Q4 Equity Symposium

How to position heading into the election

September 19, 202411am ET / 8am PT

Days

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Min

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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

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Speakers

Rene Casis - Vice President, Head of Portfolio Solutions, American Century Investments

Rene Casis

Vice President, Head of Portfolio Solutions

American Century Investments

Michael Coyne, CFA - Head of Small Cap Growth, Portfolio Manager , Voya Investment Management 

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 

James Dorment, CFA 

Co-Head of Fundamental Research and Portfolio Manager

Voya Investment Management 

Bo Fifer - Lead Portfolio Manager, TCW

Bo Fifer

Lead Portfolio Manager

TCW

Scott Helfstein - Head of Investment Strategy, Global X ETFs

Scott Helfstein

Head of Investment Strategy

Global X ETFs

Jeff Weniger, CFA - Head of Equity Strategy, WisdomTree Asset Management

Jeff Weniger, CFA

Head of Equity Strategy

WisdomTree Asset Management

Alex Zweber, CFA, CAIA - Managing Director, Portfolio Manager, Parametric Portfolio Associates 

Alex Zweber, CFA, CAIA

Managing Director, Portfolio Manager

Parametric Portfolio Associates 

Kirsten Chang - Senior Industry Analyst, VettaFi

Kirsten Chang

Senior Industry Analyst

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 rest of 2024.

Register now to make the most of your portfolio.
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