Episode 162

full
Published on:

2nd May 2023

ReSolve Riffs with Roni Israelov on Advanced Portfolio Strategies for Tax Efficiency, Credit Exposure, and Cash Flow Goals

In this episode, the ReSolve team welcomes Roni Israelov, Chief Investment Officer and President of  NDVR, to discuss advanced portfolio strategies for optimizing tax efficiency, credit exposure, and cash flow objectives. 

We explore a wide range of topics, including:

  • Roni's background and experience in asset management, including his time at AQR Capital Management and Lehman Brothers 
  • The importance of portfolio construction and implementation in achieving investment goals 
  • The challenges and opportunities in managing custom lifestyle-protected growth portfolios 
  • The role of research and model building in informing and optimizing investment strategies
  • The impact of transaction costs and factor decay profiles on portfolio performance 
  • The benefits and risks of incorporating short-term signals within long-term investment models, and using short-term models to adjust overall trading
  • Lessons learned from building and managing option strategies focused on harvesting volatility risk premiums 
  • The role of investor psychology and behavioral biases in decision-making and portfolio management 
  • The importance of diversification and risk management in navigating uncertain markets 
  • The complexity of characterizing individual investors' utility functions and the need for custom portfolios to best satisfy unique objectives
  • Future trends and potential opportunities in the wealth optimization space 

 

This episode is a must-listen for anyone interested in advanced portfolio strategies, tax efficiency, credit exposure, and cash flow goals, providing valuable insights and practical advice for navigating complex financial markets and achieving lasting success in the world of investing.

 

This is “ReSolve Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management Inc.

 

*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association ("NFA"). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.

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About the Podcast

Resolve Riffs Investment Podcast
Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence.
These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach excellence. Welcome to the journey.

*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.