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Robert Morier에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Robert Morier 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Dakota Live! Podcast: Macro Insights with Bryn Mawr Trust

34:28
 
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Manage episode 448777966 series 3410815
Robert Morier에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Robert Morier 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In this episode of the Dakota Live! Podcast, we sit down with Andrew Davis, Head of Macro Research at Bryn Mawr Trust. Andrew brings a wealth of experience to the conversation, drawing from his background as an economist and portfolio strategist. He shares how these roles have influenced his approach to portfolio construction, tactical asset allocation, and navigating complex economic environments.
Bryn Mawr Trust is a division of WSFS Bank focusing attention and resources on financial planning for high-net-worth individuals, families, and institutions.
We explore how Bryn Mawr Trust leverages a mix of internal strategies and external manager selection to meet diverse client needs, emphasizing a philosophy of openness and adaptability.
Among key insights, you will come to learn Bryn Mawr Trust’s approach to:
✓ Holistic Client Focus: Bryn Mawr Trust prides itself on providing comprehensive, client-first solutions that integrate investment strategies with financial and tax planning, ensuring a personalized approach that prioritizes client goals.
✓ Open Architecture Strategy: The firm’s investment philosophy emphasizes adaptability and openness, leveraging a combination of in-house strategies and best-in-class external managers to maximize returns and tailor portfolios to unique client needs.
✓ Entrepreneurial & Data-Driven Insights: Bryn Mawr Trust’s approach to manager research and asset allocation is rooted in data analysis and entrepreneurial thinking, allowing the firm to remain agile and proactive in a constantly evolving macroeconomic landscape
Andrew delves into the importance of balancing risk and return, considering liquidity, and navigating the evolving landscape of global macroeconomic conditions, including interest rate dynamics and geopolitical instability.
Tune in to hear Andrew’s perspective on where markets are heading, how his entrepreneurial studies at Wharton influence his investment strategy, and what it takes to succeed in wealth management. Don’t miss this opportunity to gain valuable knowledge from one of the industry's rising stars.

  continue reading

115 에피소드

Artwork
icon공유
 
Manage episode 448777966 series 3410815
Robert Morier에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Robert Morier 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In this episode of the Dakota Live! Podcast, we sit down with Andrew Davis, Head of Macro Research at Bryn Mawr Trust. Andrew brings a wealth of experience to the conversation, drawing from his background as an economist and portfolio strategist. He shares how these roles have influenced his approach to portfolio construction, tactical asset allocation, and navigating complex economic environments.
Bryn Mawr Trust is a division of WSFS Bank focusing attention and resources on financial planning for high-net-worth individuals, families, and institutions.
We explore how Bryn Mawr Trust leverages a mix of internal strategies and external manager selection to meet diverse client needs, emphasizing a philosophy of openness and adaptability.
Among key insights, you will come to learn Bryn Mawr Trust’s approach to:
✓ Holistic Client Focus: Bryn Mawr Trust prides itself on providing comprehensive, client-first solutions that integrate investment strategies with financial and tax planning, ensuring a personalized approach that prioritizes client goals.
✓ Open Architecture Strategy: The firm’s investment philosophy emphasizes adaptability and openness, leveraging a combination of in-house strategies and best-in-class external managers to maximize returns and tailor portfolios to unique client needs.
✓ Entrepreneurial & Data-Driven Insights: Bryn Mawr Trust’s approach to manager research and asset allocation is rooted in data analysis and entrepreneurial thinking, allowing the firm to remain agile and proactive in a constantly evolving macroeconomic landscape
Andrew delves into the importance of balancing risk and return, considering liquidity, and navigating the evolving landscape of global macroeconomic conditions, including interest rate dynamics and geopolitical instability.
Tune in to hear Andrew’s perspective on where markets are heading, how his entrepreneurial studies at Wharton influence his investment strategy, and what it takes to succeed in wealth management. Don’t miss this opportunity to gain valuable knowledge from one of the industry's rising stars.

  continue reading

115 에피소드

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