On this episode of the Investment Spotlight Series, Jay Coulter and Chris Versace interview two members of the leadership team at Optimi Health. JJ Wilson serves as Chairman of the Board and Bill Ciprick serves as CEO at Optimi Health.
Learn more about Optimi Health by visiting https://www.optimihealth.ca/
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-- LinkedIn: https://www.linkedin.com/company/optimihealth/
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Have you ever considered wine as an investable asset? Today both investors and financial advisors are able to allocate to this alternative asset class. Anthony Zhang joins Jay Coulter on this episode of the Resilient Advisor to make the investment case for wine.
Learn more about Vinovest by visiting https://www.vinovest.co/advisors
Follow Vinovest & Anthony Zhang on Social:
-- Vinovest LinkedIn: https://www.linkedin.com/company/vinovest/
-- Vinovest Twitter: https://twitter.com/Vinovest1
-- Anthony Zhang LinkedIn: https://www.linkedin.com/in/anthony-zhang-988a2375/
-- Anthony Zhang Twitter: https://twitter.com/anthony_j_zhang
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Adam Holt comes on The Resilient Advisor Show with Jay Coulter to discuss how financial advisors can leverage technology to deliver better client results.
Learn more about Asset-Map: www.asset-map.com.
-- The Resilient Advisor Show is now syndicated on Financial Advisor TV. Learn more about their upcoming launch: http://www.financialadvisor.tv
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This show is syndicated on Financial Advisor TV™. Learn more here: http://www.financialadvisor.tv
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Is now the time to consider Risk Parity in your portfolio? Damien Bisserier & Alex Shahidi are Co-CIO's at Evoke Advisors, the team that powers the RPAR ETF.
Learn more about RPAR: https://rparetf.com
Learn about past episodes of ETF Stories: www.etfstories.com
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Jillian DelSignore joins Jay Coulter on The Resilient Advisor Show to discuss a recent report that she co-authored on changes in the ETF industry.
Follow Jillian & FLX Distribution on LinkedIn
-- Jillian: https://www.linkedin.com/in/jillian-delsignore-9713a69/
-- FLX Distribution: https://www.linkedin.com/company/flx-distribution/
Learn more about Women In ETFs: https://womeninetfs.com/
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Portfolio Manager Dan Weiskopf joins Jay Coulter to discuss his July BLOK-Chain Report.
Grab your copy here: https://www.blok-chain-monthly.com
Jay Coulter interviews Michael Gayed for this installment of their monthly Risk On - Risk Off Show. Michael is a Portfolio Manager at Toroso Investments and a member of the ETF Think Tank. They also discuss two of Michael's ETFs, JOJO and RORO.
Connect With Michael Gayed:
-- Newsletter: https://www.leadlagreport.com
-- ETF Think Tank: https://www.etfthinktank.com
-- LinkedIn: https://www.linkedin.com/in/michael-a-gayed-cfa
-- Twitter: https://twitter.com/leadlagreport
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Learn more about Resilient Advisor™: https://www.resilientadvisor.com
© Resilient Advisor. All Rights Reserved
Jon Dauphiné is the CEO of The Foundation For Financial Planning. He comes on the show to discuss the pro bono planning movement. Later in the show, Adam Holt, CEO of Asset-Map joins Jon & Jay to talk about AdviceTech.LIVE.
Learn more about The Foundation For Financial Planning:
Website: https://ffpprobono.org
LinkedIn: https://www.linkedin.com/company/foundation-for-financial-planning/
Twitter: https://twitter.com/PowerProBono
Connect with Jon:
LinkedIn: https://www.linkedin.com/in/jondauphine/
Twitter: https://twitter.com/DauphineJon
Learn more about AdviceTech.LIVE:
Website: https://www.advicetech.live/
LinkedIn: https://www.linkedin.com/events/6828744993348304896/
Twitter: https://twitter.com/AssetMapLLC
Connect with Adam:
LinkedIn: https://www.linkedin.com/in/hadamholt/
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Dasarte Yarnway, Founder of Berknell Financial Group & Head of Community at Altruist, tells his story and discusses how he serves his clients and community.
Connect With Dasarte:
LinkedIn: https://www.linkedin.com/in/dasarte-yarnway-b3b39443/
Twitter: https://twitter.com/DasarteYarnway
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Jay Coulter interviews Portfolio Manager Michael Gayed for this instaliment of their monthly Risk On - Risk Off Report.
Connect With Michael Gayed:
Newsletter: https://www.leadlagreport.com
ETF Think Tank: https://www.etfthinktank.com
LinkedIn: https://www.linkedin.com/in/michael-a-gayed-cfa/
Twitter: https://twitter.com/leadlagreport
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The Alkaline Water Company CEO Ricky Wright comes on the Investment Spotlight series on Resilient Advisor with Jay Coulter and Chris Versace.
To learn more about The Alkaline Water Company, please visit www.thealkalinewaterco.com.
About The Alkaline Water Company:
Founded in 2012, The Alkaline Water Company (NASDAQ and CSE: WTER) is headquartered in Scottsdale, Arizona. Its flagship product, Alkaline88®, is a leading premier alkaline water brand available in bulk and single-serve sizes along with eco-friendly aluminum packaging options. With its innovative, state-of-the-art proprietary electrolysis process, Alkaline88® delivers perfect 8.8 pH balanced alkaline drinking water with trace minerals and electrolytes and boasts our trademarked label ‘Clean Beverage.’ Quickly being recognized as a growing lifestyle brand, Alkaline88® launched A88 Infused™ in 2019 to meet consumer demand for flavor-infused products. A88 Infused™ flavored water is available in six unique all-natural flavors, with new flavors coming soon. Additionally, in 2020, the Company launched A88 Infused Beverage Division Inc., which includes the Company’s CBD water and flavor-infused water. For the Company’s topical and ingestible offerings, A88 Infused Products Inc. includes the Company’s lab-tested hemp-extract salves, balms, lotions, essential oils, bath salts, powder packs, oil tinctures, capsules, and gummies.
To purchase Alkaline88® and A88 Flavor Infused products online, visit us at www.alkaline88.com.
Learn more about Alkaline Water Co.:
Website: https://thealkalinewaterco.com/
LinkedIn: https://www.linkedin.com/company/alkalinewaterco/
Twitter: https://twitter.com/Alkaline88
Connect With Ricky:
LinkedIn: https://www.linkedin.com/in/rickyawright/
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David Stone of RetireOne comes on The Resilient Advisor Show to discuss how insurance solutions have evolved to meet the changing needs of the RIA community. RetireOne recently released a survey and in partnership with Protective Life and David also shares some of their findings.
Learn more about RetireOne:
-- Website: https://retireone.com/
--LinkedIn: https://www.linkedin.com/company/retire-one/
Connect with David:
-- LinkedIn: https://www.linkedin.com/in/david-stone-34a9671/
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This is the first edition of Resilient Advisor's Blockchain Report with the ETF Professor, Dan Weiskopf. Each month we will bring you Dan's thoughts on recent events in the blockchain and cryptocurrency space.
Topics discussed include:
-- China's impact on mining
-- ESG mining concerns
-- Why active management is important in the blockchain and digital asset space.
Dan Weiskopf is a Portfolio Manager at Toroso Asset Management.
Learn more about BLOK, the Amplify Transformational Data Sharing ETF: https://www.BLOKETF.com
Download the Amplify ETFs BLOK-Chain Monthly report: https://www.blok-chain-monthly.com
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Connor Kitko, Product Marketing Manager at YCharts, comes on the show to talk about comparing portfolio rebalancing strategies.
YCharts Report "Comparing Portfolio Rebalancing Strategies": https://www.go.ycharts.com/rebalance
Connect with Connor:
-- LinkedIn: https://www.linkedin.com/in/connor-kitko/
Learn more about YCharts:
-- Website: https://ycharts.com/
-- LinkedIn: https://www.linkedin.com/company/ycharts/
-- Twitter: https://twitter.com/ycharts
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Chris Versace & Lenore Hawkins of Tematica Research come on ETF Stories to talk about the new Amplify ETFs Cleaner Living ETF $DTOX.
Learn more about DTOX by visiting https://www.amplifyetfs.com/DTOX
Follow Lenore Hawkins:
--Twitter: https://twitter.com/elleseconomy
--LinkedIn: https://www.linkedin.com/in/lenorehawkins/
Follow Chris Versace:
--Twitter: https://twitter.com/chrisjversace
--LinkedIn: https://www.linkedin.com/in/chrisverace/
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Learn more about Resilient Advisor™: https://www.resilientadvisor.com
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Michael Gayed comes on the show to talk with Jay Coulter about the markets through his Risk On - Risk Off lens.
Connect With Michael Gayed:
-- Newsletter: https://www.leadlagreport.com
-- ETF Think Tank: https://www.etfthinktank.com
-- LinkedIn: https://www.linkedin.com/in/michael-a-gayed-cfa/
-- Twitter: https://twitter.com/leadlagreport
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Learn more about Resilient Advisor™: https://www.resilientadvisor.com
© Resilient Advisor. All Rights Reserved
Ryan Schrift of R.J. Schrift Private Asset Management comes on the Resilient Advisor series How I Serve to talk about the methods and platforms he uses to serve his clients.
Connect with Ryan Schrift:
Website: http://www.rjschrift.com/
LinkedIn: https://www.linkedin.com/in/ryanschrift/
Twitter: https://twitter.com/RJSchrift
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Learn more about Resilient Advisor™: https://www.resilientadvisor.com
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Cybin CEO Doug Drysdale joins Jay Coulter and Chris Versace for this installment of the Investment Spotlight Series from Resilient Advisor.
Learn More About Cybin:
-- Website: https://www.cybin.com/
-- LinkedIn: https://www.linkedin.com/company/cybin/
-- Twitter: https://twitter.com/CybinInc
-- Facebook: https://www.facebook.com/cybinInc
Connect with Doug Drysdale:
-- LinkedIn: https://www.linkedin.com/in/dougdrysdale
-- Twitter: https://twitter.com/insidepharma
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Lenore Hawkins, Chief Macro Strategist with Tematica Research, talks macro trends in the economy today.
About Chris Olson:
Chris Olson founded The Media Trust with a goal to transform the internet experience by creating better digital ecosystems to govern assets, connect partners and enable Digital Risk Management. As CEO, Olson drives the company's vision, direction and growth plans. He has more than 15 years of experience leading high tech and ad technology start-ups and managing international software development, product and sales teams. Olson currently serves on the board of the Interactive Advertising Bureau's Advertising Technology Council. He regularly speaks about cybersecurity trends and best practices at industry events, including events hosted by the Financial, Media, and Retail & Commercial ISACs. He earned his B.S. degree in Finance and International Business from Georgetown University and Executive MBA in Finance and Information Systems from the NYU Stern School of Business.
Follow Chris on Social:
-- LinkedIn: https://www.linkedin.com/in/chris-olson-7a00a03/
-- Twitter: https://twitter.com/3pc_ChrisOlson
Learn More About The Media Trust:
-- LinkedIn: https://www.linkedin.com/company/the-media-trust/
-- Twitter: https://twitter.com/TheMediaTrust
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Aaron Klein is the Co-Founder and CEO of Riskalyze and one of the strongest advisor advocates in the industry. He comes on the Resilient Advisor Show with Jay Coulter to discuss risk management, building trust and helping clients through risk mitigation and data.
Learn about the Riskalyze Methodology: https://www.riskalyze.com/methodology
Connect With Aaron Klein
-- Twitter: https://twitter.com/AaronKlein
--LinkedIn: https://www.linkedin.com/in/aaronklein/
Connect With Riskalyze
--LinkedIn: https://www.linkedin.com/company/riskalyze
--Twitter: https://twitter.com/Riskalyze
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Luke Oliver of KraneShares comes on the show to discuss the Carbon Markets and his firm's ETF symbol: KRBN. This show is part of the ETF Stories series.
Past episodes can be found here. https://www.etfstories.com
Learn more about KRNB: https://kraneshares.com/krbn
Learn more about KraneShares: https://kraneshares.com
KraneShares on Twitter: https://twitter.com/KraneShares
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Michael Gayed comes on the show to talk with Jay Coulter about the markets through his Risk On - Risk Off lens.
Issues they discuss:
Connect With Michael Gayed:
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