Viewpoint Investment Partners reposted this
Podcast Host | Real Estate Management Expert | Managing Director at Emnnee Asset Management
For those that don't know, I have an issue with the financial advising industry. I think it's predatory, and the goals of advisors and clients are rarely aligned. This interview with Benjamin Reeves from Viewpoint Investment Partners was such a breath of fresh air to see good things happening in the industry. I highly recommend listening to what he and his team have developed using AI to deliver institutional-grade investment strategies to a wider audience, making them accessible to everyone—not just the ultra-wealthy. Here’s what we covered: ● Democratizing Wealth: Ben shared how his firm is opening up sophisticated investment strategies to more people. ● AI & Risk Management: We discussed Viewpoint’s innovative use of AI and data science to manage and predict risk in portfolios. ● The Power of ETFs: Ben explained why ETFs and segregated funds are essential tools for building efficient, low-cost portfolios. YouTube: https://lnkd.in/guQr_i5r Website: https://lnkd.in/gRJFbdZa Apple: https://lnkd.in/g4e62uQn Spotify: https://lnkd.in/gTbPi5Tj If you’re interested in how technology is reshaping the investment world, you won’t want to miss this episode. Are you a successful Southern Alberta-based business owner, entrepreneur, or professional with insights to share? Apply to be a guest on Beyond Wealth and share your expertise with a wide audience eager to learn about you. #InvestmentStrategies #AI #Finance #ETFs #Podcast
Podcast Host | Real Estate Management Expert | Managing Director at Emnnee Asset Management
2moI have to tell you Benjamin Reeves, someone called me (I won't disclose a name or company) and told me how out of touch you were with the industry. That AI can never replace the existing mutual funds that are in existence today. "They're the back bone of our RRSP system". I pleasantly shared my feelings with them and we ended the call at that. For the record, they were an MFDA advisor with 30+ years in the industry. They also told me their book as decreased in value by 20% over the last 5 years because of "people like you". To that I say, let's keep going. Get all of their book. Power back to the people, the average investors. More money in investors pockets means better retirements, better standard of living, better everything.