Think Tank Exchange

Learn about the history, growth, portfolio management and risks for investing in cannabis from Timothy Seymour with Amplify ETFs and Paul Morse Managing Director of Wealth Management with Alliance Global Partners. We thank Amplify for sponsoring this episode. Plus, Paul Morse plugs the charity Disability Rights Fund. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

Learn about the opportunity in emerging e-commerce from Kevin T. Carter, Founder & Chief Investment Officer of EMQQ and Corey Franco, Founder and Managing Partner of NobleBridge Wealth Management. We thank EMQQ for sponsoring this episode. Plus, Corey Franco plugs the charity Autism Speaks. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

A panel of experts—a “climate think tank”—discuss how they navigate the climate investment space. That’s the “E” in ESG Plus, Jim Wiandt CEO of Spark Network joins us for commentary and  plugs the charity Coalition for Rainforest Nations. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

Research, investment philosophy and signals are key to being prepared to be risk on/risk off in the markets. Michael Gayed, Portfolio Manager of the ATAC Funds with Toroso Investments and Clara Basile, Co-founder, CEO and Portfolio Manager with Avalon Capital Management explain. Plus, Clara Basile plugs the charity One Fair Wage. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

Value investing requires a forward-thinking mindset. Are you forward-thinking? Tom Cole, CEO of Distillate Capital Partners and Roger Veome Managing Director of Investments with Alex Brown focus us on the future of value investing; assessing and accessing the markets, and, risk. Plus, Roger Veome plugs the James R. Jordan Foundation. We thank Tom and Distillate Capital Partners for sponsoring the LIVE ETF Think Tank Exchange and this Podcast. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

ESG is no longer a satellite investment. It can be at the core of your client’s portfolio. Brie Williams, Head of Practice Management with State street Global Advisors and Bob Smith, President and CIO at Sage Advisory, discuss why ESG investing makes sense for investors. We thank State Street Global Advisors for sponsoring the LIVE ETF Think Tank Exchange and this Podcast. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

Bill DeRoche, Chief Investment Officer with AGF Investments LLC and Tony Manory, CIO, with Empire Asset Management, talk about why concentrating on correlation in client portfolios matters. We thank Bill and AGF for sponsoring the LIVE ETF Think Tank Exchange and this Podcast. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

Scott Helfstein, PhD, Executive Director, Thematic Investing with ProShares, and, David Carter, CFA®, Chief Investment Officer with Lenox Wealth Management address adding value to your client relationships by educating and elevating them by talking about themes in the new economy and other unique investment stories. We thank Scott and ProShares for sponsoring the LIVE ETF Think Tank Exchange and this Podcast. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

Jay McAndrew Vice President, National Sales Manager at Columbia Threadneedle Investments, and, Jim Cox and Rich Ceffalio with Providence Private Wealth discuss active versus passive investing, finding yield and managing risk in fixed income. This podcast and the live Think Tank Exchange are sponsored by Columbia Threadneedle Investments. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

John van Moyland, Managing Director and Global Head of S&P Kensho Indices—John is a speaker on behalf of our sponsor State Street Global Advisors—and Samuel Rozzi, CFA, Manager of Due Diligence for American Portfolios Advisors discuss the thematic investing category in terms of how to evaluate themes and put them to use in a client’s portfolio. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.

Podcast hosted by: Michael Gayed and Dan Weiskopf

LIVE Show hosted by: David Dziekanski and Mike Venuto

Show Sponsored by: State Street Global Advisors