ETF Strategies for Navigating Uncertain Markets

THURSDAY, JUNE 21 AT 8:30 AM ET

In uncertain markets, it can be difficult to know which parts of a portfolio are well-suited to buying and holding, and which require a more hands-on, opportunistic approach.

Join S&P DJI and leading industry experts as we explore ways to navigate short-term challenges while steadily achieving long-term client goals.

Featured speaker Sam Stovall, Chief Investment Strategist at CFRA, Equity and Fund Research, will address opportunities in equities and fixed income at the market, sector, and industry level.

Thomas Watters, Managing Director at S&P Global Ratings, will also share his insights on the Canadian energy sector.

Topics will also include:

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Calgary Financial Advisor Forum: ETF Strategies for Navigating Uncertain Markets

THURSDAY, JUNE 21 AT 8:30 AM ET

In uncertain markets, it can be difficult to know which parts of a portfolio are well-suited to buying and holding, and which require a more hands-on, opportunistic approach.

Join S&P DJI and leading industry experts as we explore ways to navigate short-term challenges while steadily achieving long-term client goals.

Featured speaker Sam Stovall, Chief Investment Strategist at CFRA, Equity and Fund Research, will address opportunities in equities and fixed income at the market, sector, and industry level.

Thomas Watters, Managing Director at S&P Global Ratings, will also share his insights on the Canadian energy sector.

Topics will also include:

Capitalizing on the evolution of indexing from market-cap equity to factor-based strategies Diving deeper into multi-factor implementation Dissecting 15 years of SPIVA® research that begs the question, “Is active management getting harder?” Applying an evidence-based approach to asset allocation

Accepted for 3-hour CFA® credits

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Denver Financial Advisor Forum: ETF Strategies for Navigating Uncertain Markets

TUESDAY, JUNE 19 AT 12:30 PM ET

In uncertain markets, it can be difficult to know which parts of a portfolio are well-suited to buying and holding, and which require a more hands-on, opportunistic approach.

Join S&P DJI and leading industry experts as we explore ways to navigate short-term challenges while steadily achieving long-term client goals.

Featured speaker Sam Stovall, Chief Investment Strategist at CFRA, Equity and Fund Research, will address opportunities in equities and fixed income at the market, sector, and industry level.

Thomas Watters, Managing Director at S&P Global Ratings, will also share his insights on the Colorado and Rocky Mountain energy sector.

Topics will also include:

Capitalizing on the evolution of indexing from market-cap equity to factor-based strategies Diving deeper into multi-factor implementation Dissecting 15 years of SPIVA® research that begs the question, “Is active management getting harder? Actionable innovations in fixed income indexing that may offer financial advisors greater flexibility

Accepted for 3-hour CFA®, CFP®, and CIMA® credits

Read More Here...