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We’ve been in go-mode at VettaFi, gearing up for Exchange and all the great content and experiences we’re putting together, both on stage and off. With education on our brains, today the VettaFi Voices gathered around the watercooler and shared some of their favorite recently published pieces of finance writing.
Todd Rosenbluth, head of research – I want to be reading more books tied to my passion of investing (ideas are welcomed!), but let me recommend two close to our efforts. Eric Balchunas, who is joining me on stage at Exchange, wrote an excellent book called The Bogle Effect on how many ways Jack Bogle and Vanguard impacted the asset management industry. He covers this from many angles and brings fresh insights beyond his traditional ETF work that makes it enjoyable. Plus, he gets takes from many of our industry friends.
Also, Mary Childs wrote a wonderful book on Bill Gross and his time at PIMCO called The Bond King, which dives into the success story of what became the active bond find first in mutual fund form, and then in ETF form. As a former mutual fund analyst, I lived much of this. But I still learned a lot.
I also love the wide range of expertise with our research efforts. I learn something new from Roxanna Swan, Stacey Morris, and Dave Nadig every time they publish.
Two final shout outs. Bob Pisani’s book, Shut Up and Keep Talking has amazing stories and shows Bob’s personal investment growth cycle, which is also well lined up with the growth of the ETF industry. Bob has been a champion of the ETF industry and was an early adopter for index investing, despite being the key voice for many active managers.
Last and not least, hot off the presses, Lara Crigger dove into the ETFs that really jumped off the page for our advisor community. Some ETFs she highlighted included the SPDR Bloomberg 1-3 Month T-Bill ETF (BIL), iMGP DBi Managed Futures Strategy ETF (DBMF), WisdomTree Floating Rate Treasury Fund (USFR), and…
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