Financial Technology – Page 3

Beyond Stock Picking: Market Trends & Asset Allocation Strategies With Gina Sanchez (Ep. 5)

By In the Money | September 7, 2022

It’s certainly an interesting time to talk about the stock market, with inflation, the war in Ukraine, and the aftermath of a pandemic. Having a sound strategy for asset allocation and portfolio management has become more important than ever.

In this week’s release of In the Money Podcast, Shannon Rosic is joined by Gina Sanchez, CEO of Chantico Global, LLC, regular contributor on CNBC, and Chief Market Strategist for Lido Advisors. Gina and Shannon talk about what it takes to have a successful approach to asset allocation, and why you should stay the course despite market volatility.

Gina shares:

Advice for handling market volatility
The story behind the name Chantico Global
Her approach to asset allocation and reducing errors
The advanced strategies investors need when dealing with various types of portfolios and assets
The light at the end of the tunnel in spite of recession and inflation
And more!

Resources:

Connect with Shannon Rosic:

Connect with Gina Sanchez:

About Gina Sanchez:

Gina Sanchez is the Chief Executive Officer of Chantico Global, LLC and Chief Market Strategist for Lido Advisors.

Chantico Global was spun out of Roubini Global Economics in 2013. Ms. Sanchez was the Director of Equity and Asset Allocation for Roubini Global Economics. Currently, Chantico Global collaborates with Oxford Economics, the world’s largest economics consultancy. Ms. Sanchez also currently serves as a Trustee of the Los Angeles County Employee Retirement Association. Ms. Sanchez also serves as Chief Market Strategist for Lido Advisors, a $5.4 billion national investment advisor based in Los Angeles.

She also worked in emerging markets research at JPMorgan in New York. She is frequently quoted in the media and was a recipient of Institutional Investor’s 2009 Foundations and Endowments Rising Stars Award.

She holds a bachelor’s degree in economics from Harvard University and a master’s in international policy studies from Stanford University.

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Tackling Technology Challenges Through Third-Party Integrations with Kartik Srinivasan (Ep.2)

By In the Money | June 13, 2022

The use of technology has its challenges and opportunities for businesses.

On one hand, you can leverage it to improve workflows. On the other hand, trying to get everyone to buy into the technology and make sure the platform you’re using is safe and secure, can be difficult.

This week, Kartik Srinivasan, Director – Head of Third Party Integrations, Digital Advisor Solutions, at Schwab Advisor Services, joins Shannon Rosic to explain how technology has evolved over the years. They take a deep dive into the challenges and opportunities RIAs face when building their tech stack while highlighting Schwab’s approach to solving these challenges.

Shannon and Kartik discuss:

His journey in the FinTech industry
What you should know about an application programming interface (API)
Must-know productivity hacks
Challenges and opportunities that come with building tech stacks
And more!

Resources:

Connect with Shannon Rosic:

Connect with Kartik Srinivasan:

About Your Host:

Kartik Srinivasan is Head of Third Party Integrations, Digital Advisor Solutions, Schwab Advisor Services. He brings more than 15 years of experience in wealth and asset management and has demonstrated expertise in financial advisor technology including portfolio management, CRM and financial planning. Kartik is responsible for strategy, product management, relationship management and support for Schwab’s third-party integration offerings which include APIs, SSO, Trading, Data Delivery and Salesforce. Kartik is passionate about working with the third-party fintech community and helping independent advisors grow their firms and serve their clients by leveraging the right tech stacks and workflows for their business.

Kartik previously worked at Morningstar where he spent time in various product-specific roles and moved into a partnerships and integrations-focused role. Kartik holds a Master of Business Administration in Economics, Entrepreneurship and Strategic Management from The University of Chicago Booth School of Business and a Bachelor of Business Administration in Finance and Economics from the Wisconsin School of Business at the University of Wisconsin-Madison.

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Learn How Flyer Financial Technologies Can Help You Trade Smarter with Shannon Rosic (Ep.1)

By In the Money | May 18, 2022

Flyer FT is all about delivering cloud-based trading tools that help execute your investment strategy faster — and the firm’s Vice President of Marketing, Shannon Rosic, is about to tell you all about it in this inaugural episode of In the Money.

This week, Shannon unveils everything you need to know about her and her career in the FinTech industry. Shannon explores the biggest challenges and opportunities in financial tech, Flyer FT’s ideal client, what’s to come at the firm, and their mission to help advisors and asset managers understand how technology is transforming the WealthTech sector.

Shannon discusses:

How she got her start in FinTech
Flyer FT’s vision and her role within the company
The firm’s rebranding process
Ways Flyer leverages technology for faster and smarter investment decisions
And more!

Resources:

Connect with Shannon Rosic:

About Your Host:

Shannon Rosic serves as Flyer Financial Technologies’ Vice President of Marketing. Shannon has spent her career in the Wealth Management space, specifically helping media firms and fintech companies grow their marketing initiatives. Known in the industry as “Gadget Girl” from her time at Investment News, her passion is storytelling and designing a cohesive brand experience through creative and innovative marketing efforts.

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