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Matt Patterson, co-founder Bryant Avenue Ventures, LLC

15 posts

Matt is a co-founder of Bryant Avenue Ventures LLC, the creator of the Nasdaq 7 HANDL Index. In 2017 Bryant Avenue Ventures partnered with Strategy Shares to launch a target distribution ETF. Matt previously co-founded and served as Head of Investment Strategy and General Counsel of Accretive Asset Management LLC, the creator of BulletShares Indexes. Matt began his legal career as an Associate in the Corporate Department of Skadden, Arps, Slate, Meagher & Flom LLP. Matt holds an MBA from the University of Chicago, a JD from the University of Illinois College of Law and a BA from the University of Illinois.

1 min

How Investors Can Leverage Constructive Return of Capital Distributions

Return of capital (ROC) or nondividend distributions are among the least understood type of distribution that investors receive. This is largely because an ROC distribution is a tax concept and not an economic concept, meaning that it tells an investor little about whether the distribution was earned but rather how the IRS will classify this distribution.

5 min

Is This the Year the Rising Rates Trade Finally Pays Off? First Quarter 2021 Income Investing Recap

The bond market picked up in 2021 where it left off in the fourth quarter of 2020, with the yield on the benchmark 10-year U.S. Treasury rising from 0.93% on December 31, 2020 to 1.75% on March 31, 2021. The dramatic move spelled carnage for fixed-income markets, with the Bloomberg Barclays Aggregate U.S. Bond Index losing 3.4% during the quarter (bond prices move in inverse to bond yields).

2 min

Nasdaq #TradeTalks: Income investing in 2021

HANDLS Indexes Co-Founder Matthew Patterson joined Jill Malandrino on Nasdaq #TradeTalks to discuss income investing and a vehicle designed for a predictable flow of income.

1 min

That Was Easy: Fourth Quarter and Year-End 2020 Income Investing Recap

In a recent Nasdaq Markets publication, HANDLS Indexes Co-founder Matt Patterson provided a fourth quarter and year-end 2020 income investing recap. Matt also provided an outlook for 2021: well diversified portfolios with exposure to multiple asset classes continues to be the best protection against market dislocations.

7 min

How the ETF Industry Grew In 2020 and What to Expect in 2021

While 2020 brought difficult times for cruise operators, airlines and restaurants, U.S. ETF sponsors shook off an early hiccup and cruised to one of the most successful years in the history of the industry. Starting the year with $4.4 trillion in assets under management (AUM), ETFs rode a wave of in-flows and a powerful stock market rally to finish the year with more than $5.4 trillion of AUM, a 23.4% increase from the end of 2019.

3 min

The Most Wonderful Time of Year: Tax Loss Selling Time

At some distant point in the future, as memories of a tumultuous 2020 fade, stock market returns for the year will live on as data points in a long string of annual return data stretching back hundreds of years.

6 min

Third Quarter 2020 Income Investing Recap: Tesla Powers On, Insider Trading at S&P and The Rally Continues

The stock market rally continued with only a minor hiccup in the third quarter. Despite a September swoon that saw big name technology issues sell off. The Nasdaq-100 Index continued its reign of dominance over broader large-cap indexes, powering to a 12.6% total return during the quarter compared to an 8.9% gain for the S&P 500 Index.

5 min

Second Quarter 2020 Income Investing Recap: Risk On

Buoyed by expansionary monetary and fiscal policy, the securities markets saw a return to risk taking in the second quarter of 2020

3 min

With Dislocations in the Markets in Q1 2020 Caused by a Global Pandemic– It Was a Good Time to Hold Assets Backed by the Fed

HANDLS Indexes co-founder Matthew Patterson speaks with Nasdaq's Jill Malandrino, on #TradeTalks to discuss dislocations in the markets caused by a Global Pandemic, and the aggressive actions the Federal Reserve took to forestall a major dislocation in the securities market.

5 min

Income Investing in a World of Low Interest Rates

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