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Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Kevin Guerette, President at Ultimus Fund Solutions, discussing trends he sees in the industry, what is going on at Ultimus Fund Solutions, and what they do to help smaller funds get started.
In this episode, you will learn:
- Why active managers thrive in times of volatility.
- Why there is disparity in the top 50 ETF producers.
- Why mutual funds are less expensive to administer than ETFs.
- Kevin’s advice for people thinking about starting an asset management firm.
IRIS Media Works recorded 16 Permission to Succeed podcasts from our pop-up podcast “studio” in the Discovery Data booth at IMPACT 2019. Fueled by coffee and the conference energy swirling around us, we had a great time talking to leaders from across the financial services industry. Thank you to Discovery Data and to our guests for participating in this grand experiment. We hope you enjoy and learn from these conversations as much as we did.
RESOURCES: Ultimus Fund Solutions | Ultimus Fund Solutions LinkedIn | Discovery Data
Related: How Artificial Intelligence Can Change the Game for Financial Advisors with Andrew Smith Lewis