4th Quarter Market Review and Outlook

In this upcoming webcast, Columbia Threadneedle and ETF Trends will provide an overview of the current market, an outlook ahead and how looking beyond the benchmark may help financial advisors diversify risks ahead.

October 24, 2019
11am PST | 2pm EST
1 CE Credit
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Tom Lydon, CEO of ETF Trends moderates a discussion on:

  • An overview of the current market environment and 5 year forecast
  • Alternative diversified allocation methodology
  • Discussion on strategic beta, what it means, and how to evaluate if it’s right for a client
  • Highlight methodology and actionable solutions for implementing into portfolios

Not accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.


Edward Kerschner, CFA

Chief Portfolio Strategist
Columbia Threadneedle Investments

Jay McAndrew

National Sales Manager, Strategic Beta
Columbia Threadneedle Investments

Tom Lydon

ETF Trends

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