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Gaining Perspective

Jan 21, 2020

Only 2% of mutual fund assets are managed by women. One of them is Rupal Bhansali, who also happens to be a woman of color. She offers some insights into the keys to her successful career path, as well as the top contrarian opportunities she sees in the non-U.S. markets.


Jan 10, 2020

One of the most consequential decisions an advisory firm must make is the suite of technology applications it will use – everything from financial planning to investment management to CRM and the myriad ancillary systems that streamline operations and deliver clients the information they want.  My guest today has seen...


Dec 31, 2019

Hotchkis & Wiley is true value investor that has performed well in a growth-dominated equity market.  It also has a large following among advisors. Its Small Cap Diversified Value Fund has strong numbers and a history of outperformance versus its benchmark.  The fund has considerable exposure to micro caps, which has...


Dec 23, 2019

Our topic today is actively managed ETFs. On November 14, the SEC gave contingent approval for new proxy-based, semi-transparent active ETF structures to four fund families: Natixis, T. Rowe Price, Fidelity and the Blue Tractor Group. This overcomes a major impediment to active ETFs – transparency. No longer do those...


Dec 18, 2019

The nearly unbridled growth of the ETF industry in the last 15 years has paralleled one of the greatest bull markets ever.   What are the key themes that are likely to drive the next leg of growth? What do the next 5-10 years look like for ETFs? My guest today leads one of the most prominent ETF providers, and he and I...