Tag: Wealth

Innovation Unleashed: Wealth Tech’s New Era (Ep. 11)

Innovation Unleashed: Wealth Tech’s New Era (Ep. 11)

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Is technology fundamentally transforming the wealth tech industry?

Discover the groundbreaking insights with Rusty Sommer and special guest Verity Larsen from Versoft Consulting in a riveting episode of “In The Money,” presented by Flyer Financial Technologies. With over two decades in the field, Verity guides us through the evolving landscape of investment technology, cautioning against a one-size-fits-all approach. 

Are you ready for the change?

Key Highlights:

  • Dive into the complexities and wide-ranging impacts of the T+1 settlement shift on operations and client relationships
  • Learn vital strategies for integrating AI effectively in finance, emphasizing the critical role of precise data
  • Explore the increasingly crucial role of portfolio managers amidst rapid technological advancements
  • How secure is your data? Unravel the surprising privacy and security issues arising from AI tools in finance
  • Discover the increasingly important role of compliance officers in the safe implementation of AI
  • Find out why data management and CRM systems are now at the heart of client engagement for broker-dealers
  • And much more!

 

Resources:

Connect with Verity Larsen:

Connect with Rusty Sommer:

 

About Verity Larsen: 

Verity is Versoft’s heart and soul. She co-founded the company in 2015 after spending 7.5 years as Team Lead and Senior Consultant at SS&C Advent. Prior to entering the consulting field, she worked as Assistant Director of Information Systems at a Portland-based asset management firm and has been in the investment management industry since 2000.

Verity graduated with an A.A.S. in Computer Information Systems from Portland Community College. She also spent 3 years on the Board of Directors for The Exchange Network (formerly Advent Users Group) serving as VP and President in her 2nd and 3rd years.

She’s committed to providing an exceptional consultative approach to every client and ensuring the work performed by the Versoft Team results in the highest level of customer satisfaction. Verity works to continue training and education throughout the Versoft team, passing on the knowledge she has gained being in this industry for so many years.  She also spends time building and maintaining relationships with vendors so the Versoft team can remain knowledgeable on technology platforms and tools, IT hosting, and data and outsourced service providers.

When she’s not doing CEO/Principal Consultant/Co-Founder things, Verity likes to spend time with family, including seven nieces and nephews and two great-nephews, in multiple states around the U.S. On rare occasions, she’ll hike around the Oregon Coast, Central Oregon, and other places throughout the Pacific Northwest.

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Integrating Options in High Net Worth Portfolios with Brett Kunshek (Ep. 10)

Integrating Options in High Net Worth Portfolios with Brett Kunshek (Ep. 10)

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Join Rusty Sommer from Flyer Financial Technologies and Brett Kunshek of Mariner Wealth Advisors in this episode as they dive into the nuanced world of options.  They cast away myths about its risks and highlight its potential, especially for high net worth clients. Discover how the wealthy use options as sophisticated financial instruments.

Key points covered in the episode:

  • How wealth advisors are redefining their approach to derivatives
  • Why option strategies are the new buzz in today’s turbulent market
  • How to integrate technology that maximizes options strategies
  • Discover who stands to gain the most from options-based strategies
  • The art and science of asset managers striking that golden balance
  • The secret sauce behind captivating today’s informed clients and attracting fresh ones
  • Unveiling how options can uplift your cash flow, fortify assets, and supercharge returns
  • And more – take a peek inside!

Connect with Brett Kunshek:

Connect with Rusty Sommer:

About our Brett Kunshek: 

Brett Kunshek, CFA, leads the Options and Structured Notes division at Mariner Wealth Advisors. Before Mariner, he was at the helm of 440 Investment Group, a firm specialized in option investments, which Mariner later acquired. Brett has a history in risk management from his time at Protiviti and holds degrees from Pittsburg State University and the University of Kansas. He’s also an active member of both the CFA Institute and the Kansas City Society of Financial Analysts, blending hands-on practice with theoretical knowledge in finance.

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Unlocking the Power of APIs: Building Scalable Ecosystems in Wealth and Asset Management with Randy Prager (Ep. 9)

Unlocking the Power of APIs: Building Scalable Ecosystems in Wealth and Asset Management with Randy Prager (Ep. 9)

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In this episode of In The Money podcast, we are joined by the CTO of Flyer Financial, Randy Prager.  Join us as we dive into the API economy and learn how APIs are transforming the wealth tech sector, along with how forward-thinking firms are leveraging APIs to build their own specialized ecosystem within the wealth and asset management industries.

Flyer Financial Technologies, known for the FinTech solutions that you love and use every day, has embraced an API-based approach that allows them to extend their multi-million dollar investments in trading networks, order management systems (OMS), and allocation platforms to a broader audience. Taking an API approach allows firms of all sizes to tap into Flyer’s expertise. Once tapped in, you focus on what you do best while leveraging the connectivity and trading capabilities provided by Flyer’s APIs.

Listen in as Rusty and Randy discuss:

  • Helping advisors and asset managers understand how technology is transforming the wealth tech sector
  • How firms are implementing APIs to customize their client journey 
  • How to leverage technology for faster, smarter investment decisions
  • Security and Compliance:  Security, data protection and regulatory compliance are essential considerations in API design and deployment. Flyer ensures that its APIs are designed and implemented in a way that is fully compliant with regulatory standards
  • Why APIs allow you to focus on your strengths while leveraging Flyer’s expertise
  • How the utilization of APIs has exceeded expectations and provided value to customers and partners
  • And more!

Connect with Randy Prager:

Connect with Rusty Sommer:

About our Guest: 

Randy Prager has spent his career delivering technology solutions to the financial services market, specifically in capital markets and trading. Before Flyer, Randy led software development and technology teams at both startup and big companies, including JPMorgan, MarketXT and Bloomberg. A graduate of Johns Hopkins University, he holds a double major in Economics and Electrical & Computer Engineering.

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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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