Home

ReSolve Riffs with Rob Van Wielingen on Systematic All Weather Investing

Date
2022/05/24
Random
545
Name
Resolve Asset Management
Description
Our guest this week was Rob Van Wielingen, President & CEO of Viewpoint Investment Partners, a boutique investment management firm offering systematic strategies to private and institutional investors. Our conversation included: The Van Wielingen family background in the oil and gas industry Rob’s decision at an early age to focus on finance and technology Learning from his grandfather’s experience: “I know what it’s like to be rich – I’ve been rich three times” How the family gradually moved from highly concentrated allocations in energy companies to diversified portfolios The logical fallacy of active vs passive as the starting point for rethinking their investment approach Why the path to becoming rich is diametrically opposed to that of staying rich Trial by fire – launching the business during the Great Financial Crisis From rudimentary spreadsheets to ‘full blown quant’ The trouble with lagged and infrequent data Embracing the ideas of Return Stacking The differences between Risk Parity and Risk Budgeting Recursive Risk Parity – drawing the best ideas from different approaches Human nature vs systematic approaches Carry, Trend, and how asset allocation can be both relative and absolute And more This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management Inc.   *ReSolve Global
Author
Invest Resolve
URL
https://gestaltu.libsyn.com/resolve-riffs-with-rob-van-wielingen-on-systematic-all-weather-investing
TOP