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Moments that Made Her

Private Equity Women Investor Network (PEWIN)

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Moments that Made Her is a podcast where the rare and unique women that hold senior private equity roles share their stories, including the key personal and professional moments that defined their journeys and lessons they learned along the way. Moments that Made Her is a production of the Private Equity Women Investor Network, also known as PEWIN, which is the preeminent organization for senior-level women investment professionals in private equity. PEWIN provides its members with opportuni ...
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ETF of the Week: Neuberger Berman Commodity Strategy ETF (NBCM) 9:14

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VettaFi’s Head of Research Todd Rosenbluth discussed the Neuberger Berman Commodity Strategy ETF (NBCM) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration li…
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ETF of the Week: PIMCO Multisector Bond Active ETF (PYLD) 9:40

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VettaFi’s Head of Research Todd Rosenbluth discussed the PIMCO Multisector Bond Active ETF (PYLD) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration link for…
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ETF of the Week: WisdomTree Floating Rate Treasury Fund (USFR) 8:52

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VettaFi’s Head of Research Todd Rosenbluth discussed the SPDR S&P Dividend ETF (SDY) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration link for the Mid Year…
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ETF of the Week: SPDR S&P Dividend ETF (SDY) 10:26

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VettaFi’s Head of Research Todd Rosenbluth discussed the SPDR S&P Dividend ETF (SDY) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration link for the Mid Year…
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Volatility: Finding True Diversifiers 20:32

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As new administration policies send shock waves throughout the market, navigating the stormy sea has become the central challenge for investors. With rapid shifts in the economic environment and heightened uncertainty, diversification and resilience are more critical than ever. But what strategies can investors adopt to navigate turbulence? And how…
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S04E04: Runa Alam, Founder and CEO, Development Partners International 43:18

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Join us for an engaging conversation as PEWIN's Founding Chair, Kelly Williams, sits down with Runa Alam, Founder and CEO of DPI. In this episode, Kelly and Runa explore the pivotal moments that helped shape Runa into a leader in the finance industry. From a childhood marked by attending 11 different schools across multiple countries to founding a …
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ETF of the Week: T. Rowe Price International Equity ETF (TOUS) 8:15

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VettaFi’s Head of Research Todd Rosenbluth discussed the T. Rowe Price International Equity ETF (TOUS) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration lin…
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It’s April: Time to Talk Taxes 17:57

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As individuals and businesses navigate an increasingly complex financial landscape, tax strategies have become more critical than ever. With evolving regulations, potential legislative changes, and the importance of optimizing for long-term planning, effective tax management is taking center stage. But what opportunities can investors look out for …
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ETF of the Week: A Closed End ETF to Watch 10:52

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Roxanna Islam of VettaFi dives into what’s driving a popular closed end ETF on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration link for the Mid Year Market O…
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ETF of the Week: American Century US Quality Value ETF (VALQ) 10:31

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VettaFi’s Head of Research Todd Rosenbluth discussed the American Century US Quality Value ETF (VALQ) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration link…
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Could Value Stocks Make a Comeback? 20:32

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As markets grapple with changing macroeconomic dynamics, elevated valuations for growth stocks, and increased volatility, the spotlight could be turning toward value equities. Could this be the moment for US large-cap value investing to shine? How should investors think about diversification amidst the dominance of mega-cap growth names, and where …
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ETF of the Week: Vanguard 0-3 Month Treasury Bill ETF (VBIL) 9:05

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VettaFi’s Head of Research Todd Rosenbluth discussed the Vanguard 0-3 Month Treasury Bill ETF (VBIL) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration link …
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S04E03: Stephanie Szymanski, CIO, Lakeview Capital Management 51:38

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In this episode of 'Moments That Made Her', Kelly Williams, Founding Chair of the Private Equity Women Investor Network (PEWIN), interviews Stephanie Szymanski, Chief Investment Officer at Lakeview Capital Management. Stephanie shares her journey from growing up in South Bend, Indiana with dreams of becoming an attorney, to her finance studies at D…
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ETF of the Week: KraneShares CSI China Internet ETF (KWEB) 9:35

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VettaFi’s Head of Research Todd Rosenbluth discussed the KraneShares CSI China Internet ETF (KWEB) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration link fo…
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NVIDIA, DeepSeek and the Evolution of AI 28:03

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As the world navigates the rapid advancements in artificial intelligence, markets are adjusting to the implications of groundbreaking innovations on growth, competition, and investments. But how are market assumptions about AI shaping investor sentiment? What unique challenges and opportunities do these developments present for the semiconductor in…
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ETF of the Week: CoinShares Valkyrie Bitcoin Miners ETF (WGMI) 11:14

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VettaFi’s Head of Research Todd Rosenbluth discussed the CoinShares Valkyrie Bitcoin Miners ETF (WGMI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration lin…
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ETF of the Week: BondBloxx Private Credit CLO ETF (PCMM) 10:06

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VettaFi’s Head of Research Todd Rosenbluth discussed the BondBloxx Private Credit CLO ETF (PCMM) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration link for …
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S04E02: Camille Asaro, Partner - Audit Alternative Investments, KPMG 46:52

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S04E01: Camille Asaro, Partner - Audit Alternative Investments, KPMG In the fourth season premiere of 'Moments That Made Her,' Kelly Williams interviews Camille Asaro, National Audit Sector Leader for Private Equity at KPMG. Camille shares her upbringing in an Italian-American household, her path as the first generation college graduate, and her pi…
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What Do Tariffs Mean for Private Equity? 14:34

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As the world navigates evolving trade policies under a new administration, markets are adjusting to the implications of sweeping tariffs on growth, inflation, and investments. But how will these developments impact the Private Equity asset class? What unique viewpoint does Private Equity offer in this environment? And how can investors leverage the…
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ETF of the Week: NEOS Nasdaq 100 High Income ETF (QQQI) 11:14

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VettaFi’s Head of Research Todd Rosenbluth discussed the NEOS Nasdaq 100 High Income ETF (QQQI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration link for t…
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ETF of the Week: MFS Active Core Plus Bond ETF (MFSB) 11:07

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VettaFi’s Head of Research Todd Rosenbluth discussed the MFS Active Core Plus Bond ETF (MFSB) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration link for the…
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ETF of the Week: Calamos Bitcoin Structured Alt Protection ETF (CBOJ) 11:12

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VettaFi’s Head of Research Todd Rosenbluth discussed the Calamos Bitcoin Structured Alt Protection ETF (CBOJ) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registrat…
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S04E01: Patricia Miller Zollar, Managing Director, Neuberger Berman 45:15

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In this episode of 'Moments That Made Her,' host Kelly Williams converses with Patricia Miller Zollar, Managing Director at Neuberger Berman. Pat shares her upbringing in a small town in North Carolina, emphasizing how her early experiences, including picking peaches, shaped her work ethic and academic focus. The podcast delves into her academic ac…
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Fixed Income Moves in 2025 23:42

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As the United States embarks on a new administration, markets eagerly prepare for what is to come regarding domestic policy, international policy, tariffs, and geopolitics. But how will the Fixed Income asset class move through these new pathways? What factors are at play regarding fiscal and monetary policy? And how can investors prepare for the y…
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ETF of the Week: WisdomTree US Quality Dividend Growth Fund (DGRW) 10:51

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VettaFi’s Head of Research Todd Rosenbluth discussed the WisdomTree US Quality Dividend Growth Fund (DGRW) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration…
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ETF of the Week: Invesco KBW Bank ETF (KBWB) 11:22

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VettaFi’s Head of Research Todd Rosenbluth discussed the Invesco KBW Bank ETF (KBWB) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration link for the Mid Year…
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ETF of the Week: Fidelity Blue Chip Growth ETF (FBCG) 10:17

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VettaFi’s Head of Research Todd Rosenbluth discussed the Fidelity Blue Chip Growth ETF (FBCG) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration link for the…
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Small Caps, Big Opportunities 12:12

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U.S. Small Cap equities are at a critical juncture. Not only has the valuation gap between Small and Large-Cap stocks grown exceptionally wide by historical measures, but numerous Small-Cap macro tailwinds also appear to be gathering force. So, why is active management crucial for navigating this segment? How are reshoring and deglobalization trend…
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ETF of the Week: New Years Edition, "Biggest ETF Stories of 2024" 10:57

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This week on "ETF of the Week," Todd Rosenbluth and Chuck Jaffe of Money Life discuss the biggest ETF stories of 2024. Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration link for the Mid Year Market Outlook Symposium: https://www.et…
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ETF of the Week: Holiday Edition, "A Trillion Dollar Industry" 12:10

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This week on "ETF of the Week," Todd Rosenbluth and Chuck Jaffe discuss the evolution of the ETF industry and what milestones were reached in 2024, making this year truly record-breaking. Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Regist…
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ETF of the Week: iShares Nasdaq Top 30 Stocks ETF (QTOP) 10:48

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VettaFi’s Head of Research Todd Rosenbluth discussed the iShares Nasdaq Top 30 Stocks ETF (QTOP) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration link for …
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Solving for 2025 27:00

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Looking for insights on the key themes poised to shape the financial markets in the coming year? Hear from Anu Rajakumar, Erik Knutzen, Co-Chief Investment Officer of Multi-Asset, and Shannon Saccocia, Chief Investment Officer of Private Wealth, as they discuss pivotal macroeconomic and capital markets observations from our annual outlook, “Solving…
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ETF of the Week: VictoryShares Free Cash Flow ETF (VFLO) 9:14

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VettaFi’s Head of Research Todd Rosenbluth discussed the VictoryShares Free Cash Flow ETF (VFLO) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration link for …
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ETF of the Week: Neuberger Berman Short Duration Income ETF (NBSD) 11:00

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VettaFi’s Head of Research Todd Rosenbluth discussed the Neuberger Berman Short Duration Income ETF (NBSD) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration…
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ETF of the Week: Vanguard S&P 500 ETF (VOO) 10:54

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VettaFi’s Head of Research Todd Rosenbluth discussed the Vanguard S&P 500 ETF (VOO) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration link for the Mid Year …
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ETF of the Week: Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) 11:31

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VettaFi’s Head of Research Todd Rosenbluth discussed the Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Regis…
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ETF of the Week: SPDR S&P Regional Banking ETF (KRE) 10:04

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VettaFi’s Head of Research Todd Rosenbluth discussed the SPDR S&P Regional Banking ETF (KRE) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration link for the …
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Disruptive Forces Election Special: Trump's Cabinet 25:36

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President-Elect Donald Trump will take office on January 20, 2025, after a whirlwind election season. But how could this term differ from his first? How will Trump’s cabinet be shaped, and what directions could this take the markets? On this episode of Disruptive Forces, host Anu Rajakumar welcomes Brad Tank, Co-Chief Investment Officer, and the Gl…
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ETF of the Week: Calamos S&P 500® Structured Alt Protection ETF – November (CPSN) 13:14

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VettaFi’s Head of Research Todd Rosenbluth discussed the Calamos S&P 500® Structured Alt Protection ETF – November (CPSN) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podca…
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Private Real Estate: From Uncertainty to Opportunity 18:08

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Despite the challenges of a tough fundraising environment and fluctuating interest rates, private real estate is gaining traction as an attractive investment option amid economic uncertainties. But what makes private real estate a viable option? How does it help to hedge against inflation, and where do some of the unique opportunities lie? On this …
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ETF of the Week: VanEck Morningstar SMID Moat ETF (SMOT) 9:19

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VettaFi’s Head of Research Todd Rosenbluth discussed the VanEck Morningstar SMID Moat ETF (SMOT) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration link for …
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ETF of the Week: Fidelity Corporate Bond ETF (FCOR) 10:17

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VettaFi’s Head of Research Todd Rosenbluth discussed the Fidelity Corporate Bond ETF (FCOR) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration link for the M…
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ETF of the Week: T. Rowe Price QM US Bond ETF (TAGG) 9:11

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VettaFi’s Head of Research Todd Rosenbluth discussed the T. Rowe Price QM US Bond ETF (TAGG) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration link for the …
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ETF of the Week: Neuberger Berman Option Strategy ETF (NBOS) 10:42

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VettaFi’s Head of Research Todd Rosenbluth discussed the Neuberger Berman Option Strategy ETF (NBOS) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration link …
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Private Debt: The Appeal, The Fears & The Facts 22:21

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In an ever-evolving financial landscape, Private Debt has emerged as a resilient and adaptable asset class, capturing the interest of investors seeking stability and growth. Despite negative media coverage, what makes this asset class appealing to investors? What are the implications of lower interest rates on Private Debt? And how does it fit into…
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ETF of the Week: Vanguard Core Plus Bond ETF (VPLS) 9:09

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VettaFi’s Head of Research Todd Rosenbluth discussed the Vanguard Core Plus Bond ETF (VPLS) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration link for the M…
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ETF of the Week: NEOS Russell 2000 High Income ETF (IWMI) 9:11

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VettaFi’s Head of Research Todd Rosenbluth discussed the NEOS Russell 2000 High Income ETF (IWMI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration link for…
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Rates and REITs 22:26

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With the rate tightening cycle largely behind us and discussions now shifting towards potential rate cuts, the time seems right to discuss Real Estate Investment Trusts. Despite REITs being perceived as bond proxies, they have the potential to offer stable and growing revenue streams from tangible assets like apartments, shops, data centers, and to…
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WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) 10:08

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VettaFi’s Head of Research Todd Rosenbluth discussed the WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=po…
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ETF of the Week: Invesco S&P 500 Low Volatility ETF (SPLV) 9:06

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VettaFi’s Head of Research Todd Rosenbluth discussed the Invesco S&P 500 Low Volatility ETF (SPLV) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast Registration link fo…
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