In this episode of Zephyr’s Adjusted for Risk Podcast, host Ryan Nauman welcomes Andrew Sternlight, President and CIO at Linepoint Partners. Broadcasting from the Wealth Management Edge Conference, they discuss the increasing number of ultra-high net worth individuals and the significant growth in family offices over recent years. Andrew sheds light on market trends, investment strategies, and the importance of educating both financial advisors and clients. They delve into the distinction between alternatives and private markets, the role of affiliations for advisors at Line Point Partners, and the enduring impact of working with Ray Dalio at Bridgewater Associates.
Tune in for an enriching conversation on wealth management, emerging opportunities, and the challenges in today’s dynamic economic landscape.
00:00 Introduction and Podcast Overview
00:40 Live from Wealth Management Edge Conference
00:55 Trends in Wealth Management 01:45 Introducing Andrew Stern Light
02:10 Andrew’s Career Journey
03:17 The Creation of Line Point Partners
04:16 Challenges and Opportunities for Financial Advisors
04:51 The Evolution of Wealth Management
08:58 Line Point’s Affiliation Model
12:01 Investment Strategies and Market Trends
20:37 Ray Dalio’s Influence and Final Thoughts
22:14 Conclusion and Farewell
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Learn more about Linepoint Partners here.
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