Kevin Simpson hosts Jenny Harrington on this episode of CoveredCalls.

Learn more about Gilman Hill.

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Kevin Simpson hosts Rob Sechan on this episode of CoveredCalls.

Learn more about NewEdge Wealth

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Kevin Simpson hosts Tim Seymour on this episode of CoveredCalls.

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#etf #etfs #exchangeetfconference #investing #financialadvisor

A look at the markets and investing today with Stephanie Link and Kevin Simpson.

Learn more about Hightower Advisors

Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​
Disclosures: https://capitalwealthplanning.com/social-media-disclosures

#etf #etfs #exchangeetfconference #investing #financialadvisor

Produced by Resilient Digital Media: http://www.resilientdigitalmedia.com

Bryn Talkington sits down with Kevin Simpson for a wide ranging interview about investing and the markets today.

DIVO and IDIVO are ETF’s offered through Amplify. CWP is a sub-advisor to both portfolios.

Connect and Follow Bryn:

Website: https://requisitecm.com
Twitter: https://mobile.twitter.com/bryntalkington
LinkedIn: https://www.linkedin.com/in/bryn-talkington-70247443
LinkedIn: https://www.linkedin.com/company/requisite-capital-management/about

About Bryn:

Bryn Talkington is a Managing Partner of Requisite Capital Management. Bryn has more than 20 years of experience in the financial services industry. Her areas of expertise include all facets of Asset Management with a focus on Capital Markets, Alternatives and Investor behavior.
Bryn has spent most of her career working with private clients, foundations and endowments. Prior to Requisite Capital Management, Bryn was an Executive Director at UBS Asset Management where she worked for 15 years. Prior to UBS, she worked at Bear Stearns. Bryn earned a double bachelor’s degree in Business Management and Spanish from Texas Tech University. Bryn is a CNBC contributor and a frequent guest on “Fast Money Halftime Report” and “Overtime.” She and her husband Ross live in Houston. She has two boys, Nickolas and Jack.

Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​
Disclosures: https://capitalwealthplanning.com/social-media-disclosures

#etf #etfs #exchangeetfconference #investing #financialadvisor

Produced by Resilient Digital Media: http://www.resilientdigitalmedia.com

Gary Kaminsky joins Kevin Simpson to share his thoughts on managing money in this type of environment.

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Disclosures: https://capitalwealthplanning.com/social-media-disclosures

#etf #etfs #exchangeetfconference #investing #financialadvisor 

Produced by Resilient Digital Media: http://www.resilientdigitalmedia.com

Tom Lydon of VettaFi joins Kevin Simpson on this episode of CoveredCalls to discuss the state of the ETF industry. Tom also shares his thoughts on the recent Future Proof Festival and the launch of VettaFi.

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Website: https://vettafi.com
Twitter: https://twitter.com/vetta_fi
Twitter: https://twitter.com/TomLydon
LinkedIn: https://www.linkedin.com/in/tomlydon
LinkedIn: https://www.linkedin.com/company/vettafi

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LinkedIn: https://www.linkedin.com/company/capital-wealth-planning

Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​
Disclosures: https://capitalwealthplanning.com/social-media-disclosures

Jeff Concepcion, Founder and CEO of Stratos Wealth Partners, joins Kevin Simpson on this episode of CoveredCalls.

About Jeff:
Jeffrey Concepcion is the Founder and CEO of Stratos Wealth Partners and host of The Evolving Advisor podcast. Jeff started Stratos in October of 2008 with the intention of creating an organization to fulfill a need for sophisticated advisors and their clients, by constructing a firm with the infrastructure, resources and support necessary to allow them to focus on their core competency, advising their clients.

Prior to starting Stratos Wealth Partners, Jeff spent 22 years in senior management positions with Lincoln Financial Network, including being the Executive Director for the Eastern Region. He was responsible for fully one-third of the United States. He was then appointed Senior Vice President of Market Access and a member of the Executive Committee; where he was on one of only a handful of executives responsible for Lincoln’s entire retail financial services business.

Learn more about Stratos Wealth Partners:
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Connect with Jeff on LinkedIn

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LinkedIn: https://www.linkedin.com/in/kevinsimpsoncwp
LinkedIn: https://www.linkedin.com/company/capital-wealth-planning

Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​
Disclosures: https://capitalwealthplanning.com/social-media-disclosures

Joe Terranova of Virtus Investment Partners joins Kevin Simpson on CoveredCalls.

Guest Bio:
Joseph M. Terranova is a Senior Managing Director for Virtus Investment Partners, an asset management firm with $175 billion under management and listed on the Nasdaq exchange under the ticker symbol VRTS.

In his current role, Terranova is involved with Virtus’ investment oversight function and represents Virtus as a client-facing thought leader, providing insight into the domestic and global multi-asset investment landscape.

Prior to joining Virtus Investment Partners in early 2008, Terranova spent 18 years at MBF Clearing Corp., rising to the position of Director of Trading for the company and its subsidiaries.

Since 2008, Terranova has been a CNBC ensemble member, appearing regularly on the Halftime Report, Squawk Box and contributing financial content throughout the CNBC media and digital platforms.

Connect with Joe Terranova:
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Follow Kevin Simpson & Capital Wealth:
Twitter: https://twitter.com/CoveredCalls​​​
LinkedIn: https://www.linkedin.com/in/kevinsimpsoncwp
LinkedIn: https://www.linkedin.com/company/capital-wealth-planning

Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​
Disclosures: https://capitalwealthplanning.com/social-media-disclosures

Nancy Davis joins Kevin Simpson for a discussion on the markets, investing and how to look at fixed income today.

Connect with Nancy Davis
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​

Nancy Davis is the founder and managing partner of Quadratic Capital Management. Ms. Davis is the portfolio manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (NYSE Ticker: IVOL) and the Quadratic Deflation ETF (NYSE Ticker: BNDD).

Ms. Davis founded Quadratic Capital in 2013. She began her career at Goldman Sachs where she spent nearly ten years, the last seven with the proprietary trading group where she rose to become the Head of Credit, Derivatives and OTC Trading. Prior to starting Quadratic, she served as a portfolio manager at Highbridge Capital Management where she managed $500 million of capital in a derivatives only portfolio. She later served in a senior executive role at AllianceBernstein.

She has been the recipient of numerous industry recognitions. She was named by Barron’s as one of the “100 Most Influential Women in U.S. Finance.” Institutional Investor called her a “Rising Star of Hedge Funds.” The Hedge Fund Journal tapped her as one of “Tomorrow’s Titans.”

Ms. Davis is considered a leading expert in the global financial markets and writes and speaks frequently about markets and investing. She has been published in Institutional Investor, Absolute Return and Financial News, and has contributed articles to two books.

Ms. Davis has been profiled by Forbes, and interviewed by The Economist, The Wall Street Journal, and The Financial Times among others. Ms. Davis is a frequent guest on financial television including CNBC, CNN, Sina, Fox and Bloomberg. She is a sought-after speaker for industry events.

Follow Kevin Simpson & Capital Wealth:
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LinkedIn: https://www.linkedin.com/in/kevinsimpsoncwp
LinkedIn: https://www.linkedin.com/company/capital-wealth-planning

Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​
Disclosures: https://capitalwealthplanning.com/social-media-disclosures