Ep126: Using AI to Reduce Risk

David Marra is a Co-Founder and Managing Director of Markin and leads Research and Portfolio Management for Markin Asset Management. David has been an invited speaker on quantitative asset management at numerous family offices, hedge funds, conferences, and organizations including ALTSLA, NAPFA, and the Financial Planning Association (FPA). Throughout his career, David has developed a unique ability to explain complex portfolio concepts in a language advisors can use in client communications. David received an MBA from the University of Chicago, Booth School of Business where he was a Fellowship recipient. He’s been a Principal with the Boston Consulting Group, a founder of two artificial intelligence firms including a quantitative investment research firm, and early in his career was an assistant to Japan’s former Minister of Defense. Listen to this insightful RIA episode with David Marra about using AI to reduce risk. Here is what to expect on this week’s show: - Why it’s it important to not be over-trusting of algorithms and remember the principles of finance and investing. - How Markin Asset Management takes a proactive approach to investing by targeting specific investor preferences to achieve desired outcomes. - Why Markin Asset Management methodology allows for better risk control, reduced exposure to downside risk, and improved income profiles for clients. - How Markin Asset Management aims to achieve a higher risk-adjusted return. - Why Markin Asset Management uses datasets and new technologies, like ChatGPT, to enhance their algorithms. Connect with David: Links Mentioned: https://markinfunds.com/