Evan Harp

New York

Marketing Writer at VettaFi

he/him/his Marketing Writer at VettaFi I did it for humanity, whom I love

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Articles

What to Expect at the Income Investment Strategy Symposium

1 week ago | advisorperspectives.com | Evan Harp

Tomorrow, May 8th, VettaFi will host the Income Investment Strategy Symposium. Income is top of mind for many investors, and VettaFi has assembled a host of income experts and thought leaders. "With the Fed still on hold, we know many advisors are searching for income through investment styles beyond traditional taxable fixed income,” said VettaFi Head of Research, Todd Rosenbluth.
THOR Funds are "Still Worthy"

1 week ago | etftrends.com | Evan Harp

In the latest ETF 360, VettaFi’s Kirsten Change interviewed THOR Funds founding principal and CIO Brad Roth. They discussed two index-based strategies calibrated to manage downside risk. Accordingly, downside protection and risk management are top of mind in today’s unusual market environment. “We’ve had very lofty valuations. We’ve had very high expectations for earnings for a long time,” Roth noted.
Exchange 2026 Dates Revealed

2 weeks ago | etftrends.com | Evan Harp

TMX VettaFi is excited to announce that the Exchange 2026 conference will happen March 15 through 18. The renowned financial industry event will return to the Virgin Hotel in Las Vegas for four days of networking and premier content. Exchange brings financial advisors, issuers, and financial services professionals together. The 2025 conference featured roughly 1,400 attendees representing 579 firms.
TEMA ETFs has a Concentration Risk Solution

2 weeks ago | etftrends.com | Evan Harp

On the latest episode of ETF 360, senior industry analyst Kirsten Chang spoke to TEMA ETFs founder and CEO Maurits Pot. He dug into TEMA’s latest offering, DSPY, which uses a novel historical weight strategy. Today’s S&P features staggering levels of concentration, wit the top ten stocks accounting for somewhere between 37 and 39% of the market, according to Pot.
Exchange 2025 was a Financial Services Triumph

3 weeks ago | etftrends.com | Evan Harp

Last month, the Exchange 2025 conference gathered the financial services community in Las Vegas for three days of networking, idea sharing, and thought leadership. Advisors, issuers, and financial professionals got business done, met new contacts, and increased their knowledge and understanding thanks to an expert slate of panelists and keynote speakers. Exchange 2025 by the NumbersThe Exchange conference featured approximately 1,400 attendees from over 579 firms.
Jennifer Morgan Rescues Advisors From the Sea of Sameness

1 month ago | advisorperspectives.com | Evan Harp

Connective Communication’s CEO & Founder Jennifer Morgan lit up the Exchange stage with her workshop, Escape the Sea of Sameness. The session provided advisors with practical tools for standing out in meetings and making lasting impressions. Morgan left the stage frequently, directly connecting with the with the audience and demonstrating her conversational tools in action. She opened the workshop with a surprise question, leveraging it to focus the discussion on opportunity cost.
Jennifer Morgan Rescues Advisors From the Sea of Sameness

1 month ago | etftrends.com | Evan Harp

Connective Communication’s CEO & Founder Jennifer Morgan lit up the Exchange stage with her workshop, Escape the Sea of Sameness. The session provided advisors with practical tools for standing out in meetings and making lasting impressions. Morgan left the stage frequently, directly connecting with the with the audience and demonstrating her conversational tools in action. She opened the workshop with a surprise question, leveraging it to focus the discussion on opportunity cost.
ETF Reporters Share Realities, Advice at Exchange

1 month ago | etftrends.com | Evan Harp

In “Meet the Press – ETF Style” Reporters Sean Allocca (The Daily Upside), Eva Thomas (CityWire Pro Buyer), Thornton McEnery (Moby), and Elle Caruso Fitzgerald (TMX VettaFi) discussed the ETF media. The panel was moderated by Chris Sullivan (Craft & Capital.)Understanding how financial media thinks about the industry can be critical for firms that want to get the right kind of coverage for their products and services.
Women in ETFs Panel Reflects Career Paths, Opportunities

1 month ago | etftrends.com | Evan Harp

Jon Fee moderated the panel “Women in ETFs: Careers beyond ETFs.” The panel featured Life + Liberty Index’s Perth Tolle, Fidelity’s Anna Lester, and Banrion Capital’s Brittany Mason. “The ETF industry is better because of the organizations WE: Women in ETFs,” Fee said early in the panel. Origin StoriesWhen asked what she was doing prior to finance, Mason said she worked in production in Ireland. “Very different than what I’m doing now.” Bonrian works on all things alts, according to Mason.
Discussion of ETF Regulatory Changes on the Horizon

1 month ago | etftrends.com | Evan Harp

VettaFi Senior Industry Analyst Kirsten Chang led a panel featuring Vedder Price’s Joe Mannon, Ropes & Gray LLP’s James Thomas, and Stradley Ronon’s Mark Greer, covering key regulatory changes facing the ETF Industry. The session took place at the Industry Conclave at Exchange. Washington a Question Mark Around Regulatory Changes According to Chang, the most significant variable in the markets right now is Washington. She posed the question to the panel on their take.