Tag: Manager Selection
Wealth Management Invest: Model Portfolio Trends with Invesco’s Karl Desmond

Wealth Management Invest: Model Portfolio Trends with Invesco’s Karl Desmond

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In this episode of Wealth Management Invest, host David Bodamer speaks with Karl Desmond, senior client portfolio manager at Invesco, about how financial advisors are using model portfolios. Karl breaks down trends with both  pre-built and custom model portfolios, including how advisors can maintain input on asset allocation, manager selection, and existing holdings while delegating more of the portfolio construction process.

Karl also discusses tax-aware transitions and implementation challenges associated with less-liquid strategies when incorporating them into model portfolios. In addition, he explores the rise of multi-manager portfolios, the role of wealth technology in trading and tax management and how a more consistent investment process can help advisors spend more time with clients while preparing their firms for future growth, advisor transitions and eventual succession.

Karl discusses:

  • How model portfolios create capacity for client service, planning, prospecting and other advisor priorities
  • How advisors can preserve their investment philosophy while outsourcing portfolio construction and manager research
  • Why tax-aware transitions may preserve appreciated holdings while reducing disruption for existing clients
  • How liquid and private alternatives introduce education, liquidity, rebalancing and implementation concerns
  • How streamlined portfolio processes can support practice efficiency, advisor transitions and firm succession

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Wealth Management Invest: Apollo’s Stephanie Drescher on Bringing Alts to the Wealth Channel

Wealth Management Invest: Apollo’s Stephanie Drescher on Bringing Alts to the Wealth Channel

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Join David Bodamer as he sits down with Stephanie Drescher, Apollo’s chief client and product development officer, to unravel the potential of alternative investments for wealth advisors.

David and Stephanie explore why Apollo is confident in hitting $150 billion in assets within the wealth channel and why traditional portfolios fall short without private market exposure. They break down the innovations making private investments more accessible for advisors and their clients.

David and Stephanie discuss:

  • The gap in private market allocations between institutions and individuals
  • Overcoming barriers to alternatives with innovative solutions
  • Apollo’s strategic focus on global wealth and custom-tailored investment strategies
  • How Apollo’s wealth team has grown and evolved to better serve advisors
  • Insights into Apollo’s third-party alts partnerships
  • A global shift in perception of risk in public vs. private markets
  • The importance of manager selection and transparency in private investments
  • And more

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About Our Guest:

Stephanie Drescher is Partner and Chief Client and Product Development Officer at Apollo, and a member of the Firm’s Management Committee. She oversees the Client and Product Solutions Group (CPS), which includes Institutional Client & Product Solutions (ICPS) and Global Wealth Management Solutions (GWMS), which seeks to expand Apollo’s investment offerings to an increasingly broad base of individual investors through a variety of global wealth management channels. Stephanie is also Co-Chair of Apollo Women Empower (AWE), Apollo’s women’s network. Prior to joining Apollo in 2004, Stephanie was with JP Morgan working primarily in its Alternative Investment Group.