Jason Hsu is the founder and chairman of Rayliant Global Advisors. Throughout his accomplished career, Jason’s commitment to academic rigor and investor advocacy have led him to research, develop, and bring to market investment strategies that create significant value for investors. At Rayliant, Jason is continuing that commitment by educating investors and offering products to transform the investment ecosystem in Asia and beyond. Prior to his current role, Jason was the co-founder and vice chairman of Research Affiliates.

Jason is at the forefront of the smart beta revolution and is one the world’s most recognized thought leaders in that space. Building on his pioneering work on the RAFI Fundamental Index™ approach to investing with Rob Arnott in 2005, he has published numerous articles on the topic, notably his articles “A Survey of Alternative Equity Index Strategies,” which won a 2011 Graham and Dodd Scroll Award and the Readers’ Choice Award from CFA Institute; and “The Surprising Alpha from Malkiel’s Monkey and Upside-Down Strategies,” which won the 2013 Bernstein Fabozzi/Jacobs Levy Award for Outstanding Paper in the Journal of Portfolio Management. In 2015, Jason received the Bernstein Fabozzi/Jacobs Levy Outstanding Article Award for “A Study of Low-Volatility Portfolio Construction Methods” published in the Journal of Portfolio Management. He has twice received the William F. Sharpe Award for Best New Index Research (2005 and 2013), which is awarded by Institutional Investor Journals.

Jason is a member of the board of directors at the Anderson School of Management at UCLA, as well as a professor in finance. For his service to UCLA’s Anderson School, he received the 2009 Outstanding Service Award. He has also held visiting professorships at Tsinghua University, Kyoto University and Taiwan National Chengchi University.

The information presented in this podcast or available on the website is not intended as and shall not be construed as financial advice. This podcast is produced for entertainment value. Investing is inherently risky. And I encourage you to seek financial advice from a professional who is aware of the facts and circumstances of your individual situation.

Investing in the insurance landscape presents a stable backdrop of growth through the management of risks in a rapidly changing world. The insurance industry serves as a vital safety net for individuals, businesses, and society, offering financial protection against unforeseen events. At the same time, today’s changing world also exposes insurance company investors to various risks, including underwriting risk, investment risk, and regulatory changes. Underwriting margins are a key focus, reflecting the balance between premiums collected and claims paid. Careful and disciplined underwriters can find pricing opportunities in today’s environment given the increasing role of climate change in the risk equation. Investors may also find opportunities in the growing space of technology-driven innovation, Insurtech startups, as well as the emerging market economies where insurance penetration remains relatively low. Building a diversified portfolio within the insurance sector requires careful consideration of these opportunities and risks alongside a strategic approach to asset allocation, inflation, and risk management. In this episode, Nick Martin shares a wealth of insights and expertise gathered from his extensive career in the insurance and investment landscape. Listen in to learn the emerging trends, opportunities, and challenges that investors may encounter, including exciting innovations driving transformation and more.

Nick joined Polar Capital in September 2010 and is fund manager of the Polar Capital Global Insurance Strategy (previously the Hiscox Insurance Strategy). Nick has worked on the Strategy since 2001 when he joined Hiscox plc. He participated in the management buyout of Hiscox Investment Management in 2007 when the business was renamed HIM Capital Ltd. Nick has developed a broad knowledge of the insurance sector during this time and from working for the chartered accountants, Mazars Neville Russell, where he specialized in audit and consultancy work for insurance companies and brokers.

The information presented in this podcast or available on the website is not intended as and shall not be construed as financial advice. This podcast is produced for entertainment value. Investing is inherently risky. And I encourage you to seek financial advice from a professional who is aware of the facts and circumstances of your individual situation.

In today's rapidly changing investment landscape, the expectations placed on corporations include a call for greater responsibility and transparency. Companies that focus on long-term value creation for their shareholders must prioritize financial stability, transparency, decentralized collaboration, and a culture of open communication. In doing so, these firms are the best positioned to reap the benefits of their efforts and measure the value they create over time. Building a better working environment and focusing on the long-term value creation leads to a sustainable business—even in economic downturns—while charting the course for the next generation of leaders, thereby ensuring the company's principles continue to thrive. In this episode, Ben Watsa shares his journey, including his leadership style, investment philosophy, and invaluable tools to enhance your investment acumen and ability to navigate the evolving investment landscape through timeless lessons and principles.

Ben is the President and Founder of Marval Capital Ltd. ("Marval") which began operations in 2017 and manages over $220 million in assets. Mr. Watsa has over two decades of experience in the investment industry. Prior to Marval, Mr. Watsa was a Partner and Portfolio Manager at Lissom Investment Management Inc. for over a decade, and spent five years in New York as an investment banker in the Financial Institutions Group at Banc of America Securities and at Cochran Caronia Waller. Mr. Watsa serves as; a director of Fairfax Financial Holdings Limited and Fairfax India Holdings Corporation, the advisory board of Impression Ventures, and holds the position of director emeritus for his work and contributions as a director and the Vice Chair of the Investment Committee for the Rideau Hall Foundation. Mr. Watsa was recognized as a top 50 Under Fifty Indo-Canadian leader, and is also a member of the Young Presidents’ Organization and a member of the Toronto Club’s Membership Committee. 

The information presented in this podcast or available on the website is not intended as and shall not be construed as financial advice. This podcast is produced for entertainment value. Investing is inherently risky. And I encourage you to seek financial advice from a professional who is aware of the facts and circumstances of your individual situation.