Host Ryan Nauman talks with Michael Monaghan, partner and portfolio manager at Founder ETFs, about what effective partnerships between advisors and asset managers look like.
Monaghan explains Founder ETFs’ Founders 100 ETF (FFF), which invests in 100 founder-led companies, citing research that founders have historically outperformed by about 4% CAGR. He shares his background from Wall Street to founding a defense technology company, and why he believes founder alignment matters for many advisory clients who built wealth as entrepreneurs.
The conversation covers best practices for advisor-asset manager partnerships, including direct access to portfolio managers, deep research support, simplicity and clarity in products, and the use of unique, aligned investments to help advisors become the hero to their clients.
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00:00 Welcome and Topic Setup
01:39 Meet Founder ETFs
03:17 Founder Led Stocks Today
04:48 Why Advisors Need Partners
07:02 Partnership in Practice
09:27 Boutique Manager Advantage
11:25 Serving Founder Clients
13:16 Client Benefits and Simplicity
17:36 Keeping Everyone Aligned
20:17 Choosing the Right Manager
22:13 Make the Advisor the Hero
23:12 Where to Learn More
