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

• WealthManagement.com 

Connect with Douglas Yones

• LinkedIn: Douglas Yones, ChFC®
• LinkedIn: Informa

Connect with Joel Shulman

• LinkedIn: Joel Shulman
• ERShares

 

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