This just in: CEO Chris Shuba on Schwab Network

Listen on Apple Podcast Follow HQR on Twitter @heliosqr Follow Joe on Twitter @joseph_mallen Follow Jason on Twitter @jasonvanthiel

Welcome to the May edition of the Due Dilly Podcast. 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, Nik Boucher 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:

  • Recent recoveries from drawdowns
  • Bond scenario analysis
  • Alts: Where do they fit and what am I trying to accomplish?
  • And much more!