Accepted for CFA® credit, pending CIMA® and CFP® credit approval

A complimentary event for financial advisors and wealth managers

Geopolitics and volatility 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, factor and sector 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 emerging world events.

Topics will also include:

  • How index construction affects risk/return, liquidity and capacity issues in U.S. small- and mid-cap equities
  • Using factor and style strategies to protect against short-term shocks and keep long-term goals in reach
  • How practitioners are using a range of ESG data and indices to align investments and values
  • Leveraging cutting-edge indices to access the sectors driving the Fourth Industrial Revolution

Featured Speakers

Rodger Baker, RANE

Director of the Stratfor Center for Applied Geopolitics

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Sam Stovall, CFRA, Equity and Fund Research

Chief Investment Strategist

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