This just in: CEO Chris Shuba in Financial Planning

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In this episode, we’ll be kicking off a new format for 2021.  Today’s discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nyle Bayer will be joined by  Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research.

Helios Quantitative Research influences over 700 Financial Advisors and $30 billion in assets by creating, implementing, and monitoring quantitative asset allocation strategies. Topics covered:

  • Short squeezes and the future of busting giant hedge funds
  • How prudent investor can hedge their tendency to follow the crowd
  • A high-level description of innovative and practical ways to analyze ETF and Mutual fund options
Follow HQR on Twitter @heliosqr
Follow Nyle on Twitter @nylebayer
Follow Joe on Twitter @joseph_mallen
Follow Jason on Twitter @jasonvanthiel