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Summary
Accepted for CFA®, CIMA®, and CFP® Credit for Live Attendees
From ETF adoption to AI-driven innovation, investors are navigating an increasingly interconnected market landscape. As ETFs continue to grow as a preferred investment vehicle for accessing markets, sectors, and emerging themes, understanding where capital is flowing and the forces driving those decisions has become more important than ever.
Join industry leaders from S&P Global, CRISIL, and State Street for a discussion exploring three of the most significant trends shaping today's investment landscape. We'll begin with the latest insights into ETF adoption and usage and then examine the role of indexing and the value of sector-level analysis in identifying market opportunities. Finally, we'll explore one of the most influential forces shaping markets today: artificial intelligence, and how AI-driven investment is impacting companies, driving innovation, and reshaping sector performance across the market.
Together, these perspectives provide a comprehensive view of how investor behavior, sector dynamics, and corporate fundamentals intersect to influence markets and shape investment decisions.
Speakers
Crisil Coalition Greenwich
Susan Gould
Senior Relationship Manager - Investment Management
Susan Gould joined Crisil Coalition Greenwich in 2017. She works with a number of the Firm’s North American investment management and investment consultant clients. Prior to joining the Firm, Susan spent over 10 years in corporate banking and financial services. Susan earned her MBA from of the University of Chicago Booth School of Business and received a B.A. in Economics from the University of Pennsylvania.
S&P Dow Jones Indices
Hamish Preston
Head of U.S. Equities
Hamish Preston is Director, U.S. Equity Indices at S&P Dow Jones Indices (S&P DJI). Hamish is responsible for providing insights and thought leadership on S&P DJI’s U.S. equity index suite, including the S&P 500® and The Dow®, and he assists with the development of new benchmarks for market participants and promotes their potential applications. He is also a frequent contributor to financial media outlets. Prior to his current role, Hamish worked in Global Research & Design at S&P DJI, where he was responsible for conceptualization, research, and design covering global strategy, factor-based, alternative beta, and thematic equity indices. Previously, Hamish worked in Index Investment Strategy at S&P DJI, providing research and commentary on the entire S&P DJI product set, including U.S. and global equities, commodities, fixed income, and economic indices. Hamish is a CFA charterholder, holds a bachelor’s degree in economics from the London School of Economics, and graduated with distinction from the University of Birmingham with a master’s degree in financial economics.
State Street Investment Management
Matthew Bartolini
Global Head of Research
Matthew is a Managing Director at State Street Global Advisors and Head of SPDR® Americas Research. He manages a team responsible for the product research and analysis of SPDR ETFs, and the development of market outlooks, investment themes, and portfolio implementation ideas to help clients understand the market landscape and achieve their desired investment outcomes.
Matthew graduated from Northeastern University with a BS in Economics and earned his MBA at Northeastern with concentrations in Investment Analytics and Corporate Finance. He has earned the Chartered Financial Analysts designation and is a member of the CFA Institute and the Boston Security Analysts Society. He also holds the FINRA Series 7, 24, 63 licenses.
S&P Global Market Intelligence
Melissa Otto, CFA
Global Head of Visible Alpha Research
Melissa is the Global Head of Visible Alpha Research at S&P Global. She leads the team producing comprehensive analysis of US and international companies, sectors, and industries for public and private equity, IPOs and M&A.
Prior to joining Visible Alpha, she spent 20+ years as an equity analyst and portfolio manager, investing in global technology and consumer stocks and the Pan-Asia region. In addition to her equity investing career, Melissa worked with engineering teams at data providers and Microsoft Azure building cloud-based solutions to centralize and aggregate critical investment data for investors.
Melissa studied Japanese at Harvard University, received her MA in economics from Brandeis University and MS degree from the University of Pennsylvania, and is a CFA charterholder. She is certified in Azure Fundamentals and Agile Project Management and recently completed The Business of AI course at Columbia Business School. She is a frequent media commentator on equities in the US and abroad.
LinkedIn profile: http://linkedin.com/in/melissa-otto-cfa
Questions?
Please contact us if you need more information or have trouble accessing the webinar.