Advisor Success Series

On this episode, Matt Shute is joined by Mike Lecours the co-founder of fpPathfinder. fpPathfinder creates checklists and flowcharts to help advisors be more diligent in the planning process. He is also a financial advisor and planner.  Check him out here: https://www.fppathfinder.com/  As an added bonus, Mike sent over a couple of samples Here and Here.   

We are, once again, joined by Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors.  Matt shared with us some new research into sector-based investing from their business cycle analysis, using the Conference Board’s Leading Economic Indicators (LEI). 

For this episode of the Advisor Success Series Podcast, Matt Shute is joined by Matt Eilers of USA Financial. Matt is the Chief Business Development Officer at USA Financial, and head of the Coaching & Consulting division. This episode dives into advisory best-practices for a wide arrange of topics including seminar marketing, introductions, and many more. Be sure to check out Matt's podcast called the Advisor Elevation Podcast here:   https://advisorelevation.com/podcast/   

Part 2 of our series at the Inside ETFs Conference includes: [0:48] Ed Rosenberg and Rene Casis, responsible for ETF Offerings at American Century, discuss their outlook for Federal Reserve rate hikes in 2019 and why investors should emphasize ‘quality’ when positioning their portfolios. [6:27] Lukas Smart, Portfolio Manager at Dimensional Funds and Manager of the John Hancock Multifactor ETFs, discusses some of the differences on how Dimensional’s strategies are implemented between the Dimensional mutual funds and John Hancock ETFs.  [11:07] Gene Podkaminer, Head of Research Strategies at Franklin Templeton, provides his macro outlook for a global GDP convergence between the U.S. and the rest of the world as well as his views on multi-factor construction. [23:47] Luke Oliver, Head of Capital Markets at DWS, sees slowing global growth but opportunities within emerging markets, particularly China, and high yield fixed income as well as trends in ETF product development.  [31:28] Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors, shares with our audience some new research into sector-based investing using business cycle analysis. [35:30] Alisa Maute, Head of Distribution, and Jeremy Schwartz, Global Head of Research at WisdomTree Investments, update our audience with their innovation of “modern alpha” and their development of advisor tools. Disclosures: -WisdomTree Investments, Inc. (“WisdomTree Investments”) is the sole owner of WisdomTree Asset Management, Inc., a registered investment adviser, and is a substantial minority owner of AdvisorEngine Inc. (“AdvisorEngine”), a digital wealth management platform.   WisdomTree and/or its affiliates has a financial interest in AdvisorEngine and its business. -The opinions expressed are those of American Century Investments (or the fund manager) and are no guarantee of the future performance of any American Century Investments fund. This information is for educational purposes only and is not intended as investment advice. The third parties listed are independent companies and are not affiliated with American Century Investments. Listing them does not suggest a recommendation or endorsement by American Century Investments.  

3D attended the February 2019 Inside ETF Conference down in Hollywood, FL, and took the opportunity to interview some of the attendees for our Advisor Success Series podcast.  Part 1 includes interviews with the following: [00:00] Matt Hougan, Global Head of Research, Bitwise Asset Management, discussing the current state of crypto-currency.  [11:56] Jay Jacobs, Head of Research & Strategy, Global X Funds, discussing the latest trends in thematic-based investing. [18:48] Phil Bak, CEO, & Charles Ragauss, Managing Director, Exponential ETFs, on how smaller ETF providers can compete for investor shelf space. [25:10] William Rhind, Founder and CEO, Graniteshares, on the state of the commodity markets.  [35:09] Nick Kalivas, Senior Equity ETF Strategist, Invesco, shares his thoughts on the current market environment and how ETF marketing will shift from products to implementation

Once again, we have the pleasure of hosting Tom Psarofagis, Bloomberg Intelligence analyst covering the Exchange Traded Fund (ETF) Industry. In kicking off Season 2 of our investment-focused podcasts, Tom will share with us the an update on the latest developments within the ETF industry as well as key trends to be mindful of as we start the new year

In this episode, Matt Shute is joined by Chris Shea, CFA of CataMetrics. CataMetrics provides financial advisors and firms with tailored investment solutions and white-labeled sales and marketing collateral to help drive scalability and brand awareness.  Chris has over 18 years in the investment management industry and has been involved in security research, portfolio construction consulting, investment product sales and portfolio management throughout his career.  View their website here!

In this episode, Tom Goodrum, Institutional Fixed Income Strategist at DFA, will share with us the firm’s perspective on the importance of understanding the key risks that drive fixed income.  Many investors are familiar with the Fama-French risk premium framework that explains the majority of expected returns within global equities, but fewer are familiar with how this same risk-based framework applies to fixed income investing.  Tom and I discuss how term premiums across government and credit yield curves can explain the bulk of expected returns in fixed income as well as DFA’s views on the state of trading fixed income and why DFA hedges its currency risk across most of their global fixed income strategies. 

In this podcast episode, we are joined by Kevin Orr, Nathan Eigerman and Joe Demmler, Managing Partners at Lee Capital Management.  We discuss LCM’s approach to managing tactical, risk managed portfolios through sector positioning and why investors will want to consider such strategies given the current market environment. You can learn more about Lee Capital by visiting their website http://leecapitalmgmt.com/ .  

In this episode, Ben Lavine is joined once again by John Davi, Founder and Chief Investment Officer at Astoria Advisors to discuss the market turmoil experienced throughout October and share our firms’ outlooks on some of the risks facing investors going forward.