Mr.Cash Talks with Roundhill Ceo Dave Mazza about Dividend Investing скачать в хорошем качестве

Mr.Cash Talks with Roundhill Ceo Dave Mazza about Dividend Investing

Dave Mazza: CEO of Roundhill Investments Dave Mazza is a seasoned ETF industry executive with over 15 years of experience in product development, strategy, and leadership. As the Chief Executive Officer (CEO) of Roundhill Investments, he drives the firm’s innovation in thematic and income-focused exchange-traded funds (ETFs), guiding its expansion into new product categories like options income and leveraged strategies. Appointed CEO on April 10, 2024, Mazza succeeded co-founder Will Hershey and has since overseen significant growth, with Roundhill surpassing $10 billion in assets under management (AUM) by late 2025. Professional Background • Education: Mazza holds a B.S. in Finance from Villanova University and an MBA from Fordham University Gabelli School of Business. • Early Career: He began in the ETF space at State Street Global Advisors (SSGA), where he served as Managing Director and Head of ETF and Mutual Fund Research. In this role, he led product research, strategy, and positioning, while producing thought leadership on proprietary research for investors. • OppenheimerFunds: As Senior Vice President and Head of ETF Investment Strategy, Mazza oversaw ETF investment marketing and specialist teams, driving product innovation and client relationships. • Direxion: Most recently before Roundhill, he was Managing Director and Head of Product, leading research and development for new ETFs, managing ongoing product strategy, and cultivating strategic partnerships. Mazza joined Roundhill as Chief Strategy Officer in February 2023, contributing to launches of first-of-their-kind products before his promotion to CEO just over a year later. Role at Roundhill Investments Founded in 2018 by Will Hershey and Tim McIntosh, Roundhill is an SEC-registered investment advisor specializing in innovative ETFs with unique exposures in thematic equity (e.g., metaverse, sports betting, cannabis), options income, and trading vehicles. The team has collectively launched over 100 ETFs, including several market firsts. Under Mazza’s leadership: • Key Initiatives: Expansion beyond pure thematics into diversified areas like leveraged funds and income strategies to appeal to both long-term investors and traders. Notable filings include ETFs targeting weight loss/anti-obesity drugs (e.g., GLP-1 themes) and AI-related innovations. • Growth Milestones: From ~$1 billion AUM at his CEO appointment to over $10 billion by 2025, reflecting strong inflows into funds like the Roundhill Magnificent Seven ETF (MAGS) and Bitcoin Covered Call Strategy ETF (YTBC). • Philosophy: Mazza emphasizes avoiding “copycat” products, focusing instead on unmet investor needs in a dynamic market. He has highlighted Roundhill’s role in navigating evolving landscapes, such as AI, tariffs, and options pricing (the “Greeks”). Media Presence and Thought Leadership A recognized ETF expert, Mazza frequently appears on CNBC, Bloomberg, and other outlets, discussing trends like the “Magnificent Seven” stocks, AI ETFs, and income strategies. He authors insights on Roundhill’s blog, covering topics from ETF launches (e.g., QDTE for 0DTE covered calls) to market analyses. https://linktr.ee/dancash —- my social