Ritholtz Wealth Management

Joshua Brown

Of all the things people are claiming AI will do within finance, this is the most impressive execution I've seen yet. The ability to instantly create a portfolio allocation or manufacture a custom investment product out of thin air merely by speaking it into existence is magical. 

There are boardrooms filled with people in suits coming up with ideas for ETFs. Public just unveiled a machine that makes everyone a portfolio creator, that makes every idea investable (yes, even the bad ones, get over it). No more calculators, no more spreadsheets, no more Google searches. Tell the AI what you want and it formulates a list of holdings, weightings, rankings, etc. Buy it with one touch, like you're buying share of Apple. 

The extra details included - like changing the weightings, clicking into a stock to learn why it was included, etc - are so well thought out. If you haven't seen this demo yet, you're going to be left behind. This is where everything is going. Think about what you would want to build using technology like this because it's about to become ubiquitous. 

Thanks to Jannick Malling and Leif Abraham for showing it to our audience early, only on The Compound

https://lnkd.in/eyk5BR4h

Wait til you see this demo. Legit mind blown. 

https://lnkd.in/eXr7STks

Public Leif Abraham Jannick Malling

Open video: They Just Invented the Agentic AI Brokerage on youtu.be

They Just Invented the Agentic AI Brokerage

Every Tuesday, thousands of people from all across America join Michael Batnick, CFA  and I at 5pm Eastern for the best investing livestream on YouTube. Last week, Ed Yardeni surprised the audience and over 50,000 people tuned in. 

Today’s new episode goes live in just a few hours. There’s a live chat you can be a part of, a mystery chart, new stock ideas and the most important market moving news of the week. 

Find out why The Compound’s YouTube is approaching a quarter of a million followers. Hit this link and subscribe for the alert. 

We’ll see you there. 

https://lnkd.in/eHNKes7n

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Markets Group

- Building a solutions-oriented think tank of chief investment officers, allocators and thought leaders for discussions through editorial and Chatham House institutional investor events. 
- Establishing an advisory board to envision the most useful topics for allocators in the industry.
- News brand architect.
- Applying a solutions-oriented approach to discussions around investments and finance for the sake of the greater allocator community. 
- Building a team of journalists to present useful content and a relevant news tool for the allocator community.
- Delivering actionable and insightful financial news and useful content to executives responsible for the investments of large institutional assets such as pension funds, endowments and foundations, family offices, and private wealth.

Head of Investor Content and News / Editor in Chief

ISS | Institutional Shareholder Services

-  Overseeing think tank investment events, editorial, and content strategy for the best-in-class Chief Investment Officer brand, which boasts an engaged audience of the largest investors and asset owners in the world.  The brand incorporates portfolio management,  solutions-oriented journalism, trends in institutional investing,  peer-to-peer forums, daily news, e-newsletters, podcasts and a gala for its targeted audience of Chief Investment Officers and those in asset management and allocation. It functions almost as a private club for CIOs of public and private pension funds, corporate plans, endowments, foundations, sovereign wealth funds and family offices. 

- 2020 and 2019 Winner - Best Media Brand and Overall Editorial Excellence, Jesse H. Neal Awards 

-  Forming think tanks for chief investment officers worldwide, and high-powered advisory boards,  strategizing topical events and brand management, producing symposiums and summits, and managing daily news content. Spotting cutting-edge trends in portfolio management, finance and the economy. (Reach out with institutional investing news tips to christine.giordano@issmediasolutions.com.)

- Curating events such as the exclusive CIO Summit, Innovation Awards, Influential Investors Forum and List Rankings.

- Managing editorial team and brand architect. Directing and assigning daily news delivery.

- Editing, writing and fact-checking news.

- Outreach to various thought leaders, asset owners and asset managers on topics in finance, economics, staffing and investment theory. 

- Planning podcasts, webcasts and areas of strategic growth, as a brand within the data analytics company, Strategic Insight.

Managing editor, assistant VP, Chief Investment Officer ai-CIO.com (magazine, multimedia and events)

U.S. News & World Report

Researching and writing investment and stock stories for short and long range investing.

See clips: http://money.usnews.com/money/personal-finance/mutual-funds/articles/2015/10/30/5-ways-to-overcome-your-fear-of-a-401-k?int=a56809&int=a56809

http://money.usnews.com/money/personal-finance/mutual-funds/articles/2015/10/26/why-investors-are-skeptical-about-yum-brands-stock

Investment Reporter, Contributor

The New York Times

http://www.nytimes.com/2016/03/06/nyregion/2-holocaust-survivors-turn-to-art-and-design-to-reclaim-lost-lives.html?_r=1

http://www.nytimes.com/2015/11/15/nyregion/photographers-and-filmmakers-using-drones-to-reach-new-heights.html

Contributor

On Your Watch television show (about business and the economy)

On Your Watch is an economic, business and employment-oriented television show with a current focus on helping people get back to work and all things business.

Host and Producer (without teleprompter)

Newsday

See clips: 

What Sbarro's CFO is watching, after bankruptcy: 
http://www.newsday.com/columnists/other-columnists/exec-suite-carolyn-spatafora-sbarro-1.3605431

Interesting Real Estate Trends and Investment advice from Kimco's top exec: http://www.newsday.com/business/executive-suite-david-henry-1.3405158

http://www.newsday.com/columnists/glenn-gamboa/2.1091/money-fix-trimming-your-holiday-budget-1.3341581

http://www.newsday.com/columnists/glenn-gamboa/2.1091/executive-suite-greenlogic-s-marc-clejan-1.3343892

Personal Finance and Executive Profile Columnist

Networking magazine

Celebrity Feature Writer & Green Industry Reporter

Star-Banner-New York Times Regional group

Writing breaking news and enterprise stories of regional concern on topics of government, health, trends and community. Taking digital videos and photographs to enhance stories. Filing web updates to keep news relevant, engaging and current.

Journalism Awards / Recognition:
2016: 1st Place, Technology reporting, Press Club, SPJ
2016: 1st Place, Arts reporting, Press Club, SPJ
2015: Narrative Non-Local News/Feature, Press Club of Long Island, Society of Professional Journalists
2013: Narrative Health Writing, Press Club of Long Island, Society of Professional Journalists
2007: New York Times Chairman's Award
2006: Legal Reporting, Grand Prize, The Florida Bar

2006: Education Reporting, 1st Place, by Florida Press Club
2006: Health Reporting, 1st Place, by Florida Press Club
2006: Diversity Reporting, 1st Place, by Florida Press Club

 
State Awards:
2006: Government Reporting, by Florida Press Club
2006: Government Reporting, by The Society of Professional Journalists
2005: Feature writing, by Florida Press Club

Staff Journalist

The Daily Sun

Writing breaking news, investigative and enterprising articles on topics of regional concern: including government, policy, health and community. Covering NASA's space shuttle launches, stomping grounds for President G.W. Bush, water development wars in Florida, etc.

Enterprise Reporter

Oversaw all editorial and advertising for New York's Networking magazine, covering business information and events. Content strategy, planning editorial calendar, assigning freelancers and staff, managing schedules, arranging celebrity cover stories, market research, acting as a liaison between staff and publisher. Other roles: Associate Publisher, Managing Editor

Executive Editor

Christine Giordano's goal is to apply a “what’s been working” and idea-vetting approach from within the finance space with top thought leaders and economic influencers. With a strong background in both executive interviews and enterprise reporting, she guides a conference group, and curates relaxed conversations with the world's top investors through conferences, cross-interviews, fireside chats, panels and news stories.  As an editor, she has led her team to win "Best Media Brand and Overall Editorial Excellence" three times. As an interviewer and writer, she has won first place awards, competing against thousands of journalists across the United States. 

A career journalist, Giordano seeks to interview subjects who are able to share actionable insights for a worldwide community. She also develops financial news for institutional investors, curates the Chief Investment Officer Hall of Fame, is building a community of investors that help each other to see around corners in the changing economy.

Prior roles included heading the daily news, NextGen and Knowledge Broker series, summits, webinars and awards events at Chief Investment Officer magazine, writing in-depth and celebrity stories for daily newspapers, magazines, and as a staff writer for The New York Times Company. She has won the team NYT Chairman’s Award, the Florida Bar’s Grand Prize award, and various first place awards from the Society of Professional Journalists and Press Clubs. She is a fellow of both the National Press Foundation and the American Institute for Economic Research.

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