Welcome to Zephyr’s Adjusted for Risk Podcast! Join host Ryan Nauman as he brings on Michael Mack from Victory Capital Management to discuss the importance of free cash flow in today’s investment climate its application in modern investment strategies.
Discover how active and passive investing can be combined, the role of free cash flow in identifying value across sectors, and why quality and scalability are key in asset management. Listen in for insightful market analysis and strategies to navigate uncertain markets. Don’t miss the engaging discussion on ETFs, portfolio construction, and more!
00:00 Introduction to Adjusted for Risk Podcast
00:50 Special Thanks and Guest Introduction
02:16 Michael Mack’s Background and Career Journey
03:44 Investment Management and Technology Integration
05:35 Victory Shares and ETF Strategies
08:33 Factors and Quality in Investment
11:27 Free Cash Flow and Sector Analysis
17:52 Portfolio Construction and Market Strategies
20:34 March Madness and Closing Remarks
Did you know Zephyr can help financial advisors locate investment managers who meet the investment objectives of their clients?
Learn more about Victory Capital here.
VictoryShares ETFs are distributed by Victory Capital Services, Inc.
