Preserving Capital in Retirement with David Marra (Ep. 43)
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Have you considered the significance of safeguarding your capital and managing risks during retirement? How does capital preservation play a role in maintaining a stable stream of income?
Join Rob Curtiss and his guest, David Marra, Co-Founder and Chief Investment Officer at Markin Asset Management, LP, as they navigate the connection between finance and technology, specifically delving into David’s expertise in quantitative investment research and machine learning.
But that’s not everything! David and Rob also explore the importance of capital preservation and effective risk management, focusing on ensuring a stable stream of retirement income.
Rob and David touch on:
- David’s career and how it led to his focus on capital preservation and quantitative investment research
- The importance of capital preservation leading up to retirement
- Mitigating risk during market volatility
- Ways the pandemic impacted investment strategies
- And more!
Resources:
Connect with David Marra:
Connect with Robert Curtiss:
- rcurtiss@seia.com
- (626) 795-2944
- About Robert Curtiss
- LinkedIn: Robert Curtiss
- Facebook: Robert Curtiss
- SEIA
- LinkedIn: SEIA
About Our Guest:
David Marra is the Chief Investment Officer at Markin Asset Management, LP. David has been an invited speaker on quantitative asset management at numerous family offices, hedge funds, conferences, and organizations, including ALTSLA, NAPFA, and the Financial Planning Association (FPA).
Throughout his career, David has developed a unique ability to explain complex portfolio concepts in a language allocators can use in client communications. David previously founded a quantitative research firm serving institutional asset managers and funds. His three decades of experience include advising C-level executives at some of the world’s leading asset management and pharmaceutical firms as a Principal with The Boston Consulting Group (BCG).
Earlier in his career, he was the Founder & CEO of a search engine technology firm overseeing over 70 researchers and technologists. David received an MBA from the University of Chicago, Booth School of Business, where he was a Fellowship recipient.