WEBCASTS

Re-thinking the equity equation: Take another look at small caps

The rebounding economic environment may help smaller and more nimble companies outperform their larger peers, but many investors remain under allocated to the small-cap segment of the market. In this upcoming webcast, Principal and ETF Trends will outline compelling cyclical opportunities in the small-cap space.

September 15, 2021
11am PT | 2pm ET
1 CE Credit
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SUMMARY

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

  • How Principal views the future of small-cap equities
  • Why the final quarter of 2021 could be key for smaller stocks
  • How financial professionals can seamlessly incorporate smaller companies into their portfolios

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

Todd Jablonski, CFA

Chief Investment Officer
Principal Global Asset Allocation

Jeffrey Schwarte, CFA

Portfolio Manager
Principal Global Equities

Matthew Cohen

Head of ETF Specialist Team
Principal Global Investors

Dave Nadig

CIO, Director of Research
ETF Trends and ETF Database

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Important Disclosures

Principal Global Asset Allocation is involved in the creation of asset allocation solutions and is responsible for the initial selection and ongoing monitoring of affiliated and unaffiliated investment managers. Principal Global Asset Allocation is a specialized investment management group within Principal Global Investors, the investment adviser to Principal Funds.

© 2021 Principal Financial Services, Inc., Principal and symbol design, and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., a member of the Principal Financial Group.

Principal Funds Distributor, Inc., a member of FINRA.

For financial professional or institutional consultant use only. Not for general public use.

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