Tag: PortfolioManagement
The WealthStack Podcast: Future-proofing the Next Generation of Wealth Management Firms with Anton Honikman

The WealthStack Podcast: Future-proofing the Next Generation of Wealth Management Firms with Anton Honikman

By |

What happens to the wealth management industry when your clients can leave you with a click of a button on their smartphone? Change continues to sweep through the industry, with technology playing a critical role. In order for firms to succeed, they should be focused on future-proofing their practice, which means they need to adapt and adopt new technology in order to remain competitive.

In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Anton Honikman, CEO of MyVest, about how advisors need to evolve and elevate the way they do business.

Shannon and Anton discuss:

  • The importance of embracing ‘holistic’ wealth management by considering all of a client’s assets and liabilities
  • Trends around autonomous finance 
  • What personalized portfolio construction means to the client experience 
  • Why the industry needs to expand from wealth management to financial wellness, including non-investment advice 

Connect with Shannon Rosic:

Connect with the Guest:

About Our Guest:

Anton is the CEO of MyVest, a wholly owned wealthtech subsidiary of TIAA, where he drives the company’s strategic vision, culture, and business development. He is a regular speaker and commentator in the fields of wealth management, wealth technology and the future of financial advice.

Anton’s career has focused on the confluence of investments and technology. Prior to joining MyVest in 2012, Anton served as President of Ada Investments, a startup investment manager that built innovative ESG strategies, he launched the corporate venture capital group at Barclays Global Investors (now BlackRock), and he spent 10 years in a variety of roles at Barra, Inc. (now MSCI), where he led the team that created BarraOne, a leading multi-asset class portfolio analytics platform.

Anton holds a BS in financial economics and applied statistics from the University of Cape Town, South Africa. He is a former trustee and Chair of the Finance Committee of The San Francisco School.



Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The WealthStack Podcast: Demystifying Risk Management with Rick Bookstaber and Govinda Quish

The WealthStack Podcast: Demystifying Risk Management with Rick Bookstaber and Govinda Quish

By |

The risk landscape is rapidly evolving, and wealth managers are seeking out new solutions to measure and manage risk for their clients’ investment portfolios. This area of financial planning goes well beyond a risk tolerance number, but, is technology keeping up? 

In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with risk management expert, Rick Bookstaber and Govinda Quish, CEO and Co-Founder of Fabric, about how they differentiate themselves from other risk management tools out on the market.

Shannon, Rick and Govinda discuss:

  • Why financial advisors have evolved into a personal risk advisor
  • How the commoditization of data has changed the risk management landscape
  • The material risks that will impact individuals in 2023 and beyond 
  • How the platform provides the wealth management industry with institution-level risk management

Connect with Shannon Rosic:

Connect with the Guests:

About Our Guests:

Rick is a noted expert in financial risk management, and is the author of The End of Theory (Princeton, 2017), and A Demon of Our Own Design (Wiley, 2007).

He has served in chief risk officer roles at Salomon, Morgan Stanley, Moore Capital, and Bridgewater Associates. From 2009 to 2015 he served at the SEC and the U.S. Treasury, drafting the Volcker Rule and modeling risk for the Financial Stability Oversight Council. Most recently he was the chief risk officer in the University of California Office of the CIO for the university’s $170 billion pension and endowment funds.

His roles have placed him at the center of financial crises of the last three decades – working with portfolio insurance during the 1987 Crash while at Morgan Stanley, overseeing risk at Salomon during the 1998 failure of Long-Term Capital Management (dubbed “Salomon North”), and with the aftermath of the 2008 Crisis while in the regulatory sphere.

A black belt in Brazilian jiu-jitsu, Rick can be found training at the Renzo Gracie Academy in his free time.

Rick received a Ph.D. in economics from MIT.

Govinda Quish is the CEO and Co-Founder of Fabric (www.fabricrisk.com), a software company that powers portfolio design, customization and analytics, creating client value at scale for investment advisors.

Govinda served as an Investment Fellow and Senior Risk Management Professional at the University of California pension and endowment funds.

His career has been focused on risk analysis and portfolio management for global family offices in the U.S., Hong Kong, the UK, and Switzerland.

He has developed risk and portfolio management models for institutional asset managers and family offices such as the Mellon Family Office, SAP Family Office, and Synergy Fund Management.

In 2007, he co-founded Quish & Co, LP, an RIA in Boulder, CO. In 2014 he founded Quish & CO AG, an asset manager in Zurich, Switzerland serving the interests of European families.

Govinda loves to play polo, you can find him with his horses.

He received a Masters in Religious Studies from Naropa University.



Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories