Fintech Impact

In this 152nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Richard Owen, VP of Sales for Retail Wealth Management in North America for Ortec, a company that projects out returns for a variety of asset classes through the use of sophisticated econometric models! Episode Highlights: ● 0:39 – Richard Owen introduces Ortec and the services it provides. ● 3:02 – How did Richard come to be involved with Ortec? ● 4:32 – Jason and Richard compare Monte Carlo analysis and Ortec’s analytical strategy. ● 7:28 – Richard and Jason break down the differences between financial projection companies in Canada and Ortec. ● 11:17 – Jason and Richard discuss Ortec’s core capability of providing a realistic view of the future. ● 16:06 – How often do Ortec’s algorithms shift and adjust with the market? ● 18:18 – Richard breaks down just how specific of information their models bring to advisors. ● 20:11 – How