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Behind the Ticker
Brad Roth
Join Brad as he interviews entrepreneurs and experts in the wealth management industry, specifically around ETFs, on a weekly basis. Together, they go Behind the Ticker and delve into what drives these professionals on a daily basis. Discover how they achieved their success, learn about opportunities for disruption in the industry, and explore the challenges and obstacles they've faced along the way. Get ready for insightful conversations that uncover the stories behind the successes in wealth management.
Categories: Business
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In a recent episode of “Behind the Ticker,” James St. Aubin, Chief Investment Officer of Ocean Park Asset Management, shared insights into his firm’s approach to managing risk and growing client assets. With over two years at Ocean Park and a background that includes stints at Smith Barney, Wilshire, and Ibbotson Associates, St. Aubin has extensive experience in asset allocation and portfolio construction. He explains that Ocean Park’s core philosophy, dating back to its founding in the mid-1...
Previous episodes
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57 - James St. Aubin - Ocean Park Asset Management Sat, 07 Sep 2024
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56 - Springer Harris - Get ETF'd Sat, 24 Aug 2024
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55 - Howard Chan - Kurv Investment Management Sat, 17 Aug 2024
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54 - Joanna Gallegos - BondBloxx Sat, 10 Aug 2024
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53 - Taylor Krystkowiak - ThemesETFs Sat, 03 Aug 2024
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52 - Will Rhind - GraniteShares Sat, 27 Jul 2024
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51 - Tim Kramer - CNIC Funds Sun, 21 Jul 2024
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50 - Meb Faber - Cambria Investments Sun, 14 Jul 2024
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49 - John McHugh - WealthTrust Asset Management Fri, 05 Jul 2024
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48 - Andrew Skatoff - Bancreek Fri, 28 Jun 2024
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47 - Danielle Gilbert - Panagram Fri, 21 Jun 2024
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46 - Yang Tang - Arch Indicies / VWI Fri, 14 Jun 2024
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45 - Burke Ashenden - Innovator ETFs Thu, 06 Jun 2024
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44 - Jerry Parker - Chesapeake Capital Fri, 31 May 2024
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43 - Bob Elliott - HFND Fri, 17 May 2024
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42 - Andrew Beer - DBMF Fri, 10 May 2024
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41 - Matt Kaufman - Calamos / CPSM Fri, 03 May 2024
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40 - Jason Hsu - Rayliant Fri, 26 Apr 2024
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39 - Greg Reid - Westwood MDST Sun, 21 Apr 2024
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38 - Kim Mayer - GMO Fri, 12 Apr 2024
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37 - Simeon Hyman - ProShares Fri, 29 Mar 2024
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36 - Dodd Kittsley - Davis Funds Sun, 24 Mar 2024
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35 - Sal Esposito - Zacks Fri, 15 Mar 2024
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34 - Johan Grahn - Allianz Fri, 08 Mar 2024
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33 - Weldon Rice - QRAFT Ai Fri, 01 Mar 2024
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32 - David LaValle - Grayscale / GBTC Fri, 23 Feb 2024
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31 - Keri Riemer & Hazel Doyle - K&L Gates Fri, 16 Feb 2024
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30 - Adam Curran - YALL Fri, 02 Feb 2024
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29 - Todd Rosenbluth - VettaFi / Exchange ETF Fri, 26 Jan 2024
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28 - Matt Barry - Touchstone Funds Fri, 01 Dec 2023
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27 - Andrew Chanin - ProcureAM / UFO & FIXT Fri, 17 Nov 2023
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26 - Yuri Khodjamirian - Tema ETFs / TOLL Fri, 10 Nov 2023
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25 - Ragen Stienke - Ballast Asset Management / MGMT Fri, 03 Nov 2023
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24 - Steve Cook - Harbor Funds Fri, 27 Oct 2023
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23 - Katie Stockton - Fairlead Strategies & TACK Fri, 20 Oct 2023
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22 - Will Rhind - Graniteshares Sat, 14 Oct 2023
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21 - Paul Weisbruch - GTS Mon, 09 Oct 2023
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20 - Kyle Wiggs - UX Wealth Fri, 29 Sep 2023
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19 - John Davi & Frank Tedesco - ROE Fri, 22 Sep 2023
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18 - Elysabeth Alfano - EATV Fri, 15 Sep 2023
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17 - Ryan Pannell - DIP Fri, 08 Sep 2023
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16 - Alejandro Garza - AZTD Fri, 25 Aug 2023
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15 - David Schulhof - MUSQ Fri, 18 Aug 2023
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14 - Adam Eagleston - Formidable / FORH Fri, 11 Aug 2023
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13 - Neil Azous - Rareview / RSEE Fri, 04 Aug 2023
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12 - John Forlines - Donoghue Forlines / DFRA Fri, 28 Jul 2023
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11 - John Davi - Astoria Advisors / PPI Fri, 21 Jul 2023
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10 - Michael Gayed - RORO / JOJO Fri, 14 Jul 2023
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9 - Michael Venuto - Tidal & BLOK Fri, 07 Jul 2023
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8 - Dan Cupkovic - Black SWAN Fri, 23 Jun 2023
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