Specialization and Success in Investment Management: Insights from David Marra, Co-Founder of Markin Asset Management

The Active Advisor

Do you want to know 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? It’s within your reach: just listen to this podcast.

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, Co-Founder and Head of Portfolio Management at Markin Asset Management. David has a unique understanding of how investment management can be a secret weapon for transforming RIAs and driving their business growth to new heights.

In this episode, David reveals:

• The potential of AI to revolutionize global growth and the investment industry
• Ways RIAs can use AI to improve their practices
• The importance of marrying AI with traditional economic and financial principles
• Why RIAs should focus on their areas of expertise and find specialized partners to handle other functions
  

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 Co-Founder and Head of Portfolio Management 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.

Guest Details:

• David Marra on LinkedIn
• Markin Asset Management Website

Harbor Capital Details:

• Harbor Capital Website
• Harbor Capital on LinkedIn
• Harbor Capital on Youtube
• Harbor Capital on Twitter
• Host Bryan Moore on LinkedIn

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
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