Rather than chasing returns, active strategies offer advisors and investors a way to pivot internationally. This episode examines the macro shift toward ex-U.S. markets and emerging markets, highlighting how investors can capitalize on these opportunities through thoughtful active management.

Key Takeaways:

• The macro shift to ex-U.S. markets and how investors can benefit
• Trends advisors and investors should be thinking about when it comes to investing with a 25-year time horizon in mind
• Focus on developing active strategies to help advisors and investors pivot internationally

About our Guest:

Andrew is an investment specialist in the Emerging Markets team at Baillie Gifford. He joined the firm in 2011 as a graduate trainee and became a partner in 2023. Andrew is a CFA Charterholder and graduated in Mathematics and Business Studies from the University of Edinburgh in 2011.

About Our Host:

Longo is Financial Advisor Magazine’s Washington Editor. She is a veteran journalist who began her career in the nation’s capital writing about personal finance and policy initiatives for American Banker, Kiplinger Personal Finance Magazine and the Washington Post. Longo is the author of three books, including Cliffnotes: Investing for the First Time and has taught journalism and media relations at American University’s School of Communication, Washington, DC.

Connect with Andrew Keiller, CFA:

https://www.linkedin.com/in/andrew-keiller-cfa-03214533/

Connect with Tracey Longo:

https://www.linkedin.com/in/tracey-longo-651a4727a/

Connect with Financial Advisor Magazine:

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

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/

The advisory business is set to look dramatically different by 2035. This episode of Advisor Confidential features JC Abusaid who explores the technological and generational shifts reshaping the industry—and what Halbert Hargrove is doing now to thrive in a future defined by rising demand for financial advice.

Key Takeaways:

• How Halbert Hargrove navigated succession to become a multigenerational firm
• Leveraging your firm’s unique culture to align strategy, values, and people for long term growth
• Adapting to the evolving future of tech and AI

About our Guest:

JC Abusaid, CEO of Halbert Hargrove

As CEO and President of Halbert Hargrove, JC is guiding the firm confidently into the future. Execution and operational excellence are his bywords. He formally took the helm as CEO in December 2021. For many years, working alongside Chairman and HH founder Russ Hill, JC has had the privilege to be involved in most facets of the firm and has enjoyed being part of HH’s growth and success.

He joined HH as Operations Manager in 1996 and was named President and Chief Operating Officer in 2010. JC enjoys the dynamic nature of his role: “I like solving big challenges,” he said in a recent interview.

JC earned his Bachelor of Science in Business Administration with a Finance emphasis from the Colegio de Estudios Superiores de Administración in Bogotá, Colombia, and his MBA from the University of Redlands School of Business. He was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies.

In 2016, JC was part of Stanford University’s pioneer cohort in earning a LEAD Certificate in Corporate Innovation from Stanford Graduate School of Business. In 2021, he was again part of an inaugural class, this time taking part in BlackRock’s first Emerging Leader Lab.

About Our Host:

Tracey Longo Washington Editor at Financial Advisor Magazine

Longo is Financial Advisor Magazine’s Washington Editor. She is a veteran journalist who began her career in the nation’s capital writing about personal finance and policy initiatives for American Banker, Kiplinger Personal Finance Magazine and the Washington Post. Longo is the author of three books, including Cliffnotes: Investing for the First Time and has taught journalism and media relations at American University’s School of Communication, Washington, DC.

Connect with JC Abusaid:

https://www.linkedin.com/in/jc-abusaid-a66a41/

Connect with Tracey Longo:

https://www.linkedin.com/in/tracey-longo-651a4727a/

Connect with Financial Advisor Magazine:

LinkedIn: Financial Advisor Magazine