Q & A with Chris Shuba, Founder & CEO of Helios Quantitative

Q & A with Chris Schuba, Founder & CEO of Helios Quantitative
Andy Meyer, Vantage Financial Partner & Wealth Advisor

“Our economy was in a car accident. Now it’s time to figure out what the damage is going to be.” – Chris Schuba

Fastest correction ever followed by one of the best months in the last 50 years.

Andy & Chris talk about what might be next . . .

Topics covered:
– Helios’ take on where we were coming from regarding the US economy, recessionary risks and what Helios was seeing before February 19th?
– Do you think it is important for us to remember where things were before this all started?
– Why is it so incredibly difficult to forecast an accurate timeline to re-opening the economy?
– What is missing and what isn’t being reported on enough?
– What happened in March? What has happened since then? If we were to look at the different economic graphs of history, how much of an outlier has 2020 been thus far? Is there a way to put it into perspective? What is happening with inflation?
– When you think about the future, when this is all over, in what ways do you think COVID-19 will have changed things?

Helios Interview (mobile link): Helios Link

Chris Shuba’s Bio:
After spending time at Ameriprise Financial and as a Senior Quant Analyst at Columbia Threadneedle, Chris Shuba focused on developing mathematical models that could help financial advisors mitigate the volatility of the market. In 2014, Shuba joined Westlake, Grahl & Glover where he put to use a series of algorithms he designed. These models were met with immediate interest by a broad range of clients, and within the year, financial advisors nationwide were clamoring for access to his algorithms.

Soon thereafter, he founded Helios Quantitative, LLC. Shuba is the Chief Executive Officer (CEO) at Helios. As of October 2019, Helios influences the assets of advisors that collectively manage over $24 billion. In 2015, Shuba was named the greater Sacramento Area’s “Face of Investing” by Sacramento Magazine. He is a regular speaker and contributor at industry events hosted by State Street, JP Morgan, Standard & Poors Global Indices, and more.

Shuba holds a BS in business finance and law from the Opus School of Business at the University of St. Thomas, and holds a FINRA Series 7, and has completed the Level 1 CFA.

*Vantage Financial partners with Helios Quantitative to use their mathematically based algorithms and data to determine the best investment choice for their clients.