Benjamin M. Lavine, Cfa, Caia, Ricp Email & Phone Number

Hartford, Connecticut, Us

I serve as the Chief Investment Strategist and Model Manager at Freedom Investment Management, an SEC-registered investment advisor. I chair the investment committees overseeing the systematic strategies at Freedom Investment Management (formerly 3D Capital). I work closely with the investment committee to refine and enhance the investment architecture underlying our strategic asset allocation portfolios used in the firm’s wealth management and retirement programs. I work with our financial advisor partners with understanding current market developments and finding investment solutions for their clients. I produce investment content such as market commentaries, hosting our Advisor Success Series podcast, and moderating webinars with key investment providers on our platform. I serve as the public persona for Freedom with multiple financial television appearances (CNBC, Bloomberg) and presentations at industry conferences.

Hartford, Ct, Us

WealthConductor LLC was founded in 2017 by advisors with decades of experience in the retirement marketplace. The team is passionate about providing an income distribution strategy that serves the needs of firms, financial advisors, and individuals in meeting the challenges they face. As an Advisory Board Member for IncomeConductor, I’m helping guide the company through a growth period, while further developing its offerings and bringing it to market. IncomeConductor arms enterprise, financial advisor and individual clients with an integrated retirement planning software that helps clients succeed in the income distribution market.

Ben Lavine Consulting designs customized solutions and provides tailored advice for buy- and sell-side investment firms as well as index and ETF providers. The firm has been retained by three investment firms to work on a variety of projects covering quantitative stock selection, asset allocation, equity product development, manager evaluations, and client communications. The firm's client list includes a trust company serving high net worth families and endowments, a sell-side macro boutique, and a fundamental equity firm specializing in s/mid-caps. The firm can advise investment firms in the following areas: 1) Product Positioning and Communication2) Quantitative Analytics for Alpha Generation, Risk Management, and Client Reporting3) Institutional Investment Solutions (Alternative Beta)4) ETF and Index DesignBen Lavine Consulting offers flexible fee arrangements, whether on a per-hour or per-project basis. The firm can provide references upon request.

Us

I served as a portfolio manager on the Developed Markets Team, focusing on macro and strategic positioning across the firm's portfolios. I performed portfolio analytics and quantitative research supporting the firm's stock selection model. I also assisted in internal/external communication and product development.

Santa Monica, Ca, Us

I conducted research on investment managers for Wilshire's Funds Management Division and Institutional Consulting Practice. Research responsibilities included 1) written evaluations that encompassed an analysis of qualitative factors and quantitative analysis of performance; 2) on-site due diligence meetings with investment managers; 3) research reports on major industry developments; and 4) quarterly capital markets presentations. I also served as a voting member on the Funds Management Investment Committee which determined key investment policy decisions concerning asset allocation and program structure for the division's client base.

Research and evaluated investment managers for the firm's institutional consulting practice.

Mba, Business Administration, Finance

Bachelor Of Arts (Ba), Political Science And Economics