Agenda

• 11:05 AM ET

  Covered Call ETFs: Providing Attractive Alternatives to Equities​

  Covered call ETFs have taken off over the past year. For investors who want to stay in the market but cushion the blow from downside volatility, these products can serve as attractive alternatives to equities. What are some smarter ways advisors can help clients implement covered call strategies in their portfolios? And will they retain their popularity as the market cycle shakes out?

• 11:25 AM ET

  All That Glitters: Investing With Gold ETFs

  Gold ETFs have regained their luster as spot gold prices soar to record highs. But will the Fed’s delaying rate cuts dull some of gold’s shine? Our panel of experts will dive into the key catalysts driving gold’s rally and discuss various ways to own gold. They’ll also touch on whether more targeted investing approaches via gold futures ETFs, etc., might make sense when it comes to gaining exposure in the current environment.

• 11:45 AM ET

  Going Beyond Gold: Breaking Down Broader Commodities

  Plenty of other precious metals and industrial metals like copper and aluminum are also poised for breakouts, driven in part by China’s recovery. Meanwhile, geopolitical risks in the Middle East threaten to drive oil and wheat prices higher, which could add further fuel to the global reflation trade. Our speakers will assess the many commodity crosscurrents, read the technical tea leaves, and highlight the best opportunities for advisors and their clients.

• 12:10 PM ET

  ETF Strategies to Enhance Income & Return

  Covered call ETFs are in demand, but not all products are the same. We will dive into some of the newer strategies and how they can fit into client portfolios as an alternative

• 12:30 PM ET

  Structured Protection ETFs

  Despite a strong first four months of 2024, many advisors are concerned about an equity market correction. We will discuss how using certain options based ETFs can help reduce the risks of a diversified portfolio.

• 12:40 PM ET

  Why Consider Catastrophe Bonds?

  With the Fed on hold, investors are looking for alternative income streams. Catastrophe bonds are lesser known but can possibly fit into a portfolio, as they are less correlated to the broader bond market. Come conduct due diligence on this strategy with the experts.

• 12:50 PM ET

  Beyond Traditional Assets: Exploring Opportunities in Alternatives

  We will talk with Dennis McCabe from Morgan Stanley Investment Management about the range of alternatives investment opportunities. We will also touch on the firm’s outlook for the second half of 2024 and beyond.

• 1:00 PM ET

  Mastering Market Cycles With Long/Short Strategies

  Go-anywhere strategies have an established history of providing diversification. These niche practices have historically been used by institutional investors but have seen wider retail adoption in the last three years. Our panel will dive into how these absolute-return products might complement existing core portfolios, how to evaluate a prospective fund, and which strategies will likely do well over the coming year.

• 1:10 PM ET

  VettaFi Wrap-Up and MLP Discussion

  VettaFi Voices will recap key takeaways and how advisors are using alternatives in client portfolios. We will also talk about how MLPs can be part of the mix.