Equity Symposium

September 21, 202311am ET / 8am PT

Overview

Equities are essential portfolio building blocks. A successful portfolio knows how to wield equities to maximum advantage. To build a strong portfolio core and capture unique opportunities, advisors must master equities.

On September 21st, VettaFi will host the Equity Symposium. Fresh off the heels of the wildly successful Fixed Income and AI Symposium, VettaFi’s Equity Symposium looks to be the most important virtual event of 2023. Topics covered will include:

An overview of the prospects and opportunities in large, mid, and small cap segments.

How to strategically approach today’s unique market landscape.

A highlight of the global outlook and international plays.

An exploration of active ETFs and the trends and sectors worth watching.

Register today for this free Symposium to earn up to 2 CE credits and learn how to take advantage of all that equities have to offer.

Agenda

11:00 AM ET

Discovering Opportunities: Identifying Growth Prospects in the Large-Cap Segment

This session will explore how investors can uncover growth opportunities and the relative stability within the large-cap stock market. Panelists will delve into industries, sectors, or emerging trends that present significant growth potential, along with the analytical tools and methods used to identify such opportunities.
11:20 AM ET

Active Investing: Harnessing Advantages Over Passive Approaches

Actively managed ETFs are gathering market share in 2023 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 fourth quarter.
11:40 AM ET

Strategic Sector Allocation For Today's Market Landscape

Experts will share their insights on what sectors look the most appealing and how this compares with investor sentiment heading into the fourth quarter. While many investors start with a broad ETF as a core portfolios can be enhanced with tactical sector overweights.
12:05 PM ET

Dividend Strategies in a Shifting Interest Rate Landscape

Advisors consistently turn to dividend-paying companies to ensure their clients have a high quality tilt with their equity exposure. But not all dividend strategies are the same and not all dividend-paying companies will continue to return cash to shareholders. Come learn from the experts.
12:25 PM ET

The Case For Investing in Mid and Small-Cap Stocks Today

Our expert panel will unravel the reasons why financial advisors should consider allocating to this often-overlooked asset class. From untapped growth opportunities to diversification benefits, we’ll explore the strategic advantages that mid and small-cap stocks bring to portfolios.
12:45 PM ET

Valuation Matters. Know What You Own

With equity markets up strong in 2023, many advisors are wondering where they can still find attractively valued stocks. Market-cap weighted index ETFs are concentrated in a handful of stocks that have soared. We’re going to talk about alternative approaches to investing. Come learn what’s inside and what is left out of the portfolio based on fundamental and valuation reasons.
1:05 PM ET

Thematic ETFs: Examining Investment Trends as We Approach 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.