top of page
Search

Joe Mallen on Trends with Benefits podcast

Mar 6, 2024
1 min read

Updated: Apr 10, 2024

Check out our CEO, Joe Mallen, on the latest podcast from our friends at VanEck.


Find it here:




Show Notes:

00:30 Joe’s background

02:10 Artificial intelligence

04:57 Background of launching Modelist

10:00 How advisors can use Modelist

15:18 Popular trends in models

19:15 Investment opportunities in 2024

22:41 What’s next for Modelist

24:10 Long-term trend

28:32 Trend or fad


At Modelist, we are transforming investment management by simplifying complex strategies into actionable and accessible model portfolios.

CONTACT INFORMATION

PO Box 689

Excelsior, MN 55331

Email:

hello@modelist.me

Tel:

(612) 887-9897

  • Twitter
  • LinkedIn
GET IN TOUCH!

Modelist Inc. ("Modelist") is an investment adviser registered with the Minnesota Department of Commerce, Financial Institutions and Securities Division, and in the other states in which it is registered or notice filed. Registration as an investment adviser does not imply any level of skill or training, and does not mean that any state administrator has passed upon the merits or qualifications of, or recommended or given approval to, Modelist or its services.


Modelist transacts business only in states in which it is registered or is excluded or exempted from registration. Modelist provides non-discretionary model portfolios and research to institutional subscribers. It does not exercise investment discretion, does not maintain custody of client or end-client assets, and does not provide individualized investment advice to the clients of the advisers who subscribe to its services. Content on this site is general in nature, is not investment, legal, or tax advice, and is not an offer or solicitation to buy or sell any security. All investing involves risk, including loss of principal, and past performance does not guarantee future results.


Modelist's Form ADV Part 1 and current Form ADV Part 2A brochure are available at adviserinfo.sec.gov (CRD No. 327365) and free of charge upon request at hello@modelist.me or 612-887-9897.

bottom of page