Wicked Pissah Podcast

Author: FPA NE

The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for engaging discussions and insightful content!
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Language: en

Genres: Business, Investing, Management

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#295 - Modern Portfolio Optimization, Direct Indexing & ETF Investing with Robert Michaud
Tuesday, 28 July, 2026

Host Michael Connaughton is joined by Robert Michaud, Co-Founder and Chief Investment Officer of New Frontier. Robert Michaud is co-founder and Chief Investment Officer of New Frontier Advisors, LLC. He brings over 25 years of financial innovations and investment management experience to serve the needs of financial advisors and institutional clients for optimal financial outcomes with four U.S. patents in portfolio optimization and rebalancing technology. We discuss: Origins & Optimization: Robert shares his journey in quant finance and explains how Monte Carlo resampling fixes classical Markowitz theory's reliance on "perfect foresight". ETFs, Taxes, & Direct Indexing: Covers New Frontier's early ETF strategist models, comparing ETF efficiency to direct indexing while emphasizing risk management over short-term tax alpha. Crypto, Active Management, & Goals: Highlights targeted active strategies in fixed income, evaluating crypto and gold strictly for diversification, and aligning portfolios with personal client goals. More on Robert and New Frontier https://www.newfrontieradvisors.com/ Jeffrey Megar, CFA Client Portfolio Solutions | New Frontier Advisors, LLC P (617) 648-3906 | M (617) 939-4526 E jmegar@newfrontieradvisors.com