Think Tank Exchange
Education Podcasts
The Think Tank Exchange provides a forum discussion between investment managers and financial advisors. The concept is to translate financial thought leadership and practice management into actionable ideas in real world scenarios. Each conversation is moderated by portfolio managers and influencers from the ETF Think Tank. Any investor or advisors seeking to learn about the markets, trends, ETFs or other growth tactics will find candid, behind the scenes, genuine ideas discussed on the show. To join a LIVE Think Tank Exchange show, follow us on LinkedIn or @etfthinktank on Twitter. At the ETF think Tank, our value prop is to enhance yours.The views and opinions expressed during this Event are those of the Participants and do not necessarily reflect the views of the Sponsor/Organizer. Information set forth during this Event has been obtained or derived from sources believed by the Participants to be reliable. However, neither the Sponsor nor the Organizer make any representation or warranty, express or implied, as to the information's accuracy or completeness, nor does the Sponsor/Organizer recommend that the information shared during this Event serve as the basis of any investment decision and it has been provided to you solely for informational purposes only and does not constitute an offer or solicitation of an offer, or any advice or recommendation, to purchase any securities or other financial instruments, and may not be construed as such.
Location:
United States
Genres:
Education Podcasts
Description:
The Think Tank Exchange provides a forum discussion between investment managers and financial advisors. The concept is to translate financial thought leadership and practice management into actionable ideas in real world scenarios. Each conversation is moderated by portfolio managers and influencers from the ETF Think Tank. Any investor or advisors seeking to learn about the markets, trends, ETFs or other growth tactics will find candid, behind the scenes, genuine ideas discussed on the show. To join a LIVE Think Tank Exchange show, follow us on LinkedIn or @etfthinktank on Twitter. At the ETF think Tank, our value prop is to enhance yours.The views and opinions expressed during this Event are those of the Participants and do not necessarily reflect the views of the Sponsor/Organizer. Information set forth during this Event has been obtained or derived from sources believed by the Participants to be reliable. However, neither the Sponsor nor the Organizer make any representation or warranty, express or implied, as to the information's accuracy or completeness, nor does the Sponsor/Organizer recommend that the information shared during this Event serve as the basis of any investment decision and it has been provided to you solely for informational purposes only and does not constitute an offer or solicitation of an offer, or any advice or recommendation, to purchase any securities or other financial instruments, and may not be construed as such.
Language:
English
Email:
ETFThinkTank@gmail.com
Episodes
Long-Term Investment Decisions with Davis ETFs
10/28/2021
Mark Switow of UBS Private Wealth Advisors and Chris Davis of Davis Advisors join Michael Venuto and Dan Weiskopf of Toroso Investments to talk long-term investment decision making with Davis Advisors & Davis ETFs.
We thank Davis Advisors for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
This episode is sponsored by Davis Advisors
Sponsored By: Davis Advisors
Duration:00:53:27
Gold In A Portfolio Allocation As A Source Of Diversification
10/18/2021
How should advisors and investors look at gold in a portfolio allocation? Max Gold of State Street Global Advisors and Alex Shahadi of Evoke Advisors join the Think Tank Exchange to share their thoughts.
Learn more about RPAR: https://www.rparetf.com
Learn more about GLD: https://www.ssga.com/us/en/intermedia...
We thank State Street Global Advisors for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
This episode is sponsored by State Street Global Advisors
Sponsored By: State Street Global Advisors
Duration:00:54:15
Ep 217: Midyear Economic and Market Outlook
8/25/2021
Hear economic and market views from Matthew Bartolini, Managing Director at State Street Global Advisors and James Nickerson, Portfolio Manager at Cumberland Private Wealth Management. We’re providing this outlook to help you help your clients understand the market landscape and achieve their desired investment outcomes. We thank State Street Global Advisors for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Duration:00:32:49
Ep 216: Social Finance and the Future of Work
7/29/2021
Explore how social finance and the gig economy are shaping the investment space with Sam Nofzinger, Business lead with SoFi and Reginald Browne, Principal of Global Trading Services (GTS). We thank GTS for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Duration:00:28:28
Ep 215: Changing Investor Perceptions in the ESG Space
7/9/2021
Explore how our experts are helping change perceptions about the ESG space to attract more clients with Michael Lewis, Head of Sustainable Finance Research at DWS, Ed Butowsky, managing partner of Chapwood Investments, and Brian Maute, Divisional Director, DWS. Plus, Ed speaks about his involvement with the Dallas-based nonprofit, Minnie’s Food Pantry. We thank DWS for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Duration:00:29:13
Ep 214: Actively Managing International Markets
6/29/2021
We’re discussing high-conviction opportunities in global markets, active share, and recent market action with Danton Goei, Portfolio Manager with Davis ETFs and John Lunt, CEO of Lunt Capital. Plus, John speaks about his involvement with the Leavitt Institute for International Development. We thank Davis ETFs for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Duration:00:28:36
Ep 213: The Case for Ag in the Face of Climate Change
6/22/2021
Learn how to navigate and weather global Ag markets from Sal Gilbertie, CEO and Founder of Teucrium and Grant Engelbart, Senior Portfolio Manager at Brinker Capital. We thank Teucrium for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Duration:00:29:38
Ep 212: What’s Moving the Needle in Muni Bonds?
6/2/2021
Learn about what’s moving the needle in muni bonds, where to look for opportunity for your clients and how active management factors in. Here to explain is Jay McAndrew, Head of Strategic Beta Sales & ETFs and Doug Rangel, Vice President and Client Portfolio Manager for fixed-income products from Columbia Threadneedle Investments. We thank Columbia Threadneedle for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Duration:00:29:42
Ep 211: Special Edition—2020 ETF.com Awards & Crypto Think Tank
5/12/2021
Guillermo Trias, CEO of Toroso Investments and Jim Wiandt CEO of Spark Network join us to recap the 2020 ETF.com Awards. Plus, a panel of experts—a “crypto think tank”—discuss how they navigate the crypto investment space. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Duration:00:54:08
Ep 210: Risk: Keep Your Investors Aloft
5/5/2021
Learn how managing for risk in the markets can keep your investors invested from Karl Ashley the architect and portfolio manager of Euclid Investment Advisory’s actively managed tactical allocation strategy and John Creekmur, President & Sr. Wealth Advisor at Creekmur Wealth Advisors. We thank Euclid and Cboe for sponsoring this episode. Plus, John Creekmur plugs the charity New York City Relief. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Duration:00:28:24
ep 209: Tapping Into the Growth of Cannabis
4/19/2021
Learn about the history, growth, portfolio management and risks for investing in cannabis from Timothy Seymour with Amplify ETFs and Paul Morse Managing Director of Wealth Management with Alliance Global Partners. We thank Amplify for sponsoring this episode. Plus, Paul Morse plugs the charity Disability Rights Fund. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Duration:00:25:34
Ep 208: E-Commerce in Emerging Markets
4/12/2021
Learn about the opportunity in emerging e-commerce from Kevin T. Carter, Founder & Chief Investment Officer of EMQQ and Corey Franco, Founder and Managing Partner of NobleBridge Wealth Management. We thank EMQQ for sponsoring this episode. Plus, Corey Franco plugs the charity Autism Speaks. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Duration:00:29:54
Ep 207: Special Edition—Climate Think Tank
3/31/2021
A panel of experts—a “climate think tank”—discuss how they navigate the climate investment space. That’s the “E” in ESG Plus, Jim Wiandt CEO of Spark Network joins us for commentary and plugs the charity Coalition for Rainforest Nations. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Duration:00:34:53
Ep 206: Are you prepared to be risk on/risk off?
3/16/2021
Research, investment philosophy and signals are key to being prepared to be risk on/risk off in the markets. Michael Gayed, Portfolio Manager of the ATAC Funds with Toroso Investments and Clara Basile, Co-founder, CEO and Portfolio Manager with Avalon Capital Management explain. Plus, Clara Basile plugs the charity One Fair Wage. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Duration:00:26:25
Ep 205: Are You Forward Thinking on Value?
2/22/2021
Value investing requires a forward-thinking mindset. Are you forward-thinking? Tom Cole, CEO of Distillate Capital Partners and Roger Veome Managing Director of Investments with Alex Brown focus us on the future of value investing; assessing and accessing the markets, and, risk. Plus, Roger Veome plugs the James R. Jordan Foundation. We thank Tom and Distillate Capital Partners for sponsoring the LIVE ETF Think Tank Exchange and this Podcast. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Duration:00:28:46
Ep 204: Is ESG a Fit For My Clients?
2/12/2021
ESG is no longer a satellite investment. It can be at the core of your client’s portfolio. Brie Williams, Head of Practice Management with State street Global Advisors and Bob Smith, President and CIO at Sage Advisory, discuss why ESG investing makes sense for investors. We thank State Street Global Advisors for sponsoring the LIVE ETF Think Tank Exchange and this Podcast. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Duration:00:32:35
Ep 203: Concentrating on Correlation
2/2/2021
Bill DeRoche, Chief Investment Officer with AGF Investments LLC and Tony Manory, CIO, with Empire Asset Management, talk about why concentrating on correlation in client portfolios matters. We thank Bill and AGF for sponsoring the LIVE ETF Think Tank Exchange and this Podcast. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Duration:00:30:09
Ep 202: Themes in the Changing Economy
1/28/2021
Scott Helfstein, PhD, Executive Director, Thematic Investing with ProShares, and, David Carter, CFA®, Chief Investment Officer with Lenox Wealth Management address adding value to your client relationships by educating and elevating them by talking about themes in the new economy and other unique investment stories. We thank Scott and ProShares for sponsoring the LIVE ETF Think Tank Exchange and this Podcast. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Duration:00:27:33
Ep 201: Dialing Up Fixed Income
1/18/2021
Jay McAndrew Vice President, National Sales Manager at Columbia Threadneedle Investments, and, Jim Cox and Rich Ceffalio with Providence Private Wealth discuss active versus passive investing, finding yield and managing risk in fixed income. This podcast and the live Think Tank Exchange are sponsored by Columbia Threadneedle Investments. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Duration:00:33:28
Ep 104: Thematic Investing
12/18/2020
John van Moyland, Managing Director and Global Head of S&P Kensho Indices—John is a speaker on behalf of our sponsor State Street Global Advisors—and Samuel Rozzi, CFA, Manager of Due Diligence for American Portfolios Advisors discuss the thematic investing category in terms of how to evaluate themes and put them to use in a client’s portfolio. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Podcast hosted by: Michael Gayed and Dan Weiskopf
LIVE Show hosted by: David Dziekanski and Mike Venuto
Show Sponsored by: State Street Global Advisors
Duration:00:30:10