ETF Interviews2018-11-14T10:37:41+00:00

PRESENT:

ETF Strategy Summit

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

TEXT & VIDEO INTERVIEWS

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

Post-Conference Spotlight Video Interviews

Phil Bak

Exponential ETFs

Travis Briggs

ROBO Global

Sal Bruno

IndexIQ

Don Friedman

Joint Venture Events Group

Brian Giere

Amplify ETFs

William Hoyt

Hartford Funds

Jay Jacobs

Global X Funds

Janet Johnston

Trim Tabs Asset Management

Dodd Kittsley

Davis Advisors

Richard Koerner

Fidelity Investments

John Mauldin

Mauldin Economics

Alex Piré

Seeyond

Will Rhind

GraniteShares

Edward Rosenberg

American Century Investments

Text 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…)

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…)

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…)

Jay Jacobs – Global X Funds

Incorporating ESG and Thematic ETFs Into a Broad-Based Portfolio

Jay Jacobs is a Senior Vice President and Head of Research and Strategy at Global X Funds. Jay leads the firm’s research team, which originates the firm’s unique insights on the markets and ETFs. He also guides the planning and development of the firm’s strategic direction. We recently sat down with Jay, who will be speaking at our ETF Strategy Summit (Oct. 15 – 16 – Dallas), as he shared his thoughts on how ESG and Thematic ETFs fit into a broad-based portfolio. (Read More…)

Rich Koerner – Fidelity

Strategies for a Rising Interest Rate Environment

Rich Koerner is Senior Vice President, Sector & ETF Sales Manager at Fidelity Institutional Asset Management. Rich leads a team of regionally based sector specialists who collaborate with Fidelity’s investment management, product development, and distribution channels to deliver sector and ETF solutions to FIAM clients nationally. We recently sat down with Rich, who will be speaking at our ETF Strategy Summit (Oct. 15 – 16 – Dallas), as he shared some strategies to consider in a rising interest rate environment. (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…)

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…)

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…)

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…)

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…)

Steven Schoenfeld – BlueStar Indexes

Incorporating Israeli Equities and Thematic ETFs within your Global Asset Allocation

Steven Schoenfeld is the Founder & CIO at BlueStar Indexes. He is a 31-year veteran of the investment management industry, author of Active Index Investing and co-founder of ETF.com. We recently spoke with Steven, who will be speaking at our ETF Strategy Summit (Oct. 15 – 16 – Dallas), as he shared with us his thoughts on Global Asset Allocation, Israeli Equities and Global Thematic ETFs. (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…)

Pre-Conference Spotlight Video Interviews

Sal Bruno
Liquid Alts tend to outperform as interest rates rise making them a tremendous diversifier.

Rita Cheng
Bull/bear views on different sectors and how women investors approach risk

Carl Choy
Positioning your portfolio in the 2nd longest bull market in history

Steve Cucciaro
We Think It’s a Good Time to be Quite Defensively Positioned

John Davi
Portfolio allocation adjustments for a new market cycle

Lorraine Ell
How to manage risk when building a portfolio for retirement.

Janet Flanders Johnston
As active ETF managers, we can make shifts that passive portfolios can’t

Sam Huszczo
Getting into the thin slice of the overall markets, which has more risk mitigation, is a giant benefit

Dodd Kittsley
Why there are tremendous international investment opportunities over the next 6 – 12 months.

Rick Lake
As the bull market ages and volatility increases how are you positioning your multialternative strategies.

Ben Lavine
Outlook for Emerging & International Markets & whether the Fed will overshoot on interest rates

Will Rhind
Commodity opportunities in a rising rate environment

Justin Sibears
The importance of managing risk in the early years of retirement without giving up too much return.

Joe Smith
Using factors to diversify away from the FANGS, avoiding ETF closures and if and when “value” will make a comeback.

Linda Zhang
Incorporating ESG strategies into a broad-based portfolio. Why ESG should serve as a 3rd pillar of modern finance theory along with risk and return.

For further information, please contact:
Don Friedman | Tel: 646-321-1785 | Email: don@jveventsgroup.com

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JV Events Group 44 Milton Ave. Alpharetta, GA 30009 Phone: (646) 321-1785 Email: info@JVEventsGroup.com

ON THE HORIZON

ETF STRATEGY SUMMIT
September, 2019
(Details Coming Soon)

DIGITAL ASSET STRATEGY SUMMIT
October, 2019
(Details Coming Soon)