Innovation & Diligence in Index Selection with Tom Haines (Ep. 54)
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:
Connect With Tom Haines:
Book Time with Jeremy Houser:
Connect with Jeremy Houser:
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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