OTA LEADERSHIP INDEX

Corey Hoffstein

595
LINES ON RECORD
6
APPEARANCES
6
SHOWS
2023–2026
ON RECORD

ARCHETYPE

The Architect

Structured and legacy-driven; builds the systems and institutions that last.

Corey Hoffstein embodies The Architect through a deliberately structural approach to portfolio construction, engineering modular ETF building blocks that democratize institutional-grade techniques without dictating how they are used. His lego philosophy and the return stacking framework at Return Stacked ETFs reveal a mind that designs systems for others to inhabit.

IN THEIR WORDS, WHY ARCHITECT

One of the things I think I underappreciated earlier in my career is that advisors and allocators want control in their portfolio. And so with this new suite, what we've tried to come out with is what I would call very much a Lego or building block approach where each product is very narrowly focused so that allocators can use them how th…

MASTERS IN BUSINESS

Well, and I'm sympathetic to the point that a lot of clients, whether they're advisory clients or my clients who would be advisors and institutions, will ask the question, okay, well, how would this have performed during these different market stress scenarios?

MASTERS IN BUSINESS

This concept goes back to the 1980s with Pimco and got really popular in the early 2000s. What institutions realized is they said, I mean, you know these stats like the back of your hand.

MASTERS IN BUSINESS

He's doing voices, and it's just, you know, again, if you're not into that type of book, you're not going to enjoy it. But he brings it to life with such vibrancy that it's not someone just reading the book. It's like, he's singing the songs. He's playing the characters. He's giving it to you like a play.

MASTERS IN BUSINESS

MASTERS IN BUSINESS

Masters in Business: “The Concept of Return Stacking with Corey Hoffstein”

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Corey's full six-dimension Leadership Index profile is held pending their validation. The archetype shown is the OTA analyst-rated read. How we read a leader →

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