Today we are replaying my conversation with Robbie Cannon. Robbie founded Horizon Investments in 1999 and grew the company to $7B in AUM before selling in 2021. Today, he takes us on a tour of the asset management industry.  We cover many fascinating topics, such as the industry's evolution over 25 years, the blurring of lines between wealth and asset management, oligopolies in finance, the impact of private equity, the role of technology and AI, and more. Please enjoy this conversation with Robbie Cannon.

For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.

-----

Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.

Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.

Follow us on Twitter: @makingmkts | @ericgoldenx

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Show Notes

(00:00:00 ) Welcome to Making Markets

(00:01:06 ) Evolution of Wealth and Asset Management

(00:04:18 ) Blurred Lines in Financial Services

(00:14:18 ) Private Equity and Financial Advisors

(00:17:05 ) Robo Advisors and Technological Integration

(00:26:07 ) Evaluating Compatibility and Money in Motion

(00:27:06 ) Peer Collaboration and Industry Insights

(00:29:05 ) Strategic Asset Allocation for 2024

(00:29:46 ) Challenges for Emerging Managers

(00:32:16 ) AI in Asset Management

(00:45:27 ) Digital Solutions and Future Trends

(00:49:36 ) The Evolution of Financial Advice

Learn more about your ad choices. Visit megaphone.fm/adchoices