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 Advisors
Sponsored 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.com
Learn 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 Advisors
Sponsored 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.