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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.

  1. All Episodes
  2. 2018
  3. 05

Traditional Active Management Still Alive and Well: Perspectives from a Fundamental Portfolio Manager

May 30, 2018

In this episode, Ben Lavine is joined by Arun Daniel, portfolio manager at JO Hambro Capital Management. Arun will share with us his perspectives on the state of the active management industry as well as his views on what constitutes running a successful franchise in an industry under siege from a passive...

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Making the Transition from Sell-Side Strategist to Buy-Side Model Builder

May 7, 2018

In this episode, Ben Lavine is joined by John Davi, Founder and Chief Investment Officer at Astoria Advisors. They discuss John’s transition from sell-side ETF strategist with stints at Morgan Stanley and Merrill Lynch to buy-side ETF model builder.   In addition, they also discuss John’s views on the state of the...

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