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Sam Huszczo - Single Factors: Diversification with Differentiation (EP.37)
Archived series ("Inactive feed" status)
When? This feed was archived on November 26, 2021 20:08 (). Last successful fetch was on October 13, 2021 23:10 ()
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Manage episode 235490174 series 2159375
Phil is joined by Sam Huszczo, founder of SGH Wealth Management. Sam talks about how he modernized SGH Wealth Management, and how using single factor ETFs were instrumental in that transition. They talk about Sam’s time as head of the CFA Society of Detroit, and what a local chapter head does. The two debate whether the factor framework is replacing classic securities valuation models, and why multi-factor ETFs can water down the point of using smart beta funds. The two talk about ETF sales models and what adds value to Sam and his practice, and round out the conversation with a look at regulation in the industry and some buzz about what is happening in Detroit.
83 episodes
Archived series ("Inactive feed" status)
When? This feed was archived on November 26, 2021 20:08 (). Last successful fetch was on October 13, 2021 23:10 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 235490174 series 2159375
Phil is joined by Sam Huszczo, founder of SGH Wealth Management. Sam talks about how he modernized SGH Wealth Management, and how using single factor ETFs were instrumental in that transition. They talk about Sam’s time as head of the CFA Society of Detroit, and what a local chapter head does. The two debate whether the factor framework is replacing classic securities valuation models, and why multi-factor ETFs can water down the point of using smart beta funds. The two talk about ETF sales models and what adds value to Sam and his practice, and round out the conversation with a look at regulation in the industry and some buzz about what is happening in Detroit.
83 episodes
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