A complimentary webinar for financial advisors

As investors prepare for the rest of 2021, they are looking to U.S. mid- and small-cap equities for diversification and broader economic exposure from both strategic and tactical perspectives.

Join S&P DJI, CFA Society Toronto, and leading industry experts to learn how index construction can impact risk/return profiles, liquidity, and capacity issues when tracking the performance of U.S. equities.

Speakers include:

  • Tim Edwards, Ph.D, Managing Director, Investment Strategy, S&P Dow Jones Indices
  • Erika Toth, CFA, Director, Institutional & Advisory, Eastern Canada, BMO Global Asset Management
  • Kelly Trihey, CFA, Portfolio Manager and Senior Investment Advisor, Trihey Wealth Management, IA Private Wealth

Featured Speakers

Tim Edwards, S&P Dow Jones Indices

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Erika Toth, Eastern Canada, BMO Global Asset Management

Director, Institutional & Advisory

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Kelly Trihey, Trihey Wealth Management, IA Private Wealth

Portfolio Manager and Senior Investment Advisor

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