Join Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions, sits down with Mike Gallant, Director of Research, Schafer Cullen Capital Management, a platinum sponsor of the SMArtX Virtual Awards.  Schafer Cullen features 6 investment strategies on the platform, including the SMID Dividend Value Equity Strategy, a finalist in this year’s awards for Small/Mid Cap Strategy of the Year. The firm was founded in 1983 in midtown Manhattan by their current Chairman and CEO Jim Cullen and has since developed into a $22.5 billion firm (as of 3/31/22) that is rooted in value investing and the ..read more

Join Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions, sits down with Duane Roberts, Portfolio Manager at Dana Investments, winner of the SMArtX Virtual Award for ESG/SRI Strategy of the Year ..read more

 Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions, sits down with Dan McNichol, President of Suncoast Asset Management, and winner of the SMArtX Virtual Award for Large Cap Strategy of the Year.  Suncoast maintains 2 other strategies on the SMArtX platform, in addition to Dividend growth, the winner of SMArtX Virtual Award.  SMID Cap Strategy and Select Growth, with a 24 year track record large cap growth with less focus on dividend-paying stocks.  First and foremost, in the process is earnings growth.  Across all 3 strategies, they only invest in compani ..read more

Join Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions as he is joined by Ben McMillan, Founder and CIO of IDX Insights, winner of the SMArtX 2022 Virtual Award for Direct Index of the Year.  IDX’s Crypto Opportunity Index is an actively traded strategy using the Bitcoin Greyscale Trust.  Their systems quantitatively assess the market and indicate a risk on (buy Bitcoin) or risk off (go to cash/Treasuries) that has historically outperformed the price of Bitcoin significantly with lower standard deviation. It is designed to mitigate the risk of accessing Bitcoin, limit downs ..read more

Franklin Templeton is a leading provider of retail separately managed accounts (‘SMAs’), with approximately $130B of AUM as of end of 2021.  Their history goes back 40 years, when they started with institutional SMAs, and have expanded into retail SMAs. Over the years the business has grown to encompass several brands managers including Franklin, Templeton, ClearBridge, Western, Royce Investment Partners, Brandywine, Martin Currie, and O’Shaughnessy Asset Management.  These capabilities offer equity strategies covering the US, international, global, and emerging markets.  On the ..read more

Join Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions as he speaks with Neil Azous, Founder & Co-CIO of Rareview Capital, winner of the SMArtX 2022 Virtual Award for Fixed Income Strategy of the Year.   They build goals-based investment management strategies, looking to solve investment challenges.  Rareview takes pride in seeing across asset classes, finding new opportunities, and spotting impending danger. They typically focus specific outcome related products, non-traditional strategies, and customized solutions where they produce research, they do not consume it ..read more

Join Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions as he speaks with Jerry Wagner, Founder and President of Flexible Plan, winner of the Strategist of the Year for the SMArtX 2022 Virtual Awards.  Flexible Plan focus is dynamic risk management as its key focus and believes tactical allocation gives you alpha as it is able to deliver both opportunities and maximum risk protection that diversification doesn’t.  Recognizing that one strategy doesn’t always work in every environment, Flexible Plan created multi strategies to combine into one portfolio to help eliminate ‘str ..read more

In this episode of the SMArtX Virtual Awards Series, SMArtX CEO Evan Rapoport sits down with Eric Mueller, Director & Model Portfolio Strategist at Blackrock, a platinum sponsor of the Virtual Awards. Evan and Eric discuss the investments they made in 2021 and how they repositioned in 2022 to take into account the ever-changing investment landscape.  ..read more

In this episode of the SMArtX Virtual Awards Series, SMArtX CEO Evan Rapoport sits down with Parker Binion, Portfolio Manager at AXS Investments, the winner of the Alternative Strategy of the Year for the SMArtX 2022 Virtual Awards. Evan and Parker discuss how their risk on/risk off model allows them to go long and short, and how in 2021 they were almost entirely long.  However, 2022 is a different environment and new aspects of the quantitative models have been adjusted to take into account for inflation, rising interest rates, and the current geo-political environment.  ..read more

In this episode of the SMArtX Virtual Awards Series, SMArtX CEO Evan Rapoport sits down with Anthony Sassine, Senior Investment Strategist at Krane Shares, a platinum sponsor of the Virtual Awards. Evan and Anthony discuss the massive investment opportunity that is China and how they manage risk within the country.  Krane Shares offer multiple strategies that give access to all aspects of China and some emerging markets ..read more