Full Transcript<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Mike Newton, VP and Portfolio Manager, RBC Wealth Management, and Jason Mann, CIO at EdgeHill Partners and EHP Funds, join us for a rich conversation on running money at both the retail and institutional levels.<\/p>\n
Takeaways<\/p>\n
\u2022 How was business and what were the investing challenges of the pandemic from a business perspective?<\/p>\n
\u2022 Mike Newton shares some valuable nuggets on how he organizes and runs his retail wealth management practice.<\/p>\n
\u2022 How to use model portfolios productively in your practice.<\/p>\n
\u2022 What are the processes you use to organize your business around?<\/p>\n
\u2022 Jason Mann talks about his and his firm’s approach to running liquid alternatives, and how he approaches the challenges of portfolio construction and outcome.<\/p>\n
\u2022 Outlook and opportunities – Mike and Jason talk about how they make decisions invest, and what kinds of investments.<\/p>\n
\u2022 How do you manage investment risk?<\/p>\n
\u2022 How are you communicating with clients?<\/p>\n
\u2022 What are big challenges forward, and what lessons have you learned from this period?<\/p>\n
\u2022 What sets you apart? What kind of investor are you?<\/p>\n
\u2022 How do you help your clients overcome their behavioural risks, like selling at the wrong time.<\/p>\n
Full Transcript<\/a><\/p>\n","protected":false},"author":1,"featured_media":1031,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":[],"categories":[18],"tags":[],"_links":{"self":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/1030"}],"collection":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode"}],"about":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/types\/episode"}],"author":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/comments?post=1030"}],"version-history":[{"count":0,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/1030\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/media\/1031"}],"wp:attachment":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/media?parent=1030"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/categories?post=1030"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/tags?post=1030"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}