ETF Conferences

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As the exchange traded fund universe expands and money managers fill out the missing spaces with new investments, some exchange traded fund strategies have fallen out of favor and closed down, but a number of ETF ideas have stuck. In the upcoming in-person ETF Boot Camp conference, Ethan Powell, Founder & President of Impact Shares, […]

The exchange traded fund universe is quickly expanding as more managers and even traditional fund providers jump in. With growing interest for ETF options, money managers may look to the upcoming ETF Boot Camp to better understand the ins and outs of the industry and the investment vehicle. In the upcoming third annual ETF Boot […]

Marketing and advertising are evolving quickly in the information age. As more people use the internet to easily access information at the touch of a button, exchange traded fund financial advisors should also think about ways to leverage social media to their benefits. For instance, Josh Brown, or the so-called Reformed Broker, has quickly expanded […]

Watch out Wealthfront and Betterment, investment advisors now have the ability to “go robo” in their own individual way. Pershing has created a suite of technology enhancements to help wealth management firms digitally transform their businesses with customized robo advisory options. I attended Pershing’s annual INSITE 2016 conference in Orlando this week where they announced […]

Frank Holmes, CEO and Chief Investment Officer of US Global Investors, joined ETF Trends publisher Tom Lydon to discuss the experience of launching an exchange traded fund. US Global Investors stepped into the ETF arena last year, launching the U.S. Global Jets ETF (NYSEArca: JETS), the only dedicated airline industry-related ETF on the market. Click […]

Linda Zhang, Head of Research and Senior Portfolio Manger at Windhaven Investments, joined ETF Trends publisher Tom Lydon to discuss the exchange traded fund managed portfolio industry, current conditions and where the markets may be heading toward here. Click on the video below to see the full interview.

Eric Ervin, President and CEO of Reality Shares, joined ETF Trends publisher Tom Lydon to talk about creative ways for investors to generate yields with dividend-oriented exchange traded funds. For instance, Reality Shares has recently brought out a suite of ETFs that focus on U.S. companies expected to raise dividends ahead, including the Reality Shares […]

Francis Kinniry, principal in Vanguard Investment Strategy Group, and Joel Dickson, a senior investment strategist and a principal in Vanguard Investment Strategy Group, joined ETF Trends publisher Tom Lydon to look at the ongoing volatile conditions in the equities market and how exchange traded fund investors are reacting. Click on the video below to see […]

Jillian DelSignore, Executive Director and Head of ETF Distribution with JP. Morgan’s Asset Management business, and Bob Deutsch, Managing Director and Global Head of J.P. Morgan Asset Management’s ETFs, joined ETF Trends publisher Tom Lydon to talk about the ways providers can help advisors implement exchange traded fund strategies. For instance, J.P. Morgan Asset Management […]

Rick Genoni, managing director and head of ETF product management at Legg Mason, and Mike LaBella, a portfolio manager with QS Investors, joined ETF Trends publisher Tom Lydon to talk about Legg Mason’s entry into the exchange traded fund arena. For instance, Legg Mason recently launched the Legg Mason US Diversified Core ETF (NasdaqGM: UDBI), […]

Todd Rosenbluth, Director of ETF & Mutual Fund Research at S&P Capital IQ, joined ETF Trends publisher Tom Lydon to touch upon some of the biggest themes that exchange traded fund investors and advisors should be monitoring. Rosenbluth argues that with all the market volatility, advisors should consider utilizing ETFs to help offset some of […]

Jan van Eck, CEO of Van Eck Global, joined ETF Trends publisher Tom Lydon to go over some alternative fixed-income exchange traded fund strategies as we look to higher interest rates ahead. For instance, van Eck pointed to safer municipal bonds and even high-yield munis as a way for investors to continue to generate attractive […]

MSCI’s Baer Pettit, Chief Operating Officer, and Diana Tidd, Head of Equity Index Products, joined ETF Trends publisher Tom Lydon to dive into the guidance and structure that exchange traded funds are built upon. For instance, factor indexing has been gaining traction among the investment community as demand for smart-beta or factor-based index ETFs grows. […]

Adam Patti , CEO and Founder of IndexIQ, joined ETF Trends publisher Tom Lydon to gauge the outlook for alternative exchange traded fund investments that advisors and investors may include to diversify a traditional equity and fixed-income mix. For instance, Patti pointed to the Index IQ Merger Arbitrage ETF (NYSEArca: MNA) as a way to […]

Alex Levis, President of Arro Financial Communications, joined ETF Trends publisher Tom Lydon to explain how more money managers are looking into the exchange traded fund wrapper as a means to grow assets. Levis goes over the various aspect of bringing an ETF to market, along with the challenges that money managers face when marketing […]

Hartmut Graf, CEO of STOXX, joined ETF Trends publisher Tom Lydon to discuss the growth in exchange traded funds and the rising demand for customized indices to help bring new strategies to market. With the multitude of options now available, it is important now more than ever to understand an ETF’s benchmark index as some […]

Want to learn about diving into the low oil prices and markets affected by the energy fallout? ETF Trends publisher Tom Lydon (above right) discusses the issue with Jeremy Held – Director of Research & Investment Strategy at ALPS Portfolio Solutions. For instance, Held pointed out that the extended plunge in oil prices will likely […]

Want to learn more on the challenges that money managers face when they first step into the exchange traded fund game? ETF Trends publisher Tom Lydon discusses the topic with Paul Kim, Managing Director of ETF Strategy at Principal Global Investors. Click on the video below to see the full interview.

Rolf Agather, Managing Director of North America Research at FTSE Russell, joined Tom Lydon, ETF Trends Publisher, at the Inside ETFs conference to understand how indexing companies and exchange traded fund providers come together to craft new products. Agather pointed to the strong growth in alternative or smart-beta indexing as ETF providers look to expand […]

Want to learn some innovative strategies in the exchange traded fund industry? ETF Trends publisher Tom Lydon discusses the topic with Bruno del Ama, CEO of Global X. Del Alma points to the popular smart-beta ETF space as an up-and-coming segment of the industry, singling out multi-factor investment strategies. For instance, Global X recently came […]

Dan Draper, Managing Director of Global ETFs at PowerShares, joined Tom Lydon, ETF Trends Publisher, at the Inside ETFs conference to go over some exchange traded fund strategies that investors are putting to work. For instance, the PowerShares S&P 500 Low Volatility Portfolio (NYSEArca: SPLV), which tracks the 100 least volatile stocks on the S&P […]

Arne Noack, Head of Product Development at Deutsche Asset & Wealth Management, and Mick McLaughlin, Head of ETF Distribution at Deutsche Asset & Wealth Management, joined Tom Lydon, ETF Trends Publisher, at the Inside ETFs conference to discuss smart-beta exchange traded fund strategies to diversify into international markets. For instance, the Deutsche X-trackers FTSE Developed […]

Luciano Siracusano, Chief Investment Strategist at WisdomTree Investments, joined Tom Lydon, ETF Trends Publisher, at the Inside ETFs conference to discuss the dynamic foreign exchange market and currency-hedging exchange traded fund strategies. Siracusano points out that after unhedged and currency-hedged ETFs, we are now at versuib 3.0 or dynamic currency-hedged strategies. WisdomTree offers the WisdomTree […]

Jeff McCarthy, VP and Head of ETP Listings at Nasdaq, joined Tom Lydon, ETF Trends Publisher, at the Inside ETFs conference to take a look at the increased competition in exchange traded fund listings. McCarthy pointed out the increased transferred listings from ETF providers as sponsors try to find a better fit for their fund […]

Charles Schwab’s Heather Fischer, Vice President of ETF Platform Management, and Tony Davidow, Alternative Beta and Asset Allocation Strategist, joined Tom Lydon, ETF Trends Publisher, at the Inside ETFs conference to go over exchange traded fund investors’ behavior and investment habits. For instance, more Schwab clients have gravitated toward commission-free ETF options on Schwab’s ETF […]

Dodd Kittsley, Head of ETF Strategy at Deutsche Asset Management, joined Tom Lydon, ETF Trends Publisher, at the Inside ETFs conference to revisit the currency hedging exchange traded fund theme as more investors diversify into overseas markets. For instance, many have turned to the Deutsche X-trackers MSCI EAFE Hedged Equity ETF (NYSEArca: DBEF), which tracks […]

Nick Good, COO and Senior Managing Director at State Street Global Advisors, joined Tom Lydon, ETF Trends Publisher, at the Inside ETFs conference to touch upon popular exchange traded fund strategies to recently hit the market. For instance, Good pointed to the SPDR DoubleLine Total Return Tactical ETF (NYSEArca: TOTL), the most popular new ETF […]

Steve Sachs, Head of Capital Markets at Goldman Sachs Asset Management, joined Tom Lydon, ETF Trends Publisher, at the Inside ETFs conference to dive into the strategy behind multi-factor, smart-beta exchange traded funds. Goldman Sachs has dipped its toes into the ETF arena and now offers three smart-beta or “ActiveBeta” options, including the Goldman Sachs […]

Simeon Hyman, Head of Investment Strategy at ProShares, joined Tom Lydon, ETF Trends Publisher, at the Inside ETFs conference in Hollywood, Florida to discuss dividend-paying strategies in the current environment. Hyman highlights dividend-growth companies that have consistently increased their cash payouts to investors. This group of dividend growers include a high quality group of stocks […]

Graham Tuckwell, Founder and Chairman of ETF Securities, joined Tom Lydon, ETF Trends Publisher, at the Inside ETFs conference in Hollywood, Florida to discuss the innovations and growth in the Exchange Traded Fund business. As the industry matures, products are growing more sophisticated and ETF providers should be active in educating investors about the proper […]