Phil Bak - How ETFs Teach Valuable Investment Lessons: A Guide for Beginners and Pros

Phil is widely regarded as a thought leader in the asset management industry. As Founder & CEO of Exponential ETFs Phil raised $1.8 Billion in AUM in just over three years after launching the company from scratch. As Managing Director at NYSE Phil exceeded 90% market share of ETF listings. Phil is the author of two patents on innovative ETF structures, has led market structure enhancements that have become industry standard and pioneered new investment strategies into the market. Phil is featured regularly on top-tier media outlets such as the Wall Street Journal, Bloomberg, CNBC, Financial Times and Reuters. Phil holds the Chartered Alternative Investment Analyst (CAIA) designation and is the host of the ETF Experience and the Phil Bak Podcast.

Tune in to hear:

• Why might the market be rallying in spite of the Coronavirus being worse than ever, unemployment rates at an all time high and political divisiveness is explosive?

• When is the right time to “check the math” on how enduring a factor is or something like discounted cash flows or fundamental analysis? How do we know when the world may have shifted so fundamentally, that certain market principles are no longer viable?

• The dangers of tying yourself entirely to quantitative and empirical methods of investing and what role “faith” might play in a successful investment strategy

• What are some potentially immutable principles of good investing?

• How humility plays a key role in a sound investment plan, regardless of your preferred approach to investing

• What are some potential upsides to reverse weighted ETFs?

• Phil started an ETF shop that he has since exited - what are some of the lessons he learned / takeaways and why does he consider it both a success and a failure?

Web: www.signaladvisors.com
Twitter: @philbak1

Compliance code: 0637-OAS-2/23/2021