AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Monetary Matters with Jack Farley
The Research to AUM Pipeline | Warren Pies on Raising $450m in an ETF in Less Than 6 Months
Dec 26, 2024
Warren Pies, founder of 3Fourteen Research and portfolio manager of $FCTE, shares insights on his remarkable achievement of raising over $450 million for his ETF in under six months. He discusses the critical role of research in attracting investor interest and how strong client relationships can redefine traditional interactions. Warren emphasizes a disciplined, long-term investment approach over fleeting trends and provides a glimpse into the unique strategies that drive his innovative ETF's success.
51:56
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Warren Pies attributes the successful launch of the ETF FCTE to the established relationships stemming from his research business at 314 Research.
- The firm's commitment to setting realistic client expectations allows for deeper trust and fosters long-term partnerships in asset management.
Deep dives
Successful Launch of FCTE
The launch of the active ETF FCTE has been notably successful, raising over $450 million in a short period. This success is attributed to the existing relationships cultivated through the research business at 314 Research, which provided a solid client base and a proven track record of performance. Clients who had followed the proprietary investment models expressed a strong desire to invest directly, leading to an influx of capital. The partnership between the research and ETF businesses has created a unique synergy that underpins this success, highlighting the significance of building trust with clients before launching a fund.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode