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3D Asset Management brings you innovative ideas from investment professionals, practice, and business management leaders. Listen in as fellow financial advisors discuss what’s working for them. Learn about best-of-breed technology, product, and practice solutions. And hear from economists, portfolio managers, analysts and investment product specialists across the industry spectrum, from mega global managers to small but innovative boutique firms.

 

Feb 11, 2020

3D attended the 2020 Inside ETF Conference down in Hollywood, FL, and took the opportunity to interview some of the attendees for our Advisor Success Series podcast.

  1. [00:00] Matt Hougan, Global Head of Research, Bitwise Asset Management, provides an update on the crypto-currency landscape including the recent launch of...


Jan 16, 2020

In this episode, we are joined by Damien Dormer, U.S. Equity Portfolio Manager and Vice President at DFA, to discuss DFA’s approach to sustainability and socially responsible investing.  We discuss the importance of data integrity and efficient implementation of equity and fixed income portfolios oriented toward...


Dec 20, 2019

In this episode, we discuss Bob’s overall outlook on the fixed income market as well as cover some less-followed areas of fixed income and where he sees attractive relative value.  In addition, Bob shares his outlook on interest rates heading into 2020 and why investors should expect a steeper yield curve. 

There is...


Nov 15, 2019

In this episode, we welcome back John Davi, Founder and Chief Investment Officer at Astoria Advisors. We discuss Astoria’s market outlook, why it’s difficult to predict recessions, and how to position for the coming year.


Oct 22, 2019

In this podcast episode, Matt Hougan provides an update on the crypto-currency landscape and why he is not concerned over the SEC’s latest rejection of Bitwise’s proposal for a crypto exchange-traded fund (ETF).  Matt also provides valuable insights on the latest crypto-currency trends, increases our understanding...