About This Episode

While market volatility is to thank for significant portfolio losses across the board, WisdomTree funds attracted almost $4 billion of inflows in the second quarter of 2022, the firm’s strongest quarter since 2015, and met a new milestone with 82% of its AUM exceeding benchmarks – something my guest, E-Trade veteran and WisdomTree president and COO, Jarrett Lilien, hasn’t seen any asset manager achieve over his 30+ year career.

We will discuss what’s driving this growth at a time when so many investors are tracking losses.

About Our Guest

Jarrett Lilien is president and COO at WisdomTree, an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager. Jarrett is a well-known and respected leader in the financial services industry, who has built industry-transforming businesses utilizing emerging technology and operational excellence. He brings deep industry experience in both the retail and institutional markets.

From November 2017 to September 2019, he served as executive vice president and head of emerging technologies. From November 2008 to December 2017, Mr. Lilien was a member of the Board of Directors and served on the audit, compensation and nominating and governance committees. Until November 2017, Mr. Lilien was the managing partner of Bendigo Partners, LLC, a financial services focused venture capital investing and advisory services firm he founded in 2008. From 2003 to 2008, he served as president and chief operating officer of E*TRADE Financial Corporation. In that role, he was responsible for the tactical execution of all of E*TRADE’s global business strategies. Mr. Lilien received his B.A. in economics from the University of Vermont.

Show Notes

Here are some links to learn more about WisdomTree:

• Scott Welch's blog
• The WisdomTree 2022 Mid-year Market and Economic Outlook
• The WisdomTree Q3 Economic and Market Actionable Ideas
• WisdomTree's "On the Market" Blog

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