WEBCASTS

A Practitioner’s Guide to Quantitative Investing During Uncertain Times

It’s no secret – 2020 has been a rollercoaster of emotions, both in the market and out of it. Forward-thinking financial advisor’s have adopted quantitative investment strategies to combat emotional pitfalls of asset allocation. Join Helios Quantitative Research as they dissect the market’s behavior and provide a practical framework for moving forward into 2021. We will also be interviewing a special guest financial advisor who has implemented their strategies and incorporated their materials into his firm’s client service model, to give you a real world example of how to maneuver through uncertain times with confidence.

November 9, 2020
11am PT | 2pm ET
1 CE Credit
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SUMMARY

Topics will include:

  • Why markets are more important than politics
  • What the current environment tells us about 2021
  • How focusing on discipline is the key to long term success
  • Real world examples of how to evaluate your portfolio, using tools and quantitative scoring metrics

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.

SPEAKERS

Chris Shuba

Founder
Helios Quantitative Research

Joe Mallen

Chief Investment Officer
Helios Quantitative Research

Andy Meyer

Partner and Senior Wealth Advisor
Vantage Financial

Tom Lydon

CEO
ETF Trends

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