The worth of protecting investments has grow to be extra evident as the normal 60/40 portfolio allocation has continued to grow to be much less enticing. Buyers are in search of alternate options that can mitigate danger concerning in the present day’s principal macro market tendencies, and advisors should think about 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 improvement at Halo Investing, about how know-how is powering higher funding outcomes for shoppers.
Shannon and Joanna focus on:
- Democratizing entry to protecting investments
- Challenges in modern-day portfolio building
- How structured notes and annuities assist scale back longevity danger
- How Halo Investing is closing the danger hole
Join with Shannon Rosic:
Join with Visitor:
About Our Visitor:
Joanna Kanakis is EVP, Head of Enterprise Improvement 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 final result investing. At Halo, she is working to supply environment friendly entry for traders to know and buy structured notes, annuities and structured ETFs.
Previous to Halo, Joanna was a Director within the Prime Companies 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 improvement in Latin America together with Brazil, Chile, Mexico and Peru. She additionally participated as Tradition and Conduct Champion, America Ladies’s Community Co-chair of Shopper Occasions, World Markets Future Leaders participant in 2016, and gained 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 supply voice execution and direct market entry to international listed derivatives and choices markets, sitting on the entrance traces 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 Undertaking Administration Assistant.
Ms. Kanakis graduated magna cum laude from North Park College with a Bachelors of Arts in Philosophy. In 2016, Joanna obtained the North Park Distinguished Younger Alumni Award. Joanna at the moment serves on the Advisory Board for North Park College’s Faculty of Enterprise and Non-Revenue Administration and he or she additionally serves as Co-Chair of Ladies in ETFs Chicago chapter. Joanna is elevating her household in Ukrainian Village and it’s possible you’ll discover her on the Empty Bottle catching an excellent present or operating alongside the 606 in her ever narrowing free time.
