In this episode, Rodrigo Gordillo sits down with Rafael Ortega, a distinguished Spanish investor and Senior Investment Fund Manager at Andbank Wealth Management. Known for pioneering innovative portfolio solutions in Spain—from the classic permanent portfolio to advanced return stacking and off-road strategies—Rafael discusses a wide range of topics including diversification, structural risk balancing, leveraging, regulatory hurdles, and the future of portable alpha in today’s dynamic markets.Topics Discussed<ul><li>Rafael Ortega’s journey from engineering to a transformative investment philosophy</li><li>The evolution of the permanent portfolio strategy into a modern diversified approach</li><li>Structural diversification and risk balancing using all-weather return stacking</li><li>Customizing portfolio volatility through post-diversification leverage</li><li>Overcoming operational and regulatory hurdles in Europe’s investment landscape</li><li>The integration of trend following, carry, and other non-traditional diversifiers</li><li>Communicating advanced diversification concepts to retail investors</li><li>The future outlook for portable alpha and return stacking in an evolving regulatory framework</li></ul> Mentioned in this episode:The Return Stacking SymposiumOctober 8, 2025 | Chicago
A full day of curated portable alpha / return stacking education.
Register Here: https://www.returnstacked.com/return-stacking-symposium-2025/

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