Episode Notes

Jeff and Bruce talk to Lorenzo Esparza, chief executive and founding principal at Manhattan West, about his preference for alternative investments, especially when working with the firm's high-profile clients, including entertainers and athletes. 

Guest Bio:

Lorenzo Esparza is the chief executive officer and founding principal at Manhattan West, where he leveraged his legal, corporate and financial experience to form the modern version of an investment firm.

This episode is sponsored by Helios Quantitative Research.

Founded in 2016, Helios Quantitative Research was created to equip Financial Advisors with new and relevant tools that drastically improve their client's asset management experience, expand their firm's margins, and challenge the old-guard legacy providers as well as the emerging robos of Silicon Valley. We believe that the majority of existing services available to Financial Advisors lack innovation, are too expensive, and enable commoditization in the wealth management industry.

Therefore, we created our own service category – the insourced CIO. Our unique team of skilled and experienced individuals partners with financial advisors across the globe to create, implement, monitor, and communicate quantitative investment strategies that challenge Modern Portfolio Theory and seek to remove as much emotion as possible from investing. In a short time, we have grown to influence over 800 Financial Advisors who collectively manage over $30 billion.