Tag: Product Development
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.

 

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FOR FINANCIAL PROFESSIONAL USE ONLY.

NOT FOR PUBLIC DISTRIBUTION.

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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: 

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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