From Bridgewater to Wealthsimple: Institutional Investing Through a Robo Advisor
ReSolve Asset Management ReSolve Asset Management
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 Published On Jul 19, 2024

Navigating Investment Strategies with Ben Reeves - Wealthsimple's Diversification Approach

Join Adam Butler and Rodrigo Gordillo from Resolve Asset Management in an engaging conversation with Ben Reeves, Chief Investment Officer at Wealthsimple, Canada's largest robo advisor. This episode delves deep into the nuances of investment strategies, focusing on topics like long-term diversification, risk parity principles, and private investments. Ben shares his professional journey from Bridgewater Associates to Wealthsimple, offering insights into portfolio construction, handling tracking errors, and the impact of market cycles on investments. A must-watch for anyone interested in optimizing their investment portfolio and understanding the balance between risk and reward.

00:00 Learning from Investment Mistakes
00:41 Introduction to the Podcast and Guest
02:12 Ben Reeves' Career Journey
07:41 Wealthsimple's Diversification Strategy
16:13 Challenges and Strategies in Private Investments
22:33 Communicating Investment Strategies to Clients
27:13 Debating Stock Investments in Retirement
27:44 Challenges of Active Management
30:04 Importance of Diversified Portfolios
31:39 Exploring Private Investments
36:17 Optimal Portfolio Allocations
45:05 The Role of Commodities and Gold
51:53 Final Thoughts and Contact Information

This is "ReSolve's Riffs" – published on YouTube 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.
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ADAPTIVE STRATEGIES DESIGNED TO ELEVATE TRADITIONAL PORTFOLIOS
ReSolve is an alternative asset manager which focuses on providing cutting-edge, globally-diversified, and systematic investment strategies that are non-correlated to traditional portfolios. We manage private and public funds as well as bespoke separately managed accounts for investors seeking the potential to smooth out portfolio returns.

Check our Strategies pages: https://investresolve.com/strategies/...
Featured Research Papers: https://investresolve.com/research/

RESOLVE EVOLUTION MULTI-STRATEGY FUTURES PROGRAM: pure alpha designed to zig when traditional portfolio’s zag. Our flagship Systematic Global Macro program aims to have zero long-term correlation to global equities and bonds at a similar volatility to global equity markets. https://investresolve.com/strategies/...

https://investresolve.com/strategies/...

RETURN STACKING FOR IDLE MONEY: Putting your lazy money to work. Bespoke mandates that utilize idle capital to stack ReSolve’s diversifying strategies on top. https://investresolve.com/strategies/...

RETURN STACKED ETFs: Unlocking the benefits of diversification by aiming to layer one investment return on top of another, achieving more than $1 of exposure for each $1 invested. https://investresolve.com/strategies/...
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*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association ("NFA"). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.

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