Proskauer Rose LLP’s Post

Excited to share this episode of #TheWeighingMachine podcast! Robyn Murray and I dive into the fascinating world of #directindexing with two of Orion's brightest minds: Frank Nickel Frank Nickel and Tom LaBarbera. We unravel the layers behind customized and model-based direct indexing, exploring its potential to tailor investment approaches to individual needs and its pivotal role in risk management. Tune in for insights that demystify direct indexing and illuminate its significance in today's investment landscape: https://bit.ly/3J5toRD

In the latest edition of our weekly podcast, Neil Williams, Head of LeifBridge, and Ernst Knacke, Head of Investment Research, explore their outlook for volatility. They unpack the risks on the horizon including geopolitical tension, misinformation, and market challenges, and also delve into strategies such as dollar-cost averaging. Listen to the conversation below  👇🏼 https://lnkd.in/e2NFRvan #volatility #risk #investmentstrategy

Get insights about the complex relationship between geopolitical events and financial markets with Michael Zeuner and Sam Sudame from WE Family Offices on the new podcast episode of The Wealth Enterprise Briefing. Gain an understanding of historical market trends when looking at times of geopolitical risks, dive deep into the balance between sentiment and intrinsic value and discover effective strategies for navigating uncertainty in your investment journey. Listen here now: https://buff.ly/3SWOSnV #Geopolitics #FinancialMarkets #InvestmentInsights

Cruising right along this week into episode #09 of Bizzy Research, Dr. McCarthy interviews Jason Shapiro of Crowded Market Report to learn more about trading and risk management. Shapiro shares a snippet of what he has learned during his 30+ years of trading and the following he has built after his feature in Jack Schwager's latest book, Unknown Market Wizards. Chapter 2 - The Contrarian. Crowded Market Report provides free market analysis and insights through YouTube. Listen to this episode and more on your favorite podcast platform or visit https://bit.ly/3xAg9WL.

Stop burning yourself with short-term fixes! This week, hear Daniel Villani of Villani Analytics and Jeremy Jaggernauth SVP Finance and Risk Data Management Manager at Truist explore a more sustainable approach. Discover the power of strategic thinking on The Financial Innovations Podcast. Click to listen https://lnkd.in/eiiafP3F! #TacticalvsStrategic #DecisionMaking #BusinessStrategy #SustainableBusiness

Tune into episode #45 - Stagflation Risk & Underwriting Best Practices on the Drunk Real Estate Show Podcast. Join us as we unravel the complexities of today's economic landscape, discussing the looming threat of stagflation and offering key insights into real estate underwriting. 🔗 https://lnkd.in/eUU_qctN #underwriting #realestate #multifamily #stagflation #inflation #economy

🎧 New Podcast Episode! Balancing risk tolerance with investment decisions can often feel like walking a tightrope in the financial world. But what if there was a way to bridge the gap between a client's risk preferences and financial capacity? In this episode of The Customer Wins, Rich Walker 🏁 sits down with Mark Friedenthal, Founder and CEO of Tolerisk. Tolerisk is transforming how financial advisors assess and communicate risk tolerance, ensuring better decision-making for both advisors and their clients. Here's what you’ll learn: ➡ How Tolerisk helps advisors and their clients make informed investment decisions. ➡ The dimensions of risk: willingness and ability. ➡ Navigating client conversations about risk tolerance with confidence. Mark Friedenthal’s extensive background—including key risk management positions and his role as an analyst at the Federal Reserve—solidifies his standing as a leader in financial technology. His expertise helps advisors tailor strategies that align with their client's needs, driving both client satisfaction and business growth. 🎙️ Tune in now:  https://lnkd.in/gDGpdD5E #FinancialAdvisors #RiskManagement #FinTech #CustomerExperience #BusinessGrowth #Podcast #TheCustomerWins

🚀 New Episode Alert! 🎧 Dive into the latest episode of The Algorithmic Advantage with Simon M. and I featuring Dave Aspell from Mt. Lucas Management🌟 Discover the secrets behind their groundbreaking strategies, the history of Commodities Corp, and how they master skew maximization for portfolio success. 📈 Don't miss Dave's expert insights on risk management, trend-following, and creating an all-weather portfolio. 🔗 Listen now: The Algorithmic Advantage Podcast https://lnkd.in/g2Phq_Ni #Trading #Investing #Podcast #AlgorithmicTrading #QuantitativeFinance #RiskManagement #PortfolioManagement #Commodities #Finance #MountLucasCapital #SkewMaximization #FuturesTrading

🌟 New Episode Alert! 🌟 Join us on this special episode as Alison and Chris chat with Tom Salmon, the managing director behind Spreadex, one of the UK’s leading brokers. Tom unveils the edge of spread betting compared to CFD trading, sharing why Spreadex now supports TradingView. Tom also shares his valuable perspective on the current state of the markets and how traders can improve their risk management strategies. 🎧 Listen now on your favorite podcast platform and head into trading excellence with Spreadex. 🔗 https://lnkd.in/deFF94uG #TradingWithTheExperts #Spreadex #MarketInsights #RiskManagement #TradingView #Podcast #FinancePodcast 📲 Share your thoughts with us in the comments!

In this episode, we explore the challenges and opportunities facing middle market companies with Lori Goltermann CEO of Aon North America & Enterprise Clients. Delving into the collaborative study between the NCMM and Aon, Driving Growth: The Role of People, Risk and Technology in Middle Market Success, Lori provides an expert perspective on how human capital, risk management, and evolving technology are key to driving sustainable growth. Listen to the episode wherever you find podcasts or at https://lnkd.in/gdth72RW