VIRTUAL EVENTS
How to Find Value and Compound Wealth in Today’s Market
In today’s unusual market environment, active strategies have become more popular. Investors are seeking solutions to today’s complex problems and looking to find value amid volatility and uncertainty. Join Chairman and Portfolio Manager Chris Davis as he shares his perspective on the market, how active ETFs can help investors, and the importance of investor behavior.
SUMMARY
Topics covered will include:
- The drivers of success over the past three years in a transitioning market, and what investors can extrapolate going forward.
- The role of fundamentals and active management in current market conditions.
- Key investor trends and behaviors that lead to investment success.
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
Chris Davis
Chairman & Portfolio ManagerDavis Advisors
Todd Rosenbluth
Head of ResearchVettaFi
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