AI in Practice

The Active Advisor Podcast (Episode 23)

Interested in understanding the power of using AI in investment management and how it can help RIAs attract and retain clients? Are you aware of the importance of creating exceptional investment experiences, and how AI can be used to improve customer service, compliance, and marketing efforts? Listen to this episode to learn more!

Welcome to another episode of  The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by David Marra, Managing Direction and CIO at Markin Asset Management. David has a unique understanding of how AI can be a secret weapon for transforming RIAs and driving their business growth to new heights.

In this episode, David reveals:

• How to catch the next wave of AI beneficiaries
• Simplifying back-office functions using AI
• Three focus areas to providing an elevated client investment experience
• The biggest problem area that RIAs are overlooking
• Where active management is making the most significant difference

David is a specialist in systematic multi-asset strategies. He has an MBA from the University of Chicago and a background as a consultant at the Boston Consulting Group. David is currently Managing director and CIO at Markin Asset Management, a provider of asset management services intended to help discover a lower risk path to above-average returns.

The company specializes in portfolio management, risk administration, alpha discovery, and document construction alongside offering a liquid means of achieving diversified low-beta returns and exposure to large equity drawdown cycles, enabling individuals and small businesses to continuously translate understanding into lower-risk portfolios and great partnerships, and generate maximum return on investment.

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