The value of protective investments has become more evident as the traditional 60/40 portfolio allocation has continued to become less attractive. Investors are seeking alternatives that will mitigate risk regarding today’s main macro market trends, and advisors must consider a “new model portfolio” that incorporates protective investments as they become more mainstream and accessible.

In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Joanna Kanakis, EVP, Head of Business Development, at Halo Investing about how technology is powering better investment outcomes for clients. 

Shannon and Joanna discuss:

• Democratizing access to protective investments 
  
• Challenges in modern day portfolio construction 
  
• How structured notes and annuities help reduce longevity risk
  
• How Halo Investing is closing the risk gap
  

Connect with Shannon Rosic:

• Shannon Rosic
  
• WealthStack website
  
• WealthManagement.com
  

Connect with Guest:

• Joanna Kanakis
  
• Halo Investing
  

About Our Guest:

Joanna Kanakis is EVP, Head of Business Development at Halo Investing, LLC. In her role, Joanna is leading sales initiatives to institutional clients in the Americas, working to democratize and disrupt the world of defined outcome investing. At Halo, she is working to provide efficient access for investors to understand and purchase structured notes, annuities and structured ETFs.

Prior to Halo, Joanna was a Director in the Prime Services Division of Global Markets for Societe Generale. There, she led Midwest sales efforts across global market products for institutional clients and led sales development in Latin America including Brazil, Chile, Mexico and Peru. She also participated as Culture and Conduct Champion, America Women’s Network Co-chair of Client Events, Global Markets Future Leaders participant in 2016, and won the Global Markets Division Global Cooperation Sales award in 2015. Before Societe Generale Joanna worked as a Sales-Trader at Newedge and Credit Agricole, finding and fostering relationships with institutional clients to provide voice execution and direct market access to global listed derivatives and options markets, sitting on the front lines throughout the 2008 financial crisis and its aftermath. Prior to working for the French, Joanna spent a brief 6 month stint in Anchorage, Alaska working for Rise Alaska as a Project Management Assistant.

Ms. Kanakis graduated magna cum laude from North Park University with a Bachelors of Arts in Philosophy. In 2016, Joanna received the North Park Distinguished Young Alumni Award. Joanna currently serves on the Advisory Board for North Park University’s School of Business and Non-Profit Management and she also serves as Co-Chair of Women in ETFs Chicago chapter. Joanna is raising her family in Ukrainian Village and you may find her at the Empty Bottle catching a good show or running along the 606 in her ever narrowing free time.