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Invest like the Wealthy: AI Portfolios with Ben Reeves
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In this episode of "Beyond Wealth: Success Unscripted," Matt Calnan sits down with Ben Reeves, a key figure in the finance industry and the driving force behind Viewpoint Investment Partners. Ben delves into how his firm is democratizing sophisticated, institutional-grade investment strategies typically reserved for the ultra-wealthy, making them accessible to everyone. From navigating the aftermath of the 2008 financial crisis to leveraging AI and data science for risk management, Ben shares invaluable insights into modern portfolio management. He also breaks down the essentials of ETFs and segregated funds, offering a clear understanding of these critical investment tools.
Key Takeaways:
- The origins of Viewpoint Investment Partners and its mission to provide institutional-grade portfolio management to a broader audience.
- The benefits of ETFs and segregated funds, and why they are often a better option compared to traditional mutual funds.
- How AI and data science are revolutionizing risk management in investment portfolios.
- The importance of diversification and a globally diversified portfolio in today's volatile markets.
Guest Information: Ben Reeves is an executive at Viewpoint Investment Partners, leading the integration of AI and data science into investment strategies. He is also a founding director and chair of the Board at the YYC Data Society.
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