Goldman’s ETF Playbook & Corgi’s Record-Breaking Launch Strategy

Because we can engage in a highle conversation with our colleagues on the wealth side there, we can understand some of the stickiest problems that they're working on for their clientele. All right, joining me will be Brian Lake, global co-head of thirdparty wealth and chief transformation officer at Goldman Sachs Asset Management, who currently offers over 240 ETFs globally, some $100 billion in ETF assets. Of course, that includes their recent acquisition of Innovator ETFs, which that deal closed back at the beginning of April.

And I think certainly caught the attention of everyone in the industry. But Goldman has continued to expand their ETF business overall. And so, we are going to have a wide-ranging conversation on how the firm is approaching the ETF market.

Uh we'll talk about that innovator deal and why they pursued it and how that's going thus far. and then we'll get into everything from the ETF share class structure to Goldman's model portfolio business and some other areas of opportunity moving forward. Should be an excellent conversation.

Now later I'll be joined by both Josh Jung and Anthony Crrener of Corgi who has absolutely burst onto the ETF scene with a launch of over 80 ETFs in just the past month and a half or so. You heard me right. Corgi has launched some 80 plus ETFs in less than two months and they have a bunch more in the hopper with the SEC and so we're going to discuss their approach to the ETF market as well and you're going to get to hear a full introduction to their business model and how they're thinking about product development at the moment.

And I should mention that back in May, Corgi raised $160 million which valued the company at $1.3 billion. uh they they were just founded in 2024 and the company is certainly much more than ETFs as we'll discuss, but ETFs are clearly an important part of what they're doing.