Think Tank Exchange

Think Tank Exchange

Podkast av ETF Think Tank

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The Think Tank Exchange provides a forum discussion between investment managers and financial advisors. The concept is to translate financial thought leadership and practice management into actionable ideas in real world scenarios. Each conversation is moderated by portfolio managers and influencers from the ETF Think Tank. Any investor or advisors seeking to learn about the markets, trends, ETFs or other growth tactics will find candid, behind the scenes, genuine ideas discussed on the show. To join a LIVE Think Tank Exchange show, follow us on LinkedIn or @etfthinktank on Twitter. At the ETF think Tank, our value prop is to enhance yours.The views and opinions expressed during this Event are those of the Participants and do not necessarily reflect the views of the Sponsor/Organizer. Information set forth during this Event has been obtained or derived from sources believed by the Participants to be reliable. However, neither the Sponsor nor the Organizer make any representation or warranty, express or implied, as to the information's accuracy or completeness, nor does the Sponsor/Organizer recommend that the information shared during this Event serve as the basis of any investment decision and it has been provided to you solely for informational purposes only and does not constitute an offer or solicitation of an offer, or any advice or recommendation, to purchase any securities or other financial instruments, and may not be construed as such.

Alle episoder

23 Episoder
episode Long-Term Investment Decisions with Davis ETFs artwork
Long-Term Investment Decisions with Davis ETFs

Mark Switow of UBS Private Wealth Advisors and Chris Davis of Davis Advisors join Michael Venuto and Dan Weiskopf of Toroso Investments to talk long-term investment decision making with Davis Advisors & Davis ETFs. We thank Davis Advisors for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. This episode is sponsored by Davis Advisors Sponsored By: Davis Advisors

28. okt. 2021 - 53 min
episode Gold In A Portfolio Allocation As A Source Of Diversification artwork
Gold In A Portfolio Allocation As A Source Of Diversification

How should advisors and investors look at gold in a portfolio allocation? Max Gold of State Street Global Advisors and Alex Shahadi of Evoke Advisors join the Think Tank Exchange to share their thoughts. Learn more about RPAR: https://www.rparetf.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqazJjY1JfZVA1WHhCX3M0YW9EWUtISjhxc2Zwd3xBQ3Jtc0tteE9GUWFyc3FGT0Nfblp6NGtTS1lIU2lSZ3NRNl80a0JfcGIyZWdfTS04bk5YcHd4NXk0ZW56dkh0UUc3NWRKX2pHRllyMUIyaVRCU2dFOXBMMVdMQk1zNXRkN3U5d3BoLWtULVQwOXRHcTNqRW9RMA&q=https%3A%2F%2Fwww.rparetf.com] Learn more about GLD: https://www.ssga.com/us/en/intermedia... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa2V6VTc3OUFTV3c0RVk5SWRlX2lrY1lya3JYQXxBQ3Jtc0tudzhNdkRmcEpEbE1MWEZxY3VHak5XUGFsTmtsbjVIUEZMZUZWbEZCYm45MFhySF9RRGtvSTFqdEc1eTI0dks2WEQ1bXgwMFNPSHlFQkNHRzQ3OGR0YmYtOG9LcXZNN0Q5Y05xMm40end5dklTaFlZUQ&q=https%3A%2F%2Fwww.ssga.com%2Fus%2Fen%2Fintermediary%2Fetfs] We thank State Street Global Advisors for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. This episode is sponsored by State Street Global Advisors Sponsored By: State Street Global Advisors

18. okt. 2021 - 54 min
episode Ep 217: Midyear Economic and Market Outlook artwork
Ep 217: Midyear Economic and Market Outlook

Hear economic and market views from Matthew Bartolini, Managing Director at State Street Global Advisors and James Nickerson, Portfolio Manager at Cumberland Private Wealth Management. We’re providing this outlook to help you help your clients understand the market landscape and achieve their desired investment outcomes. We thank State Street Global Advisors for sponsoring this episode. Visit etfthinktank.com [https://www.etfthinktank.com/], your source for ETF ideas, thought leadership, strategies, tools and growth tactics.

25. aug. 2021 - 32 min
episode Ep 216: Social Finance and the Future of Work artwork
Ep 216: Social Finance and the Future of Work

Explore how social finance and the gig economy are shaping the investment space with Sam Nofzinger, Business lead with SoFi and Reginald Browne, Principal of Global Trading Services (GTS). We thank GTS for sponsoring this episode. Visit etfthinktank.com [https://www.etfthinktank.com/], your source for ETF ideas, thought leadership, strategies, tools and growth tactics.

30. juli 2021 - 28 min
episode Ep 215: Changing Investor Perceptions in the ESG Space artwork
Ep 215: Changing Investor Perceptions in the ESG Space

Explore how our experts are helping change perceptions about the ESG space to attract more clients with Michael Lewis, Head of Sustainable Finance Research at DWS, Ed Butowsky, managing partner of Chapwood Investments, and Brian Maute, Divisional Director, DWS. Plus, Ed speaks about his involvement with the Dallas-based nonprofit, Minnie’s Food Pantry. We thank DWS for sponsoring this episode. Visit etfthinktank.com [https://www.etfthinktank.com/], your source for ETF ideas, thought leadership, strategies, tools and growth tactics.

09. juli 2021 - 29 min
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