Risk parity skeptics, get ready to discover the true value of implementing this strategy into your investment portfolio.

In this episode, Kevin Kaylakie and Adam Packer discuss SineCera Capital’s risk parity approach and reveal how they assemble each piece of this strategy to create an “all-weather” investment approach that serves the unique needs of high net worth investors. 

Plus, they share the most common critiques about risk parity and reveal ways they uncover the true value of this strategy.

Kevin and Adam discuss: 

• 2:05 The theory behind SineCera Capital’s portfolio construction 
• 11:00 Why people like to point to leverage as what’s wrong with risk parity 
• 12:55 Three of the common critiques and how SineCera Capital debunks them 
• And more

Resources: 

• Uncorrelated Minds: 3. Behavioral Finance as the Basis. Empirical Finance as the Solution.

Connect With SineCera Capital:

• kevin@sineceracapital.com
• connee@sineceracapital.com
• adam@sineceracapital.com
• (512) 980-4600
• SineCera Capital
• LinkedIn: Kevin Kaylakie
• LinkedIn: Connee Sullivan
• LinkedIn: Adam Packer

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SineCera Capital’s unique investment philosophy is rooted in behavioral finance, a study of how your money decisions are impacted by psychological, social, and cultural influences.

In this episode of Uncorrelated Minds, Kevin Kaylakie and Adam Packer reveal some insightful information about SineCera Capital’s investment philosophy and how the team helps build wealth solutions for high-net worth clients.

Kevin and Adam discuss: 

• 04:24 How SineCera builds client investment profiles with loss aversion questionnaires 
• 11:18 Why SineCera is balancing risk opposed to balancing asset allocation 
• 15:28 SineCera’s purpose-driven investing philosophy 
• And more

Resources: 

• “Thinking Fast and Slow” by Daniel Kahneman
• “Risk Parity Fundamentals” By Ed Qian

Connect With SineCera Capital:

• info@SineCeraCapital.com
• (512) 980-4600
• SineCera Capital
• LinkedIn: Kevin Kaylakie
• LinkedIn: Connee Sullivan
• LinkedIn: Adam Packer

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While Kevin Kaylakie has worked hard to make SineCera Capital synonymous with an extraordinary client experience, he hasn’t accomplished this alone. Standing beside him each step of the way are his partners, Connee Sullivan and Adam Packer.

In this episode of Uncorrelated Minds, meet Connee, the Head of Family Office Services, and Adam, SineCera’s Chief Analyst. They discuss their positions at the firm and the ways they serve clients while also sharing a bit about who they are outside of the office.

We discuss:

• 01:00 Connee and how she helps clients 
• 04:54 Who is on Connee’s team and what they do 
• 06:13 What Connee does for fun when not working 
• 07:05 One thing most people don’t know about Connee 
• 07:37 How long Connee has been at SineCera 
• 07:56 What the job of SineCera’s Chief Analyst entails 
• 10:23 How Adam started his career in the industry 
• 14:00 What made Adam want to join the firm 
• 15:00 The mentoring Adam is involved with outside of working at the firm 
• And more!

Tune in today to meet Connee and Adam and to learn about the expertise they have to offer!

Connect With SineCera Capital:

• info@SineCeraCapital.com
• SineCera Capital
• 512-980-4600
• LinkedIn: Kevin Kaylakie
• LinkedIn: Connee Sullivan
• LinkedIn: Adam Packer

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Subscribe: RSS | More