ETF Interviews and News 2018-06-21T15:19:05+00:00

ETF Strategy Summit

October 15-16, 2018 | Hyatt Regency | Dallas, TX

INTERVIEWS AND NEWS

Implementing portfolio construction ideas for today’s forward thinking money managers

Interviews

Doug Blanton – Merit Financial Advisors

Investing in Bonds in a Rising Rate Environment

Doug Blanton is the Director of Investments at Merit Financial Advisors. Doug assists financial advisors in developing investment strategies that focus on their client’s needs. We recently sat down with Doug, who will be speaking at our ETF Strategy Summit (Oct. 15 – 16 – Dallas), as he shared his thoughts on investing in bonds in a rising rate environment. (Read More…)

Marguerita Cheng – Blue Ocean Global Wealth

Portfolio Construction for Female Clients

Marguerita Cheng is the CEO at Blue Ocean Global Wealth. In 2017, she was named the #3 Most Influential Financial Advisor in the Investopedia Top 100, a Woman to Watch by InvestmentNews, and a Top 100 Minority Business Enterprise (MBE®) by the Capital Region Minority Supplier Development Council (CRMSDC). We recently sat down with Rita, who will be speaking at our ETF Strategy Summit (Oct. 15 – 16 – Dallas), as she shared her thoughts on building portfolios for female clients. (Read More…)

Carl Choy – CKW Financial Group

Tactical Strategies

Carl Choy is a Principal at CKW Financial Group. His focus is on asset allocation, estate planning and client strategies. We recently spoke with Carl, who will be speaking at our ETF Strategy Summit (Oct. 15 – 16 – Dallas), as he shared his thoughts on tactical strategies. (Read More…)

Steven Cucchiaro – 3EDGE Asset Management

Geopolitical Risks, Fixed Income Liquidity and Risk Management

Steven Cucchiaro is the President & CIO at 3EDGE Asset Management. He has become known for his use of proprietary investment research methods including the application of concepts from engineering, system dynamics, complexity economics and multi-player game theory to analyze the global capital markets. We recently spoke with Stephen, who will be speaking at our ETF Strategy Summit (Oct. 15 – 16 – Dallas), as he shared his thoughts on geopolitical risks, fixed income liquidity and risk management. (Read More…)

John Davi – Astoria Portfolio Advisors

Diversified Approach to Factor Investing

John Davi is the Founder & CIO at Astoria Portfolio Advisors. The firm specializes in construction, management and subadvising of ETF model portfolios. We recently spoke with John, who will be speaking at our ETF Strategy Summit (Oct. 15 – 16 – Dallas), as he provided his thoughts on having a diversified approach to factor investing. (Read More…)

Lorraine Ell – Better Money Decisions

Building Portfolios Which Address Clients’ Needs & Concerns

Lorraine Ell is the CEO at Better Money Decisions. Author of the book, Bozos, Monsters and Whiz-bangs: Bad advice From Financial Advisors and How to Avoid it!, Lorraine is also frequently quoted in MarketWatch, Investment News, Investor’s Business Daily, Yahoo Finance, and The Wall Street Journal. We recently spoke with Lorraine, who will be speaking at our ETF Strategy Summit (Oct. 15 – 16 – Dallas), as she gave us some insight on building portfolios which address clients’ needs and concerns. (Read More…)

Luke King – Main Management

Actively Managed ETFs & Sector Rotation

Luke King serves as Managing Director at Main Management. His focus is on trading and business development. We recently spoke with Luke, who will be speaking at our ETF Strategy Summit (Oct. 15 – 16 – Dallas), as he discusses actively managed ETFs and sector rotation. (Read More…)

Rick Lake – Lake Partners

The Evolution of Alternative ETFs

Rick Lake is the Co-Founder & Co-Chairman at Lake Partners. He oversees the firm’s research on mutual funds and ETFs that utilize alternative strategies, and helps direct the company’s team effort in asset allocation, investment research, and multi-manager investment programs. We recently sat down with Rick, who will be speaking at our ETF Strategy Summit (Oct. 15 – 16 – Dallas), as he walked us through the different alternative strategies available.
(Read More…)

Benjamin Lavine – 3D Asset Management

The Importance of Factor Blends

Benjamin Lavine serves as the Chief Investment Officer and sits on the executive management and investment committees at 3D Asset Management. Ben works closely with 3D’s investment committee to refine and enhance the investment architecture underlying 3D’s ETF managed portfolios. We recently spoke with Ben, who will be speaking at our ETF Strategy Summit (Oct. 15 – 16 – Dallas), as he shared his thoughts on how to invest in factors. (Read More…)

Justin Sibears – Newfound Research

Incorporating Behavior Finance into an Investment Process

Justin Sibears is a Managing Director at Newfound Research. He’s responsible for the ongoing research and development of new intellectual property and strategies. Justin also serves as a Portfolio Manager for Newfound’s direct offerings. We recently spoke with Justin, who will be speaking at our ETF Strategy Summit (Oct. 15 – 16 – Dallas), as he shared with us how they incorporate behavioral finance into their investment process. (Read More…)

Joe Smith – CLS Investments

The Benefits of Diversification

Joe Smith is a Senior Market Strategist at CLS Investments. He specializes in quantitative research, risk management, and ETF due diligence. We recently spoke with Joe, who will be speaking at our ETF Strategy Summit (Oct. 15 – 16 – Dallas), as he shared his thoughts on the benefits of diversification.
(Read More…)

Linda Zhang – Purview Investments

The Benefits of ESG Investing

Linda Zhang is the CEO at Purview Investments. She specializes in ETF managed solutions, ESG/Impact Investing, ETF research and execution. We recently spoke with Linda, who will be speaking at our ETF Strategy Summit (Oct. 15 – 16 – Dallas), as she shared her thoughts on ESG investing.
(Read More…)

ETF News

Best ETFs For Investors 2018

June 20, 2018 – The Forbes Best ETFs list covers 737 funds with at least $10 million in assets and with effective expense ratios no higher than 0.4%. (more…)

Fed Turns Hawkish: ETF Areas to Win

June 14, 2018 – As widely expected, the Fed effected the second-rate hike of the year in its June meeting. The Fed raised the benchmark interest rates by a modest 25 bps to 1.75-2.00%. So should you adjust your portfolio based on the latest Fed activity and guidance? (more…)

Inflation Fears Push Investors Into TIPS ETFs

June 11, 2018 – Retail investors aren’t waiting to see the full whites of inflation’s eyes. Rather, they’re running at a record pace into securities that hedge against risks of rising price pressures as the U.S. Labor Department is set to give its latest reading on consumer prices Tuesday. (more…)

Age Should Not Be a Factor in ETF Selection

June 11, 2018 – Investors don’t need to wait for a three-year record before investing in an ETF—in this structure, age really is just a number. Here’s a roundup of young, but favored, ETFs, based on CFRA’s independent analysis. (more…)

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Don Friedman | Tel: 646-321-1785 | Email: don@jveventsgroup.com

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