Spanish
The ESG Trailblazer
The ETF world and the ESG world were not intertwined until Linda came along. Now, the ESG ETF segment is the fastest growing segment in all of the ETF industry, but there is still much to do. According to Linda if you ask investors “are you interested in ESG investing?” it will take you nowhere.…
Read MoreTrading is about FOMO (Fear of Missing Out)
Leonardo Cardoso is managing a platform that measures market sentiment in real time for traders to act on it daily. This means that they have had to measure behavior of market participants and found that there are 55 different types of market participants that influence the markets.With this information they were able to find that…
Read MoreRecipes for Innovation in Wealth Management
From Marcus Bank by Goldman Sachs to El Corte Ingles, we examine with Rafael Febres what innovative organizations have in common. How do they behave? How do you manage change? What is the best combination of team, culture and technology to truly institutionalize innovation in an organization? We explore how organizations that excel at innovation…
Read More¿Construyes marca o productos?
Muchos dicen que no hay producto en el mundo que no sea “commoditized” o vaya a serlo en el corto plazo. Por eso, la única forma de construir una organización de alto valor es apostando a su marca, y la conexión de sus clientes con ella. En el sector financiero este hecho es ahora mucho…
Read More(We) Family Offices and Achieving Economies of Scale
Is the new role of the wealth advisor similar to what family offices have done all along? Cesar Pachon from We Family Office sat down for a discussion on the role of the family office now and in the future.
Read MoreBreaking the Asset Management Business Model
The next generation’s expectations of Asset Management is nothing like we have seen so far. Priya has been focused on turning the Asset Management business model upside down, adapting it to her target niche: HENRYs – High Earners, Not Rich Yet.
Read MoreHow to Put People and Strategy Before Anything Else in Asset Management
Learn from one of the most renowned asset management firms with a large network of financial advisors around Latin America, how they attracted the right advisors, at the right time, to exponentially grow their AUM.
In this episode, we discuss everything from how to implement technology to how Bolton took advantage of a shift in the marketplace to gain market share.
Asset Management, Psicología de Masas y Filosofía
Es imposible saber el futuro pero pasamos cualquier cantidad de energía tratando de generar modelos predictivos del futuro.
Read MoreThe Single Space no One is Owning in Asset Management
Richard Kang discusses the realities of wealth management, hedge funds, and their future.
Read MoreA love-hate relationship: Asset Managers and Risk
A pure mathematician’s approach to risk management in the asset management industry.
“Risk Management doesn’t work very well within the asset management industry. Even the concept of managing risk is very elusive.”