The Margaritas with Marguerita Cheng, CFP® Pro Show

October 15 2021

Episode 38: Margaritas with Marguerita Cheng, CFP® Pro — Meet Andrew Chanin, co-founder and CEO of Procure Holdings

The Margaritas with Marguerita Cheng, CFP® Pro Show
The Margaritas with Marguerita Cheng, CFP® Pro Show
Episode 38: Margaritas with Marguerita Cheng, CFP® Pro — Meet Andrew Chanin, co-founder and CEO of Procure Holdings
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A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5pm EST, women learn from industry experts how to flex their financial muscles.

Today’s guest: Andrew Chanin, co-founder and CEO of Procure Holdings

Our topic: LBGT and ETF

About Andrew — The co-founder and CEO of Procure Holdings, a holding parent company of diversified subsidiaries specializing in asset management consulting services and intellectual property. He also created an organization called PureFunds, which captured $1.5B in assets under management in their theme-based ETFs, the most notable being the world’s first cyber security ETF.

Andrew began his ETF career in 2007, working for the specialist firm Kellogg Group. Andrew quickly worked his way up from clerk to Lead Market Maker for global and international equity ETFs helping the company transition from its core American Stock Exchange ETF specialist business to NYSE Arca ETF market making. In 2009 he was recruited by Cohen Capital Group to build out the firm’s ETF trading capabilities. At Cohen Capital Group, Andrew held the title of Director of International Trading. He made markets in a variety of ETFs across various asset classes while helping to develop multiple global and international equity/ETF trading strategies for the company’s prop trading division.

Please scroll down for more details about his company!

Learn more: Click here to check out Andrew’s firm, prohld.com

Join us every Friday at 5pm EST on Facebook Live: facebook.com/hopekatzgibbs

Watch all of our episodes: http://www.MargueritaCheng.tv


LGBTQ Loyalty Holdings: Connecting underserved communities to the corporations that support them

LGBTQ Loyalty Holdings is a diversity- and inclusion-driven financial methodology and data company that seeks to connect marginalized communities to the companies that best support the advancement of equality and the larger investment community. LGBTQ Loyalty advocates for these underserved communities by providing them with opportunities to align their investments with their values while also engaging with companies in corporate America that support them.

The inspiration for the company came when CEO Bobby Blair realized the LGBTQ community is often very loyal to the brands that support them but has been underserved by the investment community. As a result, he founded LGBTQ Loyalty Holdings in 2018 to aid the LGBTQ community by creating the first-of-its-kind LGBTQ100 ESG Index (powered by Fuzzy Logix), followed by the LGBTQ + ESG100 ETF (ticker: LGBT) that tracks it.

The LGBTQ100 ESG Index incorporates LGBTQ community input from Harris Poll data and ESG compliance standards, creating a unique differentiator for the index by heavily involving the community in deciding which companies are ultimately included. The creation of this index allows investors within the LGBTQ community and their allies to vote with their wallets, sending a powerful message that companies will be rewarded for supporting marginalized communities and advancing equality.

Companies often show solid performance if they are good corporate citizens, respect the environment and emphasize the diversity among their employees. As the LGBTQ + ESG100 ETF grows, so will the wealth of its investors and the influence of the LGBTQ community.

LGBTQ Loyalty is led by a board of directors with extensive experience in sports, politics, investing, and ETFs. They are also leaders of and strong advocates for the LGBTQ community:

  • Bobby Blair, founder, and CEO is a former professional tennis player and a businessman and publisher of LGBTQ+ media content who seeks to connect marginalized communities to the companies that support them.
  • Barney Frank, a former U.S. congressman, and the highest-ranking, longest-serving, openly gay politician, works to further LGBTQ+ and human rights.
  • Martina Navratilova, a former Wimbledon champion enshrined in the International Tennis Hall of Fame, is also a well-known champion of equality.
  • Billy Bean is a former Major League Baseball player and current MLB executive who, like Navratilova, knows how it feels to struggle with coming out and wants to work to further LGBTQ+ inclusion and end discrimination.
  • Orlando Reece is Vice President, Category Development Officer at Univision Communications with decades of experience in media and communications, including as CEO of Pride Media, Inc.
  • Andrea Breanna is the founder and CEO of RebelMouse, a strategic content management system and agency that powers some of the most well-known websites globally, and former Chief Technology Officer of Huffington Post. Breanna is the first transgender member of LGBTQ Loyalty’s board of directors.

With this wealth of experience and the emphasis on LGBTQ community preferences when determining the 100 companies included in the index, LGBTQ Loyalty Holdings is at the forefront of bringing equality and inclusion to the investment world.

Please consider the Fund’s investment objectives, risks, charges, and expenses carefully before investing. This and other important information is contained in the Fund’s summary prospectus and prospectus, which can be obtained by visiting www.PALETFs.com or calling 1-866-690-3837. Before you invest, read carefully.

Investing involves risk. Principal loss is possible. Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV, and are not individually redeemed from the funds. Brokerage commissions will reduce returns. Additional Fund risks include Technology Sector Risk, Healthcare Sector Risk, Finance Sector Risk, Concentration Risk, Cyber Security Risk, and Liquidity Risk. For further information, please see the prospectus.

This information should not be relied upon as research, investment advice, or a recommendation regarding any products, strategies, or any security in particular. This material is strictly for illustrative, educational, or informational purposes and is subject to change.

A strategy or emphasis on environmental, social, and governance factors (“ESG”) may limit the investment opportunities available to a portfolio. Therefore, the portfolio may underperform or perform differently than other portfolios that do not have an ESG investment focus. A portfolio’s ESG investment focus may also result in the portfolio investing in securities or industry sectors that perform differently or maintain a different risk profile than the market generally or compared to underlying holdings that are not screened for ESG standards.

Please read the ETF’s prospectus and its risk disclosure before investing.

Certain statements may constitute a forward-looking statement, including those identified by the expression “expect” and similar expressions (including grammatical variations thereof). The forward-looking statements are not historical facts but reflect the author’s current expectations regarding future results or events. These forward-looking statements are subject to a number of risks and uncertainties that could cause actual results or events to differ materially from current expectations. These and other factors should be considered carefully, and readers should not place undue reliance on such forward-looking statements. These forward-looking statements are made as of the date hereof, and the authors do not undertake to update any forward-looking statement that is contained herein, whether as a result of new information, future events, or otherwise unless required by applicable law.

Distributed by Quasar Distributors LLC

Your Host: Marguerita Cheng, CFP® is the CEO of Blue Ocean Global Wealth, a Washington, DC-based firm that focuses on helping women, and their families, achieve financial success.

About Margaritas with Marguerita: Every Friday evening at 5pm EST, we start the weekend off right with 15 minutes of financial tips by Rita to help women flex their financial muscles. Based on the information from Rita’s upcoming book, “Diary of a CFP® Pro,” the show is also part of a monthly webinar series you won’t want to miss. Learn more at MargueritaCheng.com and watch all of her interviews on MargueritaCheng.tv. 

Questions about your financial future? Send Rita an email.

Photo by Sarina Y Haryanto

Upcoming Podcasts

December 2, 2022The Margaritas with Marguerita Cheng, CFP® Pro ShowVegTech Invest CEO Elysabeth Alfano, host of the Plant-based Business Hour, teaches us about EATV — today on Margaritas with Marguerita Cheng, CFP® ProDecember 2, 2022The Margaritas with Marguerita Cheng, CFP® Pro ShowJoin us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Akeiva M. Ellis, MSFP, CPA/PFS, CFP®, ChSNC®December 12, 2022The Margaritas with Marguerita Cheng, CFP® Pro ShowPlease join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — College funding specialist Brad BaldridgeDecember 19, 2022The Margaritas with Marguerita Cheng, CFP® Pro ShowJoin us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Jeannie Dougherty, certified money and mental fitness coachDecember 19, 2022The Margaritas with Marguerita Cheng, CFP® Pro ShowJoin us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Carol Cho, CLU®, ChFC®, who is obsessed with helping her clients unravel and demystify financial planning through educationDecember 19, 2022The Margaritas with Marguerita Cheng, CFP® Pro ShowJoin us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Kleo Curry, CFP®, Chartered Retirement Planning CounselorSMDecember 23, 2022The Margaritas with Marguerita Cheng, CFP® Pro ShowJoin us for episode 68 of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Pamela Jackson Sams, a strong voice in personal finance for womenDecember 23, 2022The Margaritas with Marguerita Cheng, CFP® Pro ShowJoin us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — John O’Connell, author, “Rise of the Activist Investor”
Previous Episodes
Thursday, November 17th, 2022

Join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Kleo Curry, CFP®, Chartered Retirement Planning CounselorSM

Join us: Dec. 19, 2022 at 3 PM Eastern A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles. Meet our guest: Kleo Curry, CFP®, Chartered Retirement Planning CounselorSM and vp Wealth Management at the Potomac Wealth Group, UBS Financial Services, Inc. Today’s Topic: Women on Purpose — Money talk guides to commonly avoided conversationsClick here to listen to the podcast!

Thursday, November 17th, 2022

Join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — John O’Connell, author, “Rise of the Activist Investor”

Join us: Dec. 23, 2022 at 10 AM Eastern A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles. Today’s Topic: Sustainable investing and the rise of the activist investor featuring author John O’Connell Rita asks John:  What is an activist investor? What changes are coming together to cause a riseClick here to listen to the podcast!

Thursday, November 17th, 2022

Join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Akeiva M. Ellis, MSFP, CPA/PFS, CFP®, ChSNC®

Join us: Dec. 2, 2022 at 2 PM Eastern A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles. Today’s Topic: Helping young adults get #finlit Rita asks: What did your financial education journey look like as a young adult? What are some common myths you hear about building wealth?Click here to listen to the podcast!

Wednesday, November 16th, 2022

Join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Carol Cho, CLU®, ChFC®, who is obsessed with helping her clients unravel and demystify financial planning through education

Join us: Friday, Dec. 19, 2022 at 2:15 PM Eastern A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles. Today’s topic: Mastering the art of financial planning Rita asks: Tell me about your background in the industry. What makes you good at what you do? What are some importantClick here to listen to the podcast!

Wednesday, November 16th, 2022

Join us for episode 68 of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Pamela Jackson Sams, a strong voice in personal finance for women

Join us: Dec. 23, 2022 at 11:30 AM Eastern A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles. Today’s topic: The importance of providing financial advice to women Rita asks Pamela: How did you get started in financial services? What are some of the challenges you had early inClick here to listen to the podcast!

Tuesday, November 8th, 2022

Join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Jeannie Dougherty, certified money and mental fitness coach

Monday, Dec. 19, 2022, at 1:15 pm Eastern A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles. Meet our guest: Jeannie Dougherty, certified money and mental fitness coach Today’s Topic: When it’s time to call in a coach! Rita asks: Why did you become a money coach? What areClick here to listen to the podcast!

Tuesday, November 1st, 2022

Episode 67 — This week on Margaritas with Marguerita Cheng, CFP® Pro: Meet Exit Planning expert Amy Wirtz

A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles. Today’s topic: Exit Planning Meet our guest: Amy Wirtz is a consultant with The Family Business Consulting Group and is passionate about helping families develop and define their purpose. She works closely with families to identify their goals around values, ownership,Click here to listen to the podcast!

Tuesday, November 1st, 2022

Join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Jason Friedman, founder and CEO of AdvisorFinder

Join us: Nov. 21, 2022 at 3:30pm Eastern A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles. Meet our guest: Jason Friedman is the Founder and CEO of AdvisorFinder. Prior to AdFi, Jason worked in the wealth management industry for UBS, Wells Fargo Advisors, and Merrill Lynch Private Wealth. DuringClick here to listen to the podcast!

Tuesday, October 18th, 2022

Learn about Zen Wealth Advisors on this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro when you’ll meet our guest, personal finance expert Han Xue

Join us in 2023! A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Han Xue, a personal finance expert, CERTIFIED FINANCIAL PLANNER™ Professional, Military Financial Counselor, and founder of Zen Wealth Advisors Today’s Topic: Finding your financial ZEN in life Rita asks: What isClick here to listen to the podcast!

Tuesday, October 18th, 2022

Stripper Financial Planning is our star on this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Don’t miss it! 

Join us: Nov. 21, 2022 at 3pm Eastern A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Lindsey Swanson, founder of Stripper Financial Planning: Personalized financial advice for sex workers Today’s Topic: Serving the underserved Rita asks: Why did you decide to create aClick here to listen to the podcast!

Tuesday, October 18th, 2022

Please join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — College funding specialist Brad Baldridge

Join us: Friday, Dec. 12, 2022 at 10am A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5:15 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: College funding specialist Brad Baldridge Today’s Topic: The Top 10 College Planning Mistakes — and how to avoid them! Rita willClick here to listen to the podcast!

Tuesday, October 18th, 2022

VegTech Invest CEO Elysabeth Alfano, host of the Plant-based Business Hour, teaches us about EATV — today on Margaritas with Marguerita Cheng, CFP® Pro

Join us: Friday, Dec. 2, 2022 at noon! A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Elysabeth Alfano, CEO, VegTech™ Invest Today’s Topic: What is EATV? Rita asks: Tell us about the world’s first plant-based innovation ETF — the only fund that is addressingClick here to listen to the podcast!

Friday, September 16th, 2022

Episode 66 — This week on Margaritas with Marguerita Cheng, CFP® Pro: Angela Randolph, CPA, MBA BIO

Friday, Sept. 16, 2022: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles. Meet our guest: Angela Randolph, CPA, MBA BIO Today’s Topic: The Importance of Knowing Your Numbers for Entrepreneurs Rita asks: Tell us about your professional background and your experience in the industry. Tell us about StellarClick here to listen to the podcast!

Friday, September 2nd, 2022

Episode 65 — Join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Carina Diamond, CXO, Dakota Wealth Management

Friday, September 2, 2022, A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles. Meet our guest: Carina Diamond, CXO, Dakota Wealth Management Today’s topic: Making a difference with Diversitas — New ways to expand diversity in wealth management Rita asks Carina:  Diversitas-Expanding Diversity in Wealth Management is a program foundedClick here to listen to the podcast!

Saturday, July 16th, 2022

Episode 64 — Learn about the importance of life insurance with Steve Gruber, today’s guest on Margaritas with Marguerita Cheng, CFP® Pro

A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Steve Gruber, Director of Operations at Bluestone Life Today’s Topic: Do you really need life insurance? About our Guest: ​From the beginning of Steve’s career as an equity trader to leading a team at a private European bank in Montreal, heClick here to listen to the podcast!

Friday, July 15th, 2022

Episode 63 — Financial planning is for everyone! Tedla “Ted” Mekonnen explains how this is not only possible, but essential, today on Margaritas with Marguerita Cheng, CFP® Pro!

A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Tedla “Ted” Mekonnen, CEO and Founder of EveryIncome™ Today’s Topic: Why financial planning is for EveryIncome! About our guest: ​”Nearly everyone is struggling financially,” says today’s guest Ted Mekonnen. “We recognize this as aClick here to listen to the podcast!

Tuesday, June 21st, 2022

Episode 62 — College + Divorce: What do you need to know? Expert Vicki Vollweilder, founder of College Financial Prep, offers insights today on Margaritas with Marguerita Cheng, CFP® Pro

A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5:15 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Vicki Vollweilder, MBA, CDC, founder of College Financial Prep Today’s Topic: College and Divorce Rita asks Vicki: How can parents best prepare to help their children with college when facingClick here to listen to the podcast!

Monday, June 20th, 2022

Episode 61 — Do you have questions about “Gray Divorce?” Join us for today’s episode of Margaritas with Marguerita Cheng, CFP® Pro and find answers from Kelly Mould, senior VP and Wealth Sales Team Lead, Johnson Financial Group

A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Kelly Mould, senior VP and Wealth Sales Team Lead, Johnson Financial Group Today’s Topic: Estate planning and elder care, gray divorce With rising rates of “gray divorce,” and last year’s #FreeBritney movement, many people areClick here to listen to the podcast!

Friday, May 27th, 2022

Episode 60: Are Emerging Markets still worth an allocation? To find out, don’t miss today’s interview on Margaritas with Marguerita Cheng, CFP® Pro with Perth Tolle, founder of Life + Liberty Indexes

May 27, 2022: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 4:30 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Perth Tolle, founder of Life + Liberty Indexes Today’s Topic: Is investing in Emerging Markets (EMs) still worth an allocation? Rita asks: EM has had a terribleClick here to listen to the podcast!

Friday, May 27th, 2022

Episode 59: Are you ready to put your philanthropic heart to work? Join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro starring Elaine Chu, Senior Philanthropic Advisor at Seattle Foundation

May 27, 2022: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5:15 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Elaine Chu, Senior Philanthropic Advisor at Seattle Foundation Today’s Topic: Community foundations and collective impact Rita asks: How did you get involved in Seattle Foundation, and howClick here to listen to the podcast!