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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.

 

May 20, 2020

In this episode, Richard Taormina, Head of the Tax Aware Strategies team at JPMorgan Asset Management, will discuss the state of the U.S. municipal bond market during and after the mid-March capital markets meltdown and why much of the market has not fully recovered from the first quarter sell-off. The muni market is...


May 7, 2020

In this episode, Matt Shute is joined by Andy McFetridge, National Sales Manager at John Hancock Investment Management. Andy provides insights into the advisory world and how advisors can efficiently and effectively communicate their value propositions to clients. To learn more about how John Hancock Investment...


Apr 24, 2020

3D sits down with Steve Sachs, Managing Director and Head of ETF Capital Markets at Goldman Sachs.  Steve shares his views on why he believes ETF capital markets largely functioned the way they were designed to do despite the significant price and liquidity dislocations during the depths of the March bear market. ...


Mar 26, 2020

We had the pleasure of speaking with WisdomTree Investment’s Kevin Flanagan, Head of Fixed Income Strategy, and Michael Barrer, Associate Direct in Capital Markets.  In this special episode, we discuss the disruptions seen across fixed income market pricing and liquidity – one of several fallouts from the...


Mar 16, 2020

We are pleased to be joined by Jeremy Schwartz, Global Head of Research, and Will Peck, Head of Corporate Strategy, at WisdomTree.  In this episode, Jeremy provides his take on how to make sense of the extreme market volatility this past month.  We then discuss WisdomTree’s foray into the digital asset ecosystem with...