Asset Allocation Summit

Name: Virtual Summit | ETF Trends & ETF Database
Start: 2026-04-21T15:00:00
End: 2026-04-21T16:00:00
Location: Online

April 21, 202611am ET / 8am PT

Overview

In today’s unique market environment, what were once niche tactical tools have become essential components in portfolios. Advisors looking to meet the challenges of today’s market need to be juggling many types of investments from active thematic products and to derivatives based options and beyond.Join the experts at Nasdaq and VettaFi for the asset allocation summit and hear from the industry thought leaders and experts who are shaping the future of investing.

Please join VettaFi and Nasdaq for a free fifty minute Asset Allocation Summit. Register today for this free summit, and learn how to take advantage of all that asset allocation has to offer.

This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.

CFA Institute attendees holding the CFA® and CIPM® designations must download a Certificate of Completion and document all continuing professional development activities in their online CE tracker.

What to Expect:

11:00 AM ET

Derivatives-based Strategies

As traditional asset correlation shifts and market volatility remains a constant, advisors are increasingly looking beyond the standard 60/40 portfolio for consistent outcomes. Join our panel of investment strategists for an in-depth exploration of the rapidly evolving derivatives-based ETF landscape. Whether you are looking to mitigate downside risk or enhance yield in a sideways market, this research-driven discussion will provide the technical clarity needed to navigate the complexities of derivatives with confidence.
11:25 AM ET

State of the Market

As we move further into 2026, the traditional market playbooks are being rewritten. From shifting central bank policies and evolving fiscal landscapes to the structural impact of AI on global productivity, advisors face a complex ‘new normal.’ Join our panel of experts for a high-level briefing on the current state of the global markets. Whether you are looking to refine your tactical tilts or shore up your core allocations, this panel provides the institutional-grade insights needed to navigate uncertainty and capture opportunity in a rapidly changing environment.
11:50 AM ET

Closing Remarks

Register now

Meet the Speakers

Noel Archard, CFA

Senior Vice President, Managing Director and the Global Head of the Product Solutions & Marketing

AllianceBernstein

Ryan Bader

SVP of Capital Markets

Tidal Financial Group

Matt Bensen

Executive Director, Portfolio Manager

JP Morgan Asset Management

Kristian D’Agostino, CAIA

Head of Strategic Development, ETF Solutions

Nasdaq

Edward Egilinsky

Managing Director- Head of Global Sales/Distribution & Alternatives

Direxion

Ben Fulton

CEO & Founder

WEBs Investments, Inc

Alexander Morris

Co-Founder and CEO

F/m Investments

Todd Rosenbluth

Head of Research

VettaFi

Chris Semenuk

Investment Partner

Tema ETFs

Matthew Tuttle

CEO and CIO

Tuttle Capital Management

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Register today for this free summit, and learn how to take advantage of all that asset allocation has to offer.