Category Archives: Investment

FEATURE

The Inside ETFs Podcast: Jon Maier on ETFs in Model Portfolios Throughout Dynamic Markets



Creating an optimal investment portfolio means combining long term goals with short term market conditions, and helping investors determine the right near term strategies without sacrificing long term market opportunities.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jon Maier, Chief Investment Officer at Global X, as they discuss how Jon’s team focuses the firm’s investment strategies and model portfolios. Jon discusses the current markets, near term industry trends, and some opportunities for investors in the ETF marketplace.

Douglas and Jon discuss: 

  • Jon’s start in the ETF and model portfolio industry
  • Current ETF product trends near term opportunities
  • Future investment themes for portfolios
  • Year end investment planning

Resources

Connect with Douglas Yones

Connect with Jon Maier


FEATURE

The Inside ETFs Podcast: William Rhind on Maximizing Year End Planning with ETFs



ETFs have dominated the financial market headlines, allowing investors to choose from a variety of asset classes and strategies based on their investment goals. How will year-end tax planning fit in with the growth of ETFs this year?

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by William Rhind, Founder and CEO of Granite Shares, in discussing the ETF market and how to prepare for the remainder of the year.

Douglas and Will discuss: 

  • How GraniteShares came to be and its role in the ETF industry
  • What they focus on ETF product development for advisors
  • Important year-end tax planning considerations for portfolios
  • How can ETFs and tax planning can maximize opportunities in today’s market

Resources

Connect with Douglas Yones

Connect with William Rhind


FEATURE

The Inside ETFs Podcast: Camille Clemons on The Growth Of ETFs



The ETF industry has grown exponentially, with many companies moving to include launching ETFs as part of their business plan for growth.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, speaks with Camille Clemons, Executive Director of Business Development at Cohen & Company, on her entry to the ETF industry, how her team supports new firms entering the marketplace, and her approach to supporting career growth across the industry.

Douglas and Camille discuss: 

  • Market needs and how Cohen & Co continues to evolve
  • Key ETF trends for future growth
  • Best practices for entering the ETF industry
  • The impact of Women In ETFs

Resources

Connect with Douglas Yones

Connect with Camille Clemons


FEATURE

The Inside ETFs Podcast: Noel Archard on The Advantages Of ETFs in a Volatile Market



While markets have continued to remain volatile, ETFs have maintained their potential for growth.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Noel Archard, Global Head of ETF and Portfolio Solution at AllianceBernstein (AB), diving into the drive behind ETFs as an investment tool and how they fit within the current market environment. 

Douglas and Noel discuss: 

  • How and why Noel entered the ETF industry
  • What drew AllianceBernstein to the ETF market 
  • Why TAFI and YEAR ETFs strategies made the most sense during the recent period of volatility
  • How AB ETFs fit within the opportunity available in the current market

Resources

Connect with Douglas Yones

Connect with Noel Archard


FEATURE

The Inside ETFs Podcast: ETF Strategies For The Modern Portfolio with Jed Laskowitz



In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jed Laskowitz, Global Head of Asset Management Solutions at JP Morgan, to discuss how ETFs can assist advisors in developing optimal portfolio strategies for the long term, regardless of market conditions.

Douglas and Jed discuss:

  • The ways in which JP Morgan focuses on product development for ETFs
  • Best practices for advisors when considering the impact of global market events on portfolios
  • ETFs as a tool for executing tax strategies during market downturns
  • Opportunities for investors in today’s capital markets

Resources

Connect with Douglas Yones

Connect with Jed Laskowitz

Connect with Informa


The Inside ETFs Podcast: Looking Into The Future While Investing Today with Sylvia Jablonski



Predicting returns for specific investments with certainty is an impossible task. However, predicting where industries might be headed and choosing investments based on future impact to our lives can be a bit easier.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Sylvia Jablonski, CEO and CIO of Defiance Investments, on how Defiance engages with investors in order to predict market and industry trends, with a focus on future growth, when selecting ETFs.

Douglas and Sylvia discuss: 

  • The growth of Defiance and their ETF business
  • A review of high growth sectors 
  • ETF selection across economic themes 
  • Targeting high growth industries for the year ahead

Resources

Connect with Douglas Yones

Connect with Sylvia Jablonski


The Inside ETFs Podcast: Finding Investment Opportunities In Today’s Capital Markets with Jeffrey Sherman



Market volatility, inflation, increasing interest rates, how should an advisor be positioning portfolios? And what opportunities can investors take advantage of in a high-risk environment?

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jeffrey Sherman, Deputy Chief Investment Officer of DoubleLine, on how DoubleLine focuses on changing market conditions in order to find opportunities in regardless of the capital market conditions.

Douglas and Jeffrey discuss: 

  • How DoubleLine differentiates itself from its competition 
  • The research available through DoubleLine’s academics
  • How DoubleLine’s positions its ETFs during volatile market 
  • What to expect for the equity and fixed income markets for the remainder of the year

Resources

Connect with Douglas Yones

Connect with Jeffrey Sherman


The Inside ETFs Podcast: Bruce Lavine on Growing Your Investments While You Sleep



Historically, overnight markets have demonstrated a tendency to outperform daytime trading sessions. This is called the “Night Effect.” NightShares’ ETFs help investors capture value from the Night Effect in US large cap and small cap equity.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, talks to Bruce Lavine, Founder and CEO of NightShares, about night trading sessions and their place as a unique option in an investment portfolio.

Douglas and Bruce discuss: 

  • Interesting findings from NightShares’ research about day and night trading
  • How investing in night sessions can provide equal or greater investment opportunities compared to day sessions
  • Who is the target audience for NightShares’ ETFs — NSPY and NIWM
  • What’s next for NightShares

Resources

Connect with Douglas Yones

Connect with Bruce Lavine


The Inside ETFs Podcast: Dr. Joel Shulman on The Entrepreneur Factor In ETF Investing



ERShares has been running a range of award-winning investment solutions across SMAs, mutual funds, and ETFs. Its founder Dr. Joel Shulman has contributed to the formation of a proprietary investment model and the Entrepreneur Factor®.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, speaks with Dr. Joel Shulman, Founder, CEO and CIO of ERShares, on ETF investment options for the modern investor.

Douglas and Joel discuss: 

  • Joel’s journey from entering the financial industry to launching two new ETFs
  • The significance of the Entrepreneurial Factor®
  • How ERShares’ ETFs differ from other investment solutions
  • Opportunities within the current investment market (especially in light of high inflation)

Resources

Connect with Douglas Yones

Connect with Joel Shulman

 


The Inside ETFs Podcast: Expanding ETF Opportunities with Brian Kelleher



Though Simplify may be a young company, its leadership team brings decades of ETF experience and investment expertise through an advisor-focused platform. Simplify’s mission is clear: Build innovative portfolio building blocks, designed to directly solve today’s most pressing portfolio challenges. 

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Brian Kelleher, Chief Revenue Officer at Simplify Asset Management, to discuss Simplify’s ETF lineup, as well as the support and education available to advisors via their Advisor Hub platform.

Douglas and Brian discuss: 

  • The origins of Simplify
  • The challenges faced by advisors in 2022
  • A new way to focus on the building blocks of a portfolio
  • The biggest opportunities within the current ETF market

Resources

Connect with Douglas Yones

Connect with Brian Kelleher