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Contenu fourni par Meredith Wegerdt and Harbor Capital. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Meredith Wegerdt and Harbor Capital ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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From the US Army to Capital Markets with Bryan Moore, ETF and Capital Markets Expert at Harbor Capital

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Manage episode 378688349 series 3461765
Contenu fourni par Meredith Wegerdt and Harbor Capital. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Meredith Wegerdt and Harbor Capital ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Today, we have a special episode of The Active Advisor podcast as our famed host, Bryan Moore, ETF and Capital Markets Expert at Harbor Capital, steps into the guest seat. Interviewing him is Glenn McBride, Head of Distribution Operations at Harbor.
Join us as we discuss:
  • The role of a capital markets expert
  • Demystifying ETF liquidity
  • Secret to unlocking the full potential liquidity of an ETF
  • Little known resources to help execute ETF transactions
  • Bryan’s perspectives on active ETFs
  • Key insights from The Active Advisor podcast
Before joining Harbor, Bryan gathered over two decades of extensive experience in the ETF sector. His diverse background includes trading and managing ETF desks at various prominent US banks and undertaking Capital Market roles in the US and Canada. Recently, Bryan has focused his efforts on Distribution in the Central South, specifically targeting Registered Investment Advisors (RIAs) and Institutions.
Guest Details:
Harbor Capital Details:
Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so

  continue reading

41 episodes

Artwork
iconPartager
 
Manage episode 378688349 series 3461765
Contenu fourni par Meredith Wegerdt and Harbor Capital. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Meredith Wegerdt and Harbor Capital ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Today, we have a special episode of The Active Advisor podcast as our famed host, Bryan Moore, ETF and Capital Markets Expert at Harbor Capital, steps into the guest seat. Interviewing him is Glenn McBride, Head of Distribution Operations at Harbor.
Join us as we discuss:
  • The role of a capital markets expert
  • Demystifying ETF liquidity
  • Secret to unlocking the full potential liquidity of an ETF
  • Little known resources to help execute ETF transactions
  • Bryan’s perspectives on active ETFs
  • Key insights from The Active Advisor podcast
Before joining Harbor, Bryan gathered over two decades of extensive experience in the ETF sector. His diverse background includes trading and managing ETF desks at various prominent US banks and undertaking Capital Market roles in the US and Canada. Recently, Bryan has focused his efforts on Distribution in the Central South, specifically targeting Registered Investment Advisors (RIAs) and Institutions.
Guest Details:
Harbor Capital Details:
Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so

  continue reading

41 episodes

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