Invest Well, Be Well

Robbie Cannon - Helping Investors, Financial Advisors and Asset Managers Thrive

Episode Summary

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Robbie Cannon, The Founder of Horizon Investments. Robbie Cannon is a seasoned fintech investor and founder with a robust background in alternative investments and portfolio management. He currently serves as a board member for several financial institutions, leveraging his extensive experience in asset allocation and wealth management. Robbie's career spans over two decades, during which he has held significant leadership roles, including CEO of Horizon Investments. He is passionate about driving strategic planning initiatives within the financial services sector. An advocate for innovation in investment strategies, Robbie is also a published author, contributing to discussions on financial advisory practices. His educational foundation from Furman University complements his professional journey, enabling him to navigate complex market dynamics effectively. With a commitment to fostering growth in the fintech landscape, Robbie is well-regarded among his peers.

Episode Notes

Tune in to hear:

In this episode, we discuss how to best balance tech efficiency and human empathy, how data is changing the way advisors serve investors, why advisors and investors should consider allocating with boutique managers, advice for business founders in present day and much more.

In Robbie’s view, what is the right balance between tech efficiency and human empathy in wealth management?
How does Robbie think data is changing the way that advisors serve investors and what does he think are the biggest opportunities ahead?
Learn more about the Money Management Institute that Robbie participates in and what excites him about how MMI is helping the industry evolve.
What’s a success story, or an example, from THRIVE that demonstrates the program’s impact on innovation or inclusion for these emerging managers?
Why should financial advisors and investors consider allocating with emerging and boutique managers?
What challenges do these emerging managers face, particularly against these larger firms in the broader ecosystem?
What were some of Robbie’s pivotal lessons in growing the asset management firm Horizon into a recognized brand?
What advice would Robbie give to business founders today who want to grow their firm sustainably as the landscape becomes increasingly competitive?
How does Robbie maintain his energy and pace, both physically and mentally?
Are there any habits, routines or practices that Robbie maintains to promote his wellbeing?
How has Robbie’s approach to balance and recovery evolved as his career and responsibilities have grown?
What is one practice or principle, outside of work, that Robbie believes most enhances his decision making as a leader?

Quote

“I think mobile has won, I think we can say that, right? Mobile over Desktop has won, and the problem with mobile is that everything is set up for you to make an emotional or quick decision…We want clients to make really good, well-informed decisions, and the device that has won, mobile, and the way we put technology in mobile is actually not suited to make that well-informed decision.” - [04:45] Robbie Cannon

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