A Rolling Recession Gathers No Moss – Helios Quantitative Research – 2.15.23

Summary:

Now On Demand

A “rolling recession” is a term that has started to pop up more and more in investing circles. But what is a rolling recession? Are we in one? Will we be in one? Have we been in one? More importantly, does it even matter? We’ll examine these questions and more as we quantitatively dissect the economic landscape and put some context and history into where the economy is today and what that may mean for markets, the economy, and investing.

Speakers:

Chris Shuba is the Chief Executive Officer of Helios Quantitative Research, a disruptive company that equips financial advisors with new and relevant tools that can dramatically improve their client’s asset management experience, expand margins, counter the emerging robos of Silicon Valley, and challenge the old-guard legacy investment providers. Helios was founded in 2016 and in a short time has grown to influence over 800 Financial Advisors who collectively manage over $30 billion. Before Helios, Shuba was the Chief Investment Officer of Westlake, Grahl, and Glover, as well as a Senior Quant Analyst at Columbia Threadneedle. Shuba holds a BS in Business and Law from the Opus School of Business at the University of St. Thomas.

Joseph Mallen serves as the Chief Investment Officer at Helios Quantitative Research. He directs the firm’s analysis and development efforts, which underpin the unparalleled quantitative-based investment strategies Helios makes available to financial advisors. Using his insights into capital markets, financial modeling and investment management, Joseph is disrupting antiquated techniques and working with advisors to provide them and their clients with genuine innovation. The white-labeled model solutions available at Helios all come with Joseph’s signature insights and benefit from his decades of financial experience.

Joseph’s market commentary has been featured on CNBC, Bloomberg, The Wall Street Journal and Barron’s. Prior to leading investment strategies at Helios, Joseph served as Chief Investment Officer at Sawtooth Solutions, a wealth management platform provider. He also held a Senior Analyst position at the global asset management group Columbia Threadneedle Investments, and was Vice President for venture-backed technology provider AI Exchange.

Joseph holds a graduate degree in finance from the London Business School and is a graduate of the University of Minnesota. He currently lives in Minneapolis, MN.

As Director of Research, Jason Van Thiel leads analysis and product development for Helios Quantitative Research. He develops the strategies and innovations that sit at the center of Helios’ investment models. Jason incorporates thoughtful design and meticulous detail into each product that makes its way from his department into the portfolios used by advisors and their clients. He is an idea specialist, examining capital markets for the hidden advantages that separate Helios models from those of competitors.

Building on nearly two decades of experience in financial services, Jason joined Helios from Charles Schwab, where he was a Senior Manager in Business Strategy. Prior to that, he was the pre-IPO Director of Asset & Wealth Management at SoFi and was named Vice President for Mount Yale Capital Group, a portfolio design, asset management and investment product development firm.

Jason holds an MBA from the University of California, Berkeley, and is a graduate of the University of Minnesota. He resides in Minneapolis, MN.