When it comes to building investment portfolios, there are a lot of considerations. Passive vs. active, performance, fees, the list goes on. As an industry, we have become hyper focused on fees. Large passive asset managers like Blackrock, Vanguard and State Street have risen to dominate the ETF market. Are fees really the cornerstone for which investors should build their portfolios?

Live from The Exchange ETF Conference in Miami Beach, Florida. Cinthia Murphy, joins host Shana Orczyk Sissel to discuss why fund selection is more nuanced than many think. 

Cinthia Murphy is the Director of Research for the ETF Think Tank. She is a financial journalist specializing in ETFs and investing for more than a decade. Her previous experience includes building a Digital team at ETF.com, and serving as managing editor for the media platform, as well as time at Dow Jones and former BridgeNews, covering commodity futures markets in Chicago and Brazil equities in Sao Paulo. 

Learn More About ETF Think Tank : ETF Think Tank

Follow Cinthia on Twitter: @MurphyCinthia

Follow Shana on Twitter: @shanas621

A Mission Focused, Multi-Generational Wealth Expert Jacqueline "Jaq" Campbell is a charismatic and inspiring leader in the wealth management industry. Jaq joined hosts Shana Orczyk Sissel and Suzanne Lundeen Abrams to discuss her journey in the financial industry and how legacy planning empowers families to build multi-generational wealth and break the cycle of poverty.

Jacqueline “JaQ” Campbell leads Alexander Legacy Private Wealth as President, CEO and Senior Wealth Advisor. Jacqueline’s professional background began in 1993 as a high school intern for Comerica’s Private Bank. She ascended from high school intern to running a $1.8 billion investment team for Chase Wealth Management. Jacqueline also served as head of the diverse advisor engagement program for Chase Wealth Management. Her assignment included engaging senior leadership support for gender and ethnically diverse advisors, creating leadership forums, developing feedback channels between the field and management, and providing opportunities for mentoring advisors. She was also responsible for cross functional programmatic relief to ensure sourcing, hiring, development, growth, and retention of diverse advisors.

Jaq’s passion for the community extends to her service on multiple boards and organizations that focus on driving impact around diversity and inclusion and financial independence. She has worked closely with organizations and business resource groups, such as Year Up, Financial Services Pipeline, LoveJoy Special Needs Center, amongst many other volunteer efforts targeting churches, sororities, and other community organizations.

Jaq holds her bachelor’s degree in Liberal Arts with a focus area on Diverse Leadership in Financial Services from DePaul University. She also holds her Series 4, 7, 24, 53, 63 & 65 securities registrations.

Jaq’s passion is being a “MIP” Mother, Innovator and Philanthropist. As a mother to two beautiful children, Austin and Taylor Dion ‘TD’, she is constantly inspired by them to operate in her true calling and purpose. As an innovator, Jaq enjoys thinking outside the box and blazing new trails as a visionary and a problem solver. As a philanthropist, Jaq is a cheerful giver towards the causes that she is most passionate about. Her philosophy is that philanthropy and having a ‘philanthropic mindset’ is the foundation to wealth.

Reference Links:

Alexander Legacy Private Wealth

Banrion Capital Management

Lundeen Abrams Advisors

Follow us on Twitter:

@shanas621

@suzannelabrams

@jaqcampbell

@TheBlack_Swans

Follow Us on Instagram:

@finance_queen2020

@suzannesnaps

@jaqalexanderlegacy

@theblack_swanspodcast

IMPORTANT DISCLOSURES

The Black Swans Podcast recorded LIVE from the Cosmopolitan in Las Vegas at the Carson Excell Conference. In this episode hosts Suzanne Lundeen Abrams and Shana Orczyk Sissel discuss the recent challenges Shana has faced in her life and career. In this candid conversation Shana discusses her journey to launch Banrion Capital Management, what it means to be a "reluctant entrepreneur" and how she's managed to keep a positive outlook through it all!

Connect with us!

LinkedIn:

Shana Orczyk Sissel

Suzanne Lundeen Abrams

Websites:

Shana Sissel: Women in Finance

Banrion Capital Management

Lundeen Abrams Advisors

The Black Swans Podcast

Twitter:

@shanas621

@suzannelabrams

@TheBlack_Swans

Instagram:

@finance_queen2020

@lundeenabramsadvisors

@theblack_swanspodcast

Important Disclosures

Live from the ETF Exchange Conference at the Fontainebleau Miami Beach Joy Yang discusses her journey from Chinese immigrant to a sought after quantitative research analyst. Joy walks us through how John Bogle’s little idea of index investing became a multi-trillion dollar business & why indexing is more than passive exposure to the S&P 500.

Joy Yang is Global Head of Index Product Management at MV Index Solutions (MVIS). She is responsible for managing MVIS products and services to accelerate innovation in financial index design and adoption. Joy brings more than 25 years of investment experience, having led teams delivering index and quantitative active investment solutions at Arabesque Asset Management, Dimensional Fund Advisors, Vanguard, Aberdeen Standard Investments, AXA Rosenberg and Blackrock.

Joy has an MBA from the University of Chicago Booth School of Business, and a BS in Electrical Engineering from Cooper Union's Albert Nerken School of Engineering.

Shortly after first discovering her passion for day trading, Frances Newton Stacy was among the few to predict and trade the 2007 stock market crash. Today, she regularly appears on Fox Business News and CNBC and is the Director of Portfolio Strategy at Optimal Capital. On this episode, hear the finance wonk discuss her work bringing an institutional model to retail traders, modern portfolio theory, staying “apolitical,” how markets are gauging inflation in the coming months, and much more.

Frances started her broadcasting career appearing weekly on the Gerry V show on the Rush Radio Network from 2008-2010.  There she gained wide appeal and honed her skills for being able to explain a very complex subject matter in simple terms. She then began appearing on the local Fox 5 in Las Vegas. From there in 2010 Frances branched out to appearing regularly on Fox Business News. She has also appeared on CNBC. 

Frances grew up in Colorado, where she attended the University of Denver. She discovered her passion for technical analysis and trading various markets in 2007. She has blogged for traders to help them see key cycles and key numbers of support and resistance. She has also spoken on the subject and taught a number of private trading students. 

Frances perfectly predicted on the stock market crash, which began in October 2007 and is amongst the very few who successfully traded the downturn. She got out of stocks a month before the all time high and simultaneously got into the historic gold trade. Frances also called the market bottom on the Gerry V show in March of 2009 when she warned his audience that the market would go up for a while. 

Wanting to be able to predict and time the next credit crisis has become Frances' passion of study. On this journey she studied the banking and credit systems in depth. Frances discovered what has to be present in order to have a credit crisis. She also enjoyed studying the underlying algorithm of our banking system, which has an undeniable mathematical structure that regardless of the market swings is always present and has predictable implications. 

While Dr. Nicole Boyson didn’t come from a family of academics, she found an interest in studying investments and corporate finance, which led her to become a professor of finance at  Northeastern University. On this episode, hear Dr. Boyson discuss “hedge fund activism” - a relevant academic interest on which she has extensive knowledge - and what it means to teach
students about an industry undergoing several paradigm shifts at once, from cryptocurrency to retail trading.

Professor Boyson’s research and teaching interests fall in the area of investments and corporate finance, with a focus on regulatory arbitrage, hedge fund management, and hedge fund activism. Prior to joining the D’Amore-McKim faculty in 2004, Professor Boyson was an Assistant Professor at Purdue University. Prior to joining Purdue, Professor Boyson was a manager for Ernst & Young, the VP of Investments for Pension Consulting Services, an analyst for Third Federal Savings and Loan, and a senior accounting at KPMG Peat Marwick. A Certified Public Accountant, Professor Boyson has served on: the Editorial Board of the Financial Analysts Journal, the board of the Midwest Finance Association, and has been a member of numerous program committees of professional organizations. She acts as an ad-hoc referee for journals including The Journal of Finance, Review of Financial Studies, Journal of Financial Economics, and The Journal of Financial and Quantitative Analysis.

Not only is Velera Wilson a strategic driver for top brands worldwide and the founder of Positive Identity, a company inspires and equips women to own their greatness; she’s also the author of a new book, “You’re Absolutely Worth It”, which continues her mission of teaching women to succeed without hesitation. On this episode, hear the global speaker discuss writing the book and the experiences that created it, as well as its many themes: taking risks, mentorship, faith, overcoming failure, and more. After listening, make sure to purchase the book for yourself on her website!

Confidence, self-worth, imposter syndrome, women in leadership. Velera Wilson is a global speaker, author, and consultant that unravels and addresses these topics head-on with inspirational and transformative messages for ambitious women. Having led marketing strategy and driving revenue for Fortune 100 and 500 brands for almost twenty years, Velera is recognized as a female leader in the tech industry, being selected in 2019 as the U.S. Ambassador for Money 20/20 Rise Up, a global accelerator
program for women, and in 2020 named to the Fiserv Leading Women cohort.

From her acclaimed book, “You're Absolutely Worth It," to being a contributing writer for Thrive Global on women's issues, to publishing guides including “Six Steps to Negotiate the Salary
You Deserve Without Letting Fear Override,” Velera leverages her insight to challenge and inspire women to own their voice to thrive.

Follow Velera on Twitter @VeleraWilson

https://www.velerawilson.com/

Buy “You’re Absolutely Worth It”