Trends with Benefits #115: Model Portfolio Solutions with Joe Mallen

This week’s guest is Joe Mallen, CEO and founder of Modelist, a platform that enables financial advisors to develop and manage their own customized model portfolios. We talk about artificial intelligence as an investment theme, how Joe decided to launch Modelist, and trends he’s seeing in model portfolios. Then, we cover investment opportunities in 2024, including small caps, emerging markets, and high yield.

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Model Portfolio Solutions with Joe Mallen

Show Notes:

00:30 Joe’s background

02:10 Artificial intelligence

04:57 Background of launching Modelist

10:00 How advisors can use Modelist

15:18 Popular trends in models

19:15 Investment opportunities in 2024

22:41 What’s next for Modelist

24:10 Long-term trend

28:32 Trend or fad

Trend or Fad

Listen to hear Joe’s take on nonbank lending, bitcoin, and the 60/40 portfolio.

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