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Rob Forsyth and Frank Garcia, CFA: ETF’s and Their Role in Markets During Uncertain Times

Rob Forsyth and Frank Garcia, CFA: ETF’s and Their Role in Markets During Uncertain Times

FromThe Investors First Podcast


Rob Forsyth and Frank Garcia, CFA: ETF’s and Their Role in Markets During Uncertain Times

FromThe Investors First Podcast

ratings:
Length:
38 minutes
Released:
Jun 11, 2020
Format:
Podcast episode

Description

Our guest today is Rob Forsyth, Head of SPDR America’s ETF Strategy at State Street. He was previously the Head of Exchange Traded Products and Derivatives with UBS. Our local co-host today is Frank Garcia, CFA. Frank is the VP of the CFA Society of Orlando. He is a wealth advisor and Co-Chief Investment Officer with Resource Consulting Group, an independent fee-only investment advisory firm with $1.8 billion in AUM.    In this episode, Rob discusses how ETF’s held up during the volatility in March, the trends within both fixed-income and equity ETF’s, the impact of the Fed’s buying program, why there needs to be better labeling for exchange-traded products and how the education gap for investors can be closed Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL (0:38)  —  Colby Donovan and Frank Garcia introduce the podcast (1:50) — Introduce Rob Forsyth (2:52) – ETF trends in March and April (4:29) – Fixed-income flows in March (8:55) – Impact of the Fed buying ETF’s (13:35) – Equity flows in March (15:45) – Thoughts on $USO and negative oil prices (19:30) – State Street working to have appropriate labeling of exchange traded products (21:47) – The education gap for investors to be more aware of what they are purchasing (27:12) – Where investors are positioned with U.S. vs. International (30:43) – Impact of COVID-19 and social injustice (35:44) – Where to find information about Rob and State Street: Website (36:21) – Who is the one person you’d love to have a conversation with right now?
Released:
Jun 11, 2020
Format:
Podcast episode

Titles in the series (82)

The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 Impact and Innovation Award for the Investor’s First Podcast. Previous guests include Patrick O’Shaugnessy, Liz Ann Sonders, Barry Ritholtz, Federal Reserve Bank President Raphael Bostic, Dr. David Kelly, Mark Yusko, Annie Duke, Morgan Housel, Peter Zeihan, and Meb Faber. CFA Society Orlando is a member of the CFA Institute's Network of over 150 societies globally. The majority of its members hold the Chartered Financial Analyst (CFA) designation, which is considered the most respected and recognized investment management credential in the world. Fewer than 1 in 5 candidates who begin the program end up successfully earning the CFA charter. Successful candidates take an average of four years to complete the program.