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Tech, Trust, and Tactical Investing: A New Era of Wealth Management with Kevin Jamali of Farther
In this dynamic episode of the Derivative podcast, Jeff Malec sits down with Kevin Jamali, Senior Vice President at Farther, for an unfiltered dive into the evolving world of wealth management. What begins as a journey through Jamali's career—from Chicago Board of Trade futures trader to alternative investment strategist—quickly becomes a provocative exploration of how technology and personalized advice are reshaping financial planning.
Jamali and Malec dissect the limitations of traditional investment approaches, challenging the long-held belief that a simple 60/40 portfolio is enough. With wit and insider knowledge, they discuss how Farther is pioneering a new approach that integrates modern technology with deep financial expertise.
The conversation weaves through Jamali's insights on alternative investments, including private equity and managed futures, revealing how these strategies can provide more robust portfolio protection. His background in trading and Brazilian Jiu-Jitsu emerges as an unexpected lens for understanding investment strategy—where adaptability, strategic thinking, and risk management are key. SEND IT!
Chapters:
00:00-00:53 = Intro
00:54-08:45 = Navigating the Evolving Landscape of Financial Markets: Kevin Jamali's Remarkable Journey
08:46-17:52 = Uncovering the CTA Advantage: Systematic Strategies for Gaining Investment Edge
17:53-28:58 =Optimized Title: Revolutionizing Wealth Management: Farther's Tech-Powered Approach to Financial Empowerment
28:59-42:45= Exploring Alternative Investments: Diversifying Beyond Traditional Portfolio Boundaries
42:46-56:22= Unlocking the Power of Tactical Tools and Strategic Insights: Navigating Notes, Hedging, and Portfolio Engineering
56:23-01:04:17 Buffered Notes Unveiled: Unveiling the Secrets of Strategic Risk Management and Customized Investment Solutions
01:04:18-01:11:20 Balancing Passions and Pursuits: Exploring the Intersection of AI, Martial Arts, and Professional Endeavors
Follow along with Kevin on LinkedIn and for more information on Farther please visit farther.com!
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Published on 3 months ago