Nov 29, 2018

In this podcast episode, we are joined by Kevin Orr, Nathan Eigerman and Joe Demmler, Managing Partners at Lee Capital Management.  We discuss LCM’s approach to managing tactical, risk managed portfolios through sector positioning and why investors will want to consider such strategies given the current market...

Nov 6, 2018

In this episode, Ben Lavine is joined once again by John Davi, Founder and Chief Investment Officer at Astoria Advisors to discuss the market turmoil experienced throughout October and share our firms’ outlooks on some of the risks facing investors going forward.  

Sep 28, 2018

Today Ben Lavine is joined by Lukas Smart, portfolio manager at Dimensional Funds or DFA. In today’s podcast, Lukas shares with us his perspectives on the importance of maintaining a long-term investment focus for capturing the historical drivers of equity and fixed income risk-based returns – a particularly...

Sep 18, 2018

On this episode, Matt Shute is joined by Steve Lewczyk of Trizic. Trizic is technology platform offering end-to-end digital wealth solutions to advisors and institutions. Steve is currently the CRO of Trizic and has spent his career within financial services and more specifically providing software solutions to...

Aug 28, 2018

In this eposide, Ben Lavine is joined by Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors and John van Moyland, Head of Financial Products at Kensho Technologies, which was recently acquired by S&P Global Indices. Matt and John will share with us their perspectives on how sector indexing is...