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

Bogleheads On Investing Podcast by bogleheads

Mar 27, 202555:47Business

Jeff Ptak, CFA, is the managing director for Morningstar Research Services. Prior to that, he held positions as the chief ratings officer, head of global manager research, and president and chief investment officer of Mo...