EPISODE · May 7, 2025 · 1H 2M
Paul Baiocchi on ETFs, Cap-Weighted Investing & Portfolio Strategy | In The Harbor #3
from In The Harbor · host In The Harbor
Send us Fan MailIn this episode, Jason and Mackey sit down with Paul Baiocchi, CFA, Chief ETF Strategist at SS&C ALPS Advisors. Paul leads the firm’s distribution strategy across its ETF suite and the well-known Select Sector SPDRs lineup, working closely with distribution, research, marketing, and PR teams to shape messaging for a wide range of investors. With 20 years in the financial services industry, Paul shares insights drawn from his career across major firms like Fidelity Institutional Asset Management and ETF.com. From sector investing strategies to ETF innovation and industry trends, Paul brings a deep perspective on how ETFs are reshaping portfolios today. Whether you’re an advisor, investor, or ETF enthusiast, this is a conversation you won’t want to miss.⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod
What this episode covers
Send us Fan Mail In this episode, Jason and Mackey sit down with Paul Baiocchi, CFA, Chief ETF Strategist at SS&C ALPS Advisors. Paul leads the firm’s distribution strategy across its ETF suite and the well-known Select Sector SPDRs lineup, working closely with distribution, research, marketing, and PR teams to shape messaging for a wide range of investors. With 20 years in the financial services industry, Paul shares insights drawn from his career across major firms like Fidelity ...
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Paul Baiocchi on ETFs, Cap-Weighted Investing & Portfolio Strategy | In The Harbor #3
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