Midyear Market Outlook Symposium

How will markets react heading into the election season?

June 27, 202411am ET / 8am PT

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Overview

We're nearing the halfway point of 2024, and advisors are faced with no shortage of challenges: Everything from stickier inflation and valuation concerns to global election cycles and geopolitical turmoil. They're also more eager than ever to learn how to stay on top of investing trends — like the rapid rise of active ETFs, AI, crypto, and beyond. Join us for our Midyear Market Outlook Symposium, where our panelists will tackle all of these topics and shed light on top strategies aimed at helping your clients reach their financial goals.

Topics covered will include:​​


  • Macro Economic Outlook/Model Portfolio

  • Broad US Equities Overview

  • Fixed Income Front & Center

  • Going Global: Investing Abroad


 

 

Register today for this free Symposium, approved 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®, CIMC designations and The American College of Financial Services.

Agenda

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Speakers

JoAnne Bianco, CFA - Partner, Investment Strategist, BondBloxx

JoAnne Bianco, CFA

Partner, Investment Strategist

BondBloxx

Scott Helfstein - Head of Investment Strategy, Global X ETFs

Scott Helfstein

Head of Investment Strategy

Global X ETFs

Zeno Mercer - Senior Research Analyst, VettaFi

Zeno Mercer

Senior Research Analyst

VettaFi

Stacey Morris - Head of Energy Research, VettaFi

Stacey Morris

Head of Energy Research

VettaFi

Dominic Nolan, CFA - CEO for Aristotle Pacific Capital and Aristotle Investment Services, the adviser to Aristotle Funds, Aristotle Funds

Dominic Nolan, CFA

CEO for Aristotle Pacific Capital and Aristotle Investment Services, the adviser to Aristotle Funds

Aristotle Funds

William Belden - President, Amplify ETFs

William Belden

President

Amplify ETFs

Kirsten Chang - Senior Industry Analyst, VettaFi

Kirsten Chang

Senior Industry Analyst

VettaFi

Lara Crigger - Editor-in-Chief, VettaFi

Lara Crigger

Editor-in-Chief

VettaFi

Cinthia Murphy - Investment Strategist, VettaFi

Cinthia Murphy

Investment Strategist

VettaFi

Todd Rosenbluth - Head of Research, VettaFi

Todd Rosenbluth

Head of Research

VettaFi

Sponsors

Position client portfolios for the second half of 2024.

Register now to make the most of your portfolio.
Register now

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