Equity Symposium

March 13, 202411am ET / 8am PT

Overview

Equity markets recovered in 2023 and ETF investors have been reengaged in recent months. Demand for equity ETFs has accelerated both for a core allocation and more tactical exposures. With so many equity ETFs to choose from, it is important to dive into the drivers. We plan to cover broad US and international strategies as well as more targeted smart beta, thematic and active strategies. Position your client portfolios for 2024 after hearing from industry experts.

Dive into what large-cap stocks look appealing beyond the Magnificent Seven.

Explore sector strategies well positioned for the macroenvironment

Look overseas for attractive markets outside the U.S.

Register today for this free Symposium to earn CE credits and learn how to take advantage of all that equities have to offer.

Agenda

11:00 AM ET

Factor Investing: Identifying Large Cap Opportunities

Equity markets have been led by a handful of stocks recently but fundamentals have taken a back seat. Is it time to rethink your allocation to a market cap weighted index approach? Many advisors are looking to focus on factors like quality, valuation, and lower volatility to support client portfolios in an uncertain environment.
11:20 AM ET

Valuation Matters. Know What You Own

Our expert panel will unravel why financial advisors should look beyond market-cap weighted indexes and focus on the fundamentals and valuation in equities. We will dive into small-mid-cap stocks and understand the advantages they can bring to a broader portfolio.
11:40 AM ET

Thematic ETFs: Examining Investment Trends in 2024

Thematic ETFs have gained prominence for aligning investments with disruptive trends, innovation, and societal shifts. In this session, our experts will delve into the intricacies of identifying and capitalizing on the most promising themes that are set to shape the coming year.
12:05 PM ET

Allocating to Global Prosperity: Integrating Emerging Market Stocks into Client Portfolios

Emerging markets grow faster than developed international ones creating reward opportunities but also risks. Learn from industry experts on how to invest in this investment style and get to know some of the leading companies.
12:25 PM ET

Active Investing; Harnessing Advantages Over Passive Approaches

Actively managed ETFs are gathering market share in 2024 as leading managers bring their best ideas into the ETF industry. Hear from some of them and how the funds are positioned heading into the second quarter.
12:45 PM ET

Where To Find Opportunities Outside of the U.S.

Many advisors are looking to reduce their home bias with international equities but are uncertain where to look. We will dive into a variety of markets with WisdomTree and understand the benefits of fundamentally focused approaches.
1:00 PM ET

Wrap Up