Saving Delta’s Pension with Portable Alpha Jonathan Glidden

>> YOUR LINK HERE: ___ http://youtube.com/watch?v=bzLNPm4ClP8

How Portable Alpha Transformed Delta Airlines' Pension Plan | Get Stacked Investment Podcast • In this episode of the Get Stacked Investment Podcast, Corey and Rodrigo have an insightful conversation with Jonathan Glidden, Chief Investment Officer of the Delta Airlines Pension Plan. Since joining in 2011, Jonathan has been pivotal in elevating Delta’s pension plan funded status from 38% to over 100%. They delve into Jonathan's unconventional career journey, his implementation of portable alpha strategies, and share valuable lessons learned from turbulent financial periods such as 2008 and 2020. Whether you're a seasoned investor or new to the concept of portable alpha, this episode provides a masterclass on optimizing pension plan management through innovative investment strategies. • 00:00 Introduction to Jonathan Glidden and Delta Airlines Pension Plan • 03:12 Jon's Professional Journey and Military Background • 05:25 Early Career and Transition to Emory University • 07:21 Joining Delta and Implementing Portable Alpha • 10:45 Core Principles and Alpha Strategies at Delta • 23:39 Challenges and Successes in Implementing Portable Alpha • 29:52 Risk Management and Lessons from 2008 • 39:01 Expanding on Stakeholder Buy-In • 41:07 Defining Success and Setting Expectations • 44:04 Impact of Funded Status on Strategy • 49:43 Managing Liquidity and Risk • 52:56 Lessons from COVID-19 • 58:32 Advice for Investors and Allocators • 01:07:10 Conclusion and Final Thoughts • ============================= • Our mission here at Return Stacked® Portfolio Solutions is to help investors build better portfolios by unlocking the potential of diversification through a process called return stacking. • Here are the ways to work with us here at Return Stacked® Portfolio Solutions: • ⚡️FUNDS: Explore the pre-stacked mutual funds and ETFs we manage: https://www.returnstacked.com/funds?u... • • ⚡️FREE MODEL PORTFOLIOS: Access turnkey, return stacked® portfolio solutions in a variety of risk profiles: https://www.returnstacked.com/model-p... • • ⚡️FREE TOOLS: Explore how different portfolio and stack combinations have historically impacted returns, risk, and safe withdrawal rates: https://www.returnstacked.com/tools?u... • ⚡️CONSULTING: Want to discuss how to implement return stacking™ in your portfolio?. Grab a spot on our calendar for a 15 minute discovery call: https://www.returnstacked.com/contact... • • Connect with Corey Hoffstein (CIO, Newfound Research): / @choffstein • Connect with Rodrigo Gordillo (President, ReSolve Asset Management SEZC (Cayman)): / @rodgordillop • For Support inquires, or Business inquiries, please go to: https://www.returnstacked.com/contact... • QUESTION — Have a question about Return Stacking, Diversification, Alternatives, Portfolio Construction, or Anything Else? Post in the comments section of this video! • Subscribe to Return Stacked Portfolio Solutions here: https://bit.ly/45YlMcL • Disclaimer: Please see the link for our disclaimer policy for all of our videos on the Return Stacked Portfolio Solutions YouTube channel. https://www.returnstacked.com/youtube...

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