Episode
This CEO Helps People Invest Like Institutions – Meet Joe Barrato Founder & CEO Arrow Funds
- Podcast
- Smart Money Circle
- Published
- May 15, 2026
- Duration seconds
- 1815
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/smart-money-circle-95624/episodes/this-ceo-helps-people-invest-like-institutions-meet-joe-barrato-founder-ceo-arrow-funds/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/smart-money-circle-95624/this-ceo-helps-people-invest-like-institutions-meet-joe-barrato-founder-ceo-arrow-funds.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Guest Joseph Barrato Founder & CEO of Arrow Investment Advisors Website https://arrowfunds.com/ Bio Joseph Barrato is the Founder and CEO of Arrow Investment Advisors, where he has spent nearly two decades developing institutional-style portfolio solutions designed to help financial advisors navigate changing market environments through diversification, tactical allocation, and alternative investments. With more than 25 years of experience spanning ETF innovation, quantitative modeling, managed futures, and tactical portfolio construction, Joe has been involved in the development of several pioneering investment structures throughout his career. Prior to founding Arrow in 2006, he held leadership roles at Rydex Investments, where he worked on research, momentum modeling, and product development initiatives that contributed to some of the earliest innovations in smart beta, tactical allocation, and ETF portfolio design, including work associated with the Invesco S&P 500 Equal Weight ETF. Earlier in his career, Joe spent 12 years at the Federal Reserve Board of Governors, where he worked as both a financial analyst and senior financial examiner supporting economists, analyzing monetary data, and advising Federal Reserve officials on financial and operational matters. Under Joe’s leadership, Arrow became an early adopter of managed futures within the 40 Act structure and today manages one of the industry’s longest-running managed futures strategies in a mutual fund wrapper. Arrow has also helped develop innovative solutions across tactical balanced portfolios, global macro strategies, income-oriented ETFs, and Tactical Bitcoin strategies focused on managing volatility within digital assets. In addition to portfolio management and product development, Joe regularly…