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
Newest firstAll episodes
Communicating your Value with Andy McFetridge from John Hancock Investment Management
May 7, 202000:25:19Tap to summarizeIn 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 advisors go to: https://www.jhinvestments.com/
Transcribe →
A Discussion with Goldman Sachs on the Current State of ETF Capital Market Pricing Following the March Bear Market
Apr 24, 202000:52:50Tap to summarize3D 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 Reserve's role in providing emergency lending and liquidity support and whether the Fed will be able to extricate themselves without causing major disruptions.
Transcribe →
Coronavirus Infection of the Bond Markets: Making Sense of the Disruptions Seen Across Fixed Income Pricing and Liquidity
Mar 26, 202000:50:07Tap to summarizeWe 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 discuss the longer-term implications of the Federal Reserve and U.S. Treasury Department's emergency initiatives to unclog the financial plumbing and making sure businesses do not get cut off from lending.
Transcribe →
A Conversation with WisdomTree: Positioning for the Oncoming Digital Asset Disruption of Financial Services
Mar 16, 202000:40:45Tap to summarizeWe 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 Seccurency, a blockchain-based financial infrastructure company focused on the compliance side of how digital asset transactions do not run afoul of applicable laws and regulations such as know-your-customer. One of WisdomTree's goals is to position for a possible integration of blockchain technology into the ETF ecosystem that would revolutionize how investors can gain access to ETFs beyond the traditional custodial/brokerage account set-up.
Transcribe →
3D at Inside ETFs 2020
Feb 11, 202000:31:10Tap to summarize3D attended the 2020 Inside ETF Conference down in Hollywood, FL, and took the opportunity to interview some of the attendees for our Advisor Success Series podcast. [00:00] Matt Hougan, Global Head of Research, Bitwise Asset Management, provides an update on the crypto-currency landscape including the recent launch of insured custodial services for institutional crypto-currency accounts, the emergence of stable coins and tokenization of financial assets, and movements on the regulatory front to launch retail investment vehicles. [11:35] Jason Bloom, Senior Director, Global ETF Strategy and Research at Invesco, provides an update on the commodity and fixed income markets in light of the January 2020 coronavirus outbreak in China. [22:51] Ed Rosenberg and Rene Casis, responsible for ETF Offerings at American Century, provide an outlook on trends in ETF product development including the launch of semi-transparent active ETFs. -The opinions expressed are those of American Century Investments (or the fund manager) and are no guarantee of the future performance of any American Century Investments fund. This information is for educational purposes only and is not intended as investment advice. The third parties listed are independent companies and are not affiliated with American Century Investments. Listing them does not suggest a recommendation or endorsement by American Century Investments.
Transcribe →
A Discussion with Dimensional Fund Advisors ("DFA") on a Data-Driven Approach to Sustainability Investing
Jan 16, 202000:39:07Tap to summarizeIn this episode, we are joined by Damien Dormer, U.S. Equity Portfolio Manager and Vice President at DFA, to discuss DFA's approach to sustainability and socially responsible investing. We discuss the importance of data integrity and efficient implementation of equity and fixed income portfolios oriented toward sustainable investing.
Transcribe →
"Investing for Relative Value Amidst an Uncertain Global Growth Outlook" – A Conversation with Bob DeRochie, Fixed Income Specialist – Client Portfolio Manager at First Trust Advisors
Dec 20, 201900:38:40Tap to summarizeIn this episode, we discuss Bob's overall outlook on the fixed income market as well as cover some less-followed areas of fixed income and where he sees attractive relative value. In addition, Bob shares his outlook on interest rates heading into 2020 and why investors should expect a steeper yield curve. There is no guarantee that past trends will continue or projections will be realized. Investing involves risk, including possible loss of principal. Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns. This information is subject to change and does not guarantee future results. The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial advisors are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether or not the allocations are appropriate for their clients. FOR INSTITUTIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION.
Transcribe →
"The Good, the Bad, the Ugly and Recession After the Fact" – November 2019 Market Outlook with John Davi, Astoria Advisors
Nov 15, 201900:34:04Tap to summarizeIn this episode, we welcome back John Davi, Founder and Chief Investment Officer at Astoria Advisors. We discuss Astoria's market outlook, why it's difficult to predict recessions, and how to position for the coming year.
Transcribe →
Pushing Ahead with Crypto-Currencies – A Conversation with Matt Hougan, Head of Global Research at Bitwise
Oct 22, 201900:43:10Tap to summarizeIn 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 ecosystem, and clears up some misconceptions.
Transcribe →
U.S. Economy to Power Ahead - A Conversation with First Trust Economist, Andrew Opdyke
Oct 3, 201900:47:14Tap to summarizeIn this podcast episode, Andrew Opdyke from First Trust shares a more sanguine outlook for the U.S. economy and equities despite lingering concerns over US-China trade conflicts and global manufacturing slowdown.
Transcribe →