Internal Use Only
For Financial Professionals, By Financial Professionals. Featuring characters in the financial sales world, their experiences and insights. Follow us on Instagram @InternalUseOnlyPodcast. Episodes launched monthly.
Internal Use Only
Pete Martin - Head of Client Portfolio Management - Empirical Asset Management
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Pete Martin joins the Internal Use Only podcast for our second ever live recording. Pete's impressive background in sales lead to several roles as Client Portfolio Manager - bringing product and PM-level expertise to financial advisors. He discusses how Empirical AM is leveraging AI to deploy it's portfolios, AI as the 4th industrial revolution, and why Morningstar Style Boxes are outdated.
Subscribe to our newsletter on our new website