Leveraging SMAs to Execute Data-Driven Alternatives Strategies with Christopher Volpe

Today, I'm excited to speak with Chris Volpe, Managing Director of Zephyr Financial Solutions, an award-winning asset and wealth management software platform. Zephyr is part of Informa, a leading global provider of digital-first and data-driven products and services. Chris and Zephyr Financial Solutions are FOX Technology Resource Partners, and we are happy to have the unique tools and expertise they bring to our membership community. Alternative investments are an increasingly meaningful component of family office investment portfolios, and this segment of the investment landscape is also rapidly evolving. Chris shares his views on what is happening in the world of alternatives and what trends are shaping this unique space. Separately managed accounts (SMAs) are becoming increasingly popular for a multitude of reasons, especially in the realm of private and alternative investments. Chris talks about the latest developments in the SMA space and highlights the challenges and opportunities investors face when comparing, selecting, and evaluating different SMA options. Chris offers his practical tips and suggestions for our listeners on how to gain access to and navigate data on private and alternative investments that is available out there in the marketplace. Chris and his firm developed and launched Zephyr, and its PSN Data tool, specifically for the purpose of allowing investors to compare SMAs and to make dynamic data-driven investment decisions. He describes how Zephir works, the benefits the PSN Data tool offers, and how family office investors can leverage this new technology platform. Enjoy this insightful conversation with one of the leading players in the fast-evolving space of alternatives and SMAs.

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