Laton Spahr, President at SS&C ALPS Advisors joined Julie Cooling, Founder & CEO, RIA Channel to discuss the launch of Rendezvous, a Black Diamond-integrated turn-key solution for advisors.
Rendezvous, the first integration native to the Black Diamond Wealth Platform, delivers streamlined access to proprietary proposal generation, data analytics, and an open architecture model marketplace. Rendezvous allows advisors to leverage their own investment ideas alongside SS&C’s investment prowess and Black Diamond’s rebalancing functionality. “We wanted to meet advisors where they are,” says Spahr on the inspiration behind the Rendezvous name. Centered around ETF-based strategies and models, Rendezvous aims to provide cost-efficient implementation and simple integration. “The big RIAs see the scalability, and the small RIAs see the investment knowledge,” says Spahr on Rendezvous’ universal appeal.
To learn more, head here.
Laton Spahr, CFA, currently serves as President of SS&C ALPS Advisors and Portfolio Manager on the ALPS | Smith Balanced Opportunity Fund. With his experience in the investment industry, Laton brings fresh insight and creative leadership strategies to these roles. Mr. Spahr has 22 years of investment management experience. Before taking the helm of ALPS Advisors, Mr. Spahr led the Value and Income Team at Oppenheimer Funds where he was Portfolio Manager on four different equity and balanced strategies. Prior to Oppenheimer Funds, Mr. Spahr was a leader at Columbia Management Investment Advisors, where he managed value and income strategies across institutional and retail investment channels. Over his career, Mr. Spahr also conducted equity risk management, analyzed and traded derivatives, structured products and was a technology sector analyst. Mr. Spahr earned his M.S. Finance degree from the Applied Securities Analysis Program at the University of Wisconsin – Madison and a B.S. degree in Finance from the University of Wyoming.