Tag Archives: #Risk

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

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , ,

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

Resources: 

Fabric



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Episode 122 – The Cash Environment and How Advisors Can Bring Value to It – With Morgan Ludovico and Todd Blackburn

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

Morgan Ludovico, a Vice President at StoneCastle Cash Management as well as Todd Blackburn, President of the Burns-Blackburn Group both join Doug Heikkinen for today’s podcast.

In this episode, Doug, Morgan, and Todd discuss the cash phenomenon, and how it has served advisors so well in increasing AUM, while enhancing client value. 

They also discussed: 

  • Why cash has become so important for advisors
  • The impact of new cash conversations with clients and how to approach those conversations
  • How FICA for advisors solution can be considered a market of one

Resources: Stonecastle



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

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , ,

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

Resources: 



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