Show notes: Work Life Balance

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Visit www.womeninetfs.com to find additional support in the ETF industry.

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

Show notes: Networking with Intention

When is networking organic, and when should you prepare? What steps can you take to assure success?

Recently, Women in ETFs celebrated 10 years at our conference in NYC! While we were there, we captured the voices and opinions of our attendees. We heard from them about how they used their unique voices to network and what steps they took before the conference to assure success.

How do you prepare for a conference?

Featured on this episode:

- Lee Turner-Conn, Head of Americas, FTSE Russell

- Michael Morelli, CEO, etf.com

- Andrea Murray, VP, Brown Brothers Harriman

- Deborah Draeger, Senior Director, S&P Down Jones Indices

- Erin McClafferty, Executive Director, Cohen & Company

- Arlene Reyes, COO, ExchangeTradedFunds.com

- Stephanie Schils, Client & Product Solutions Advisor

Kristine Delano guides the conversation about the impact of self-promotion and mentors on your career.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

How do you self-promote without boast? Find mentors without bother?

Recently, Women in ETFs celebrated 10 years at our conference in NYC!

While we were there, we captured the voices and opinions of our attendees (plase excuse some audio glitches). We heard about the role that mentors have played in their careers, as well as the importance of self-promoting with confidence.

Do you hear your name as one of the many influential mentors mentioned? Let us know, as we’d love to hear from you!

Featured on this episode: -Roma Lotay, Partner, Borden Ladner Gervais, LLP -Steven Kreichman, Director, Index Investments Group, FTSE Russell -Nelly Mubashi, CEO, NWAM, LLC -Jane Edmondson, Head of Thematic Strategy, TMX VettaFi -Vicki Chan, Content Strategy Director, VanEck

Kristine Delano guides the conversation about the impact of self-promotion and mentors on your career.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

What does it mean to be the Global Head of Capital Markets? We have Janel Jackson and Anita Rausch here to tell us.

Anita Rausch is a Senior Vice President and Global Head of ETF Capital Markets, managing the liquidity and trading education of AB’s suite of exchange-traded funds (ETFs). Before joining the firm in 2022, she was head of Capital Markets for WisdomTree, a global ETF-only asset manager. She holds a BA in international business, with a minor in German, from the George Washington University. Anita is married with 2 kids (8 years and 12 years) and resides in Bergen County, NJ. She regularly enjoys time with the family skiing in the winter, and driving fast cars in the summer.

Janel Jackson is the Global Head of ETF Capital Markets at Vanguard. Janel joined Vanguard in 2012 as part of the company’s M.B.A. Leadership Development Program. She has also served as chief of staff to Vanguard’s chief investment officer and as senior investment analyst in Vanguard Institutional Advisory Services®. Janel earned a B.A. from Ohio University and an M.B.A. from the Georgia Institute of Technology. She holds FINRA Series 7 and 66 licenses and is a member of the U.S. board of directors for Women in ETFs. Janel enjoys spending time with her family. She is also a foodie with a love for traveling to warm vacation spots.

Kristine Delano guides the conversation about using your knowledge to become invaluable and the different skill sets necessary to navigate within the world of ETF Capital Markets.

Listen on your favorite podcast platform. We Talk Careers Podcast.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

In partnership with https://www.etfcentral.com/

Book recommendations:

• Discipline is Destiny: The Power of Self-Control by Ryan Holiday

• My Ishmael by Daniel Quinn

WE Talk Careers Podcast Episode Links:

High Performing Teams with Janel Jackson

Today, we are speaking to leaders who can both geek out on data and translate the big picture of our economy. They are the Head of Research. From strategic planning to market analysis to industry trends, how do their roles guide the creation and management of ETFs?

We have Matt Dines and Carol Spain with us today.

Carol Spain is a Managing Director and Head of Credit Research for Schwab Asset Management. Carol earned a Master of Public Policy from the University of Chicago and a Bachelor of Arts in political science from the University of Notre Dame. She is an active member of the National Federation of Municipal Analysts and is a member of the External Advisory Panel of the Government Finance Research Center. Carol lives in Chicago with her husband and two small children.

Matt Dines serves as Chief Investment Officer at Build Asset Management, where he oversees portfolio management, capital allocation, and strategy for the firm and its clients. Matt holds a Master’s degree in Finance from Washington University in St. Louis, with a focus on Quantitative Finance. He holds a Bachelor’s degree in Biological Science from the University of Notre Dame. Matt earned his Chartered Financial Analyst® designation in 2017. Matt and his wife live in Seattle with their twin boys.

Kristine Delano guides the conversation about the hard work and skills it takes to research and analyze data in the world of ETFs.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

In partnership with https://www.etfcentral.com/

Book recommendations:

• Leading Lightly by Jody Michael

• The Asian Financial Crisis 1995-98: Birth of the Age of Debt by Russell Napier

Compliance professionals play a vital role in maintaining the integrity and transparency of the ETF industry. Now, that may sound a bit dry, but I assure you, throughout my career, compliance departments have been filled with some of the most dynamic and interesting professionals at the firm. Today, we are joined by Amy Shelton and Melanie Zimdars.

Amy Shelton is Senior Vice President and Chief Compliance Officer (CCO) for the American Century Funds, Advisor, Broker-Dealer and global operations. Amy is a member of key oversight committees including the Investment Oversight Committee and the Products & Markets Committee. Amy joined American Century Investments in 1994 and has served as CCO since 2014. In her free time, Amy enjoys cooking and hosting paella parties with her husband.

Melanie Zimdars is Chief Compliance Officer (CCO) of Invesco Capital Management LLC. Prior to joining Invesco, Melanie served as Vice President and deputy Chief Compliance Officer at ALPS Holding, Inc. from 2009 to 2017. Melanie enjoys spending time outdoors with her husband and son, hiking and snowshoeing.

Kristine Delano guides the conversation about fostering team relationships and building strong communication skills in the fast paced world ETF Compliance.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

In partnership with https://www.etfcentral.com/

Book recommendations:

• Never Finished by David Goggins

• Trust by Hernan Diaz

What are the skills and strengths needed to create a customer base for ETFs? What does it take to know when to pivot and how to do it well?

We have Michelle DeWitt and Michael Natale with us for this episode to share their insight into the world of ETF Marketing.

Michael Natale is head of Intermediary Distribution. He is responsible for establishing Northern Trust Asset Management’s presence in the intermediary market and driving the adoption of investment expertise and strategies across North America. Michael earned his BBA and MBA from Stetson University (Deland, FL). He holds the FINRA series 7, 24, and 63 securities licenses. He is a former professional golfer and a six-time Chicago City Amateur Champion. He lives with his wife and 2 children in Chicago.

Michelle DeWitt serves as the Head of ETF Marketing at Invesco where she’s responsible for the development and oversight of the ETF marketing strategy in the US and EMEA. Michelle earned her Bachelors’ degree in Business Administration from Baruch College. Her commitment to professional development is evident through her possession of a CIMA® certification as well as FINRA Series 3, 7, 24, and 63 licenses. Michelle resides with her husband and 2 wonderful daughters in New York. She enjoys socializing with friends and family, going out to dinner, walking and soaking up the sun!

Kristine Delano guides the conversation about the importance of knowing which way the decision bus is going and how to know if you’re on it.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

In partnership with https://www.etfcentral.com/

Book recommendations:

• Start With Why by Simon Sinek

• Atomic Habits by James Clear

Today we are diving into the bones of Exchange-Traded Funds. Without them we’d have no form and nothing to offer investors. Who are these essential minds? ETF Analysts are scientists, detectives, and reporters all rolled up into the span of a single trading session. We have two fantastic guests to give us a peek at what they do. Anu Ganti and Rachel Liang are joining us for today’s episode.

Anu R. Ganti is Senior Director, Index Investment Strategy at S&P Dow Jones Indices. She is also a frequent contributor to both print and broadcast media outlets. Prior to joining S&P DJI, Anu worked in the asset management space, completing a post-MBA rotational program at Russell Investments within their fixed income research and trading divisions and working as a portfolio manager focusing on emerging market equities at Parametric Portfolio Associates (subsidiary of Eaton Vance). Anu is a CFA charterholder and holds an MBA in finance and economics from Columbia Business School, and a bachelor’s degree in finance and marketing from NYU’s Stern School of Business. She is married and lives with her husband in suburban New Jersey.

Rachel Liang is an experienced ETF Capital Market Research Analyst with a deep background in quantitative and data analytics field. Born and raised in northern China, she relocated to the U.S. in 2012. Rachel holds a bachelor's degree of Applied Mathematics in Beijing Institute of Technology, and a master’s degree of Financial Mathematics from Rutgers in New Jersey. She currently lives and works in New York City. Outside of work, Rachel loves Jazz music, reading, and baking in winter times. She holds Series 7 and 63, and is a CFA charterholder.

Kristine Delano guides the conversation about how curiosity, creativity, and communication all play vital roles for Analysts as they navigate the evolving industry of ETFs.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

In partnership with https://www.etfcentral.com/

Book recommendations:

• Rogue Trader by Nick Leeson

• Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever by Robert Wigglesworth

Mentor Mentions:

Craig Lazzara - S&P Dow Jones Indices

Tim Edwards - S&P Dow Jones Indices

WE Talk Careers Podcast Episode Link:

Indexing Your Career with Joy Yang