Inside ETFs

Informa/Wealth Managment

The Inside ETFs podcast is the only podcast that specifically provides financial advisors with a targeted summary of the key trends, innovations and developments in ETFs. Each episode of the Inside ETFs podcast is a deep-dive with an ETF industry thought leader and is designed to help financial advisors understand how they can construct portfolios that are highly customized, cost efficient and designed to meet a wide range of client needs. The Inside ETFs podcast will focus on how ETFs are changing and re-defining the world of traditional asset management – and guests will include some of the most influential investors and asset managers in the world.

  1. 12/11/2023

    The Inside ETFs Podcast: Brendan Ahern, Simeon Hyman and Devon Drew on Emerging Asset Classes and Fintech Innovations

    The underweight of non-US equities, opportunities in cryptocurrency, the rise of artificial intelligence and machine learning in investments — these are important topics for today’s investors. In this special episode of the Inside ETFs Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston is joined by Brendan Ahern, chief investment officer at KraneShares, Simeon Hyman, global investment strategist with ProShares and Devon Drew, CEO of DFD Partners. They explore the evolving landscape of investment with insights into technology, AI and emerging asset classes, including cryptocurrency. Nabia, Brendan, Simeon and Devon discuss:  Why is leveraging deep learning, neural networks and computational data science important in investment decisions How can machine learning potentially improve traditional investment strategies What is the potential of new asset classes, particularly in the crypto market What are the challenges of reaching and engaging with clients in the financial industry Resources WealthManagement.com  Listen to the latest episodes of The Inside ETFs Podcast Connect with Nabia Jenkins-Johnston LinkedIn: Nabia Jenkins-Johnston LinkedIn: Informa LinkedIn: WealthManagement.com Connect with Brendan Ahern LinkedIn: Brendan Ahern KraneShares Connect with Simeon Hyman LinkedIn: Simeon Hyman ProShares Connect with Devon Drew LinkedIn: Devon Drew DFD Partners

  2. 11/06/2023

    The Inside ETFs Podcast: Shana Sissel on The Rise of Alternative Investments

    In this episode, Informa Wealth Management’s Nabia Jenkins-Johnston is joined by Shana Sissel, founder, president and chief executive officer of Banríon Capital Management. Shana shares her insight on the importance of alternative investments, the evolution of asset allocation and the potential of interval funds. She also discusses how her media appearances and presence helps with connecting with advisors and clients.  Nabia and Shana discuss:  The importance of alternative investments in portfolio planning How asset allocation has evolved The impact of new investment strategies on the use of alternative investments The importance of financial and investment education in the industry And more Resources WealthManagement.com  Listen to the latest episodes of The Inside ETFs Podcast Connect with Nabia Jenkins-Johnston LinkedIn: Nabia Jenkins-Johnston LinkedIn: Informa LinkedIn: WealthManagement.com Connect with Shana Sissel LinkedIn: Shana Sissel Banríon Capital Management

  3. 01/25/2023

    The Inside ETFs Podcast: Brett Orvieto’s 2023 Investment Outlook

    After the ups and down of 2022, 2023 brings new opportunities for investments that advisors might want to share with clients. In this episode, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Brett Orvieto, Managing Director of Dakota Wealth Management, about where opportunities exist in equity and fixed income markets in 2023. They also dissect how advisors are guiding their clients differently based on their age, financial objectives and risk tolerance.  Specifically, Mark and Brett discuss:  The outlook for equities, fixed income and key investment sectors How are advisors discussing the current market with clients How to guide younger investors through their first downmarket What role do ETFs play in helping to consolidate client portfolios after a wealth manager acquires another firm Resources WealthManagement.com  Listen to the latest episodes of The Inside ETFs Podcast Connect With Mark Bruno: WealthManagement.com LinkedIn: WealthManagment.com LinkedIn: Mark Bruno Twitter: Mark Bruno LinkedIn: Informa Connect with Brett Orvieto LinkedIn: Brett Orvieto Dakota Wealth Management

  4. 12/21/2022

    The Inside ETFs Podcast: Amplify’s Christian Magoon on The Modern Investor In 2023

    As we close out 2022, a year of volatility across almost every asset class, how should a modern investor be positioning themselves for 2023? In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Christian Magoon, CEO of Amplify ETFs and Founder of Magoon Capital, in discussing where the ETF market is moving and how the next generation of investors focus on investment strategies. Douglas and Christian discuss:  Amplify’s position in the ETF marketplace The long term trends within investment portfolios The biggest challenges investors face today Where advisors should look for future investment opportunities Resources WealthManagement.com  ETF Central  Connect with Douglas Yones LinkedIn: Douglas Yones, ChFC® LinkedIn: Informa  Connect with Christian Magoon LinkedIn: Christian Magoon Amplify ETFs

  5. 12/14/2022

    The Inside ETFs Podcast: Nancy Davis on Portfolio Management For 2023

    When building a wholistic multi-asset class investment plan, it is important to consider an investor’s entire portfolio of assets, alongside market risk tolerance and near term volatility. What are some of the ETF strategies that can provide market access opportunities in the new year? In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Nancy Davis, Portfolio Manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (ticker: IVOL) and The Quadratic Deflation ETF (ticker: BNDD), in discussing how her ETFs, IVOL and BNDD, fit within modern portfolios and how they differ from traditional investment options. Douglas and Nancy discuss:  Her pioneering vision for the ETF industry The biggest challenges as 2022 closes, and how should investors be managing interest rate risk in the new year Where the IVOL ETF can fit within a model portfolio How should advisors consider IVOL across traditional investment planning Resources WealthManagement.com  IVOL ETF Connect with Douglas Yones LinkedIn: Douglas Yones, ChFC® LinkedIn: Informa Connect with Nancy Davis LinkedIn: Nancy Davis Quadratic Capital Management

  6. 11/30/2022

    The Inside ETFs Podcast: Ed Lopez on How ETFs Take Advantage of All Opportunities Within Investment Markets

    The markets remain volatile, however long term investment trends continue to be a silver lining. Alongside investment growth, ETFs can also fill in gaps in year-end tax planning. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Ed Lopez, Head Of Product Management at VanEck, on recent trends within the capital markets, and how those trends can become opportunities for growth. Douglas and Ed discuss:  Current product development trends in focus Future growth areas that can drive near term investment decisions How to utilize ETFs as part of a tax efficient portfolio Opportunities in the markets today Resources WealthManagement.com  Connect with Douglas Yones LinkedIn: Douglas Yones, ChFC® LinkedIn: Informa Connect with Ed Lopez LinkedIn: Ed Lopez VanEck

  7. 11/23/2022

    The Inside ETFs Podcast: Jon Maier on ETFs in Model Portfolios Throughout Dynamic Markets

    Creating an optimal investment portfolio means combining long term goals with short term market conditions, and helping investors determine the right near term strategies without sacrificing long term market opportunities. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jon Maier, Chief Investment Officer at Global X, as they discuss how Jon’s team focuses the firm’s investment strategies and model portfolios. Jon discusses the current markets, near term industry trends, and some opportunities for investors in the ETF marketplace. Douglas and Jon discuss:  Jon’s start in the ETF and model portfolio industry Current ETF product trends near term opportunities Future investment themes for portfolios Year end investment planning Resources WealthManagement.com  Connect with Douglas Yones LinkedIn: Douglas Yones, ChFC® LinkedIn: Informa Connect with Jon Maier LinkedIn: Jon Maier Global X

  8. 11/09/2022

    The Inside ETFs Podcast: William Rhind on Maximizing Year End Planning with ETFs

    ETFs have dominated the financial market headlines, allowing investors to choose from a variety of asset classes and strategies based on their investment goals. How will year-end tax planning fit in with the growth of ETFs this year? In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by William Rhind, Founder and CEO of Granite Shares, in discussing the ETF market and how to prepare for the remainder of the year. Douglas and Will discuss:  How GraniteShares came to be and its role in the ETF industry What they focus on ETF product development for advisors Important year-end tax planning considerations for portfolios How can ETFs and tax planning can maximize opportunities in today’s market Resources WealthManagement.com  Connect with Douglas Yones LinkedIn: Douglas Yones, ChFC® LinkedIn: Informa Connect with William Rhind LinkedIn: William Rhind Granite Shares

See All (29)

Ratings & Reviews

5
out of 5
4 Ratings

About

The Inside ETFs podcast is the only podcast that specifically provides financial advisors with a targeted summary of the key trends, innovations and developments in ETFs. Each episode of the Inside ETFs podcast is a deep-dive with an ETF industry thought leader and is designed to help financial advisors understand how they can construct portfolios that are highly customized, cost efficient and designed to meet a wide range of client needs. The Inside ETFs podcast will focus on how ETFs are changing and re-defining the world of traditional asset management – and guests will include some of the most influential investors and asset managers in the world.

Information

  • Creator
    Informa/Wealth Managment
  • Years Active
    2021 - 2023
  • Episodes
    29
  • Rating
    Clean
  • Copyright
    Copyright © 2021 Inside ETFs
  • Show Website
    Inside ETFs

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