On this podcast Charlie Bilello from Pension Partners comes on to discuss some of their recent research on the equity markets, volatility and how to position gold in a portfolio.
Links to research from Pension Partners that we discuss:
Follow Pension Partners
Charlie's Bio (From his website)
Charlie Bilello is the Director of Research at Pension Partners, LLC, an investment advisor that manages mutual funds and separate accounts. He is the co-author of four award-winning research papers on market anomalies and investing. Mr. Bilello is responsible for strategy development, investment research and communicating the firm’s investment themes and portfolio positioning to clients. Prior to joining Pension Partners, he was the Managing Member of Momentum Global Advisors and previously held positions as a Credit, Equity and Hedge Fund Analyst at billion dollar alternative investment firms. Mr. Bilello holds a J.D. and M.B.A. in Finance and Accounting from Fordham University and a B.A. in Economics from Binghamton University. He is a Chartered Market Technician (CMT) and a Member of the Market Technicians Association. Mr. Bilello also holds the Certified Public Accountant (CPA) certificate.
The Resilient Advisor
The Resilient Advisor is the book for Financial Advisors who feel that their business and life are overwhelmed by extreme stress. This book teaches readers how to build a customized ACTION-BASED STRESS REDUCTION SYSTEM that has been proven to help Financial Advisors. The program is based on academically researched strategies from the fields of: • Emotional Intelligence • Positive Psychology • Physiological Science