SMArtX Virtual Awards
SMArtX Virtual Awards
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S2 EP 6 Flexible Plan Multi-Strategy Equity Trends with Jerry Wagner, Founder & President of Flexible Plan

00:38:44
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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 allocation gives you alpha as it is able to deliver both opportunities and maximum risk protection that diversification doesn’t.  Recognizing that one strategy doesn’t always work in every environment, Flexible Plan created multi strategies to combine into one portfolio to help eliminate ‘strategy risk’ and take advantage of multiple investment opportunities. All in they manage over 50 strategies and funds that are all being powered by quantified, disciplined, computer programs that were researched and tested by their teams.

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S2 EP 5 Blackrock with Eric Mueller, Director & Model Portfolio Strategist

S2 EP 5 Blackrock with Eric Mueller, Director & Model Portfolio Strategist

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 ...
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S2 EP 3 Krane Shares with Anthony Sassine, Senior Investment Strategist at Krane Shares

S2 EP 3 Krane Shares with Anthony Sassine, Senior Investment Strategist at Krane Shares

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 ...
00:33:31
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S1 EP 17 Franklin Templeton with Joshua Greco, Head of Institutional Portfolio Management at Franklin Templeton Investment Solutions

S1 EP 17 Franklin Templeton with Joshua Greco, Head of Institutional Portfolio Management at Franklin Templeton Investment Solutions

In this episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sat down with Joshua Greco, Head of Institutional Portfolio Management at Franklin Templeton Investment Solutions, to discuss the recently formed Franklin Templeton Investment Solutions division.Evan and J ...
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S2 EP 1 Adelante Property Securities Model with Michael Torres, CEO of Adelante Capital Management

S2 EP 1 Adelante Property Securities Model with Michael Torres, CEO of Adelante Capital Management

In this episode of the SMArtX Virtual Awards Series, SMArtX CEO Evan Rapoport sits down with Michael Torres, CEO of Adelante Capital Management, to discuss winning Real Estate Strategy of the Year.Evan and Michael talk about Adelante's approach to real estate investing, the areas of the rea ...
00:21:51
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S2 EP 2 Dividend Yield and Income Model with Alex Oxenham, Co-CIO of Hilton Capital Management

S2 EP 2 Dividend Yield and Income Model with Alex Oxenham, Co-CIO of Hilton Capital Management

Join Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions as he speaks with Alex Oxenham, Co-CIO of Hilton Capital Management, winner of the SMArtX 2022 Virtual Award for Global/International Strategy of the Year.Evan and Alex discuss how they manage a income-focused strategy with a growt ...
00:24:44
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