ETF Working Lunch Podcast

ETF Working Lunch Podcast

Our biweekly podcast where etf.com writers and analysts discuss the latest news and most important trends in ETFs with some of the smartest women in the business. It’s a fun and insight-packed gathering of ladies who work through lunch!

Episodes

5/23/2023: Secrets of the Annual Russell Reconstitution

May 22, 2023 • 25 mins
Catherine Yoshimoto, director of product management at FTSE Russell, an LSEG business, joins the podcast to discuss her role and the role of her team in one of the most watched index reconstitutions to happen every year. 
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5/9/2023: iShares' Veraa Sees Opportunities in Bonds

May 8, 2023 • 17 mins
Karen Veraa is the head of iShares' fixed income strategy; she joined the podcast to talk about investment trends in the fixed income sector. 
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4/25/2023: Marci Bair Sees Herself as a Financial Coach

April 25, 2023 • 16 mins
Marci Bair joins the ETF Working Lunch podcast to talk about her approach to financial planning and her firm's focus on the LGBTQ+ community and women in leadership positions.
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4/11/2023: Creating an Inclusive, Judgment-Free Space

April 11, 2023 • 24 mins
Marguerita Cheng, founder and CEO of Blue Ocean Global Wealth, joins etf.com's Heather Bell on the podcast to talk about how her firm approaches educating and coaching clients. 
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3/28/2023: ETF Working Lunch: Helping Issuers Navigate the World of ETFs

March 27, 2023 • 22 mins
Aisha Hunt is the founder of Kelley Hunt & Charles, a law firm specializing in SEC law. Her firm recently saw some major changes, including the addition of a new partner. She joined etf.com's Heather Bell to talk about those changes and some of the hottest topics in the ETF industry. 
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3/14/2023: Why Aren't Investors Flocking to Inflation ETFs?

March 13, 2023 • 19 mins
ETF Think Tank Director of Research (and etf.com alum) Cinthia Murphy joins Managing Editor Heather Bell to talk about the many inflation ETFs that have launched in recent years, and how they're not getting as much traction as one would expect in the face of inflation rates not seen in decades. 
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2/28/2023: ETF Working Lunch: Distribution Is Vital—And Complicated

February 28, 2023 • 24 mins
Nichole Kramer, SS&C Technologies' assistant vice president of ETF distribution & operations services, joins etf.com's Heather Bell to discuss the complexities of distribution when it comes to ETFs and what issuers need to know.  
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2/14/2023: ETF Working Lunch: When All the Fund Managers Are Women

February 14, 2023 • 23 mins
Emerge Capital Management made its debut in 2022 with five active ETFs run by female managers. Emerge Founder Lisa Langley, and Catherine Avery, CEO and CIO of Catherine Avery Investment Management and one of Emerge's fund managers, join etf.com's Heather Bell to discuss the issuer's objectives and the values that underlie them. 
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1/31/2023: ETF Working Lunch: The Highlights of 2022

January 31, 2023 • 25 mins
Elisabeth Kashner, director of global funds research at FactSet, and her colleague, FactSet Senior ETF Analyst Lois Gregson, join the podcast to discuss some of the more noticeable trends of 2022 with etf.com's Heather Bell.
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1/17/2023: ETF Working Lunch: Targeting the 'Woman Factor' in an ETF

January 17, 2023 • 20 mins
The founder and CEO of Hypatia Capital, Patricia Lizarraga joins ETF.com's Heather Bell to talk about the newly launched Hypatia Women CEO ETF (WCEO) and its underlying investment argument. 
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12/20/2022: ETF Working Lunch: An EMEA Perspective on ETFs

December 20, 2022 • 22 mins
Marie Dzanis, CEO of asset management EMEA at Northern Trust, joins ETF.com’s Heather Bell to talk about the complexities of her London-based role and the unique features of the EMEA region’s ETF markets.
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12/6/2022: Charting an Alternative Course

December 6, 2022 • 37 mins
Banrion Capital Management founder Shana Orczyk Sissel persevered through some major setbacks to start a firm that helps advisors access institutional-quality alternative investment strategies. She joined ETF.com's Heather Bell to talk about how she found her footing and leveraged her expertise.
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11/22/2022: ETF Working Lunch: Freedom Brings Financial Returns

November 22, 2022 • 17 mins
Perth Tolle, the founder of Life + Liberty Indexes and creator of the $260 million Freedom 100 Emerging Market ETF (FRDM)joins ETF.com's Heather Bell to discuss her fund's freedom-based thesis and what's driving its outperformance in the current environment.
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11/8/2022: Building a Strong ETF Offering

November 8, 2022 • 18 mins
Rachel Aguirre, head of U.S. iShares product, joins ETF.com's Heather Bell to talk about the path that led her to her current role and what criteria and considerations go into further developing the ETFs iShares provides in the U.S. market.
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10/25/2022: Looking at Markets in Volatile Times

October 25, 2022 • 17 mins
Aye Soe was recently named S&P Dow Jones Indices' global head of core and multi-asset product management. She recently spoke with ETF.com Managing Editor Heather Bell about the index needs of her firm's client base and her observations regarding the turmoil in international markets.
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10/11/2022: ETF Working Lunch: Engagement Trumps Divestment

October 11, 2022 • 18 mins
Yasmin Dahya Bilger, head of ETFs for Engine No. 1, speaks with ETF.com Managing Editor Heather Bell about how her firm takes an almost counterintuitive stance in eschewing divestment in favor of engagement for the sake of transformation. The issuer looks to invest in themes that Bilger says "sit at that nexus of investment opportunity and an impact opportunity."
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9/27/2022: ETF Working Lunch: A Global Perspective on ETF Markets

September 27, 2022 • 20 mins
Janel Jackson is Vanguard's global head of ETF capital markets and broker & index relations. In a conversation with ETF.com's Heather Bell, she discusses the global nature of her role and offers advice for investors on best practices for trading and what they should be taking into consideration.
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ETF Working Lunch: A Research-Driven Approach to Social Justice Investment

September 13, 2022 • 21 mins
Rachel Robasciotti, founder and CEO of Adasina Social Capital, explains how her firm's ETF, the Adasina Social Justice AllCap Global ETF (JSTC), combines rigorous research with social justice values while delivering competitive returns to its investors.
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ETF Working Lunch: Thoughts From the ‘SPDR Woman’

August 30, 2022 • 19 mins
Kathleen Moriarty, senior counsel at Chapman and Cutler, was instrumental in bringing to market the first U.S.-listed ETF—the SPDR S&P 500 ETF Trust (SPY)—and numerous groundbreaking products that followed. Her nickname in the industry is “SPDR Woman.” Here, she chats with ETF.com’s Heather Bell about the early days of the ETF industry and her thoughts on a variety of topics, including bitcoin ETFs and single-stock ETFs. 
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ETF Working Lunch: Democracy-Driven Investment

August 16, 2022 • 13 mins
Democracy Investments CEO Julie Cane discusses how the Democracy International Fund ETF (DMCY)was developed and why overweighting countries with stable democratic governments gives the fund an edge in the current environment.
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