Q4 Equity Symposium

How to position heading into the election

September 19, 202411am ET / 8am PT

Overview

Equity markets have been strong 2024 and ETF investors have been reengaged in recent months. Demand for equity ETFs has accelerated both for a core allocation and more tactical exposures. With so many equity ETFs to choose from, it is important to dive into the drivers. We plan to cover broad US and international strategies as well as more targeted smart beta, thematic and active strategies. Position your client portfolios for the fourth quarter after hearing from industry experts.

Topics covered will include:

Diversifying Away from Mega-Cap Growth Strategies

Advantages over Passive Approaches: Active's Tme to Shine

Thematic ETFs: Examining Investment Trends For Q4

Where To Find Opportunities Outside of the U.S.

Register today for this free Symposium, accepted for 1.5 continuing education (CE) credits 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

11:05 AM ET

Diversifying Away from Mega-Cap Growth Strategies

It’s been a strong first half of 2024, with the S&P 500 up close to 10% and the Fed having kept rates steady. So, what’s ahead for the second half before the election? And what styles look most appealing? We’ll dive into the macroeconomic picture and discuss a range of strategies.
11:25 AM ET

Advantages over Passive Approaches: Active's Tme to Shine

The stock market has favorably risen sharply in 2024, driven by growth stocks. However advisors have told VettaFi their top concern is market valuation. In this interactive session we will hear from leading ETF managers about what stocks still look undervalued and how they are positioning for the fourth quarter.
11:45 AM ET

Thematic ETFs: Examining Investment Trends for Q4

Artificial intelligence has been the theme in focus for much of 2024, but the election season is upon. Should AI remain a top priority and if not what themes are poised to take its place? We will dive into these topics and how advisors can use thematic ETFs to augment portfolios.
12:05 PM ET

Where To Find Opportunities Outside of the U.S

After a strong run for U.S. growth stocks, many investors have a home bias to their portfolios. International equity strategies have also risen in value, but remain attractive, particularly when currency hedging is deployed. Should you turn to Europe, Japan, or emerging markets heading into the fourth quarter? We will discuss these markets and more with WisdomTree.

Register now

Speakers

Rene Casis

Vice President, Head of Portfolio Solutions

American Century Investments

Michael Coyne, CFA

Head of Small Cap Growth, Portfolio Manager

Voya Investment Management

James Dorment, CFA

Co-Head of Fundamental Research and Portfolio Manager

Voya Investment Management

Bo Fifer

Lead Portfolio Manager

TCW

Scott Helfstein

Head of Investment Strategy

Global X ETFs

Jeff Weniger, CFA

Head of Equity Strategy

WisdomTree Asset Management

Alex Zweber, CFA, CAIA

Managing Director, Portfolio Manager

Parametric Portfolio Associates

Kirsten Chang

Senior Industry Analyst

VettaFi

Cinthia Murphy

Investment Strategist

VettaFi

Todd Rosenbluth

Head of Research

VettaFi

Q4 Equity Symposium

How to position heading into the election

Overview

Agenda

11:05 AM ET

Diversifying Away from Mega-Cap Growth Strategies

11:25 AM ET

Advantages over Passive Approaches: Active's Tme to Shine

11:45 AM ET

Thematic ETFs: Examining Investment Trends for Q4

12:05 PM ET

Where To Find Opportunities Outside of the U.S