Zephyr Financial Solutions

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.

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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!

DoubleLine's Jeffrey Sherman On The Current Macro Uncertainty And How He is Handling It.

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?

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.

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.

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