Think Tank Exchange

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 AdvisorsSponsored By: Davis Advisors

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.comLearn more about GLD: https://www.ssga.com/us/en/intermedia...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 AdvisorsSponsored By: State Street Global Advisors 

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, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

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, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

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, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

We're discussing high-conviction opportunities in global markets, active share, and recent market action with Danton Goei, Portfolio Manager with Davis ETFs and John Lunt, CEO of Lunt Capital. Plus, John speaks about his involvement with the Leavitt Institute for International Development. We thank Davis ETFs for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

Learn how to navigate and weather global Ag markets from Sal Gilbertie, CEO and Founder of Teucrium and Grant Engelbart, Senior Portfolio Manager at Brinker Capital. We thank Teucrium for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

Learn about what's moving the needle in muni bonds, where to look for opportunity for your clients and how active management factors in. Here to explain is Jay McAndrew, Head of Strategic Beta Sales & ETFs and Doug Rangel, Vice President and Client Portfolio Manager for fixed-income products from Columbia Threadneedle Investments. We thank Columbia Threadneedle for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

Guillermo Trias, CEO of Toroso Investments and Jim Wiandt CEO of Spark Network join us to recap the 2020 ETF.com Awards. Plus, a panel of experts—a “crypto think tank”—discuss how they navigate the crypto investment space. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

Learn how managing for risk in the markets can keep your investors invested from Karl Ashley the architect and portfolio manager of Euclid Investment Advisory's actively managed tactical allocation strategy and John Creekmur, President & Sr. Wealth Advisor at Creekmur Wealth Advisors. We thank Euclid and Cboe for sponsoring this episode. Plus, John Creekmur plugs the charity New York City Relief. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

Learn about the history, growth, portfolio management and risks for investing in cannabis from Timothy Seymour with Amplify ETFs and Paul Morse Managing Director of Wealth Management with Alliance Global Partners. We thank Amplify for sponsoring this episode. Plus, Paul Morse plugs the charity Disability Rights Fund. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

Learn about the opportunity in emerging e-commerce from Kevin T. Carter, Founder & Chief Investment Officer of EMQQ and Corey Franco, Founder and Managing Partner of NobleBridge Wealth Management. We thank EMQQ for sponsoring this episode. Plus, Corey Franco plugs the charity Autism Speaks. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

A panel of experts—a “climate think tank”—discuss how they navigate the climate investment space. That's the “E” in ESG Plus, Jim Wiandt CEO of Spark Network joins us for commentary and  plugs the charity Coalition for Rainforest Nations. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

Research, investment philosophy and signals are key to being prepared to be risk on/risk off in the markets. Michael Gayed, Portfolio Manager of the ATAC Funds with Toroso Investments and Clara Basile, Co-founder, CEO and Portfolio Manager with Avalon Capital Management explain. Plus, Clara Basile plugs the charity One Fair Wage. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

Value investing requires a forward-thinking mindset. Are you forward-thinking? Tom Cole, CEO of Distillate Capital Partners and Roger Veome Managing Director of Investments with Alex Brown focus us on the future of value investing; assessing and accessing the markets, and, risk. Plus, Roger Veome plugs the James R. Jordan Foundation. We thank Tom and Distillate Capital Partners for sponsoring the LIVE ETF Think Tank Exchange and this Podcast. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

ESG is no longer a satellite investment. It can be at the core of your client's portfolio. Brie Williams, Head of Practice Management with State street Global Advisors and Bob Smith, President and CIO at Sage Advisory, discuss why ESG investing makes sense for investors. We thank State Street Global Advisors for sponsoring the LIVE ETF Think Tank Exchange and this Podcast. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

Bill DeRoche, Chief Investment Officer with AGF Investments LLC and Tony Manory, CIO, with Empire Asset Management, talk about why concentrating on correlation in client portfolios matters. We thank Bill and AGF for sponsoring the LIVE ETF Think Tank Exchange and this Podcast. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

Scott Helfstein, PhD, Executive Director, Thematic Investing with ProShares, and, David Carter, CFA®, Chief Investment Officer with Lenox Wealth Management address adding value to your client relationships by educating and elevating them by talking about themes in the new economy and other unique investment stories. We thank Scott and ProShares for sponsoring the LIVE ETF Think Tank Exchange and this Podcast. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

Jay McAndrew Vice President, National Sales Manager at Columbia Threadneedle Investments, and, Jim Cox and Rich Ceffalio with Providence Private Wealth discuss active versus passive investing, finding yield and managing risk in fixed income. This podcast and the live Think Tank Exchange are sponsored by Columbia Threadneedle Investments. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

John van Moyland, Managing Director and Global Head of S&P Kensho Indices—John is a speaker on behalf of our sponsor State Street Global Advisors—and Samuel Rozzi, CFA, Manager of Due Diligence for American Portfolios Advisors discuss the thematic investing category in terms of how to evaluate themes and put them to use in a client's portfolio. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.Podcast hosted by: Michael Gayed and Dan WeiskopfLIVE Show hosted by: David Dziekanski and Mike VenutoShow Sponsored by: State Street Global Advisors 

Description: Bill DeRoche, Chief Investment Officer with AGF Investments LLC, here on behalf of AFGiQ, AFG's quantitative investment platform, and Rick Cross, Co-Founder of Right Financial Advisor and also registered investment advisor at American Portfolios join us to explain why investing in infrastructure makes sense. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools, and growth tactics.Podcast hosted by: David Dziekanski and Mike Venuto.LIVE Show hosted by: Michael Gayed and Dan Weiskopf.Show Sponsored by: AGF.

Gold. It's finite. Its lustrousness has captured the hearts of early humans and modern-day gold rushers. But what's the value of gold? And what role does it play in a client's portfolio? Maxwell Gold of State Street ETFs and Jason Mertz explain All Things Gold in this episode of the Think Tank Exchange podcast.

Regardless of political affiliation, investors vote with their confidence, and assets, when it comes to their financial advisor. We're here to help you stay voted-in. At Toroso Investments, we like to say our value prop is to enhance yours. In this Think Tank Exchange we're featuring Matthew Bartolini, Head of SPDR® Americas Research at State Street Global Advisors and Mike Chadwick President & Founder of Chadwick Financial Advisors to talk about the election, markets, and portfolio expectations. To join LIVE Think Tank Exchange shows, follow us on LinkedIn or @etfthinktank on Twitter.