the vestr Securitization podcast

#3 Reid Steadman & Taber Johnson - Bountiful Financial

25 min · 9. juni 2025
episode #3 Reid Steadman & Taber Johnson - Bountiful Financial cover

Beskrivelse

In this episode, Bountiful Financial [https://bountifulfinancial.com/] founders Reid Steadman [https://www.linkedin.com/in/reidsteadman/] and Taber Johnson [https://www.linkedin.com/in/taberjohnson/] explain how faith-based investing can be executed with institutional rigour. With over $10 trillion globally aligned to faith values, Bountiful offers purpose-built indices grounded in religious principles, supported by proprietary data, robust governance, and real-world access via a listed ETP. Their approach balances values with performance, offering customisation, nuanced controversy screening, and a pathway to measurable impact. Relevant for asset managers, product structurers, and wealth advisors working with clients who consider faith or values in their investment approach.

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Alle episoder

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episode #5 Romuald Orange - Actively Managed Certificates, Indices, and Swaps: Flexibility, Complexity, and the Real Drivers of Alpha cover

#5 Romuald Orange - Actively Managed Certificates, Indices, and Swaps: Flexibility, Complexity, and the Real Drivers of Alpha

In this episode, Romuald Orange, [https://www.linkedin.com/in/romuald-orange-384a42a/] Global Head of Proprietary Client Interfaces at Natixis CIB, [https://cib.natixis.com/home/] discusses the structural, operational, and market realities of delivering Actively Managed Certificates at scale. We explore how asset managers can use the AMC wrapper to execute their investment strategies and why the Actively Managed Index framework is central to product engineering and cross-format flexibility. The conversation also covers what first-time issuers need to know before launching an AMC, how Natixis connects its equity derivatives capabilities and QIS strategies to the certificate world, and how API connectivity and multi-asset structures are reshaping the global landscape of active investing.

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episode #3 Reid Steadman & Taber Johnson - Bountiful Financial cover

#3 Reid Steadman & Taber Johnson - Bountiful Financial

In this episode, Bountiful Financial [https://bountifulfinancial.com/] founders Reid Steadman [https://www.linkedin.com/in/reidsteadman/] and Taber Johnson [https://www.linkedin.com/in/taberjohnson/] explain how faith-based investing can be executed with institutional rigour. With over $10 trillion globally aligned to faith values, Bountiful offers purpose-built indices grounded in religious principles, supported by proprietary data, robust governance, and real-world access via a listed ETP. Their approach balances values with performance, offering customisation, nuanced controversy screening, and a pathway to measurable impact. Relevant for asset managers, product structurers, and wealth advisors working with clients who consider faith or values in their investment approach.

9. juni 202525 min