Season 1 · Episode 5
Making the Transition from Sell-Side Strategist to Buy-Side Model Builder
Advisor Success Series · Freedom Investment Management, Inc.
May 7, 201836m 37s
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Show Notes
In this episode, Ben Lavine is joined by John Davi, Founder and Chief Investment Officer at Astoria Advisors. They discuss John's transition from sell-side ETF strategist with stints at Morgan Stanley and Merrill Lynch to buy-side ETF model builder. In addition, they also discuss John's views on the state of the current markets and why he believes we've entered into a new period for risk asset pricing.