Want to create an interactive transcript for this episode?
Podcast: Resolve Riffs Investment Podcast
Episode: ReSolve Riffs with Roni Israelov on Advanced Portfolio Strategies for Tax Efficiency, Credit Exposure, and Cash Flow Goals
Description: In this episode, the ReSolve team welcomes Roni Israelov, Chief Investment Officer and President of  NDVR, to discuss advanced portfolio strategies for optimizing tax efficiency, credit exposure, and cash flow objectives. We explore a wide range of topics, including: Roni's background and experience in asset management, including his time at AQR Capital Management and Lehman Brothers The importance of portfolio construction and implementation in achieving investment goals The challenges and opportunities in managing custom lifestyle-protected growth portfolios The role of research and model building in informing and optimizing investment strategies The impact of transaction costs and facto...