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The Resilient Advisor

This a podcast for Financial Advisors. It is dedicated to helping financial advisors build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
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Now displaying: Category: etf stories
May 18, 2022

Sean O'Hara comes on the Resilient Advisor Show to discuss the Pacer Trendpilot US Large Cap ETF (PTLC). This is part of the ETF Stories series on the show.

Learn more about the PTLC ETF: https://www.paceretfs.com

Learn more about the series and other interesting ETFs: www.etfstories.com

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Mar 21, 2022

iUSA is organized around the concept of jobs, security and growth or said better, JSG investing. Jay Coulter interviews Dan Katz for this episode of ETF Stories from Resilient Advisor.

View past episodes of ETF Stories: https://www.etfstories.com

Connect with JSG: Fund

Website: https://www.jsgfunds.com

Advisor Website: https://www.amberwavepartners.com

Twitter: https://www.twitter.com/amberwave

LinkedIn: https://www.linkedin.com/company/amberwave-partners

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Dan Katz Bio:

Dan Katz is Co-Founder and portfolio manager at Amberwave Partners, an impact investing firm focused on U.S. jobs, security, and growth (JSG). Previously, Dan served as a senior advisor at the United States Department of the Treasury from September 2019 to January 2021, where he helped lead the Treasury’s efforts to rescue the U.S. aviation industry during the COVID-19 recession. Dan served as the Chairman of the National Security Loan Program Credit Committee and a member of the Airline Loan Program Credit Committee, which collectively oversaw more than $20 billion of emergency loan transactions. Dan also oversaw the implementation of the Payroll Support Program, which supported hundreds of thousands of jobs in the aviation industry.

Mar 4, 2022

Could the FinTech market be a major driver of Emerging Markets? How could investors allocate to this sector? Jane Edmondson of EQM Indexes comes on ETF Stories with Jay Coulter to discuss her index that powers an ETF that does just that: EMFQ.

To learn about past ETF Stories please visit https://www.etfstories.com

Learn more about EQM

Website: https://eqmindexes.com

Twitter: https://twitter.com/EQMIndexes

Jane Edmondson Co-Founder of EQM Indexes LLC and Founder of EQM Capital LLC.

Ms. Edmondson is a former Quantitative Portfolio Manager with Allianz Global Investors and its predecessor firm Nicholas-Applegate. She started her career at Merrill Lynch and has more than 25 years of experience in the investment industry. She holds an MBA in Finance from San Diego State University and a BA from UC Irvine.

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Dec 8, 2021

Should investors consider luxury goods as a distinct consumer category for portfolio construction? Eric Qian comes on ETF Stories to make the case and share the LUXE story with Jay Coulter on The Resilient Advisor Show.

Learn more about Emles Luxury Goods ETF (Symbol LUXE): https://emles.com/etf/emles-luxury-goods

Connect with Emles on Social:

LinkedIn: https://www.linkedin.com/company/emlesadvisors/

Twitter: https://twitter.com/EmlesAdvisors

Connect with Eric Qian: LinkedIn: https://www.linkedin.com/in/qianeric/

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Nov 1, 2021

In this new episode of ETF Stories, Nancy Davis joins Jay Coulter to tell the story of her new ETF BNDD.

Learn more about the Quadratic Deflation ETF BNDD by visiting https://kfafunds.com/bndd

To see past episodes of ETF Stories visit: http://www.etfstories.com/

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