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The Future of Investment Management Isn't Human... Or Is It?

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Manage episode 484188179 series 2896155
Content provided by Matt Reiner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Reiner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

The advisory landscape is shifting fast—and staying relevant means rethinking how we create and deliver value. In this conversation, I sit down with Christian Hyldahl, founder of Varium Investment Partners, to explore the evolution of investment management and what it takes to stand out as an advisor today. Christian’s perspective is grounded in decades of industry experience, but he’s not stuck in the past. He sees a clear divide forming: those who innovate and differentiate through process and specialization—and those who get pulled into a race to the bottom.

We unpack how technology, especially AI and data-driven insights, is reshaping portfolio management. But Christian makes a strong case that human judgment still matters—particularly when it comes to forward-looking investment decisions and assessing the intangibles. He shares how Varium blends the best of both worlds, using AI where it enhances efficiency while keeping humans at the core of research and decision-making. He also outlines a new kind of partnership model, where advisors can share in the firm’s growth, not just use its services—a refreshing alternative to the traditional OCIO setup.

For senior leaders and forward-thinking advisors, this episode of The FutureProof Advisor Podcast dives into the strategies and mindset shifts needed to build a truly differentiated, resilient business. From defining your firm’s value beyond investment performance to exploring models that tie growth and ownership together, the conversation is a call to think more boldly about the future. If you’re navigating change, investing in innovation, or simply re-evaluating how to lead with purpose, this episode offers a fresh lens—and a few ideas worth taking back to your team.

  continue reading

200 episodes

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iconShare
 
Manage episode 484188179 series 2896155
Content provided by Matt Reiner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Reiner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

The advisory landscape is shifting fast—and staying relevant means rethinking how we create and deliver value. In this conversation, I sit down with Christian Hyldahl, founder of Varium Investment Partners, to explore the evolution of investment management and what it takes to stand out as an advisor today. Christian’s perspective is grounded in decades of industry experience, but he’s not stuck in the past. He sees a clear divide forming: those who innovate and differentiate through process and specialization—and those who get pulled into a race to the bottom.

We unpack how technology, especially AI and data-driven insights, is reshaping portfolio management. But Christian makes a strong case that human judgment still matters—particularly when it comes to forward-looking investment decisions and assessing the intangibles. He shares how Varium blends the best of both worlds, using AI where it enhances efficiency while keeping humans at the core of research and decision-making. He also outlines a new kind of partnership model, where advisors can share in the firm’s growth, not just use its services—a refreshing alternative to the traditional OCIO setup.

For senior leaders and forward-thinking advisors, this episode of The FutureProof Advisor Podcast dives into the strategies and mindset shifts needed to build a truly differentiated, resilient business. From defining your firm’s value beyond investment performance to exploring models that tie growth and ownership together, the conversation is a call to think more boldly about the future. If you’re navigating change, investing in innovation, or simply re-evaluating how to lead with purpose, this episode offers a fresh lens—and a few ideas worth taking back to your team.

  continue reading

200 episodes

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