The Entrepreneur Factor:
Distinguishing Characteristics of Dynamic, Disruptive Investing

There is a direct correlation between companies that thrive during times of change and those that have an entrepreneurial culture. The entrepreneurial spirit is alive and well, producing the innovative products and ideas of tomorrow. In this upcoming webcast, ERShares and ETF Trends will highlight how investors can tap the entrepreneurship economy with a targeted strategy that helps financial advisors enhance their investment portfolio with quickly rising companies.

November 30, 2020
11am PT | 2pm ET
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Topics will include:

  • Opinions and strategies on the current market environment
  • Where entrepreneurial companies fit in today’s market
  • How to target innovative companies
  • How financial advisors can incorporate these growth ideas into a diversified investment portfolio

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.


Dr. Joel Shulman

Founder, Managing Partner & CIO

Eva Ados

Chief Operating Officer

Tom Lydon

ETF Trends

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