Adam Butler, CFA, CAIA

Adam Butler is Chief Investment Officer of ReSolve Asset Management, sub-advisor to an alternative allocation strategy at Rational Funds. He manages ETF and futures based strategies including a global risk parity ETF, two Adaptive Asset Allocation funds, and a multi-strategy hedge fund. Adam is also author of the book Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times and is ranked in the top 1% of authors by paper downloads on SSRN. He has authored over a dozen papers and dozens of articles on asset allocation; factor investing; quantitative methods; and portfolio optimization. Adam holds both CFA and CAIA charters and appears on BNN Bloomberg and CNBC.
Videos & Podcasts

ReSolve Riffs with Eric Balchunas: Crypto, Active ETFs, ARK Insanity, and the Beta Vortex

Adam Butler, CFA, CAIA -
Almost three decades since the very first launch, Exchange Traded Funds (ETFs) have grown to a multi-trillion-dollar segment of the market, with more than seven thousand spread across the world. The US market is home to approximately 30 percent of them, spanning the passive/index-tracking, actively managed and thematic categories, not to mention a handful of more exoteric niches. We drew on the expertise of our friend Eric Balchunas (Senior ETF Analyst at Bloomberg) for an update on the current state of the ETF.
Videos & Podcasts

ReSolve Riffs on: Struggling Doesn’t Make You Less of a Man; It Makes You Human, with Matt Zerker

Adam Butler, CFA, CAIA -
Over the last few years, the topic of mental health, once taboo, has been recognized as a crucial component of our general well-being. Yet depression, anxiety and other ailments of the mind remain largely a silent epidemic, and the last twelve months have been particularly hard because of the loneliness many have endured due to the lockdowns. Our guest this week was Matt Zerker, former Portfolio Manager at ReSolve and now Founder & CEO of tethr.
Videos & Podcasts

ReSolve Riffs all things Macro with Lyn Alden

Adam Butler, CFA, CAIA -
This week we had the great pleasure of hosting none other than Lyn Alden (founder of Lyn Alden Investment Strategy), one of today’s most prominent macro strategists and thinkers.
Videos & Podcasts

ReSolve Riffs with Nancy Davis about Convexity Trading, Inflation and IVOL

Adam Butler, CFA, CAIA -
An almost USD 2 trillion fiscal bill is moving ahead in Congress, while breakeven rates rose above the 2 percent mark for the first time since 2018 (with no signs of relenting). It is no wonder that inflation is now top of mind for investors. Uncertainty isn’t limited to whether it reawakens after almost four decades, but how it might manifest and how investors should protect themselves.
Videos & Podcasts

ReSolve Riffs with Patrick Ceresna – Making the Big Picture Work for You

Adam Butler, CFA, CAIA -
This week we riffed with Patrick Ceresna of Big Picture Trading, fellow podcaster and co-host of the popular shows Macro Voices and The Market Huddle. His trading framework combines a seasoned, top-down macroeconomic perspective with deep knowledge of technical analysis and prolific use of options to express his market views.
Videos & Podcasts

ReSolve Riffs with Patrick Ceresna – Making the Big Picture Work for You

Adam Butler, CFA, CAIA -
This week we riffed with Patrick Ceresna of Big Picture Trading, fellow podcaster and co-host of the popular shows Macro Voices and The Market Huddle. His trading framework combines a seasoned, top-down macroeconomic perspective with deep knowledge of technical analysis and prolific use of options to express his market views.
Videos & Podcasts

ReSolve Riffs with Alex Chalekian on What It Takes to Build a World-class Wealth Management Business

Adam Butler, CFA, CAIA -
Like virtually all segments of the investment industry, the financial advisory business has undergone significant shifts over the past two decades. Gone are the days where a pasteurized, assembly-line approach with catchy branding is enough for a thriving enterprise.
Videos & Podcasts

ReSolve’s Riffs: “Everything You Need to Know About Saving for Retirement” with Ben Carlson

Adam Butler, CFA, CAIA -
As life expectancy increased throughout much of the past century, so did the importance of saving and growing one’s nest egg for retirement. Though most who retired during the last 40 years enjoyed a massive tailwind from stocks and bonds, those that switched from accumulating to drawing down their savings between 2000 and 2002 suffered a rude awakening. Currently, there is widespread concern that typical stocks-and-bonds heuristics will not suffice.
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