ETFs Defined: What has propelled this industry to nearly $4 Trillion AUM in under 30 years?

ETF and Mutual Fund Industry veteran Matt Patterson tackles some of the most common questions about ETFs and how advisors can quickly explain ETFs to their clients. In this segment, Matt defines ETF’s (Exchange Traded Funds) and goes on to give his own acronym for explaining how ETFs work — Efficient Transparent and Flexible. He will also compare and contrast ETFs to Mutual Funds.

He wants our audience to walk away knowing the tax efficiencies of ETFs on a tax and cash basis, the importance of daily portfolio holdings of ETFs, flexible intraday trading and emphasizes always using limit orders when trading.

Matt Patterson, co-founder Bryant Avenue Ventures, LLC
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.