The Research to AUM Pipeline | Warren Pies on Raising $450m in an ETF in Less Than 6 Months episode artwork

EPISODE · Dec 26, 2024 · 51 MIN

The Research to AUM Pipeline | Warren Pies on Raising $450m in an ETF in Less Than 6 Months

from Monetary Matters with Jack Farley · host Jack Farley

Having raised over $450m in less than 6 months, Warren Pies, Founder of 3Fourteen Research and Portfolio Manager of $FCTE, has had one of the most successful independent ETF launches of all time. Despite the seemingly overnight success of his fund management business, the real story is about the steady growth of his research business that feeds into everything they do. He explains how his research business has become a pipeline of investor interest in his ETF business and how research relationships flip the traditional client interaction on its head. He also discusses why he chose to focus on setting good expectations with reasonable clients rather than playing the flashy retail newsletter game. Follow Other People’s Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR Follow Warren Pies on Twitter: https://x.com/WarrenPies Follow Max Wiethe on Twitter: https://x.com/maxwiethe

Episode metadata supplied by the publisher feed · Published Dec 26, 2024

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The Research to AUM Pipeline | Warren Pies on Raising $450m in an ETF in Less Than 6 Months

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