American Tailwinds & Strategic Financial Services Investing

Mobile World Congress (MWC) Barcelona 2025

About this Podcast

Join us for an educational webinar featuring Macrae Sykes, Portfolio Manager of The Gabelli Financial Services Opportunities ETF (GABF); moderated by Audrey Melville, Director of Marketing. This session explores: – The long-term power of the American Tailwind, a concept championed by Warren Buffett. – How GABF has strategically positioned itself to capitalize on secular shifts in financial services, including digital transformation, wealth transfer, and regulatory catalysts. – What makes a “great business” and how GABF identifies them. – Why active management matters in today’s ETF landscape—and how GABF differentiates from passive peers. We also examine: – ABF’s compelling fundamentals: 3-year track record, competitive valuation, and attractive-growth portfolio. – Real-world examples of portfolio holdings with entrepreneurial leadership and durable economic moats. – How themes like AI in financial services, the Baby Boomer wealth transfer, and regulatory shifts may unlock growth opportunities. This is a recording of a live webinar that aired on October 7th, 2025. 0:00 Opening Remarks 2:53    Introduction by Macrae Sykes 3:36   “The American Tailwind” 5:58   Great Businesses 8:51   Bank Consolidation 9:58   Yield Curve and the Federal Reserve Rate Outlook 15:33  Aging of the Population 17:27  AI – Financial Services 22:54  Entrepreneurial Mindsets 31:50  American Express 43:02 Contact us 43:54 Disclaimers To learn more about Gabelli Funds’ fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • X – https://x.com/InvestGabelli • Instagram – https://www.instagram.com/investgabelli/ • Facebook – https://www.facebook.com/InvestGabelli • LinkedIn – https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

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