Podcast
Advisor Success Series
Hosted by Freedom Investment Management, Inc. · EN
Hosted by Freedom Investment Management, Inc., 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 boutique firms.
100episodes
Episodes
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What is FLX Distribution? A Conversation with Jillian DelSignore, CIMA - Managing Director, Head of ETFs & Indexing at FLX Distribution
Nov 18, 202100:22:37Tap to summarizeOn this episode, we are joined by Jillian DelSignore, CIMA, the Managing Director, Head of ETFs & Indexing at FLX Distribution. FLX is a unique technology platform that brings together asset managers, distribution professionals, wealth advisors, and advisors. Prior to joining FLX, Jillian was worked at J.P. Morgan Asset Management, BlackRock iShares, and Goldman Sachs. Jillian currently serves on the Board of Women in ETFs, Inc, the first women's group for the ETF industry, and serves as an Independent Board Member for the Uncommon Investment Funds Trust.
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What's the Latest Buzz in ETF Land? Catching up with Nate Geraci
Oct 25, 202100:42:03Tap to summarizeIn this episode, we catch up with Nate Geraci, President of the ETF Store and host of the ETF Prime podcast. We discuss the latest buzz around digital asset ETF product launches, how to manage investor behavior in the face of volatility, and whether ETF product development has been largely tapped out. (Hint: it hasn't so far).
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Do We Need to Revisit the Value Premium? A Conversation with Dimensional Fund Advisors
Sep 17, 202100:38:12Tap to summarizeIn this episode, Wes Crill, Head of Investment Strategists at Dimensional Funds, joins us to discuss the latest issues surrounding value investing. Stocks trading at low price/book valuations have historically outperformed the broader market due to their inherent riskiness, whether due to the cyclical nature of their businesses, capital intensity, or higher financial leverage. However, an increasing number of academics and investors are questioning the relevance of book value (assets less liabilities) as the basis for measuring company valuation as opposed to earnings, cash flow, sales, etc. As global economies transition to the digital age with capital investments increasingly focused on research and development and software licenses, is book value still relevant as a valuation metric for today's investors?
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Retirement Planning, Decision Making, and Dealing with the Unexpected
Sep 3, 202100:27:30Tap to summarizeIn this episode, we are joined by Ross Marino. Ross is the founder of Transitus Wealth Partners and has been working as an advisor for over 30 years. We discuss Ross' philosophy around decision making, how to prioritize, and how he works with clients in the moments that come up unexpectedly. He is also the founder of Advisor 2x, a company that has hosted over 1000 events and conferences for financial advisors. His new book: Shaping Change: How to Respond When Life Disrupts your Retirement Plan, which he co-wrote with Susan Bradley, is available now.
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A Look at the Regulatory Landscape with Korrine Kohm
Jul 13, 202100:32:42Tap to summarizeIn this episode, Matt Shute is joined by Korrine Kohm of Compliance Solution Strategies. They discuss the regulatory climate, new updates, marketing, and what is in store for advisors and advisory practices going forward. Korrine currently holds the position of Director of Retail Wealth Manager Services for Compliance Solutions Strategies (CSS).
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Inflation: How I Stopped Worrying and View It as Transitory
Jul 9, 202100:54:28Tap to summarizeIn this episode, we have the pleasure of catching up with David Braun, Senior Portfolio Manager at Pacific Investment Management Company (PIMCO). Inflation has emerged as one of the key risks to the market narrative as it remains top of mind by many Americans as expressed in recent polling. We discuss PIMCO's outlook on inflation and why current elevated readings will likely prove to be 'transitory' rather than permanent and also discuss the firm's views on interest rates and fixed income spread sectors such as corporate and mortgage-backed bonds.
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Sustained Investing: A Conversation About Water Technology with Global X
Jun 3, 202100:40:56Tap to summarizeIn this episode, we are pleased to be joined by Andrew Little, research analyst at Global X, to discuss investment opportunities around water technology such as sourcing, distributing, and increasing productivity of usage. The ESG movement has led to plenty of investor capital funneled into 'green' technologies focused on sustaining our living standards (e.g. energy and transportation) rather than sustaining basic living itself such as providing living needs around food, water, and affordable housing. This episode covers the broader landscape for how investors should think about investing in water-based technologies as well as some of the exciting innovations taking place.
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Yes, Dividends Still Matter – A Conversation with 3D/L Capital Management Co-CIO Nathan Eigerman
Apr 28, 202100:26:52Tap to summarizeAre dividends still relevant in today's market environment more fixated on 'splashier' investment themes, whether SPACs, cryptocurrencies, or the next dominant technology play? We have the pleasure of hosting Nathan Eigerman who recently published a white paper on the importance of dividend investing, even in today's market environment where dividend payouts seem like an afterthought for realizing total returns in the equity markets. You may be surprised that dividend investing has generally been a winning strategy over the last two decades, how dividends reflect positive signals on the part of company management, and how dividends can be systematically incorporated into an index designed to provide a higher yielding portfolio with comparable market risk. Value Line Disclosure
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Discussing Trade-Offs in Sustainability Investing – A Conversation with Will Collins-Dean, Senior Portfolio Manager at Dimensional Funds
Mar 23, 202100:31:02Tap to summarizeIn this episode, we catch up with Dimensional Funds on Sustainability Investing, following up on our December 2019 podcast. We discuss the landscape of ESG investing and the current challenges facing investors given the increased popularity. We discuss the tradeoffs to ESG investing and what investors are potentially giving up. In particular, we focus on how investors can invest for sustainability while maintaining exposures to dimensions of higher expected returns (i.e. Fama/French risk factors).
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Catching Up with Jason Bloom, Head of Fixed Income and Alternatives ETF Product Strategy at Invesco
Mar 9, 202100:35:50Tap to summarizeIt's been just over a year when we last spoke with Jason Bloom at Inside ETF right before the pandemic shutdown. Part retrospective, part forward-looking, we discuss the market environment from what we saw a year ago versus what we're seeing today. Listen to Jason's thoughts on the reflation trade that has propelled commodity prices from their pandemic lows while also driving up interest rates.
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