Hear from Mario Stefanidis, Vice President of Research at Roundhill Investments, on the Cannabis ETF landscape and developments.
What we'll cover...
Sub themes within the Cannabis ETF landscape
Many ETFs cap weightings for a specific security at 10%. What makes some stocks stick out more than the rest?
What has led to the under performance of other Cannabis ETFs, and how can we avoid making the same mistakes as retail investors.
Mario Stefanidis is the Vice President of Research at Roundhill Investments, an RIA and thematic ETF sponsor founded in 2018, based out of New York. In this capacity, he is responsible for the firm's research activities within the digital media and entertainment sector. He is a frequent contributor to the media, appearing on publications like Bloomberg, Forbes, Barrons, and Cheddar. Additional…
Mario Stefanidis is the Vice President of Research at Roundhill Investments, an RIA and thematic ETF sponsor founded in 2018, based out of New York. In this capacity, he is responsible for the firm's research activities within the digital media and entertainment sector. He is a frequent contributor to the media, appearing on publications like Bloomberg, Forbes, Barrons, and Cheddar. Additionally, he serves on the firm's investment committee, helping oversee Roundhill's investment activities across all sponsored ETFs and other vehicles. Since joining, he has contributed to firm asset growth from $200 million to $1.4 billion.
Prior to this role, Mario was a strategist in BlackRock's Global Fixed Income portfolio management group, within the iShares ETF platform. He spent over three years at BlackRock, as an analyst and associate in San Francisco and New York respectively. In this role, Mario produced research disseminated to institutional clients externally and fixed income teams internally on relative value between credit derivatives and ETFs, investment grade credit investing, and other topics. Working cross functionally, Mario frequently partnered with capital markets, institutional sales, and other portfolio management teams to deliver more bespoke solutions to pension funds, central banks, and other large clients. He holds a B.S in Finance from Fordham University and is a CFA Charterholder.Mario Stefanidis is the Vice President of Research at Roundhill Investments, an RIA and thematic ETF sponsor founded in 2018, based out of New York. In this capacity, he is responsible for the firm's research activities within the digital media and entertainment sector. He is a frequent contributor to the media, appearing on publications like Bloomberg, Forbes, Barrons, and Cheddar. Additionally, he serves on the firm's investment committee, helping oversee Roundhill's investment activities across all sponsored ETFs and other vehicles. Since joining, he has contributed to firm asset growth from $200 million to $1.4 billion. Prior to this role, Mario was a strategist in BlackRock's Global Fixed Income portfolio management group, within the iShares ETF platform. He spent over three years at BlackRock, as an analyst and associate in San Francisco and New York respectively. In this role, Mario produced research disseminated to institutional clients externally and fixed income teams internally on relative value between credit derivatives and ETFs, investment grade credit investing, and other topics. Working cross functionally, Mario frequently partnered with capital markets, institutional sales, and other portfolio management teams to deliver more bespoke solutions to pension funds, central banks, and other large clients. He holds a B.S in Finance from Fordham University and is a CFA Charterholder.
Finimize
Host and Moderator
William Walker is an Alumni of The College of New Jersey with a degree in Business Administration. At the start of his career, he was a Financial Advisor with the International Planning Alliance where he educated clients in monthly meetings and assisted in managing 1.47 Billion Dollars at the firm. This is where he found a passion for Personal Finance, Investing and Personal Growth. William now works for abrdn's Philadelphia office as an Analyst. While at abrdn he has worked on both the ETF team as well as their product development team. In his spare time, he enjoys reading philosophy and periodically posting on his YouTube channel.
