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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 25, 2019

3D attended the February 2019 Inside ETF Conference down in Hollywood, FL, and took the opportunity to interview some of the attendees for our Advisor Success Series podcast.  Part 1 includes interviews with the following:

  1. [00:00] Matt Hougan, Global Head of Research, Bitwise Asset Management, discussing the current state of crypto-currency. 
  2. [11:56] Jay Jacobs, Head of Research & Strategy, Global X Funds, discussing the latest trends in thematic-based investing.
  3. [18:48] Phil Bak, CEO, & Charles Ragauss, Managing Director, Exponential ETFs, on how smaller ETF providers can compete for investor shelf space.
  4. [25:10] William Rhind, Founder and CEO, Graniteshares, on the state of the commodity markets. 
  5. [35:09] Nick Kalivas, Senior Equity ETF Strategist, Invesco, shares his thoughts on the current market environment and how ETF marketing will shift from products to implementation