WEBCASTS
Evolution of Investing: Three CIO Perspectives on Five Decades of Change
Are you ready to gain insights from three generations of top-tier investors?
In today’s rapidly evolving market, understanding how both historical events and emerging trends shape investment strategies is more important than ever.
Join the top investment officers from Burney Advisor Services and their partners from Rayliant and Clough Capital for an exclusive webcast where we’ll explore the evolution of investment management through the unique perspectives of three generations of renowned investors.
Chuck Clough, Jason Hsu, and Lowell Pratt are the investment chiefs at three different investment managers that all launched ETFs – find out why ETFs are the future.
SUMMARY
Topics will include:
- The rise of ETFs and what it means for the future of investing
- The lasting impacts of major market events including the changes in risk management that they caused
- How AI and technological advancements are reshaping the investing landscape
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 members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Wayne Ferbert
Senior Managing DirectorBurney Advisor Services
Charles I. Clough, Jr., CFA
Chairman, CIO, Partner & Portfolio ManagerClough Capital
Lowell Pratt, CFA
President and ChairmanThe Burney Company
Jason Hsu, PhD
Chairman and CIORayliant Global Advisors
Kirsten Chang
Senior Industry AnalystVettaFi
Disclaimer
By registering, you are certifying that you are a financial professional and agree to share your data with VettaFi and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to VettaFi's Privacy Policy. You can unsubscribe at any time.