ETF Global

🔍 An Asset Owner Series™ Event! Explore the critical challenges facing insurance investment leaders at this engaging roundtable event. Learn from experts Stephanie Thomes, Senior Investment Strategist at Mercer, and Darryl Herrick, Co-Head of Reinsurance Group of America, Incorporated and President at Global Atlantic Financial Group, as they discuss strategies to sustain premiums amidst inflation, rising interest rates, and global market pressures. 📅 Date & Time: December 4th | 5:30 - 8:00 PM 🔗 Register here: https://bit.ly/4fJNRJL Special thanks to our sponsors: TPG Angelo Gordon, abrdn Investment Trusts, Amundi, Invesco US, SLC Management, ETF Global, KKR, Macquarie Group, New England Asset Management, Inc. (NEAM, Inc.), PIMCO #AssetManagement #InsuranceInvesting #MarketInsights #CFANY

As the ETF industry continues to boom, the distribution strategy of ETFs will become paramount. The foundation of a scalable distribution model starts with the data, and harnessing that data for efficient targeting of the right buyer. I'm fortunate to speak to ETF issuers daily about how technology can help reduce distribution costs, and increase the number of quality engagements. Huge thank you to ETF Global and Nabia Jenkins-Johnston for allowing me to speak in front of a packed house of industry professionals at their ETP Forum. I spoke about tangible ways to use AI to reduce ETF issuer's distribution costs by 30% and got to demonstrate ASSETLINK. Next up: Atlanta to vist my good friends at AdvizorPro and Invesco, Miami for ASSETLINK's 3rd Annual Art Basel event, Las Vegas for MarketCounsel Consulting Summit

I’m so proud to share that Aaron Siracuse, a Finance major at SUNY Brockport, was honored for taking 1st place in the Spring 2024 ETF Global Portfolio Challenge! Competing against thousands of students from around the world, Aaron’s hard work, sharp decision-making, and dedication stood out. As the SUNY Brockport Investment Club advisor, I’ve had the privilege of watching Aaron grow and apply his knowledge to real-world challenges like this one. His success is a great example of what our students can achieve when they combine knowledge with hands-on opportunities. Congratulations, Aaron—this is a huge accomplishment, and we’re all excited to see what’s next for you! #SUNYBrockport #Finance #StudentSuccess #ETFChallenge https://lnkd.in/gzzwSQ_F

Last week, I had the pleasure of attending the Fall 2024 ETP Forum hosted by ETF Global. The event brought together some of the brightest minds in our industry, and I walked away with new insights about the rapidly evolving ETF landscape. In my latest article, I share my key takeaways, including: ● The scale and resilience of ETFs: Over $10 trillion in global assets make ETFs indispensable tools for investors. ● Innovation in ETF design: Single-stock ETFs and defined-outcome strategies are enhancing investor outcomes. ● The role of data and technology: Advanced analytics and real-time insights are shaping how investment strategies are built and executed. ● Customization as a necessity: Tailored solutions such as ESG-focused and thematic ETFs meet the unique needs of today’s investors. ● ETFs as drivers of accessibility: ETFs are democratizing markets and enabling both retail and institutional investors to achieve their goals. ● Adaptability as the future of ETFs: Trends like active management, alternative strategies, and AI are defining the next era of investing. Read the full article to learn more about the highlights of opportunities and innovations shaping the future of ETFs, and feel free to share your thoughts! 👇

We at Cohen & Company were so glad to be part of the expanded ETP Forum in New York yesterday with ETF Global! Jay Laurila helmed an insightful and well-received panel on the intricacies of Section 351 and SMA to ETF conversions, along with Morrison Warren of Chapman and Cutler LLP, Rafael Zayas of Vident Asset Management, and Elizabeth Marchetti, CFA of SEI. Brett Eichenberger joined a panel on considerations for new-to-market ETFs with Josh Jacobs of U.S. Bank, Steve Feinour of Stradley Ronon, and Connor O'Neill of Stone Ridge Asset Management. Feel free to reach out to us with questions on Section 351 and if you are considering an ETF launch!

Thank you @ETFGlobal for getting us out from behind our screens, and into real conversations with people who get ETFs! #FinancePanel #ETFGrowth #Custodians #SCS #SoundCapital #ETPForum #ETF #NYC #ETFGlobal

Panel Spotlight: The Evolving Role Of The ETF Custodian Dominic Dalmaso, CFA, CAIA Paul DeSalvo John Hooson Frank Koudelka Patrick Travers ETF custodians play a vital but often back-office role in the launching, trading and servicing of Exchange-Traded Funds. Initial servicing practices of ETF custodians revolved around the safekeeping of ETF assets. While the security of investor assets remains a primary focus, the custodians’ abilities to support ETFs and materially impact their potential success has grown just as the ETF universe and product. Join our panel of leading experts in the ETF custodian space as they address a broad spectrum of questions, issues, challenges and supporting services that have evolved in conjunction with the fast-paced growth of Exchange-Traded Funds. #ETFCustodian #SoundCapitalSolutions #JPMorgan #BBH #StateStreet #ClearStreetDerivatives #Panel #Speaker #ETP #ETPForum #ETPForum24 #ExpertSeries #NYAC #FinancialData #ETFIssuers #WealthPlanning #Invest #Markets #ETFInvestment #ETFInvestor #ETFIndustry #ETFGlobal #ETFs #ETFConsumers #TheETFGWay #ETF #AssetOwners #TopWealthAdvisors #FamilyOffices Francis Hagan #FinancialAdvisors

Thank you #ETPForum for inviting me to moderate the “ETFs within Insurance Solutions” panel. Special thanks to my all-star panel of SMEs - Tobi C. from First Trust Global Portfolios, Jason Orlosky from Gallagher, Del Campbell from Lincoln Financial and Jason Uberti, CFP® from Capital Group. TabbFORUM TABB Group ETF Global Jim Gregory