Tag Archives: #Management

Episode 130 – NYC Pop-Up Podcast: A Dynamic Approach to Measuring & Managing Risk – With Rick Bookstaber



Rick Bookstaber is the Co-Founder and Head of Risk at Fabric, a company that provides a platform for risk-aware portfolio design customized for each client’s goals, using factor-based risk management tools powered by MSCI’s factor model. Rick is also the author of a highly acclaimed book, The End of Theory: Financial Crises, the Failure of Economics, and the Sweep of Human Interaction.

Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Rick discuss the world of Risk and Fabric’s fresh approach to its measurement and management.

They also discussed:

  • The story of Fabric and its evolution 
  • Risk-aware portfolio designs and the type of risk fabric measures
  • How Fabric is utilizing factors from a risk perspective
  • The technology that is around Fabric’s risk management system
  • The actionable insights risk is getting clients and how clients would traditionally manage risk
  • Risk management within crypto and public assets
  • The topic of pension funds in the UK and if it’s transferable to the risk we would have in the US

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Fabric




Episode 119 – Finding the Risk, Protecting Financial Stability – With Jeremy Franzleubbers



Jeremy Franzleubbers is the Chief Risk Officer at Axos Clearing, a custodian serving firm introducing broker-dealer and registered investment advisors.

In today’s episode, Doug and Jeremy break down risk management and how Axos Clearing approaches its measurement amongst various clients. 

They also discussed:

  • The application of risk within the Axos Clearing company
  • Meme stocks and looking at them from a risk standpoint
  • Crypto and the future of crypto trading at Axos
  • How to think about risk from a client perspective
  • The risk department at Axos and their involvement in advancements within the company

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