Rick Lake, founder of Narrative Alpha, sits down with InvestmentNews anchor Gregg Greenberg to highlight the upcoming Revenue {R}Evolution symposium at the Stevens Institute of Technology, as well as discuss “Chronic Narrative Deficiency” in the asset management industry.
Barry Mandinach, EVP & head of distribution at Virtus Investment Partners, sits down with InvestmentNews anchor Gregg Greenberg to explain why investor behavior is the biggest drag on returns as opposed to fees or fund selection, as well as highlight the best way to mix passive and active investments.
Denny Galindo, investment strategist at Morgan Stanley Wealth Management, sits down with InvestmentNews anchor Gregg Greenberg to discuss whether the “crypto winter” is over and it’s time to buy Bitcoin again.
Christopher Zook, chief investment officer at CAZ Investments, sits down with InvestmentNews anchor Gregg Greenberg to explain why now is the right time for advisors to increase their exposure to defense stocks, as well as energy assets, both public and private.
Chris Nobles, division executive at BetaNXT, sits down with InvestmentNews anchor Gregg Greenberg to discuss the latest news surrounding its InsightX offering, as well as the firm’s AI Innovation Lab.
Joseph Rinaldi, president of Quantum Financial Advisors, sits down with InvestmentNews anchor Gregg Greenberg to highlight the firm’s option strategy which protects client portfolios while generating income.
Adam Spector, CEO of Fiduciary Trust International, sits down with InvestmentNews anchor Gregg Greenberg to explain how the near century-old firm helps its clients navigate volatile markets and orchestrate generational wealth transfers.
Allyson Wallace, global head of ETF capital markets and portfolio management at Morgan Stanley Investment Management, sits down with InvestmentNews anchor Gregg Greenberg to introduce the Morgan Stanley Bitcoin Trust and explain how it fits in an overall client portfolio.
Paul Norris, senior portfolio manager at American Century Investments, sits down with InvestmentNews anchor Gregg Greenberg to highlight bond market opportunities in the wake of the Iran conflict and private credit correction.
Jeff Levi, principal with the Casey Quirk practice at Deloitte Consulting, sits down with InvestmentNews anchor Gregg Greenberg to highlight the attributes of winning advisors according to the firm’s recent wealth report, as well as discuss the growing advisor and client demand for non-traditional assets like alternatives and crypto.
