WEBCASTS

Geopolitical Risks That Could Potentially Impact Portfolios In 2022

The recent U.S. withdrawal from Afghanistan will have an impact on geopolitical considerations in U.S. foreign policy and national security strategy, particularly with our global neighbors from China, Russia, Iran, and the European Union. In this upcoming webcast, IndexIQ and ETF Trends will discuss the importance of having a geopolitical framework for investing to better understand what these types of shifts mean for your clients’ portfolios.

In this important one-hour webinar, John Sitilides, diplomacy consultant to the U.S. Department of State and head of Trilogy Advisors, and Lauren Goodwin of New York Life Investments will discuss the importance of a geopolitical framework for investing to help you better understand what these geopolitical shifts mean for your clients’ portfolios.

November 3, 2021
10am PT | 1pm ET
1 CE Credit
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SUMMARY

Dave Nadig, CIO of ETF Trends and ETF Database, will moderate a discussion on:

  • The landmark U.S. security alliance with the U.K. and Australia in the Indo-Pacific region
  • One of the severest ruptures in the more than two hundred years of U.S.-France relations; and the global role the EU plays across the geopolitical landscape
  • China’s ambitious approach to becoming a global leader and the potential impact this will have on the world stage
  • The Afghanistan withdrawal and its long-term regional and global aftershocks
  • How best to manage geopolitical risk in an investment portfolio

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

John Sitilides

Principal
Trilogy Advisors

Lauren Goodwin, CFA

Portfolio Strategist
New York Life Investments

Dave Nadig

CIO, Director of Research
ETF Trends and ETF Database

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Important Disclosures

This presentation is intended to be educational and informative in nature and is subject to change. It is not intended to be a forecast of future events or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding any funds or any particular issuer/security or strategy.

The views expressed herein are from Dave Nadig of ETF Trends/ETF Database and John Sitilides of Trilogy Advisors, and do not necessarily reflect the views of New York Life Investment Management LLC or its affiliates. Dave Nadig, nor ETF Trends/ETF Database, and John Sitilides, nor Trilogy Advisors, are affiliated with New York Life Insurance Company or its subsidiaries.

This seminar is for informational purposes only. The guest speakers appearing at this seminar are solely responsible for the content of their presentations, which may not necessarily represent the opinions of New York Life Insurance Company or its subsidiaries.

“New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.

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FOR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR PUBLIC DISTRIBUTION.