American Tailwinds & Strategic Financial Services Investing

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

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