Christopher Lvoff, managing director and lead cross-asset client portfolio manager within global wealth management at Apollo, sits down with InvestmentNews anchor Gregg Greenberg to discuss the factors advisors need to weigh before adding private market assets to a client portfolio.
Peter Kerr, chief strategy officer at Willow Wealth, sits down with InvestmentNews anchor Gregg Greenberg to discuss whether the market is at a turning point in terms of adding private market asset to individual investor portfolios.
Tom Kiley, Chief Distribution Officer. at Calamos, sits down with InvestmentNews anchor Gregg Greenberg to discuss the rise of autocallable ETFs and explain how they fit into client portfolios.
Nancy DeRusso, head of client solutions at Guardian, sits down with InvestmentNews anchor Gregg Greenberg to highlight the importance of “holistic planning,” as well as how advisors should navigate the intersection of business and personal finances.
Ray Vars, president of Harding Loevner, sits down with InvestmentNews anchor Gregg Greenberg to highlight where he is finding opportunities in international stocks, as well as introduce the firm’s International Developed Markets Select Equity ETF (Ticker: LOEV).
Ana Leyden, AVP and pricing leader at Aspida, sits down with InvestmentNews anchor Gregg Greenberg to explain how a fixed index annuity linked to the Nasdaq-100 offers growth potential while protecting against direct market losses.
Ana Leyden, AVP and pricing leader at Aspida, sits down with InvestmentNews anchor Gregg Greenberg to explain why growth-oriented Nasdaq-100 index exposure offers a strong fit within a fixed index annuity (FIA).
Liz Giles, actuary and hedging leader at Aspida, sits down with InvestmentNews anchor Gregg Greenberg to explain how growth-oriented index exposure within an FIA fits into a retirement strategy.
Dayna Kleinman, head of US wealth at Sagard, sits down with InvestmentNews anchor Gregg Greenberg to explain how Sagard is helping advisors navigate private markets, as well as highlight the firm’s strategic relationship with Baird.
Veronica Willis, global asset allocation strategist at Wells Fargo Investment Institute, sits down with InvestmentNews anchor Gregg Greenberg to explain how investors should think about rebalancing their portfolios to take advantage of potential market volatility.
