SEI Podcasts

Join James Maund, Head of ETFs Capital Markets from KraneShares, and SEI’s Bill Arnold as they discuss the ETF capital markets and its importance when launching an ETF.

October 2024. Join us for an in-depth exploration of fixed-income ETFs with Dan Goldman, Head Portfolio Manager at BondBloxx. Having played an instrumental role in one of the first fixed-income ETFs, Dan offers valuable perspectives to make this episode a must-listen. 

October 2023. Women in ETFs was founded with the aim of furthering the careers of women, leveraging their strengths and ambition. Co-presidents Jennica Ross and Erin McClafferty sit down with SEI’s Bill Arnold to discuss their respective journeys in the ETF industry, the importance of early education about professional opportunities, and actionable insights to further a career in finance.

March 2023: Converting a mutual fund to an ETF can be daunting. Understanding the benefits and challenges of a conversion, and all the elements that need to be considered is key to success. We’ve invited Nicole Hunter, Head of ETF Capital Markets from Dimensional Fund Advisors to share best practices when embarking on a conversion.  

September 2022. What sets a lead market maker apart in the ETF space? Bill Arnold and Brian Gilman look at the ETF ecosystem, custom baskets versus standard baskets, and the importance of keeping spreads small for investors in the latest episode of The ETF Revolution.

January 2023. Launching an exchange traded fund (ETF) can be daunting. In our new podcast, we share an insightful conversation with industry expert, Eric Balchunas of Bloomberg, to help unravel the nuances that come along with launching an ETF and discuss the advantages of joining this growing market.

Nov, 2, 2022. Episode 1: Exchange trade funds (ETFs) have dramatically disrupted the investment landscape in recent years. Join us as we dig deep into this disruption, talk about ETF launches, and share perspectives from leading industry professionals.

The RIA industry is experiencing massive consolidation, driving demand for integrated solutions that unify technology, investment management, and professional services. With its extensive back-office expertise, technology, and investment solutions, SEI is well-positioned to meet this growing need. 

Dean Mioli, Director of Investment Planning, and Steve Wittenberg, Director of Legacy Planning, return for a discussion around year-end tax planning tips. They sit down with Leslie Wojcik, Head of Global Communications, to remind us there’s no need to act like a “deer in headlights” when it comes to the new tax bill.

Nicole Marquis, founder and CEO of nine plant-based restaurants in Philadelphia and Washington D.C., sits down with SEI’s Seth Morrison and Stephanie Giaramita to talk about the catalysts and milestones that ignited her advocacy passion and paved the way for her impressive career.  Enjoy Episode 20.