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The Future of Portfolios, and Women in Finance with Amy Magnotta

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Manage episode 294526479 series 1424494
Content provided by Orion Portfolio Solutions. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Orion Portfolio Solutions or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In today’s episode, Rusty and Robyn talk with Amy Magnotta, SVP and Head of Discretionary Portfolios at Brinker Capital Investments.

Amy landed a job in investments right out of college. While it wasn’t her ideal job, she learned a great deal about investments, particularly fixed income. After stints at BlackRock and Franklin Park, Amy joined Brinker in 2006 and hasn’t looked back. Today Amy manages active and diversified portfolios, constantly focusing on helping advisors and clients achieve their financial goals through investments.

Amy talks with Rusty and Robyn about key qualities of top investment firms, the role of behavioral finance, why the pandemic helped women in finance, and her outlook on the evolution of portfolios.

“Challenge yourself to read opposing opinions. I think that’s hard for most people. It’s hard for me. But you should really be able to. Especially when you’re thinking about making investment decisions you should really be able to have that opposing opinion and make sure your thesis is bulletproof by being able to defend it.” ~ Amy Magnotta


Main takeaways
  • Mentors don’t need to be professionals in your field. Seek out whoever can be helpful.
  • Read as much as you can, always ask questions, and always ask others how you can be helpful. Don’t worry about being annoying, worry about being an advocate for yourself.
  • Find ways to wade through the overwhelming amount of information that’s out there. Set a specific time to catch up on trends and reading each day and always read opposing viewpoints.

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Connect with our hosts
Subscribe and stay in touch

1689-OAS-5/20/2021

  continue reading

220 episodes

Artwork
iconShare
 
Manage episode 294526479 series 1424494
Content provided by Orion Portfolio Solutions. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Orion Portfolio Solutions or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In today’s episode, Rusty and Robyn talk with Amy Magnotta, SVP and Head of Discretionary Portfolios at Brinker Capital Investments.

Amy landed a job in investments right out of college. While it wasn’t her ideal job, she learned a great deal about investments, particularly fixed income. After stints at BlackRock and Franklin Park, Amy joined Brinker in 2006 and hasn’t looked back. Today Amy manages active and diversified portfolios, constantly focusing on helping advisors and clients achieve their financial goals through investments.

Amy talks with Rusty and Robyn about key qualities of top investment firms, the role of behavioral finance, why the pandemic helped women in finance, and her outlook on the evolution of portfolios.

“Challenge yourself to read opposing opinions. I think that’s hard for most people. It’s hard for me. But you should really be able to. Especially when you’re thinking about making investment decisions you should really be able to have that opposing opinion and make sure your thesis is bulletproof by being able to defend it.” ~ Amy Magnotta


Main takeaways
  • Mentors don’t need to be professionals in your field. Seek out whoever can be helpful.
  • Read as much as you can, always ask questions, and always ask others how you can be helpful. Don’t worry about being annoying, worry about being an advocate for yourself.
  • Find ways to wade through the overwhelming amount of information that’s out there. Set a specific time to catch up on trends and reading each day and always read opposing viewpoints.

Links
Connect with our hosts
Subscribe and stay in touch

1689-OAS-5/20/2021

  continue reading

220 episodes

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