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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.

 

Sep 8, 2020

In this episode, 3D discusses late-stage venture financing opportunities with Christian Munafo, CIO of SP Investments Management, the asset management arm of SharesPost.  In this episode, we discuss why retail investors should consider late-stage venture financing as part of an overall equity growth strategy, how they...


Jul 29, 2020

We have the pleasure of catching up with Bob DeRochie, Fixed Income Specialist – Client Portfolio Manager at First Trust Advisors, to discuss the state of the fixed income markets following the significant recovery in credit risk during Q2.  Although much of the market is trading at rich levels, Bob still sees...


Jun 25, 2020

In this episode, we had the pleasure of catching up with ETF Industry veteran Chris Hemstead, now Director of Institutional Business Development at IndexIQ, part of New York Life Investment Company.  Chris reflects on last March’s market meltdown and how ETFs performed during this tumultuous period.  He also shares...


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...


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. ...