Grant Engelbart of Brinker Capital - The Future of ETFs and Cryptocurrency

In today’s episode, Rusty and Robyn talk to Grant Engelbart, Senior Portfolio Manager at Brinker Capital. Grant has been in the industry for more than a decade. His focus is on trading and managing assets, including ETF mutual funds and single securities. Before working as a portfolio manager, Grant was part of the trading and investment research team at Orion Advisor Solutions. Grant talks with Rusty and Robyn about ETF investment strategies, crypto as a new alternative asset class, and the non-financial skills needed in finance. "One of the biggest issues we have in the advisor and investor world today is income generation. With cryptocurrencies, if done the right way, you can create pretty substantial income streams and uncorrelated income streams off of these products." ~ Grant Engelbart Main Takeaways  When choosing an ETF, the first step is to know the exposure you’ll gain from it. Other factors to consider are ETF concentration, maximum security weight, index ETF, and consistent growth. Crypto can be a new alternative asset class. The possibilities with crypto are endless, especially with the creation of crypto ETFs and the growth of decentralized finance (DeFi). Getting familiarized with programming languages, improving your writing, and maintaining positive client relationships are non-financial skills needed in finance. Be disciplined and recognize the power of staying in the market long-term. Having a consistent yet adaptable process that is aligned with the client’s investment beliefs is important. Links Grant Engelbart on LinkedIn Sirius by The Alan Parsons Project Brinker Capital Brinker Capital on Twitter CLS Investments Chartered Alternative Investment Analyst Association (CAIA) Index Methodology Morningstar ETFs Davis ETFs JP Morgan US Value Funds Simplify ETFs Matt Hogan Dave Abner Python R Animal Spirits Podcast Corey Hoffstein’s Liquidity Cascades: The Coordinated Risk of Uncoordinated Market Participants Flirting With Models Podcast Upside-Down Markets: Profits, Inflation, and Equity Valuation in Fiscal Policy Regimes By Jesse Livermore+ | O’Shaughnessy Asset Management Long Vol: It’s Always Different by Dave Nadig ETF Trends - ETF Strategist Channel - Brinker Capital Nebraska Huskers Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 2011-OAS-7/13/2021

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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”). The CFA®️ is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org. The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician®️ (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/. Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com. 0503-OPS-3/4/2024