על אודות פודקאסט זה 🔗
The SMArtX Virtual Awards Podcast is an opportunity to hear the strategies behind some of the world's top investment portfolios, directly form the managers who run them. With each episode, Evan Rapoport, CEO of SMArtX Advisory Solutions, interviews one of the winners from the SMArtX Virtual Awards. The SMArtX Virtual Awards recognizes asset management excellence and outstanding performance selected from the eligible strategies available on the SMArtX turnkey asset management platform. SMArtX Advisory Solutions is a managed accounts technology platform built for wealth advisors. SMArtX is a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP). Learn more at www.smartxadvisory.com
תדירות עדכון:
every 5 days
אורך אודיו ממוצע:
33 minutes
אנגלית
ארצות הברית
29 פרקים
מאז 26 באפריל 2021
episodic
הפרק החדש ביותר 🔗
Join Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions, sits down with Mike Gallant, Director of Research, Schafer Cullen Capital Management, a platinum sponsor of the SMArtX Virtual Awards.
Schafer Cullen features 6 investment strategies on the platform, including the SMID Dividend V…
פרקים קודמים 🔗
Join Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions, sits down with Duane Roberts, Portfolio Manager at Dana Investments, winner of the SMArtX Virtual Award for ESG/SRI Strategy of the Year.
Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions, sits down with Dan McNichol, President of Suncoast Asset Management, and winner of the SMArtX Virtual Award for Large Cap Strategy of the Year. Suncoast maintains 2 other strategies on the SMArtX platform, in addition to Dividend grow…
Join Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions as he is joined by Ben McMillan, Founder and CIO of IDX Insights, winner of the SMArtX 2022 Virtual Award for Direct Index of the Year.
IDX’s Crypto Opportunity Index is an actively traded strategy using the Bitcoin Greyscale Trust.…
Franklin Templeton is a leading provider of retail separately managed accounts (‘SMAs’), with approximately $130B of AUM as of end of 2021. Their history goes back 40 years, when they started with institutional SMAs, and have expanded into retail SMAs. Over the years the business has grown to enc…
Join Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions as he speaks with Neil Azous, Founder & Co-CIO of Rareview Capital, winner of the SMArtX 2022 Virtual Award for Fixed Income Strategy of the Year.
They build goals-based investment management strategies, looking to solve invest…
Join Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions as he speaks with Jerry Wagner, Founder and President of Flexible Plan, winner of the Strategist of the Year for the SMArtX 2022 Virtual Awards.
Flexible Plan focus is dynamic risk management as its key focus and believes tactical a…
In this episode of the SMArtX Virtual Awards Series, SMArtX CEO Evan Rapoport sits down with Eric Mueller, Director & Model Portfolio Strategist at Blackrock, a platinum sponsor of the Virtual Awards.Evan and Eric discuss the investments they made in 2021 and how they repositioned in 2022 to t…
In this episode of the SMArtX Virtual Awards Series, SMArtX CEO Evan Rapoport sits down with Parker Binion, Portfolio Manager at AXS Investments, the winner of the Alternative Strategy of the Year for the SMArtX 2022 Virtual Awards.Evan and Parker discuss how their risk on/risk off model allows th…
In this episode of the SMArtX Virtual Awards Series, SMArtX CEO Evan Rapoport sits down with Anthony Sassine, Senior Investment Strategist at Krane Shares, a platinum sponsor of the Virtual Awards.Evan and Anthony discuss the massive investment opportunity that is China and how they manage risk wi…
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