Advisor Success Series
85 episodes - English - Latest episode: about 1 month ago - ★★★★ - 6 ratingsHosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.
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Episodes
The Earnings Backdrop Remains Strong for U.S. Equities: A Conversation with Brian Mulberry, Zacks Investment Research
March 27, 2024 14:57 - 27 minutes - 37.3 MBIn this episode, Brian Mulberry shares with our audience the insights that can be gleaned from earnings estimate revisions as well as the need to contextualize earnings revisions with other data to provide a more robust market outlook. Zacks recognizes the headwinds of higher interest rates and a deceleration in post-pandemic spending, so investors should be mindful of the quality of the companies, such as whether those companies can weather the storm of higher costs of capital while growing...
Covering the Left Flank of Your Balanced Program: A Conversation with Eben Burr, President of Toews Asset Management
February 27, 2024 18:41 - 31 minutes - 42.6 MBAs we kick off the 2024 season, we are pleased to be joined by Eben Burr, President of Toews Asset Management. In this episode, we discuss Toews' approach to dynamically managing downside risk in both equities and fixed income allocations within a balanced portfolio. Eben also provides his outlook on the challenges facing capital markets, especially around fiscal and monetary uncertainties heading into this year's U.S. election.
Investing in Volatile Times: A Conversation with Taylor Lukof of ABR Dynamic Funds
December 15, 2023 19:51 - 36 minutes - 50 MBIn the final episode for 2023, we are pleased to be joined by first-time guest Taylor Lukof, Founder and CEO of ABR Dynamic Funds. We discuss the basics of what it means to invest in Volatility Strategies, how to consider such strategies within a traditional asset allocation framework, and whether any market insights can be gleaned from the behavior of volatility pricing.
Addressing Factor Investing Research With Wes Crill of Dimensional Funds
November 16, 2023 19:56 - 31 minutes - 43.3 MBIn this episode, we have the pleasure of catching up with Wes Crill, Senior Investment Director at Dimensional Funds. We address some of the latest academic reviews of factor investment research, specifically research for what's driving the factor performance/variability. We also discuss the challenges 2023 is posing on the factor premiums such as value and size.
Getting Paid to Park - A Cross-Asset Allocation Update with Jason Bloom from Invesco
October 16, 2023 18:43 - 37 minutes - 34.5 MBIn this episode, we catch up with prior guest Jason Bloom, Head of Fixed Income and Alternative Asset ETF Strategy at Invesco. We discuss the current market landscape and economic backdrop for cross-asset class positioning. Hear why Jason was not surprised by this year's rise in interest rates and why investors are being paid to park in fixed income and commodities.
Is It Dusk Before Dawn for the Beleaguered Real Estate Sector? A Conversation with Brian Cordes from Cohen & Steers
September 28, 2023 19:47 - 36 minutes - 33.7 MBThe real estate sector has come under increasing pressure due to a combination of higher interest rates, tightening credit conditions, and uncertain outlooks over certain sub-sectors, particularly commercial office properties. However, with uncertainty comes opportunity and more compelling valuations for a sector that could see brighter days ahead should nominal interest rates see a peak over the next year. Listen in as we discuss the real estate outlook with Brian Cordes from Cohen & Steers...
The Recession that Didn’t Come (So Far) – A Conversation with David Cervantes, Pinebrook Capital
August 09, 2023 14:08 - 36 minutes - 67.7 MBIn this episode, we discuss the economic and market environment with David Cervantes of Pinebrook Capital. David brings a broad market perspective having spent most of his career on Wall Street covering fixed income and cross-asset sales at Morgan Stanley, UBS, and JPMorgan. David now focuses on asset allocation and manages systematic trading strategies for his own private capital and is an active commentator on social media. He shares with us where and why the economic consensus got the U.S...
Investing for the Future - A Conversation with Scott Helfstein, Global X ETFs
May 16, 2023 18:49 - 47 minutes - 43.3 MBIn this episode, we focus on thematic investing with Scott Helfstein, Head of Thematic Solutions at Global X ETFs. Scott brings a unique multi-faceted perspective to the thematic landscape having previously served as an analyst at the Federal Reserve, worked in investment banking, and taught international politics and policy at West Point Academy. We discuss the current macro environment as well as investment themes that have captured investor attention such as generative artificial intellig...
So What Now? A Post-March FOMC Discussion with Ken Shinoda from DoubleLine
March 27, 2023 18:18 - 51 minutes - 47.5 MBIn this episode, we have the pleasure of speaking with Ken Shinoda, Chairman of the Structured Products Committee at DoubleLine and co-manager on the firm's Total Return, Opportunistic Income, Income, Opportunistic MBS and Strategic MBS strategies. Ken will be sharing his thoughts on current Fed policy and its eventual effects on economic activity and inflation. He will also provide an update on the state of the securitized lending market covering autos, credit cards, and residential / comme...
What Kind of Landing? A Macro/Market Update from Jeff Weniger, WisdomTree Asset Management
February 24, 2023 19:54 - 48 minutes - 44.8 MBIn this episode, we discuss the market and economic landscape with Jeff Weniger, Head of Equity Strategy at WisdomTree. At the time of this recording, we find ourselves at an inflection point between peak inflation, peak economic activity, and peak central bank tightening - or are we? Jeff shares his views through a cross-sectional analysis of housing, labor, production, and valuations and where the risk/reward looks most favorable and unfavorable.
Kicking off our 2023 season discussing investment industry trends with VettaFi
January 26, 2023 14:44 - 44 minutes - 40.8 MBWe are pleased to kick off our 2023 season of the Advisor Success Series Podcast with Dave Nadig and Todd Rosenbluth from VettaFi. Both Dave and Todd are veterans of the fund industry and share their perspectives on prevailing industry trends such as ETF adoption, active versus passive management, and how advisors are shifting their practices to an ever-changing landscape.
Wrapping up 2022 and Looking Ahead to 2023: Andrew Opdyke, Senior Economist at First Trust
December 21, 2022 18:00 - 54 minutes - 100 MBIn this episode, we welcome Andrew back to our podcast series as we discuss the economic and investment landscape for 2023. We discuss why the U.S. economy will just skate by on real (inflation-adjusted) economic growth, why inflation will come down but not as fast as implicitly priced in by financial markets, and their preferences for how asset allocators should be positioned in a less certain environment for economic and earnings growth.
How Social Media Is Transforming the Investment Dialogue – A Conversation with Rahul Hemrajani
October 05, 2022 13:40 - 35 minutes - 23.2 MBIn this episode, we have the pleasure of hosting Rahul Hemrajani, Product Manager at Fitch Group, Inc. Over a short period of time, Rahul has established a prominent profile within the ‘FinTwit’ community serving as host to his popular Twitter Spaces forums discussing the latest market-moving headlines. We also discuss the current investment landscape as asset allocators must contend with an uncertain environment replete with high global inflation and central bank tightening.
Discussing the Sale of 3D/L to Freedom Advisors/EQIS – A Conversation with EQIS CEO Bob Herrmann and 3D/L Capital President John O’Connor
September 06, 2022 14:07 - 43 minutes - 28.3 MBIn this episode, we take an opportunity to turn inward and discuss our recent acquisition by Freedom Advisors, the owner of EQIS Capital which runs an investment platform for independent financial advisors. We discuss how our platforms complement one another to offer a wide breadth of services for advisors and reaffirm the importance of the independent advisory model.
Addressing Investor Misconceptions in the Midst of Market Volatility: A Conversation with Wes Crill, Dimensional Funds
July 21, 2022 18:55 - 29 minutes - 19.2 MBIn this episode, we follow up with Wes Crill, Head of Investment Strategists at Dimensional Funds, from our May 2022 podcast episode in light of the continuing market volatility during the 1st half of 2022. We address investor misconceptions and behavioral tendencies in the face of steep market sell-offs, both in equities and fixed income. We caution investors to not react to short-term market volatility and evaluate how risk is being priced in equities and fixed income in the face of grea...
Making Sense of Quantitative Tightening – A Conversation with Tony Crescenzi, Market Strategist at PIMCO
June 13, 2022 22:00 - 52 minutes - 35.4 MBIn this episode, we are pleased to be joined by Tony Crescenzi, Market Strategist and Generalist Portfolio Manager at Pacific Investment Management Company (PIMCO). In addition to providing an updated outlook on the fixed income market, Mr. Crescenzi helps our listeners get a more intuitive understanding of Quantitative Tightening (“QT”), or the Federal Reserve’s initiative to begin reducing its nearly $9 trillion balance sheet as part of a broader campaign to tighten monetary policy in the...
Discussing Advisor Client Communication Challenges with Dimensional Funds’ Wes Crill
May 06, 2022 14:19 - 28 minutes - 18.7 MBIn this episode, we catch up with Wes Crill, Head of Investment Strategists at Dimensional Funds, to discuss the client communication challenges financial advisors are facing in the wake of market volatility, especially in fixed income which has typically served as a ballast to equities, but not so much so far in 2022. We also discuss how advisors might address client inquiries into cryptocurrency / digital asset investing when viewed within the context of expected risk/returns applied to t...
Retirement Plan Compliance- A Conversation with Bonnie Treichel of Endeavour Retirement
April 08, 2022 14:05 - 35 minutes - 23.7 MBIn this episode, Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement, joins us to discuss retirement plan compliance. Endeavour Retirement is a consulting firm dedicated to solving problems for plan sponsors, advisors, and service providers. Her background and experience give her a unique and informed perspective on the retirement plan industry. Our conversation covers timely topics such as PTE 2020-02, ESG Investing, and much more around the compliance landscape.
Navigating the Risks in Emerging Market Debt – A Conversation with American Century’s Joyce Huang
March 25, 2022 18:54 - 40 minutes - 22.8 MBIn this episode, we have the opportunity to hear from American Century’s Joyce Huang, Portfolio Specialist on the Emerging Market Fixed Income Management team. We discuss the current investment landscape for the emerging markets following the Russian invasion of Ukraine and the resulting spillover into other regions. Joyce Huang shares with our listeners how the team has been able to navigate the market turmoil (hint: the team had hedged their Russian debt exposure prior to the invasion) a...
Flash Podcast: A Post Fed Meeting Discussion with Mike Green from Simplify ETFs
March 17, 2022 15:15 - 41 minutes - 26.3 MBWe are pleased to be joined by Michael Green from Simplify ETFs to discuss the decision by the Federal Reserve to raise interest rates for the first time following the March 2022 meeting. We dig into the rationales for the course of action the Fed has committed itself to as it seeks to help restore price stability through tighter monetary policy actions without tipping the U.S. economy into recession. We provide our views on the challenges the Fed faces given signs of an economic slowdown,...
Building Bridges to the Digital Asset Ecosystem? Catching Up with Dave Nadig, ETF Trends
February 10, 2022 14:13 - 48 minutes - 31.5 MBIn this episode, we catch up with ETF industry veteran Dave Nadig from ETF Trends to discuss the latest developments within the fund industry. Of particular interest is the attempt by the investment industry (the public markets ecosphere) to create product giving access to the digital world whose innovation and evolution is occurring with lightning speed. Can the public sphere and regulators keep up with the innovation, technological changes, and lower levels of transparency that have give...
"Not So Fast!” – A Conversation with Nancy Davis, CIO Quadratic Capital Management
January 27, 2022 19:11 - 43 minutes - 29.2 MBTo kick off 2022, we have the pleasure of speaking with Nancy Davis, CIO of Quadratic Capital Management, to discuss what is top-of-mind in capital market pricing, namely persistently high inflation and the U.S. Federal Reserve’s response. We discuss the inflationary/deflationary pickle global central banks find themselves contending with and how one can be positioned for both a rising rate environment and a less-than-aggressive central bank response over fears of going overboard on monetar...
ESG- Where Investing Meets the Real World
December 09, 2021 14:30 - 54 minutes - 33.9 MB3D/L's President, John O'Connor and CIO, Benjamin M. Lavine, CFA, CAIA, RICP recently hosted a webinar with Jordan Farris of Nuveen, and John Braccio of Wright-Pierce to discuss the state of ESG investing and real-world applications. The full webinar video can be watched here
What is FLX Distribution? A Conversation with Jillian DelSignore, CIMA - Managing Director, Head of ETFs & Indexing at FLX Distribution
November 18, 2021 21:29 - 22 minutes - 12 MBOn this episode, we are joined by Jillian DelSignore, CIMA, the Managing Director, Head of ETFs & Indexing at FLX Distribution. FLX is a unique technology platform that brings together asset managers, distribution professionals, wealth advisors, and advisors. Prior to joining FLX, Jillian was worked at J.P. Morgan Asset Management, BlackRock iShares, and Goldman Sachs. Jillian currently serves on the Board of Women in ETFs, Inc, the first women’s group for the ETF industry, and serves as an ...
What’s the Latest Buzz in ETF Land? Catching up with Nate Geraci
October 25, 2021 17:58 - 42 minutes - 28.2 MBIn this episode, we catch up with Nate Geraci, President of the ETF Store and host of the ETF Prime podcast. We discuss the latest buzz around digital asset ETF product launches, how to manage investor behavior in the face of volatility, and whether ETF product development has been largely tapped out. (Hint: it hasn’t so far).
Do We Need to Revisit the Value Premium? A Conversation with Dimensional Fund Advisors
September 17, 2021 18:11 - 38 minutes - 32.5 MBIn this episode, Wes Crill, Head of Investment Strategists at Dimensional Funds, joins us to discuss the latest issues surrounding value investing. Stocks trading at low price/book valuations have historically outperformed the broader market due to their inherent riskiness, whether due to the cyclical nature of their businesses, capital intensity, or higher financial leverage. However, an increasing number of academics and investors are questioning the relevance of book value (assets less ...
Retirement Planning, Decision Making, and Dealing with the Unexpected
September 03, 2021 19:02 - 27 minutes - 14 MBIn this episode, we are joined by Ross Marino. Ross is the founder of Transitus Wealth Partners and has been working as an advisor for over 30 years. We discuss Ross' philosophy around decision making, how to prioritize, and how he works with clients in the moments that come up unexpectedly. He is also the founder of Advisor 2x, a company that has hosted over 1000 events and conferences for financial advisors. His new book: Shaping Change: How to Respond When Life Disrupts your Retirement Pl...
A Look at the Regulatory Landscape with Korrine Kohm
July 13, 2021 15:24 - 32 minutes - 23.9 MBIn this episode, Matt Shute is joined by Korrine Kohm of Compliance Solution Strategies. They discuss the regulatory climate, new updates, marketing, and what is in store for advisors and advisory practices going forward. Korrine currently holds the position of Director of Retail Wealth Manager Services for Compliance Solutions Strategies (CSS).
Inflation: How I Stopped Worrying and View It as Transitory
July 09, 2021 13:06 - 54 minutes - 30.6 MBIn this episode, we have the pleasure of catching up with David Braun, Senior Portfolio Manager at Pacific Investment Management Company (PIMCO). Inflation has emerged as one of the key risks to the market narrative as it remains top of mind by many Americans as expressed in recent polling. We discuss PIMCO’s outlook on inflation and why current elevated readings will likely prove to be ‘transitory’ rather than permanent and also discuss the firm’s views on interest rates and fixed income ...
Sustained Investing: A Conversation About Water Technology with Global X
June 03, 2021 13:59 - 40 minutes - 25.6 MBIn this episode, we are pleased to be joined by Andrew Little, research analyst at Global X, to discuss investment opportunities around water technology such as sourcing, distributing, and increasing productivity of usage. The ESG movement has led to plenty of investor capital funneled into ‘green’ technologies focused on sustaining our living standards (e.g. energy and transportation) rather than sustaining basic living itself such as providing living needs around food, water, and affordabl...
Yes, Dividends Still Matter – A Conversation with 3D/L Capital Management Co-CIO Nathan Eigerman
April 28, 2021 18:44 - 26 minutes - 15 MBAre dividends still relevant in today’s market environment more fixated on ‘splashier’ investment themes, whether SPACs, cryptocurrencies, or the next dominant technology play? We have the pleasure of hosting Nathan Eigerman who recently published a white paper on the importance of dividend investing, even in today’s market environment where dividend payouts seem like an afterthought for realizing total returns in the equity markets. You may be surprised that dividend investing has generall...
Discussing Trade-Offs in Sustainability Investing – A Conversation with Will Collins-Dean, Senior Portfolio Manager at Dimensional Funds
March 23, 2021 13:20 - 31 minutes - 19.4 MBIn this episode, we catch up with Dimensional Funds on Sustainability Investing, following up on our December 2019 podcast. We discuss the landscape of ESG investing and the current challenges facing investors given the increased popularity. We discuss the tradeoffs to ESG investing and what investors are potentially giving up. In particular, we focus on how investors can invest for sustainability while maintaining exposures to dimensions of higher expected returns (i.e. Fama/French risk ...
Catching Up with Jason Bloom, Head of Fixed Income and Alternatives ETF Product Strategy at Invesco
March 09, 2021 21:45 - 35 minutes - 23.3 MBIt’s been just over a year when we last spoke with Jason Bloom at Inside ETF right before the pandemic shutdown. Part retrospective, part forward-looking, we discuss the market environment from what we saw a year ago versus what we’re seeing today. Listen to Jason’s thoughts on the reflation trade that has propelled commodity prices from their pandemic lows while also driving up interest rates.
A Conversation with Dave Nadig of ETF Flows
February 04, 2021 19:08 - 51 minutes - 32.7 MBIn this episode, we catch up with Dave Nadig, Chief Investment Officer and Director of Research at ETF Trends and ETF Database (owned by ETF Flows, LLC). We discuss how exchange-traded funds (“ETFs”) fared during the March 2020 market meltdown, Dave’s outlook for the fund industry looking ahead, how we might see renewed interest in traditional active management, and the fund disintermediation threats posed by up-and-coming financial technologies such as direct indexing and digital assets.
“The Digital Asset Revolution” – A Conversation with Ric Edelman, RIA Digital Assets Council
January 22, 2021 15:24 - 33 minutes - 21.1 MBIn this episode, we are pleased to be joined by Ric Edelman, Founder of Edelman Financial Engines and, more recently, Founder of RIA Digital Assets Council (RIADAC). We dive into the recent surge in investor appetite for digital assets, such as cryptocurrencies embodied by Bitcoin and Etherium, discuss the differences between digital assets and stable coins, and hear about Ric’s goal of providing digital asset education to the financial advisor community.
Perspectives on Behavioral Investment Counseling
December 11, 2020 16:26 - 28 minutes - 18.4 MBIn this episode, Matt Shute is joined by his colleague Ed Schweitzer to discuss the behavioral "coach" role that financial advisors take on when working with clients. Ed recently joined the firm and brings a great deal of insight into how successful advisors work with clients to ensure they reach their financial goals.
A Return to Economic Normalcy? Catching Up with Larry McDonald from the Bear Traps Report
December 09, 2020 18:54 - 58 minutes - 38.4 MBIn this episode, we catch up with Larry McDonald, former Lehman Brothers bond trader and current proprietor of the Bear Traps Report. We discuss the shifting market landscape that could see a handoff from the government to the private sector as the world recovers from the coronavirus epidemic. A bigger debate concerns whether the world’s infrastructure has the capacity to accommodate a post-COVID recovery, especially meeting near-term energy demands in the face of declining output. And as...
PIMCO Secular Outlook 2020 – Lower for Longer, A Conversation with David Braun, PIMCO Fixed Income
November 06, 2020 13:58 - 52 minutes - 33.6 MBIn this episode, we dive into PIMCO’s newly released Secular Outlook and why we should expect a lower for longer scenario as the world tries to move past the COVID-19 pandemic. We discuss implications around 1) China’s continuing emergence as a global economic growth driver, 2) continued electoral pressures stemming from populism, 3) rising climate-related risks with respect to corporate governance and capital raising, and 4) technological disruptions. We also discuss opportunities and cha...
After the COVID-19 Recovery, What’s Next for Commodities? A Conversation with Robert Minter, Aberdeen Standard Investments
October 01, 2020 17:09 - 39 minutes - 23.6 MBSince the mid-March/April coronavirus pandemic market meltdown, broad basket commodities (precious and industrial metals, energy, agriculture) have enjoyed a strong recovery alongside other reflationary asset beneficiaries like equities. Robert (Bob) Minter, Head of Investment Strategy at Aberdeen Standard Investments, shares his outlook on how the second act for commodities plays as we face some near-term headwinds such as U.S. government impasse over further pandemic spending and a renewe...
Late-Stage Private Capital Investment Opportunities – A Conversation with Christian Munafo, CIO of SP Investment Management
September 08, 2020 18:20 - 49 minutes - 31.2 MBIn this episode, 3D discusses late-stage venture financing opportunities with Christian Munafo, CIO of SP Investments Management, the asset management arm of SharesPost. In this episode, we discuss why retail investors should consider late-stage venture financing as part of an overall equity growth strategy, how they can access private companies through retail investment vehicles like interval funds and SPACs, and the investment opportunities presented in SP’s current portfolio of companies...
Catching Up with Bob DeRochie, First Trust Advisors, for an Update on the Fixed Income Markets
July 29, 2020 13:16 - 33 minutes - 20.3 MBWe have the pleasure of catching up with Bob DeRochie, Fixed Income Specialist – Client Portfolio Manager at First Trust Advisors, to discuss the state of the fixed income markets following the significant recovery in credit risk during Q2. Although much of the market is trading at rich levels, Bob still sees relative value opportunities across hybrid fixed income such as high yield, convertibles, and preferred equities. But credit selection will be paramount as much of the ‘liquidity’ iss...
Catching up with ETF Industry Veteran Chris Hemstead
June 25, 2020 19:23 - 43 minutes - 26.3 MBIn this episode, we had the pleasure of catching up with ETF Industry veteran Chris Hemstead, now Director of Institutional Business Development at IndexIQ, part of New York Life Investment Company. Chris reflects on last March’s market meltdown and how ETFs performed during this tumultuous period. He also shares his optimism about the growth of the ETF market and the potential for innovative product development such as actively-managed ETFs. Finally, Chris explains how active management...
State of the Municipal Bond Market During the Coronavirus Pandemic: A Conversation with Richard Taormina, Head of the Tax-Aware Strategies at JPMorgan Asset Management
May 20, 2020 13:56 - 50 minutes - 31.3 MBIn this episode, Richard Taormina, Head of the Tax Aware Strategies team at JPMorgan Asset Management, will discuss the state of the U.S. municipal bond market during and after the mid-March capital markets meltdown and why much of the market has not fully recovered from the first quarter sell-off. The muni market is not fully out of the woods but is also presenting compelling opportunities.
Communicating your Value with Andy McFetridge from John Hancock Investment Management
May 07, 2020 18:15 - 25 minutes - 16.1 MBIn this episode, Matt Shute is joined by Andy McFetridge, National Sales Manager at John Hancock Investment Management. Andy provides insights into the advisory world and how advisors can efficiently and effectively communicate their value propositions to clients. To learn more about how John Hancock Investment Management and how they are helping advisors go to: https://www.jhinvestments.com/
A Discussion with Goldman Sachs on the Current State of ETF Capital Market Pricing Following the March Bear Market
April 24, 2020 17:33 - 52 minutes - 34.5 MB3D sits down with Steve Sachs, Managing Director and Head of ETF Capital Markets at Goldman Sachs. Steve shares his views on why he believes ETF capital markets largely functioned the way they were designed to do despite the significant price and liquidity dislocations during the depths of the March bear market. We also debate about the Federal Reserve’s role in providing emergency lending and liquidity support and whether the Fed will be able to extricate themselves without causing major ...
Coronavirus Infection of the Bond Markets: Making Sense of the Disruptions Seen Across Fixed Income Pricing and Liquidity
March 26, 2020 13:13 - 50 minutes - 29.8 MBWe had the pleasure of speaking with WisdomTree Investment’s Kevin Flanagan, Head of Fixed Income Strategy, and Michael Barrer, Associate Direct in Capital Markets. In this special episode, we discuss the disruptions seen across fixed income market pricing and liquidity – one of several fallouts from the Coronavirus pandemic. In addition, we discuss the longer-term implications of the Federal Reserve and U.S. Treasury Department’s emergency initiatives to unclog the financial plumbing and ...
A Conversation with WisdomTree: Positioning for the Oncoming Digital Asset Disruption of Financial Services
March 16, 2020 13:35 - 40 minutes - 24.6 MBWe are pleased to be joined by Jeremy Schwartz, Global Head of Research, and Will Peck, Head of Corporate Strategy, at WisdomTree. In this episode, Jeremy provides his take on how to make sense of the extreme market volatility this past month. We then discuss WisdomTree’s foray into the digital asset ecosystem with their recent investment in Seccurency, a blockchain-based financial infrastructure company focused on the compliance side of how digital asset transactions do not run afoul of a...
3D at Inside ETFs 2020
February 11, 2020 13:16 - 31 minutes - 21.8 MB3D attended the 2020 Inside ETF Conference down in Hollywood, FL, and took the opportunity to interview some of the attendees for our Advisor Success Series podcast. [00:00] Matt Hougan, Global Head of Research, Bitwise Asset Management, provides an update on the crypto-currency landscape including the recent launch of insured custodial services for institutional crypto-currency accounts, the emergence of stable coins and tokenization of financial assets, and movements on the regulatory fro...
A Discussion with Dimensional Fund Advisors (“DFA”) on a Data-Driven Approach to Sustainability Investing
January 16, 2020 17:17 - 39 minutes - 27.7 MBIn this episode, we are joined by Damien Dormer, U.S. Equity Portfolio Manager and Vice President at DFA, to discuss DFA’s approach to sustainability and socially responsible investing. We discuss the importance of data integrity and efficient implementation of equity and fixed income portfolios oriented toward sustainable investing.
“Investing for Relative Value Amidst an Uncertain Global Growth Outlook” – A Conversation with Bob DeRochie, Fixed Income Specialist – Client Portfolio Manager at First Trust Advisors
December 20, 2019 21:07 - 38 minutes - 20.9 MBIn this episode, we discuss Bob’s overall outlook on the fixed income market as well as cover some less-followed areas of fixed income and where he sees attractive relative value. In addition, Bob shares his outlook on interest rates heading into 2020 and why investors should expect a steeper yield curve. There is no guarantee that past trends will continue or projections will be realized. Investing involves risk, including possible loss of principal. Asset allocation and diversificati...