WEBCASTS
An Advisor’s Guide to Discovering Transformational Companies
The markets are always shifting with new trends, providing adept investors the opportunity to capitalize on the changes. In the next webinar, American Century Investments and VettaFi will highlight a strategy that we believe can adapt to the ever-changing market environment.
SUMMARY
Tom Lydon, Vice Chairman of VettaFi, will moderate a discussion on:
- How American Century Investments uses fundamental research when seeking innovative and transformational companies
- Why identifying long-term winners may transcend market cycles, including style rotations from growth to value
- An overview of American Century’s proprietary tax tool to help advisors manage client taxes
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
Kevin Lewis, CFA, CAIA
Vice President, Senior Client Portfolio ManagerAmerican Century Investments
Sean Walker, CIMA
Vice President, ETF ConsultantAmerican Century Investments
Tom Lydon
Vice ChairmanVettaFi
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Important Disclosures
Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.
This information is for educational purposes only and is not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.
American Century Investments, ETF Trends and ETFdb.com are not affiliated investment companies.
For Financial Professional Use Only / Not for distribution to the public.
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