rate Reasonable?

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 Cameron Brandt What Economic Factors Are Driving Fund Flows

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. 

Uncovering the Expectations of Millennial Investors

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.

How to Prepare for the Great Wealth Transfer and Succession Planning With AI

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. 

Despite the Known Benefits and Growth of SMAs, Questions Remain

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.

Trying to Make Sense of The Current Investment Landscape

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.

Incorporating Macro Drivers in Investment Decisions with Katherine Krantz

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.

Equity Hedging in Focus with Marc Odo, CFA

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.

How Digital Vaults Can Help Solve Some of the Biggest Challenges Advisors Face Today

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.

SuperReturn's Dr. Dorothy Kelso share's her expert insight into private markets

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. 

Zephyr Announces Q2 2023 PSN Top Gun Award Winners

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.

Inside Separately Managed Accounts (SMAs)

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 President and CIO Give Their Takes on Markets and Themes That Are Being Overlooked

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.

AAM's CIO Cliff Corso Provides His Outlook on How to Position Portfolios For The Remainder of 2023

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.

EY's Charles Smith On The Trends Impacting Wealth Managers and Enhancing The Client Experience

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 Opens up About The Fed

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. 

Zephyr's Market Strategist, Ryan Nauman discusses why it's not the time to get overly bullish.

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.

Everything You Need to Know About Small-Caps With Kayne Anderson Rudnick's Jon Christensen, CFA.

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/

BlueRock CEO Jeff Schwaber Discusses the Importance of Alternatives

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.

Dr. Christopher Geczy Zeros in on Asset Allocation, FOMO, and the 60/40 Investment Portfolio

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. 

Zephyr announces the 2022 PSN Top Gun Managers of the Decade

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.

All Things Equity Hedging With Swan Global's Rob Swan

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

Ryan welcomes Revisor Wealth Management Partners' Landon Jones and Ethan Dunbar

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 in a very fun and energetic conversation

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.

Zephyr StatFacts: Downside Deviation

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.

Zephyr StatFacts: Sortino Ratio

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.

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