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

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

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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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Making a Case for an API-Connected Ecosystem with Craig Iskowitz (Ep.4)

Making a Case for an API-Connected Ecosystem with Craig Iskowitz (Ep.4)

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APIs (Application Programming Interface) have improved the workflow of businesses in many industries by bridging the gap between different software and allowing them to communicate with each other. When it comes to the wealth management industry, accurate, timely, and seamless data exchange is table stakes. So, what does an API-enabled future look like?

In this episode, Craig Iskowitz, CEO and founder of Ezra Group, discusses:

  • What is an API
  • How APIs have transformed the wealth management industry
  • Why it is important to have more transparent and well-designed APIs
  • How to ensure platform security while using APIs
  • Things to consider when evaluating a vendor’s API stack
  • And more!

Resources:


Connect with Shannon Rosic:

Connect with Craig Iskowitz:

About Our Guest:

Craig Iskowitz is a business and technology strategy consultant who is a recognized expert on fee-based advisory platforms and wealth management technology. He is the CEO and founder of Ezra Group, a strategy consulting firm providing technology and business advice to banks, broker-dealers, asset managers, and private equity and fintech firms.

In addition to providing customized solutions to the wealth management industry, Craig publishes WTToday, a blog offering the latest insight on technology for wealth, asset, and investment management professionals.

Craig is also the host of the Wealth Tech Today podcast, where he discusses, dissects, and debates the latest news and trends in wealth management technology.



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

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

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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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