What trends should investors be aware of while seeking alpha for 2030? Along with eCommerce and personalization, what companies should be on investors’ radars? Why are ETFs a great way to gain exposure to the broader themes?
In this episode, Paul Kim and Tad Park discuss eCommerce, electric vehicles, cloud computing and financial technologies that will change the World and how options and ETFs coupled together can provide investors with venture capital-like returns with limited downside risk.
About the Speakers:
Paul Kim has spent the bulk of his career as a key innovator and architect in the ETF industry. Previously, as head of ETF strategy and portfolio manager at Principal Global Investors, Paul launched and built Principal's $3+ billion ETF business from the ground up. As senior vice president and ETF product manager at PIMCO, Paul helped launch and establish PIMCO's $20+ billion ETF platform of fixed income ETFs. Paul is a frequent contributor to ETF industry panels as well as financial media including Bloomberg, Wall Street Journal, and Financial Times. Paul has an MBA from the Wharton School of the University of Pennsylvania, a bachelor's degree in Economics from Dartmouth College, and is a CFA charterholder. Paul and his wife, Cathy, are the proud parents of three young daughters and active volunteers in their children's school communities.
Tad Park has been part of small startup software engineering teams for the past 6 years. He was the first Senior Software Engineer of Sonder's Series B round, and witnessed firsthand how software that started with just a handful of engineers disrupted entrenched incumbents and accelerated Sonder's growth to become a billion dollar company. Tad also experienced firsthand the cultural aspects that propelled Sonder to success compared to what others in the industry were doing. Tad has a B.S. in Environmental Economics and Policy Management from the University of California, Berkeley. Tad and his wife, Jennifer, love raising their four kids in the San Francisco Bay Area.
Simplify is a Registered Investment Adviser founded in 2020 to help advisors tackle the most pressing portfolio challenges with an innovative set of options-based strategies. By accounting for real-world investor needs and market behavior, along with the non-linear power of options, our strategies allow for the tailored portfolio outcomes for which clients are looking. For more information, visit www.simplify.us.