Most clients are investing with long-term goals in mind—often retirement. This episode of Advisor Confidential features Jack Ablin, CFA to discuss how advisors and investors can cut through short-term market noise, focus on emerging long-term trends, and position portfolios for sustained success and stronger outcomes over time.

Key Takeaways:

• Explore why RIAs may share characteristics with institutional investors and how this can shape long-horizon strategies for clients.
• Examine today’s liquidity challenges and assess whether an illiquidity premium still exists across asset classes
• Learn how to evaluate which clients are best positioned for these types of investments

About our Guest:

Jack Ablin, CFA, Founding Partner & Chief Investment Strategist of Cresset Capital

Jack Ablin is the leader of Cresset’s investment strategy and provides investment policy and philosophy guidelines to the firm’s advisor teams and clients. He has been named RIA Intel’s “CIO of the Year” for 2022.* Jack joined the organization in 2018 and has three decades of experience in money management.

Jack was formerly the Chief Investment Officer with BMO Harris Bank. He is the author of Reading Minds and Markets: Minimizing Risk and Maximizing Returns in a Volatile Global Marketplace, published in July 2009 by F.T. Press; The Wall Street Journal best-seller list, 2009. Jack is a frequent contributor to CNBC, Bloomberg, The Wall Street Journal and Barron’s. He served as a Professor of Finance at Boston University, Graduate School of Management and spent five years as a Money and Markets correspondent for the NBC affiliate in Jacksonville, Florida. Jack was named in CityWealth Magazine’s Leaders List in 2006, 2010-2022. He was also a finalist in the 2020 Family Wealth Report Awards in the category of “Outstanding Contribution to Wealth Management Thought Leadership”.*

Jack earned an A.B. degree from Vassar College in New York, where he graduated with honors in Mathematics and Computer Science. A member of the Beta Gamma Sigma International Honor Society, Jack received an M.B.A. with honors, and graduated cum laude from Boston University in Massachusetts. He holds the Chartered Financial Analyst® designation.

About Our Host:

Evan Simonoff- Editor In Chief at Financial Advisor Magazine

Evan Simonoff is a founding partner of Charter Financial Publishing Network (CFPN). Simonoff has spent more than 20 years as an editor and reporter covering the financial services industry. He is a widely recognized expert on personal finance and investments.

Connect with Jack Ablin, CFA:

https://www.linkedin.com/in/jackablin/

Connect with Evan Simonoff:

https://www.linkedin.com/in/evan-simonoff-78194a11/

Connect with Financial Advisor Magazine:

https://www.linkedin.com/company/financial-advisor-magazine/