Episode 80, Jeff Ptak, CFA, major trends in the mutual fund and ETF industry, host Rick Ferri

Welcome everyone to the 80th edition of Bogleheads on Investing. Today my special repeat guest is Jeff. Patek. Jeff is a chartered financial analyst and managing director for Morningstar Research Services. In this episode, we'll discuss major trends in the mutual fund industry with emphasis on the hottest area, actively managed ETFs.

Hi everyone, my name is Rick Ferry and I am the host of Bogleheads on Investing. This episode, as with all episodes, is brought to you by the John C. Bogle Center for Financial Literacy, a nonprofit organization that is building a world of well-informed, capable, and empowered investors. Visit the Bogle Center at Boglecenter.net where you will find a treasure drove of information, including transcripts of these podcasts. Before we begin today, I'd like to remind you of the 2025 Bogleheads Investing Conference to be held at the Hyatt River Walk in San Antonio on October 17th through the 19th.

We have an incredible lineup of speakers. It's going to be a wonderful conference in a wonderful location. Go to Boglecenter.net where you could sign up to receive more information as it becomes available. In this episode, we're welcoming back Jeff Patek. Jeff is a charter financial analyst and the managing director for Morningstar Research Services.

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