The worth of protecting investments has grow to be extra evident as the standard 60/40 portfolio allocation has continued to grow to be much less enticing. Traders are looking for alternate options that can mitigate threat concerning at this time’s most important macro market developments, and advisors should contemplate a “new mannequin portfolio” that includes protecting investments as they grow to be extra mainstream and accessible.
On this episode, Shannon Rosic, director of WealthStack content material and options, speaks with Joanna Kanakis, EVP, head of enterprise growth at Halo Investing, about how know-how is powering higher funding outcomes for shoppers.
Shannon and Joanna talk about:
- Democratizing entry to protecting investments
- Challenges in modern-day portfolio building
- How structured notes and annuities assist cut back longevity threat
- How Halo Investing is closing the chance hole
Join with Shannon Rosic:
Join with Visitor:
About Our Visitor:
Joanna Kanakis is EVP, Head of Enterprise Growth at Halo Investing, LLC. In her function, Joanna is main gross sales initiatives to institutional shoppers within the Americas, working to democratize and disrupt the world of outlined end result investing. At Halo, she is working to offer environment friendly entry for buyers to know and buy structured notes, annuities and structured ETFs.
Previous to Halo, Joanna was a Director within the Prime Providers Division of World Markets for Societe Generale. There, she led Midwest gross sales efforts throughout international market merchandise for institutional shoppers and led gross sales growth in Latin America together with Brazil, Chile, Mexico and Peru. She additionally participated as Tradition and Conduct Champion, America Girls’s Community Co-chair of Shopper Occasions, World Markets Future Leaders participant in 2016, and received the World Markets Division World Cooperation Gross sales award in 2015. Earlier than Societe Generale Joanna labored as a Gross sales-Dealer at Newedge and Credit score Agricole, discovering and fostering relationships with institutional shoppers to offer voice execution and direct market entry to international listed derivatives and choices markets, sitting on the entrance strains all through the 2008 monetary disaster and its aftermath. Previous to working for the French, Joanna spent a short 6 month stint in Anchorage, Alaska working for Rise Alaska as a Mission Administration Assistant.
Ms. Kanakis graduated magna cum laude from North Park College with a Bachelors of Arts in Philosophy. In 2016, Joanna acquired the North Park Distinguished Younger Alumni Award. Joanna at present serves on the Advisory Board for North Park College’s College of Enterprise and Non-Revenue Administration and she or he additionally serves as Co-Chair of Girls in ETFs Chicago chapter. Joanna is elevating her household in Ukrainian Village and you could discover her on the Empty Bottle catching a superb present or working alongside the 606 in her ever narrowing free time.
