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Best BoB Best Of Breed podcasts we could find (updated August 2020)
Best BoB Best Of Breed podcasts we could find
Updated August 2020
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Hosted by 3D Asset Management, we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutiqu ...
 
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We have the pleasure of catching up with Bob DeRochie, Fixed Income Specialist – Client Portfolio Manager at First Trust Advisors, to discuss the state of the fixed income markets following the significant recovery in credit risk during Q2. Although much of the market is trading at rich levels, Bob still sees relative value opportunities across hyb…
 
In this episode, we had the pleasure of catching up with ETF Industry veteran Chris Hemstead, now Director of Institutional Business Development at IndexIQ, part of New York Life Investment Company. Chris reflects on last March’s market meltdown and how ETFs performed during this tumultuous period. He also shares his optimism about the growth of th…
 
In this episode, Richard Taormina, Head of the Tax Aware Strategies team at JPMorgan Asset Management, will discuss the state of the U.S. municipal bond market during and after the mid-March capital markets meltdown and why much of the market has not fully recovered from the first quarter sell-off. The muni market is not fully out of the woods but …
 
In this episode, Matt Shute is joined by Andy McFetridge, National Sales Manager at John Hancock Investment Management. Andy provides insights into the advisory world and how advisors can efficiently and effectively communicate their value propositions to clients. To learn more about how John Hancock Investment Management and how they are helping a…
 
3D sits down with Steve Sachs, Managing Director and Head of ETF Capital Markets at Goldman Sachs. Steve shares his views on why he believes ETF capital markets largely functioned the way they were designed to do despite the significant price and liquidity dislocations during the depths of the March bear market. We also debate about the Federal Res…
 
We had the pleasure of speaking with WisdomTree Investment’s Kevin Flanagan, Head of Fixed Income Strategy, and Michael Barrer, Associate Direct in Capital Markets. In this special episode, we discuss the disruptions seen across fixed income market pricing and liquidity – one of several fallouts from the Coronavirus pandemic. In addition, we discus…
 
We are pleased to be joined by Jeremy Schwartz, Global Head of Research, and Will Peck, Head of Corporate Strategy, at WisdomTree. In this episode, Jeremy provides his take on how to make sense of the extreme market volatility this past month. We then discuss WisdomTree’s foray into the digital asset ecosystem with their recent investment in Seccur…
 
In this podcast episode, Matt Hougan provides an update on the crypto-currency landscape and why he is not concerned over the SEC’s latest rejection of Bitwise’s proposal for a crypto exchange-traded fund (ETF). Matt also provides valuable insights on the latest crypto-currency trends, increases our understanding of the crypto-currency investment e…
 
On this podcast, Matt Shute is joined by Brian Cooper from ProAdvisor Coach. Brian has an extensive background in financial services; coaching advisors and teams. Brian discusses ProAdvisors' keys to success for advisors and how they approach problem areas to bring the most out of any practice. For your free MindScan review- Text 79-79-79, or email…
 
In this episode, we sit down with Hardeep Walia, founder and CEO of Motif. Hardeep discusses Motif’s approach for applying artificial intelligence, natural language processing, and deep data analytics to build global thematic indices tied to the Next Wave of Innovation. This podcast highlights the increased systematization of the asset management i…
 
In this episode, Rich Farr, Chief Market Strategist at Merion Capital Group, shares his latest market and macroeconomic outlooks. Listen to why Rich is cautious in the near-term about stocks and credit pricing. Although he is not forecasting a recession, he believes gold and cash are preferable to taking on further equity and fixed income risk.…
 
On this episode, Ben Lavine sits down with Brendan Ahern to discuss specific investment themes tied to China’s growing economy. Brendan also shares some counterpoints to some bear market arguments concerning China’s sensitivity to a slowdown in global trade activity and China’s ability to manage its significant debt levels.…
 
On this episode, Matt Shute is once again joined by Phil Lubinski from IncomeConductor. Phil has been a life-long financial advisor and a true pioneer in retirement income planning using time-segmentation. Besides retirement income planning, they discuss the changing landscape for advisors, the importance of succession planning, and technology. To …
 
We are pleased to be joined by Larry McDonald, New York Times bestselling author and CNBC contributor. Larry is the founder of 'The Bear Traps Report', an investment newsletter focused on Political and Systemic Risk with actionable trade ideas and Macro perspective. We discuss with Larry some of the hot macro investment topics covering China, Brazi…
 
On this episode, Matt Shute is joined by Mike Lecours the co-founder of fpPathfinder. fpPathfinder creates checklists and flowcharts to help advisors be more diligent in the planning process. He is also a financial advisor and planner. Check him out here: https://www.fppathfinder.com/ As an added bonus, Mike sent over a couple of samples Here and H…
 
For this episode of the Advisor Success Series Podcast, Matt Shute is joined by Matt Eilers of USA Financial. Matt is the Chief Business Development Officer at USA Financial, and head of the Coaching & Consulting division. This episode dives into advisory best-practices for a wide arrange of topics including seminar marketing, introductions, and ma…
 
Part 2 of our series at the Inside ETFs Conference includes: [0:48] Ed Rosenberg and Rene Casis, responsible for ETF Offerings at American Century, discuss their outlook for Federal Reserve rate hikes in 2019 and why investors should emphasize ‘quality’ when positioning their portfolios. [6:27] Lukas Smart, Portfolio Manager at Dimensional Funds an…
 
3D attended the February 2019 Inside ETF Conference down in Hollywood, FL, and took the opportunity to interview some of the attendees for our Advisor Success Series podcast. Part 1 includes interviews with the following: [00:00] Matt Hougan, Global Head of Research, Bitwise Asset Management, discussing the current state of crypto-currency. [11:56]…
 
Once again, we have the pleasure of hosting Tom Psarofagis, Bloomberg Intelligence analyst covering the Exchange Traded Fund (ETF) Industry. In kicking off Season 2 of our investment-focused podcasts, Tom will share with us the an update on the latest developments within the ETF industry as well as key trends to be mindful of as we start the new ye…
 
In this episode, Matt Shute is joined by Chris Shea, CFA of CataMetrics. CataMetrics provides financial advisors and firms with tailored investment solutions and white-labeled sales and marketing collateral to help drive scalability and brand awareness. Chris has over 18 years in the investment management industry and has been involved in security …
 
In this episode, Tom Goodrum, Institutional Fixed Income Strategist at DFA, will share with us the firm’s perspective on the importance of understanding the key risks that drive fixed income. Many investors are familiar with the Fama-French risk premium framework that explains the majority of expected returns within global equities, but fewer are f…
 
We are going back this week to when we spoke to Ilona Charles about her role at Aconex, a global listed tech business that provides cloud and mobile collaboration software. It is established early that neither Meahan, Lorena or Ilona are tech geniuses but in the world of providing first class HR, it doesn't really matter. Mind you, Ilona knows abou…
 
In this podcast episode, we are joined by Kevin Orr, Nathan Eigerman and Joe Demmler, Managing Partners at Lee Capital Management. We discuss LCM’s approach to managing tactical, risk managed portfolios through sector positioning and why investors will want to consider such strategies given the current market environment. You can learn more about L…
 
We're taking you back this week to the podcast where we chatted to Shanyn Payne, Executive Director - Human Resources at Online Education Services (OES). Shanyn is the HR brain behind an amazing run of best employer AND fast growing company awards at OES. How does she do it? We get to the bottom of it!…
 
When we continued our quest to break down some of the hairier questions in HR and tackle leadership with Gabby Ostrognay, an experienced HR practitioner who has seen it all as a consultant in a HR consulting firm and in-house roles. We seriously could have talked to Gabby for hours and get those pens ready, there is heaps of practical advice too.…
 
You know that saying about builders never getting around to finishing their house? Well same could be said about HR peeps, always seem to be the last to have an updated development plan, position description or CV. Steve Watton is a guru (as you will hear this is largely self proclaimed, haha!) in the world of HR recruitment. If you don’t know him …
 
Today Ben Lavine is joined by Lukas Smart, portfolio manager at Dimensional Funds or DFA. In today’s podcast, Lukas shares with us his perspectives on the importance of maintaining a long-term investment focus for capturing the historical drivers of equity and fixed income risk-based returns – a particularly challenging exercise when many of those …
 
We're taking you back to when BoB travelled across the Nullarbor for a chat with Martin Wanamaker, Head of HR at Automotive Holdings Group (AHG) about his career and insight into the HR industry. Take a listen, as you'll be so impressed with his perspective on how to run a HR team and how to get the best out of the function. I could have talked to …
 
In this eposide, Ben Lavine is joined by Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors and John van Moyland, Head of Financial Products at Kensho Technologies, which was recently acquired by S&P Global Indices. Matt and John will share with us their perspectives on how sector indexing is evolving with the advent of …
 
In this episode, Matt Shute is joined by Annalee Kruger and Bob Mauterstock. Annalee and Bob run Plan 4 Life (https://plan4lifenow.com/ ), a firm that focuses on educating financial advisors for the future. Specifically, they educate advisors on aging clients and have created an extensive curriculum for financial advisors entitled: The Elder Planni…
 
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