Month: August 2024
How to Leverage Volatility in Today’s Market with Tony Barchetto (Ep. 69)

How to Leverage Volatility in Today’s Market with Tony Barchetto (Ep. 69)

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Do you think volatility control is too complex or risky to manage? 

It can feel confusing, but you may reconsider those feelings as new technology continues to change the financial landscape.

Join host Jeremy Houser as he chats with Tony Barchetto, Founder and CEO of Salt Financial. Drawing from his extensive experience in senior leadership roles across firms like BATS Global Markets and Knight Capital, Tony shares the innovative approaches Salt Financial employs to aid financial advisors in today’s volatile markets. Get an in-depth understanding of how leveraging advanced data analytics and volatility control mechanisms can provide a competitive edge in the annuity market and beyond.

Jeremy and Tony discuss: 

  • The unique volatility control mechanism, truVol, used by Salt Financial
  • The impact of interest rates on multi-asset volatility targets
  • Dynamic adaptations that Salt Financial employs to react to market changes
  • Upcoming indices and partnerships set to launch in the near future
  • And more!

 

Resources: 

Connect With Tony Barchetto:

Connect with Jeremy Houser:

 

About Our Guest:

Tony is the Founder and Chief Executive Officer of Salt Financial, responsible for creating the firm’s product vision and strategy. He has over twenty years of experience in financial technology companies and institutional trading across multiple asset classes. Prior to founding Salt, Tony served in senior leadership roles at BATS Global Markets and Liquidnet, product management at Citigroup’s Lava Trading, and market making at Knight Capital. He holds a BS in International Economics from Georgetown University and is a CFA Charterholder.

 

3777882 – 0824B

FOR FINANCIAL PROFESSIONAL USE ONLY.

NOT FOR PUBLIC DISTRIBUTION.

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From Power Outages to Parenthood: Thriving Through Life’s Curveballs (Ep. 68)

From Power Outages to Parenthood: Thriving Through Life’s Curveballs (Ep. 68)

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How can advisors strike a balance between their career goals and personal responsibilities, especially in challenging times?

Join host Jeremy Houser as he shares his personal experiences and insights on managing both professional and family life. In this episode, Jeremy, Vice President at InsurMark, opens up about his recent challenges and how he stayed productive through recent disruptions. From power outages and a new baby to hiring household help and adjusting to a family of five, Jeremy discusses the strategies he used to maintain balance in both areas.

Jeremy discusses:

  • Overcoming challenges to maintain work efficiency during power outages
  • The impact of his wife’s pregnancy and the arrival of their third child on his professional life
  • The importance of hiring help and staying focused on controllable aspects
  • Reflections on fatherhood, societal expectations, and the benefits of a larger family
  • How the COVID-19 pandemic reshaped his priorities towards family and work-life 
  • The importance of partnerships in business and personal life, and choosing the right partners
  • Team Houser , upcoming sales training, and video content initiatives
  • The value of creating family traditions and collective experiences
  • And much more!

 

Resources: 

Connect with Jeremy Houser:

 

3763873 – 0824B

FOR FINANCIAL PROFESSIONAL USE ONLY.

NOT FOR PUBLIC DISTRIBUTION.

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