In 2014, ETF Managers Group (ETFMG) was founded by Sam Masucci with a vision of developing innovative thematic ETFs that provide investors unique exposure to new markets. Today, the ETFMG fund lineup provides access to a diverse collection of global themes and is comprised of 80% first-to-market products.
Market Segment Experts
Shipping Industry Expert
From 2011 to 2017, John was a Senior Portfolio Manager at Carlyle Commodity Management, a commodity-focused investment firm based in New York and part of the Carlyle Group. He was responsible for the firm’s shipping and freight investments. During his tenure, he managed one of the largest freight futures funds globally. Prior to this role, John was a Co-Founder and Portfolio Manager of Sea Advisors Fund, an investment fund focused on shipping. From 2004 to 2009, John was the leading Transportation Analyst at Citi Investment Research covering the broader transportation space including shipping. Prior to that, John was an Equity Analyst focusing on shipping and energy for Standard & Poor’s Investment Research. John sits on the Board of Seanergy Maritime, a publicly traded dry bulk shipping company. John received his MBA from the Simon School of Business, University of Rochester.
Video Game Tech Expert
Ted Pollak is the Founder and President of EE Fund Management LLC. The Company was formed in 2004 to act as a general investment manager (a California Registered Investment Advisor) and also to manage The Electronic Entertainment Fund LP (a Delaware sector focused investment partnership). Mr. Pollak also created EEndex (the world’s first video game industry equity index) and the EE Fund Video Game Tech Index (an ETF optimized video game industry equity index). Additionally, Pollak is a Senior Gaming Industry Analyst for Jon Peddie Research, a Tiburon California based market research and consulting firm and is an Entertainment Technology Expert for the Gerson Lehrman Group Council, an independent primary research firm serving business and investment leaders in North America, Asia and Europe.
Pollak has been in the financial products and services industry for 21 years, and has worked in operational and financial management, equity trading, relationship management, marketing, and investment system operations at various firms including Wells Capital Management, SDR Capital Management, Osborne Partners, and Robert W. Baird. Mr. Pollak also has experience from Hambrecht & Quist and other investment industry companies.
Mr. Pollak holds a degree in history and business from CSUC and an Eastern Michigan University overseas program spanning 15 countries. He holds the NASD Series 65 License, and has passed the NASD Series 7, NASD Series 63, and CFA Level I exams.
Cannabis Research and Banking Expert
With over 20 years of experience in the asset management, finance and structured product space, Jason has a track record of bringing hard-to-access asset classes to market.
Jason has held leadership and senior positions at several leading financial institutions. Most recently, Jason was Senior Vice President at INFOR Financial Inc. INFOR is a leading boutique investment bank based in Toronto, Canada that has worked in connection with a number of companies in the legal cannabis industry, including acting as advisor to Canopy Growth Corporation in connection with entering into its strategic relationship with Constellation Brands.
Jason has also worked at the investment banking divisions of Société Générale, France’s third largest bank, and at CIBC, one of the five largest banks in Canada. While at Société Générale and CIBC, Jason provided asset managers and financial institutions with various capital raising, financing and risk mitigation solutions and strategies.
Jason has an LLB from the University of Western Ontario. Prior to completing his university studies, Jason was a member of the Canadian Forces and is a recipient of the Gulf of Kuwait Medal, awarded for his engagement in direct combat during the Gulf War in 1991.
Bond Market Expert
Bryce Doty is a Senior Vice President with Sit Fixed Income and Senior Portfolio Manager of the taxable bond portfolios for the firm’s custom separately-managed accounts, private investment funds, and mutual funds. Bryce oversees the firm’s team of taxable bond managers, analysts, and traders.
Prior to joining Sit Investment Associates in 1995, Bryce gained extensive experience during his seven years with Minnesota Mutual in management consulting, serving as the due diligence officer for broker/dealer operations and as head of the public bond trading desk. His responsibilities also included analyzing and monitoring all total return corporate credits.
Bryce earned his M.B.A. degree, with a concentration in finance, from the Carlson School of Management at the University of Minnesota in 1992. He earned a B.A. degree in business management, with minors in physics and psychology, from Hamline University in 1988. Bryce is a CFA charter holder.
Bryce currently serves on the Board of Trustees for Hamline University in St. Paul, Minnesota.