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S&P DJI combines global reach with local expertise, working with exchanges around the world to build indices for both the local and international investment communities.
For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
Register to attend complimentary webinars and deepen your knowledge of current trends and issues impacting the index universe today.
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S&P DJI combines global reach with local expertise, working with exchanges around the world to build indices for both the local and international investment communities.
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For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
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Register to attend complimentary webinars and deepen your knowledge of current trends and issues impacting the index universe today.
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Accepted for CFA® credit, pending CIMA® and CFP® credit approval
A complimentary event for financial advisors and wealth managers
Rising inflation and geopolitics continue to keep investors on their toes. Join us and industry leaders to explore how advisors can balance risk and opportunity by combining traditional passive solutions with the latest ESG, dividend, fixed income, and thematic strategies.
Sam Stovall, Managing Director of U.S. Equity Strategy at CFRA, will share his equity market outlook and discuss opportunities at the market, sector and industry level. Rodger Baker, Director of the Stratfor Center for Applied Geopolitics at RANE, will share an economic outlook on the potential risks associated with inflation and emerging world events.
Topics will also include:
Head of Intermediary ETF Strategy
View Bio
11:30 AM – 12:00 PM |
WELCOME LUNCH & REGISTRATION |
12:00 PM – 12:05 PM |
WELCOME & INTRODUCTION Bruce Schachne, Chief Commercial Officer, S&P Dow Jones Indices |
12:05 PM – 12:40 PM |
U.S. MARKET OUTLOOK Sam Stovall, Chief Investment Strategist, CFRA |
12:40 PM – 1:00 PM |
SPECIALIZATION WITH SIZE, SECTORS, AND STYLE Speaker: Hamish Preston, CFA, Director, U.S. Equity Indices, S&P Dow Jones Indices |
1:00 PM – 1:45 PM |
PUTTING DEFENSIVE FACTORS TO WORK Moderator: Brent Kopp, Senior Director, Wealth Management Channel, S&P Dow Jones Indices Panelists: · Nick Kalivas, Head of Factor and Core Equity Product Strategy, Invesco · Niko Finnigan, CFA, CAIA, Co-Founder, Delta Wealth Advisors · Craig Lazzara, CFA, Managing Director, Core Product Management, S&P Dow Jones Indices |
1:45 PM – 2:10 PM |
IS IT TIME TO REFOCUS ON FIXED INCOME? Moderator: Greg Vadala, Index Sales Specialist, S&P Dow Jones Indices Panelists: · Brian Luke, CFA, Senior Director, Head of Fixed Income Indices - Americas, S&P Dow Jones Indices · Ross Pastman, CFA, Fixed Income Strategist, BlackRock |
2:10 PM – 2:30 PM |
NETWORKING BREAK |
2:30 PM – 3:10 PM
|
GLOBAL TRENDS IN INFLATION AND COMMODITIES Rodger Baker, Director of the Stratfor Center for Applied Geopolitics, RANE |
3:10 PM – 3:45 PM
|
IMPLEMENTING ESG INTO CLIENT PORTFOLIOS Moderator: Chantal Michael, Director, Wealth Management Channel, S&P Dow Jones Indices Panelists: · Taylor Anderson, CFA, CAIA, Head of Sustainable Portfolio Solutions, Americas, DWS · Margaret Dorn, Senior Director, Head of ESG Indices, North America, S&P Dow Jones Indices · Luke Oliver, Managing Director, Head of Climate Investments and Head of Strategy, KraneShares. |
3:45 PM – 4:20 PM |
ACCESSING MEGATRENDS WITH 21st CENTURY SECTORS Moderator: Ed Ware, Senior Director, Wealth Management Channel, S&P Dow Jones Indices · Dan Braz, CFA, Head of Intermediary ETF Strategy, State Street Global Advisors SPDR Business · Anu Ganti, CFA, Senior Director, Index Investment Strategy, S&P Dow Jones Indices · David Mazza, Managing Director, Head of Product, Direxion |
4:20 PM – 4:55 PM
|
DEMYSTYFYING DIGITAL ASSETS Moderator: Michael Mell, Senior Director, Custom Indices, S&P Dow Jones Indices Panelists: · Sharon Liebowitz, Senior Director, Innovation & Strategy, S&P Dow Jones Indices · Mike Willis, Founder & President, ONEFUND, LLC · Ben McMillan, Founding Partner, Chief Investment Officer, IDX Insights |
4:55 PM – 5:00 PM
|
CONCLUDING REMARKS Brent Kopp, Senior Director, Wealth Management Channel, S&P Dow Jones Indices |
5:00 PM – 6:00 PM |
NETWORKING RECEPTION |
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