Chat with Max Gokhman, Head of Asset Allocation at Pacific Life Fund Advisors

The Investor With Joel Palathinkal

Joel Palathinkal and Max Gokman delve into Max's career, highlighting his experience in building investment teams and crafting asset allocation strategies. They discuss investor demand dynamics, team structures, and the role of analysis in market timing. The episode contrasts retail and institutional strategies, focusing on client relations and the importance of finance education and certifications. Topics include quantitative research, alternative data, macro trends, and emerging tech investments like Apple's automotive ventures. They also cover SPACs, crypto, and platforms like Robinhood, concluding with career advice and insights into the evolving investment landscape.

A global macro investor with 15+ years of tenure managing multi-asset strategies through a blend of quantitative and fundamental approaches. Strong track record through all market regimes including 2008 and 2020. Experienced in building out investment teams, launching strategies, ESG, thought leadership, and trading.

Music credits: Clouds by MBB | https://soundcloud.com/mbbofficial, Music promoted by https://www.free-stock-music.com, Creative Commons Attribution-ShareAlike 3.0 Unported, https://creativecommons.org/licenses/by-sa/3.0/deed.en\_US

IMPORTANT NOTICE: This web series and podcast is intended for informational purposes only. The views expressed are not, and should not be construed as investment advice or recommendations. Recipients of this should do their own due diligence, taking into account their specific financial circumstances, investment objectives, and risk tolerance (which are not considered in this web series and podcast) before investing. None of this information communication is an offer, nor the solicitation of an offer, to buy or sell any of the assets mentioned herein.

(0:00) Introduction to Max Gokman and his career journey (4:21) Building investment teams and asset allocation strategies (7:55) Investor demand, team structure, and analysis roles (11:22) Integrating sentiment and market timing in investments (13:23) Retail versus institutional investment strategies and client relations (17:15) Education and certifications in finance (19:29) Quantitative research, alternative data, and high frequency trading (26:36) Resources for macro trends and emerging technology investments (33:27) Apple's automotive industry ventures and future predictions (44:48) The future of entertainment media, AR/VR, and hologram technology (48:36) SPACs, crypto, and Robinhood's industry impact (1:01:22) Final questions, career advice, and closing remarks