Episode 80, Jeff Ptak, CFA, major trends in the mutual fund and ETF industry, host Rick Ferri

Episode 80, Jeff Ptak, CFA, major trends in the mutual fund and ETF industry, host Rick Ferri

Jeff Ptak, CFA, is the managing director for Morningstar Research Services. Prior to that, he held positions as the chief ratings officer, head of global manager research, and president and chief investment officer of Morningstar Investment Services. In this episode, we discuss major new trends affecting the mutual fund and exchange-traded fund (ETF) industries, with a special focus on the exponential growth of actively managed ETFs.

Rick Ferri, CFA, a long-time Boglehead and investment adviser, hosts the Bogleheads on Investing podcast. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki.

Since 2000, the Bogleheads have held national conferences in major cities nationwide. Many local Chapters in the US and even a few foreign chapters meet regularly, and New Chapters are added regularly. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

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Episode 028: Roger Lowenstein, host Rick Ferri

Episode 028: Roger Lowenstein, host Rick Ferri

Roger Lowenstein reported for The Wall Street Journal for more than a decade and is also an award-winning book author. His work has appeared in Bloomberg, The New York Review of Books, Fortune, The Ne...

29 Nov 202043min

Episode 027: Cliff Asness, host Rick Ferri

Episode 027: Cliff Asness, host Rick Ferri

Dr. Cliff Asness is a Founder, Managing Principal, and Chief Investment Officer at AQR Capital Management, a quantitative money manager overseeing $186 billion in assets as of December 2019. Prior to ...

30 Okt 202058min

Episode 026: Morgan Housel, host Rick Ferri

Episode 026: Morgan Housel, host Rick Ferri

Morgan Housel is an author of The Psychology of Money book and writes a blog as a partner at The Collaborative Fund. He is a former columnist at The Motley Fool and The Wall Street Journal, a two-time...

29 Sep 202051min

Episode 025: Don Phillips, host Rick Ferri

Episode 025: Don Phillips, host Rick Ferri

Don Phillips is the former CEO and a managing director of Morningstar, Inc. who remains involved in corporate strategy and investment research. He joined Morningstar in 1986 as the company’s first mut...

30 Aug 202059min

Episode 024: Dr. Wade Pfau, host Rick Ferri

Episode 024: Dr. Wade Pfau, host Rick Ferri

Wade D. Pfau, Ph.D., CFA, RICP, is the program director of the Retirement Income Certified Professional designation and a Professor of Retirement Income at The American College of Financial Services i...

31 Juli 202057min

Episode 023: Dr. Burton Malkiel, host Rick Ferri

Episode 023: Dr. Burton Malkiel, host Rick Ferri

Burton Gordon Malkiel is an American economist and writer, most famous for his classic finance book A Random Walk Down Wall Street (now in its 12th edition).  He is the Chemical Bank chairman's profes...

3 Juli 202058min

Episode 022: Dr. Ed Yardeni, host Rick Ferri

Episode 022: Dr. Ed Yardeni, host Rick Ferri

Dr. Ed Yardeni is a long-time veteran of the investment industry and the President of Yardeni Research, Inc., a provider of global investment and asset allocation research. He previously served as Chi...

1 Juni 202051min

Episode 021: Larry Siegel, host Rick Ferri

Episode 021: Larry Siegel, host Rick Ferri

Laurence B. Siegel is the director of research at the CFA Institute Research Foundation, former director of research at The Ford Foundation, former Ibbotson Associates, Inc. managing director, senior ...

1 Maj 202048min

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