Tag: Diversification
Innovation & Diligence in Index Selection with Tom Haines (Ep. 54)

Innovation & Diligence in Index Selection with Tom Haines (Ep. 54)

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Is your financial advisory strategy future-proof?

Discover innovative strategies in financial advising with insights from Jeremy Houser, AMP host and Vice President of InsurMark, as he engages in a thought-provoking conversation with Tom Haines, EVP of Capital Markets & Index Solution at Annexus. With a background that includes a significant tenure at UBS in New York City, Tom brings a wealth of knowledge to the table, particularly in index annuities and selecting indexes.

Key Highlights:

  • The secrets of Annexus’s index selection, where academic insights meet Wall Street ingenuity to revolutionize investing
  • How innovative design and strategic diversification are transforming retirement planning, challenging conventional market trends
  • Peek into Annexus’s journey to the top, uncovering the visionary strategies that set their products apart
  • How Annexus masterfully balances steadfast processes with dynamic market changes to redefine success standards
  • Witness how Annexus stays ahead by harnessing wisdom from academic giants, carving a niche in the competitive financial arena
  • Gain insights into the evolving bond market and the rising potential of Fixed Index Annuities as we enter 2024
  • Enter a groundbreaking phase of financial advising, focusing on the strategic integration of Fixed Index Annuities for robust portfolio management
  • And much more!

 

Resources: 

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About Tom Haines:

Tom leads the index diligence and selection process at Annexus and coordinates the firm’s relationships with asset managers, academic experts, and investment banks. He also plays a pivotal role at Annexus Retirement Solutions, working closely with insurers and asset managers. Prior to Annexus, Tom led Equity Solutions Structuring at UBS Investment Bank and has a rich history in financial markets, including roles at BNP Paribas and NYSE Group. A member of FINRA’s Investment Management Committee and a holder of a bachelor’s degree in Quantitative Finance from James Madison University, Tom’s expertise is well-recognized in the industry.

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Dimensional on Fixed Income, Volatility, and Long-Term Investing with Rob Harvey, CFA (Ep. 50)

Dimensional on Fixed Income, Volatility, and Long-Term Investing with Rob Harvey, CFA (Ep. 50)

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The Advisor Mentorship Podcast has reached a new milestone! 50 Episodes!

Milestone episodes deserve milestone guests, which is why this week, Jeremy Houser welcomes Rob Harvey, CFA, Co-Head of Product Specialists and Vice President at Dimensional Fund Advisors.

In this special episode, Jeremy and Rob sit together to chat about the work being done at Dimensional for their clients, as well as the importance of long-term thinking and consistency in investment strategies. Additionally, Rob explains Dimensional’s positioning in the fixed income space, the potential for higher yields in markets outside the US, and the importance of data driven decision making. 

Rob discusses: 

  • His background and role at Dimensional
  • The significance of advisors and asset managers aligning their long-term investment strategies
  • The importance of positioning in the fixed income space based on yield curve movements and the need for active management
  • Global fixed income opportunities
  • How Dimensional’s approach to index construction relies on the insights of leading academics
  • The importance of having a complete understanding of volatility and how it can help capture more returns in asset classes
  • The movie “Tune Out the Noise” and its focus on the foundation and origins of Dimensional
  • And more!

 

Connect With Rob Harvey:

Book Time with Jeremy Houser: 

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About Our Guest:

Rob Harvey, Co-Head of Product Specialists and Vice President, serves as a subject matter expert for Dimensional’s equity portfolios and performance. He joined Dimensional in 2016 as an Associate Portfolio Manager and has managed international, emerging markets, and domestic equity portfolios. Rob also worked in the firm’s London office, managing international and global equity strategies within the Portfolio Management team.

Prior to joining Dimensional, Rob worked in the treasury department of Cisco Systems, trading foreign exchange, managing fixed income portfolios, and conducting the company’s share repurchase program.

Rob earned his MBA from the Haas School of Business at the University of California, Berkeley. He received a bachelor of science in finance and international business and a bachelor of arts in German from Villanova University and is a CFA® Charterholder.

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FEATURE
Athene’s Strategy for Innovation and Customer Satisfaction with Mitch Anderson, CLU®, RICP®, CSSCS® (Ep. 40)

Athene’s Strategy for Innovation and Customer Satisfaction with Mitch Anderson, CLU®, RICP®, CSSCS® (Ep. 40)

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We all know that the insurance industry is facing challenges in the current market environment, but what are the solutions, and what does the future look like?

In this episode, Jeremy Houser speaks with Mitch Anderson, the VP/ Senior Relationship Manager at Athene USA. Mitch talks about Athene’s growth within the annuities space and their portfolio of volatility-controlled indexes. Additionally, Mitch shares the firm’s mission to continue providing innovative product solutions to their clients.

Mitch discusses: 

  • What you should know about Athene’s partnership with InsurMark
  • The awards that Athene won in 2022
  • The importance of volatility control indices and ways the firm selects their index partners
  • Some of the challenges Athene faced in scaling up their business and how they overcame them
  • Athene’s Roth conversion program
  • The value of educating clients on the differences between banks and insurance companies
  • What the future holds for the company
  • The importance of fixed index annuities in volatile markets and the benefits they offer for clients in drawdown situations
  • And more!

Connect with Mitch Anderson:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

Mitch Anderson is a VP/Senior Relationship Manager for Athene USA and works with a number of our Key Distribution Partners.  Besides managing NMO relationships, Mitch frequently speaks at training events and helps educate advisors on the benefits of Fixed Indexed Annuities.  

For over 30 years, Mitch has worked in the insurance and financial services industry in a number of different roles, from wholesaling to sales management.

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