Challenges, Rumblings and Evolution of the Wealth Management Industry
We talk to veterans, new comers, innovators and everyone in between about the evolution, future and struggles of the wealth industry.
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The ESG Trailblazer
- Alejandra Slatapolsky |
- November 25, 2020|
Podcast: Play in new window | Download (29.2MB)
Subscribe: Android
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.…
Trading is about FOMO (Fear of Missing Out)
- Alejandra Slatapolsky |
- November 7, 2020|
Podcast: Play in new window | Download (38.8MB)
Subscribe: Android
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…
Recipes for Innovation in Wealth Management
- Alejandra Slatapolsky |
- October 21, 2020|
Podcast: Play in new window | Download (45.7MB)
Subscribe: Android
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…
(We) Family Offices and Achieving Economies of Scale
- Alejandra Slatapolsky |
- October 5, 2020|
Podcast: Play in new window | Download (30.9MB)
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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.
Breaking the Asset Management Business Model
- Alejandra Slatapolsky |
- September 11, 2020|
Podcast: Play in new window | Download (27.9MB)
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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.
Podcast: Play in new window | Download (24.0MB)
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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.
Podcast: Play in new window | Download (35.7MB)
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Richard Kang discusses the realities of wealth management, hedge funds, and their future.
A love-hate relationship: Asset Managers and Risk
- Alejandra Slatapolsky |
- June 28, 2020|
Podcast: Play in new window | Download (29.2MB)
Subscribe: Android
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.”
Alejandra Slatapolsky
For more than 18 years, Alejandra has designed successful marketing and communications strategies drawn from her background in financial technology, marketing, online strategies, journalism, public relations and event planning. Her career spans diverse industries, including financial services, technology, education, publishing and event planning in the U.S. and Latin America.
Slata has supported dozens of financial services firms with strategies that combine traditional and digital marketing, product development, journalism, public relations and event planning to land more and better clients, increase brand awareness and improve profitability.
