이 팟캐스트 소개 🔗
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
업데이트 빈도:
every 5 days
평균 오디오 길이:
33 minutes
영어
미국
에피소드 29 개
2021년 4월 26일부터
episodic
최신 에피소드 🔗
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 Va…
이전 에피소드 🔗
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 growt…
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 enco…
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 investm…
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 al…
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 ta…
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 the…
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 wit…
면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 SMArtX Advisory Solutions 에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.
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