Hear from key industry professionals as they provide their latest perspectives on the everchanging ETF marketplace.
Highlighting the latest and greatest ETFs, ETF360 brings you everything you need to know about newly NYSE-listed exchange traded funds, straight from the issuer.
Pimco's Amit Arora, portfolio manager of PRFD, and Philippe Bodereau, Head portfolio manager of PRFD, discuss thE PIMCO Preferred and Capital Securities Active ETF (PRFD) with VettaFi Head of Research, Todd Rosenbluth.
Alexandra Lawson, Fixed Income Portfolio Manager at Goldman Sachs Asset Management discusS the Goldman Sachs Access Fixed Income ETF Suite with VettaFi Head of Research, Todd Rosenbluth.
Vince Gonzales, Portfolio Manager at Capital Group, along with VettaFi Head of Research, Todd Rosenbluth, discusses Capital Group Short Duration Income ETF (CGSD).
Lindsay Rosner, Senior Portfolio manager of PTRB and Principal on the Multi-Sector Portfolio Management Team for PGIM, along with VettaFi Head of Research, Todd Rosenbluth, discusses the PGIM Total Return Bond ETF (PTRB).
Matt Cole of Strive Asset Management, joins VettaFi Head of Research, Todd Rosenbluth, to talk about the Strive U.S. Energy ETF (DRLL).
VettaFi head of research Todd Rosenbluth joined ProShares head of investment strategy group Simeon Hyman, CFA to discuss ex-sector ETFs tied to the S&P 500.
VettaFi head of research Todd Rosenbluth joined DoubleLine’s Scott Thomson to discuss the newest ETFs from DoubleLine, the DoubleLine Shiller CAPE U.S. Equities ETF (CAPE) and the DoubleLine Opportunistic Bond ETF (DBND).
This week’s episode features Robert Minter with abrdn, along with VettaFi Head of Research, Todd Rosenbluth, talking about the abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF (NYSE: BCIM).
This week’s episode features Andrew Beer with Dynamic Beta Investments, along with VettaFi Head of Research, Todd Rosenbluth, talking about the iMGP DBi Managed Futures Strategy ETF (NYSE: DBMF).
Date | Issuer | Speaker | Description | Link |
---|---|---|---|---|
12/14/22 | Quadratic | Nancy Davis, Portfolio Manager, Quadratic | 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 (IVOL) and The Quadratic Deflation ETF (BNDD), in discussing how her ETFs, IVOL and BNDD, fit within modern portfolios and how they differ from traditional investment options | |
11/9/22 | GraniteShares | William Rhind, Founder and CEO of Granite Shares | 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. | |
10/28/22 | Cohen and Co | Camille Clemons, Executive Director, Business Development, Cohen & Company | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, speaks with Camille Clemons, executive director of business development at Cohen & Company, on her entry to the ETF industry, how her team supports new firms entering the marketplace and her approach to supporting career growth across the industry. | |
9/28/22 | AllianceBernstein | Noel Archard, global head of ETF and portfolio solution at AllianceBernstein | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, is joined by Noel Archard, global head of ETF and portfolio solution at AllianceBernstein, diving into the drive behind ETFs as an investment tool and how they fit within the current market environment. | |
9/21/22 | JP Morgan | Jed Laskowitz, global head of asset management solutions at J.P. Morgan Asset Management | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, is joined by Jed Laskowitz, global head of asset management solutions at J.P. Morgan Asset Management, to discuss how ETFs can assist advisors in developing optimal portfolio strategies for the long term, regardless of market conditions. | |
8/29/22 | Defiance | Sylvia Jablonski, CEO and CIO of Defiance Investments | In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Sylvia Jablonski, CEO and CIO of Defiance Investments, on how Defiance engages with investors in order to predict market and industry trends, with a focus on future growth, when selecting ETFs. | |
8/26/22 | DoubleLine | Jeffrey Sherman, Deputy Chief Investment Officer of DoubleLine | In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jeffrey Sherman, Deputy Chief Investment Officer of DoubleLine, on how DoubleLine focuses on changing market conditions in order to find opportunities in regardless of the capital market conditions. | |
7/28/22 | NightShares | Bruce Lavine, founder and CEO of NightShares | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, talks to Bruce Lavine, founder and CEO of NightShares, about night trading sessions and their place as a unique option in an investment portfolio. | |
7/27/22 | ERShares | Dr. Joel Shulman, founder, CEO and CIO of ERShares | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, speaks with Dr. Joel Shulman, founder, CEO and CIO of ERShares, on ETF investment options for the modern investor. | |
6/29/22 | Simplify | Brian Kelleher, Chief Revenue Officer, Simplify | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, is joined by Brian Kelleher, chief revenue officer at Simplify Asset Management, to discuss Simplify’s ETF lineup, as well as the support and education available to advisors via their Advisor Hub platform. | |
6/22/22 | Janus Henderson | Nick Cherney, John Kerschner, Greg Kuhl, and Tim Gerrard | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, is joined by the leadership team of Janus Henderson: Nick Cherney, head of exchange traded products; John Kerschner, portfolio manager for the JAAA CLO ETF; Greg Kuhl, portfolio manager for the JRE US Real Estate ETF; and Tim Gerrard, portfolio manager for the Net Zero Transition Resources ETF (JZRO). | |
6/13/22 | DWS | Arne Noack, head of systematic investment solutions, Americas at DWS Group | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, is joined by Arne Noack, head of systematic investment solutions, Americas at DWS Group. Listen in as they discuss today’s market volatility, how to find opportunities for long term portfolios, and how ETFs can offer currency diversification alongside global investment capability. | |
5/31/22 | Direxion | David Mazza, Head of Product, Direxion | Direxion's David Mazza discusses capital markets, market trends and investment opportunities based on current and expected market volatility. | |
4/25/22 | SSGA | Michael Arone, Chief Investment Strategist and Managing Director, State Street Global Advisors | Michael Arone, Chief Investment Strategist and Managing Director, State Street Global Advisors | |
4/25/2022 | SSGA | Michael Arone, Chief Investment Strategist and Managing Director, State Street Global Advisors | State Street Global Advisors' Michael Arone reveals how the pandemic has impacted the way investors and advisors are building their portfolios, and shares his opinions on enhancing your portfolio as new variants emerge. | |
4/20/2022 | Franklin Templeton | Dina Ting, Head of Global index Portfolio Management, Franklin Templeton | In this episode, Douglas Yones, head of exchange traded products at the New York Stock Exchange, is joined by Dina Ting, head of global index portfolio management, Franklin Templeton. Dina shares how Franklin Templeton has grown, revealing its increased presence and focus on the ETF market while providing her best practices for advisors looking to invest in ETFs. | |
4/20/2022 | Dimensional | Lisa Dallmer, Chief Operating Officer, Dimensional Fund Advisors | In this episode, Lisa Dallmer, Chief Operating Officer, Dimensional Fund Advisors, shares her thoughts on ETFs through the multicultural viewpoint of Dimensional, revealing the role of technology in the expansion of ETFs as an investment class. She also discusses how Dimensional’s unique services across practice management, supports advisors and the growth of their business. | |
2/10/22 | PIMCO | David Braun, Head of U.S. Financial Institutions Portfolio Management, PIMCO | PIMCO's David Braun shares how PIMCO provides information to investors and advisors, revealing how the market has evolved amid the recession we experienced during COVID-19. | |
2/3/22 | Grayscale | David Lavelle, Global Head of ETFs, Grayscale | David LaValle, the global head of ETFs at Grayscale, shares his knowledge of ETFs, starting from his first experience trading ETFs on the floor of the exchange, to his current role building ETFs for Grayscale Investments. He reveals why Grayscale, the world’s largest asset manager of digital assets, entered the ETF market, how technology and finance are becoming intertwined, and what the future of investments holds for advisors and their clients. | |
2/3/22 | Invesco | David Lavelle, Global Head of ETFs, Grayscale | Invesco's David LaValle shares his knowledge of ETFs, starting from his first experience trading ETFs on the floor of the exchange, to his current role building ETFs for Grayscale Investments. He reveals why Grayscale, the world’s largest asset manager of digital assets, entered the ETF market, how technology and finance are becoming intertwined, and what the future of investments holds for advisors and their clients. | |
12/9/21 | Invesco | John Feyerer, Head, Innovation & Commercialization, Invesco | Invesco's John Feyerer discusses how ETFs have been adopted by investors, the approach Invesco focuses on when advising clients and what they are looking toward in 2022 | |
11/30/21 | KraneShares | Jonathan Krane, CEO, KraneShares | KraneShares CEO Jonathan Krane discusses his predictions for the future of investments in China and reveals the opportunities investors may be missing out on today. | |
11/24/21 | Van Eck | Jan Van Eck, CEO, VanEck | Jan van Eck shares his knowledge of global ETFs, his current favorites and the transformation this investing structure has undergone and will continue to undergo as the economy adapts to world events. |
Hear from key industry professionals as they provide their latest perspectives on the everchanging ETF marketplace.
Recently launched ETFs for our February program are focused on sustainable investing, commodities that target the clean energy revolution and hedge fund replicators powered by AI/machine learning.
Recently launched ETFs for our January show are focused on investing strategies like volatility and portfolio hedging, ESG investing with AI/ML (artificial intelligence and machine learning) and income strategies from the fast moving renewable energy sector.
Stephanie Stanton examines new ETFs from Angel Oak Capital (CARY), Thor Financial Technologies (THLV) and Zega Financial (TSLY), focusing on investing strategies like volatility hedging, securitized credit in the bond market and alternative income sources from covered call strategies.
Stephanie Stanton examines new ETFs from Bitwise Asset Management (BWEB) and Advocate Capital Management (RRH), covering investing categories like Web3 and investment strategies for hedging against higher interest rates.
Stephanie Stanton examines new ETFs from AllianceBernstein, PGIM and NEOS Investments. The October program's roster of newly launched ETFs covers investing categories like actively managed short-term bonds, floating rate bonds and enhanced yield cash strategies.
Stephanie Stanton talks with Lance McGray, Head of ETFs at Advisors Asset Management, about stubborn inflation and dividend income strategies in the ETF marketplace for combating it. Financial advisors and investors will get insights and ETF strategies for neutralizing higher inflation, rising interest rates and how dividend income could buffer stock market volatility.
Stephanie Stanton examines new ETFs from USCF Investments (UDI) and Matthews Asia (MCH, MINV and MEM). The September program's roster of newly launched ETFs covers investing categories like dividend income strategies, ESG, emerging and international stocks.
Stephanie Stanton examines new ETFs from Pacer Financial (TRFK and SHPP), Ionic Capital Management (CPII) and Horizon Kinetics (BCDF). The August program's roster of newly launched ETFs covers investing categories like blockchain technology, shipping and logistics, data and digital businesses along with inflation hedging strategies.
Stephanie Stanton examines new ETFs from New York Life's IndexIQ lineup that target the growth stocks (IWFG and IWLG). Plus, you'll learn about recent mutual fund to ETF conversions by JPMorgan Asset Management (JIRE, JMEE and JPRE) and the buzz around its high yield focused ETF ticker symbol JEPI.
by Michael Venuto of ETF Think Tank
Week of May 15, 2023 KPI Summary
Week of May 8, 2023 KPI Summary
Week of May 1, 2023 KPI Summary
Week of April 24, 2023 KPI Summary
Week of April 17, 2023 KPI Summary
Week of April 10, 2023 KPI Summary
Interviews with key industry professionals who highlight funds listed on the NYSE and trends that are transforming the ETF landscape.
Philippe Bodereau, Portfolio Manager & Head of Credit Research Europe for PIMCO discusses the advantages of preferred securities and PIMCO’s ETF (PRFD). Douglas Yones, ChFC, Head of Exchange Traded Products at The New York Stock Exchange discusses ETF trends to look out for in 2023 and the advantages of bringing ETF trading back to the most famous trading floor in the world.
James Seyffart, CFA, CAIA, ETF Research Analyst for Bloomberg Intelligence shares a recap of ETF trends in 2022 and what to expect in 2023, followed by Ed Coyne, Senior Managing Director of Global Sales for Sprott doing the same for precious metals related to the energy transition.
Chad Miller, CFA®, Senior Portfolio Manager at Thrivent Asset Management discusses small-mid cap ESG ETFs. Michael Oh, CFA®, Portfolio Manager at Matthews Asia, also weighs in on structural trends and innovations in Asia.
Tim Coyne, Global Head of Exchange Traded Funds at T. Rowe Price, and Bill Sokol, VP, Director of Product Management at VanEck, take a closer look at the use case for CLOs and high-yield bonds.
Nick Elward, ETF head of strategy at Natixis, shares the top concerns he is hearing from investors and why concentrated equity strategies are in such high demand. Nick Cherney, Head of Exchange Traded Products at Janus Henderson Investors, also discusses CLOs and other assets in demand for fighting inflation.
Mark Carver, Managing Director and Global Head of Equity Factor Products at MSCI, analyzes factor performance and the factors that tend to do well during periods of high inflation, rising rates, and volatility. Anthony Caruso, Co-Head of Product Specialists at Dimensional Fund Advisors, also discusses the value premium and global diversification.
Doug Heske, CEO at Newday Impact Investing, introduces their fund launch and one of the few ETFs dedicated to protecting and restoring healthy marine ecosystems. The fund builds on the company’s five years of impact investing and strong relationships with grassroots nonprofit organizations working to mitigate environmental damage to the world’s oceans. Over 80% of Portfolio Actively Involved in Protecting Ocean Resources.
2022 has been very volatile so far with the war in Ukraine, rising interest rates, and elevated inflation. Jason Chen, Senior Research Analyst at DWS Group, discusses how some investors are using currency hedging to reduce volatility. Growth has underperformed in the rising rate environment, but Alger Portfolio Manager Amy Y. Zhang remains bullish on the mid-cap growth space.
Columbia Threadneedle Investments just launched its first semi-transparent ETF focused on a growing part of the technology industry. Head of Strategic Beta Marc Zeitoun, CFA explains the bull case for semiconductors and the many ways we use them in our day-to-day lives. State Street Global Advisors Head of SPDR Americas Research Matthew Bartolini, CFA also weighs in on why investors should still consider bonds despite their poor start to the year alongside equities.
Hear from issuers as they take a deep dive into ETFs and industry topics on The Exchange.
Everything you need to know about the latest NYSE-listed ETFs.
Douglas Heske, CEO of Newday talks with Vincent Molinari on this episode of ETF Rundown. Douglas shares about the Newday Ocean Health ETF AHOY, how Newday goes beyond investments, their investing mechanism, and the other ETFs they hold.
Simeon Hyman, Head of Investment Strategy Group and Global Investment Strategist of ProShares, talks with Vice Molinari on this ETF Rundown episode about BITI – Bitcoin Short Strategy ETF, BITO – Bitcoin Strategy ETF, and how investors can utilize both of this ETFs Strategies.
Rohan Reddy, Director of Research of Global X joins Vince Molinari on the ETF Rundown to give us an insightful breakdown of Beyond Ordinary ETFs from Global X, how they democratize complex ETF strategies, and why retail investors are doubling down on ETFs.
In this episode of ETF Rundown with Vince Molinari, we talk with Jerry Hicks, CEO of Optica Capital. Jerry discusses CRIT, the importance of rare earth and critical minerals for National Security, and the importance of lithium and gigafactories for the EV revolution.
Are you looking for a way to protect your investments? Axel Merk, President and CIO of Merk Investments, joins us on the ETF Rundown to discuss how the STGF – the Merk Stagflation ETF – can help investors during an occurrence of stagflation. You’ll want to hear what Axel says about this unique ETF that invests in real estate, oil, gold, and inflation-protected securities. He explains how it works and why it could be a valuable tool for your portfolio. Learn more now and see if this ETF is right for you!
We are joined by Yung Lim, CEO of FolioBeyond. He begins by discussing the current state of the economy and the recent rise in interest rates. He goes on to introduce RISR (FolioBeyond Rising Rates ETF), explaining how it can offer protection for rising interest rates while still generating current income from more stable ones. He also discusses how the fund can help to offset the effects of the Federal Reserve’s balance-sheet shrinkage, and how it differs from other similar strategies. Ultimately, he provides a comprehensive overview of how this ETF can be used to provide protection in a rising interest rate environment.
Vince Molinari is joined by Michael Winter, Founder, CEO, and CIO of Leatherback Asset Management. They discuss the Leatherback Long/Short Alternative Yield ETF (LBAY), which aims to provide a liquid alternative ETF. Michael explains that the algorithm driving the LBAY strategy is active management, and how the strategy has proven to be a viable workaround for rising interest rates. Whether you’re an ETF investor or just curious about ETFs, this episode provides a great introduction to the world of alternative yield strategies.
Advocate Capital Management’s Founder and CEO, Scott Peng join us today on the ETF Rundown with Vince Molinari straight from the NYSE to share how his company provides portfolio protection strategies for various formats even encapsulating ETFs. He also explains how RRH (Advocate Rising Rate Hedge ETF) is a multi-strategy, multi-asset portfolio-based protection that can help anyone secure their assets.
Vegtech Invest Co-Founder & CEO Elysabeth Alfano explains the Vegtech Plant-Based Innovation and Climate ETF at the NYSE ETF Rundown with Vince Molinari. She zooms in on how her plant-based initiative is targeting Animal Agriculture as an environmental pain point.
NYSE's Judy Shaw sits down with Index IQ's Ian Forrest for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with Fidelity's Greg Friedman for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with State Street's Matt Bartolini for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with Bondbloxx's Joanna Gallegos for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with US Bank's Michael Barolsky for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with Innovator's Graham Day for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with Innovator's Graham Day for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with DoubleLine's Jeffrey Sherman for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.
NYSE's Judy Shaw sits down with TrueMark's Mike Loukas for ETF Leaders, powered by the New York Stock Exchange, at Exchange: An ETF Experience 2022.