“An investment in knowledge pays the best interest.” — Benjamin Franklin
Adjusted for Risk brings together financial markets, investments, economics, wealth management, and life to help investment professionals make sense of what’s happening—and prepare for what’s next. Ryan sits down with industry leaders, investment experts and thought leaders to explore the trends driving markets and influencing investor behavior, from ETFs and SMAs to portfolio construction, AI, the economy, and the evolving wealth management industry.
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Why Insider “Skin in the Game” May Beat the S&P 500
Host Ryan Nauman interviews Haren Bhakta, founder and CEO of the Inside Ownership Index, who argues high insider ownership aligns management with shareholders, supports long-term innovation, and avoids value-destroying incentives—citing ownership patterns among 100-baggers and major S&P value destroyers.
How to Empower Advisors Through Innovative Marketing and Cultural Excellence
In this episode of Adjusted for Risk, Ryan Nauman sits down with Greg Banasz, Chief Marketing Officer at Steward Partners. Greg unpacks how a firm built on five founding principles — plug-and-play infrastructure, defined culture, transparent comp, competitive technology, and hands-on local leadership — turned brand-building into a science, and why authenticity now outperforms polish in a market saturated with generic advisor messaging.
What are the Expectations of the NextGen Advisor?
Host Ryan Nauman welcomes Nate Lenz, co-founder and CEO of Concurrent, to discuss shifts in wealth management and the rise of NextGen advisors. They discuss the aging advisor workforce amid rising demand for advice, AI as a productivity and entrepreneurship enabler rather than a job threat, and the increasing importance of human relationships as some services become commoditized.
The Right Way to Use ETFs for Success
Ryan Nauman welcomes back Adam Patti, CEO of VistaShares, to discuss how innovation in ETFs is bringing sophisticated strategies to retail investors and reshaping portfolio construction. They emphasize ETF benefits like transparency, low fees, tax efficiency, and intraday trading, while warning investors to “look under the hood” rather than rely on marketing. Patti outlines a durable, cycle-resistant portfolio approach built on diversification across equities, fixed income, commodities, real estate, and cash, and highlights three key ETF categories: growth equity, income, and downside protection.
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Ryan@AdjustedForRisk.com
Adjusted for Risk 