Jeremy Held, CFA, is responsible for Bow River Capital’s registered asset management business including investment oversight, research and product development. Prior to joining Bow River Capital in 2019, Jeremy was the Director of Research and Chief Investment Officer (CIO) at ALPS Advisors, a Denver-based asset manager that specializes in registered fund vehicles focused on real assets and alternative investments. Jeremy began his career at ALPS in 1996 and helped lead a variety of business initiatives over two decades, including the launch of the firm’s asset management business in 2007. As CIO, Jeremy was responsible for manager selection and oversight and was ultimately responsible for all aspects of the ALPS Advisors business, overseeing 44 registered investment companies and more than $20 billion in assets.
Jeremy graduated from the University of Colorado with a degree in International Business. He is a CFA® charter holder and a member of the CFA Society of Denver. Jeremy is on the board of Principal Real Estate Income Fund and Habitat for Humanity of Metro Denver.
Given the current market gyrations, we are often asked by clients, “What are we doing to manage risk? And how does it impact our portfolios?”
In this episode, Roby Kotcamp, Senior Wealth Advisor, and Chris Osmond, Chief Investment Officer, discuss Centura Wealth Advisory’s approach to risk management. They also explore strategies to achieve greater risk-adjusted returns.
Roby and Chris discuss:
A brief overview of the Fed’s recent actions — and their market implications
Why cash flow is more important than the rate of return
How private real estate, private equity, and private credit can be a useful addition to your portfolio
The benefits of structured notes in risk management
If you’re the founder of a public company, a long-term employee with accumulated stock options, or an early investor in a highly successful company, it’s likely that you have a concentrated stock position.
So, what should you do when a major portion of your wealth is tied up in a single stock?
Sean Clark, Director of Financial Planning, and David Cariani, Chief Investment Officer, answer this question in today’s episode. They unpack strategies to help you minimize the downside risk exposure and large tax liabilities that come with a concentrated position.
Sean and David discusses:
How options and exchange funds help you diversify without having to sell your stock
Why leaving a concentrated stock position unattended can be risky
Creative gifting strategies to reduce your capital gains tax
How your level of concentration affects your wealth management decisions