Focus Series Overview

Take an adventure with us and spend the afternoon on a deep dive.


The Institute’s Focus Series, promises to take a deep dive into the complexities of a specific industry topic or theme that our members have expressed interest in learning more about. Led by industry thought leaders, the Focus Series will immerse you in a single industry theme, featuring timelyFocus On Series content that matters, right now.

We will provide a holistic approach to examining each subject from different angles and perspectives. You’ll gain valuable insights from industry leaders and have the opportunity to interact with industry heavy weights, in real-time, from the comfort of your home or office.

Walk away feeling more confident and energized to start adding more alpha to your services with your increased awareness and knowledge.
 

Format

Half-day events (3-4 hours), delivered quarterly. We also sporadically partner with industry heavy-weights to offer 1-hour, complimentary webinars. All are conveniently brought to you virtually, so you can enjoy from your home or office. And, don’t forget to tell a friend.

 

Upcoming Events

Mark your calendars so you don’t miss out.

 

 


Strategies for Potential Inflation Outperformance 

Portfolios may be potentially protected against inflation with private real estate. Did you know that private real estate has historically delivered returns two- to four-times the rate of inflation, making it a potential hedge against inflation? Join us as we discuss how inflation impacts portfolios and why private real estate may act as a potential inflation hedge.

Key takeaways include: 

•  Learn about economic trends amid inflationary periods 
•  Discover how inflation impacts your clients and their portfolios
•  Uncover why private real estate is protected from inflation
•  Gain insights on how to construct an investment portfolio to hedge against inflation 

Premier CE: 1 CE credit hour for CIMA®, CPWA®, and RMA® certifications | CFP® CE: Pending
Cost: Complimentary

September 30, 2021 | 4:30 - 5:30 p.m. EST

 *Disclosure: Not for Use in Ohio


Register Now

Sponsored by:

BCG

Speakers:

Ryan


Ryan Strauser 

Principal
Black Creek Group

 

 

Mr. Strauser is a Principal for Black Creek Group. Formerly, Mr. Strauser was a Senior Vice President at Black Creek Group in the Product Management Group where he focused on product management, positioning, and due diligence efforts for the firm’s offerings. Previously, Mr. Strauser was a Vice President at Jackson National he focused on new product development, investment selection, and product positioning. Before that, Mr. Strauser held similar positions at OppenheimerFunds (now Invesco), Old Mutual Capital and Great-West (now Empower). Mr. Strauser holds a Bachelor of Business Administration in Marketing from Wartburg College and a Master of Business Administration from the University of Colorado.

 


glenn


Glenn R. Mueller, PhD

Professor
University of Denver 

 

 

Dr. Glenn Mueller is a real estate investment strategist. He is a professor of real estate at the University of Denver and is a visiting professor at Harvard University.

Dr. Glenn Mueller has more than 40 years of real estate industry experience, including more than 32 years of research experience that includes real estate capital markets, real estate market cycle analysis, real estate securities analysis, portfolio and diversification analysis, senior housing analysis and both public and private market investment strategies. In addition, he has performed specific macro- and micro-level analyses, both nationally and internationally, on the office, industrial, apartment, retail, hotel sectors.

Dr. Mueller is an Investment Advisory committee member of the National Association of Real Estate Investment Trusts (NAREIT). He has written over 100 articles appearing in academic and industry publications including The Journal of Real Estate Research, Real Estate Finance, Institutional Real Estate Securities, Real Estate Review, The Journal of Real Estate Portfolio Management and Urban Land.

Previously, Dr. Mueller was editor of the Journal of Real Estate Portfolio Management, a professor at Johns Hopkins University and has held senior research positions at Legg Mason, Price Waterhouse, ABKB/LaSalle Investment Management, and Prudential Real Estate Investors.

Dr. Mueller holds a bachelor of science in business administration from the University of Denver, a master of business administration from Babson College and a Ph.D. in real estate from Georgia State University.

 

 


Advising Clients Through the Controllable Factors and Uncontrollable Risks of a Retirement Spending Plan

A critical element of a successful retirement spending plan is creating consistent and sustainable income. When creating a plan there are four main variables you can control: the client’s retirement age, pre-retirement contributions, retirement income amount, and the asset allocation of the portfolio. After identifying a spending plan based on what clients can control, the plan is still exposed to four major uncontrollable risks: longevity, market returns, inflation, and portfolio shocks.

This session uses Monte Carlo analysis to help you better understand the impact of changing the factors clients can control as well as how sensitive the portfolio may be to uncontrollable risks. Additionally, we’ll evaluate the efficacy of adding a registered indexed linked annuity with guaranteed lifetime income to a traditional equity and bond portfolio to help clients better handle the uncontrollable risks they will face in retirement.

Premier CE: 1 CE credit hour for CIMA®, CPWA®, and RMA® certifications | CFP® CE: Pending
Cost: Complimentary

October 14, 2021 | 4:30 - 5:30 p.m. EST

Register Now

Sponsored by:

Speakers:

Ryan


Mark Paulson  

Vice President
Hedge Business Development
Allianz Investment Management
 

 

Mark leads the development of new and existing global FIA, RILA and FIUL business from a hedging perspective. Leads the interaction with global clients (new and existing). Translates client business goals into projects for the various AIM hedging functions (Strategy, Systems, Portfolio Management and Trading). Oversees AIM hedging's involvement in global business development from end to end.

He received his bachelor’s degrees in Mathematics and Actuarial Science from the University of St. Thomas in St. Paul, MN and his master’s degree in Financial Mathematics from the University of Minnesota, Minneapolis, MN. Prior to his current position Mark was the Quantitative Analyst, Assistant Vice President of Hedge Trading at Allianz. Previously Mark worked at Watson Wyatt as an actuarial consultant in both the group health care and pension practices, and Walleye Trading as a trader and risk manager.

 


glenn


Greg Goin, CFP®, CIMA®, CLU®, CRPC® 

Regional Vice President
RIA & Institutional Markets 
Allianz Life Financial Services, LLC
 

 

Greg Goin is a Regional Vice President, RIA & Institutional Markets within Allianz Life Financial Services, LLC. Greg, with more than 10 years of financial services industry experience, works directly with registered investment advisors (RIAs) to incorporate retirement income planning and insurance solutions within their financial planning process.

Prior to his current role Greg served as a senior RIA account manager with Allianz Life Financial Services, LLC. Before that he was a successful regional vice president, retirement consultant (RVP-RC) guiding financial professionals over an eight-state territory in creating retirement strategies that help clients meet their long-term financial objectives, in a variety of market conditions. Before joining Allianz, Greg was the manager of private client relations with McFee Financial Group, where he worked with high-net-worth clients to implement comprehensive financial strategies.

Greg has a BS in finance and marketing from Iowa State University. Greg holds his Certified Financial Planner (CFP), his Certified Investment Management Analyst (CIMA), his Chartered Life Underwriter (CLU), and his Chartered Retirement Planning Counselor (CRPC) designations. He also holds his FINRA Series 7, 26, and 63 securities registrations and current state insurance licenses.

Greg enjoys golf and as an avid runner, has completed six marathons. Greg lives in Carver, MN.

 

 


High Net Worth Clients - High Impact Advisors: How Exceptional Advisors Achieved Out-sized Growth

 

Investor research from the Investments & Wealth Institute and Absolute Engagement highlights changing client preferences ranging from what’s important to them, how they’d like to engage, and what they value in an advisor. Nearly one-third of clients are re-thinking their advisor relationships. Gain insights from three exceptional advisors who have experienced exponential growth in the last few years. You will learn about what clients want and how each advisor has created a foundational strategy to grow the practice deliver substantive value to high-net-worth clients.

Premier CE: 1 CE credit hour for CIMA®, CPWA®, and RMA® certifications | CFP® CE: Pending
Cost: Complimentary

 

October 21, 2021 | 4:00 - 5:00 p.m. EST

Register Now

Sponsored by:

PIMCO ogo


Speakers:

Ryan


Meghan McCartan

Managing Director
Head of Marketing
HighTower
 

 

Meghan McCartan is the Managing Director, Head of Marketing for Hightower, overseeing advisor-facing marketing, thought leadership and events, and corporate/M&A initiatives.

A big believer in personal marketing efforts to drive growth, Meghan was the architect of the OCMO (Outsourced Chief Marketing Officer) initiative. The OCMO initiative works hand-in-hand with advisory teams to develop and execute strategic marketing and communications plans uniquely for their firm.

She was recognized as one of “Ten to Watch for 2020” in Wealth Management magazine for this initiative. Meghan has over twenty years of industry marketing experience on both the advisory/broker-dealer side and financial technology. She holds an MBA from Tulane University and a BA from the College of William and Mary.

 


Ryan


Lauren Pearson, CFP®

Managing Director
Partner
Somerset Advisory 
 

 

The most important thing in my life is my family. My husband, Andrew, is a minister, and we have three smart and brave daughters.

If research can be considered a hobby, then that would be my thing. This curiosity, which quite frankly can drive those closest to me crazy, is probably why I am well-suited to this profession. To support this passion professionally I have earned the Certified Financial Planner®designation.

The impact of putting a thoughtful plan in place will last generations, and I understand the depth of this responsibility. What you will see and read from my online footprint is that I principally engage in personal financial planning, asset allocation, portfolio construction, and charitable gifting strategies for professionals and families. The key marker of these relationships is trust, transparency, and confidentiality.

This is the work I have been doing for over a decade: designing and crafting hundreds of planning scenarios. It is deeply important that I do great work for the clients whom I serve.

After my family and my faith, this practice is my life's work. It is a privilege to lead Somerset Advisory and to serve families across the United States.

 


Jennifer


Justin Winters, CFA®, CFP®

Managing Director
Partner
Treasury Partners
 

 

Justin is an Advisor within Treasury Partners’ Wealth Management Group for ultra-high-net-worth individuals, families, trusts, estates and non-profits, serving a broad range of wealth management disciplines. Justin was recognized by Forbes as a Best-in-State Wealth Advisor and has also been named a Forbes’ Top Next-Gen Wealth Advisor for four consecutive years. Justin specializes in strategic-based planning and investment management for Entrepreneurs and Executives, including pre- and post-transaction planning, Qualified Small Business Stock (QSBS) benefits and strategies for concentrated equity and stock-based compensation. He is passionate about financial literacy and participates as a speaker on Treasury Partners’ bi-annual Wealth Management Symposium, which aims to educate students about careers in the financial services industry.

Justin began his career in the financial services industry in 2006 and was with the Private Wealth Management divisions of UBS and Sanford Bernstein prior to joining Treasury Partners in 2013.

He is a Certified Financial Planner and has earned the right to use the Chartered Financial Analyst® designation. He holds Series 7, 63, 66 securities licenses, and is life and health insurance licensed.

Justin earned his BA at the University of Pennsylvania and studied at the Hong Kong University of Science and Technology School of Business and Management. He and his wife, son and daughter live in Greenwich, Connecticut. Justin enjoys travel, golf and building snow forts with his kids.

 


Occhialini-Ali-Main


Alexandra Miele, CFP®

Managing Director
Partner
The Andriole Group
 

 

Alex is a Managing Director and Partner of The Andriole Group. She is passionate about helping clients build, understand, and commit to strategies that may allow them to secure their financial future. Alex’s passion for education has developed into a particular affinity for working with women. It is her personal goal to bring down the barriers that prevent women from fully participating in financial conversations.

Previously, Alex spent five years as a Financial Advisor at Merrill Lynch, where she focused on the development of investment and retirement plans for high-net-worth individuals and their families.

Alex was honored by Forbes in their 2017 and 2018 lists of America’s Top Next-Generation Wealth Advisors. In 2019, she was recognized on the Forbes list of Best-In-State Next-Gen Advisors. She has also been nominated for the eWomenNetwork Emerging Leader of the Year award, and was honored as one of Connecticut Magazine’s 2013 40 Under 40—the Best and Brightest of Generation Next. Alexandra graduated magna cum laude from Connecticut College with a double major in Economics and Government. She also holds her Certified Financial Planner® (CFP® ) designation.

In addition to her commitment to her clients and her practice, Alex is dedicated to serving her community. She has been invited to speak at Tunxis Community College and Three Rivers Community College. Alex has also served on the boards of the Women and Family Life Center in Guilford, the Madison Rotary Club, and the Connecticut Hockey Foundation.

 

 


Moving from Surviving to Thriving

As we wrap up the year and look towards the future, it is critical that we reflect on ‘what has been’ to give us the perspective and wisdom to determine ‘what could be.’ In this session, we will be asking ourselves and your peers some critical questions:

  • What do you and the team do better today than before the pandemic?
  • Where may you have new vulnerabilities?
  • What is the biggest opportunity operating in the new environment?

Take these questions back to your team to identify areas you can improve in time for the New Year.

Premier CE: 1 CE credit hour for CIMA®, CPWA®, and RMA® certifications | CFP® CE: Pending
Cost: Complimentary

November 4, 2021 | 11:00 a.m. - 12:00 p.m. EST

Register Now

Sponsored by:


Speaker:

Ryan


David Patchen

Senior Vice President
Education & Practice Management
Raymond James Private Client Group 
 

 

Dave has been a Financial Advisor since 1988. He holds NASD Series 3, 7, 24, 63 & 65 licenses.

He began as a wirehouse Advisor, before moving on to become an independent Financial Advisor. He joined Raymond James in 1998 as Recruiter, before moving into Regional Management in 2003. In 2013 he assumed his current role as SVP, Education & Practice Management.

He earned his Bachelors of Science in Marketing from Indiana University of Pennsylvania, and an MBA from the University of Florida. In 2005 he completed the Registered Corporate Coach (RCC) Program and is now a member of the Worldwide Association of Business Coaches (WABC). In his previous position as regional director, he coached hundreds of Wealth Managers on practice management, ranging from mid-level advisors to some of the top Advisory Firms affiliated with Raymond James. He has accumulated over 4,000 hours of one on one coaching with advisors over the last 12 years. In his current role Dave oversees new advisor training, branch associate training and development, conferences and education for professional development, and coaching programs for all of Raymond James. He is also responsible for the advisor inclusion networks.

Dave has been quoted in numerous trade publications on practice management issues and has been a guest lecturer at Stanford University’s Graduate School of Business speaking on sales and business development. He has also been a top rated speaker at The Securities and Investment Institute in London England in 2008, 2012 and 2015.

Dave is a mentor for University of South Florida Senior Business school students, and a Board Member for the Chi Chi Rodriguez youth foundation annual fundraising events, which has raised over three million dollars for at risk youth over the last 3years.

Dave is married to Nancy, his wife of 26 years. He spends most of his free time these days playing golf, bike riding, staying in shape, and experimenting with biohacking.

 

 


Advanced Advisor Education Workshop: Retirement Income Strategies

Retirement clients face a unique set of challenges as they approach and enter retirement, and advisors can add significant value by providing a clear roadmap for them. This workshop is for financial advisors and wealth managers who work with clients approaching or in retirement and will focus more specifically on the decumulation phase of retirement planning. Advisors will learn concepts and techniques taught in the Retirement Management Advisor® (RMA®) program, review results from recent surveys of investor behavior in retirement, and explore decumulation-oriented planning approaches.  Attendees will learn to identify and analyze challenges retirees face and understand how to develop specific strategies to create retirement income, maximize growth, and address risks. PIMCO’s Income to Outcome framework and new digital tool, Retirement Income Analysis, will also be showcased. The Retirement Income Analysis tool enables advisors to easily generate a custom retirement income plan and proposal for clients.  For more information on this tool, schedule a personal demo today!

Premier CE: 2 CE credit hours for CIMA®, CPWA®, and RMA® certifications | CFP® CE: Pending
Please note: Continuing education (CE) credit for this webinar may only be awarded once. If you received Institute and/or CFP CE credit for the Advanced Advisor Education Workshop held on May 5, 2021, then you are not eligible to earn CE credit again.
Cost: Complimentary

November 17, 2021 | 1:00 - 3:00 p.m. EST

Register Now

Sponsored by:

PIMCO ogo


Speakers:

Avi Sharon


Avi Sharon, Ph.D.

Executive Vice President
Product Strategist

 

 

Dr. Sharon is an executive vice president and product strategist based in the New York office. He is responsible for broad business management as well as developing and leading strategic initiatives aimed at driving growth within the traditional product franchise. Prior to joining PIMCO in 2018, he was a principal at Blackstone, where he helped launch the firm’s retail alternatives initiative. Previously, he was a managing director at AllianceBernstein, where he ran multi-asset product management, led wealth management group research and marketing, and was interim head of investor relations for the firm. He has 19 years of investment and financial services experience and holds a Ph.D. from Boston University. He received an undergraduate degree from Emory University in Atlanta.

 


John N

John Nersesian, CIMA®, CPWA®, CIS, CFP®

Head of Advisor Education
PIMCO

 

 

Mr. Nersesian is head of advisor education for PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Previously, he was managing director of wealth management services for Nuveen Investments from 2000 to 2018. Prior to this, he was a first vice president at Merrill Lynch Private Client Group, where he was also a leader of advanced training for financial consultants. Mr. Nersesian served as a board member of the Investments and Wealth Institute (IWI, formerly IMCA) from 2006 to 2017, and as chairman for the 2014-2015 term. He is a faculty member for the IWI Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) education programs held at Yale University and The University of Chicago. He has 35 years of investment and financial services experience and holds an undergraduate degree in business and economics from Lehigh University. He has earned the CFP, CIMA and CPWA designations.

 

 


Jennifer


Jennifer Gongola, Ph.D.

Research Psychologist
PIMCO

 

 

Dr. Gongola is the Behavioral Science Research Manager at PIMCO. She is responsible for supporting the development and implementation of research projects, data management and analysis, and translating research insights into strategic and actionable recommendations. She works in collaboration with PIMCO team members and the faculty at the Center for Decision Research at the Chicago Booth School of Business to advance high-quality, cutting-edge field research. Prior to joining PIMCO, Jennifer was a Post-Doctoral Research Associate at the University of Southern California, Gould School of Law. She earned her Ph.D. in Psychological Science (Dissertation: Venire Jurors' Ability to Detect and Willingness to Disclose Bias) and M.A. in Social Ecology at the University of California, Irvine.

 


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Alison Congdon, CFA

Senior Vice President
Digital Product Manager
PIMCO
 

 

Ms. Congdon is a senior vice president and digital product manager in the global digital group, building digital tools and services for clients and account managers. She is the head of product for PIMCO Pro, the firm's global client servicing and analysis platform. Before joining global digital in 2018, she was an account manager in U.S. global wealth management. Prior to joining PIMCO in 2015, she was an associate at Goldman Sachs in the reinsurance principal investments group. She has seven years of investment and financial services experience and holds an MBA from Harvard Business School and an undergraduate degree from Harvard University.

 

 


Focus on Retirement Planning

Retirement planning must be a client-centric process and address the unique mindsets retirees face as they transition from accumulation to decumulation. Drawn from the RMA® curriculum, this event highlights practical frameworks for developing a Household Balancesheet™ as the center of a financial plan, mitigating retirement risk, and goals-based portfolio construction.
 

December 1, 2021 | 11:00 a.m. – 3:30 p.m. EST

Register Now

Sponsored by:

Finance of America Reverse     New York Life      PIMCO

 

 


Recent Events

Steve

Focus on Tax Alpha 

January 27, 2021 | 11:00 a.m. - 3:30 p.m. ET
Speaker: Steve Siegel, J.D., LL.M. President, The Siegel Group

High-net-worth clients want much more than simple investment tax-efficiency. They demand holistic TAX ALPHA that looks at all their financial moves through the lens of optimizing after-tax outcomes. This event provides strategic and actionable insights by advisors and for advisors to stay laser-focused on their clients’ 2021 tax situation.



Ryan Strauser - speaker

How Investors are Using Real Estate to Find Yield Webinar

April 22, 2021 | 4:30 - 5:30 p.m. ET
Speakers: Ryan Strauser, Senior Vice President, Product Management 
Steve Stroker, Chief Executive Officer, Black Creek Capital Markets

Steve StrokerAre your clients looking for higher yield investment options? Join Black Creek Group to learn how private commercial real estate has historically provided higher yield compared to public real estate, equities, fixed income or cash over the last 20 years, what drives yield in private real estate and the differences between public and private real estate. 

 Sponsored by:
                                         



Avi SharonJennifer Advanced Advisor Education Workshop: Retirement Income Strategies


May 5, 2021 | August 4, 2021 | 1:00 - 3:00 p.m. ET
Speakers: Avi Sharon, Ph.D., Executive Vice President, Product Strategist
Jennifer Gongola, Ph.D., Research Psychologist, PIMCO
John Nersesian, Head of Advisor Education, PIMCO
                                                                                 Alison Congdon, CFA, Senior Vice President, Digital Product Manager, PIMCO

John NOcchialini-Ali-MainRetirement clients face a unique set of challenges as they approach and enter retirement, and advisors can add significant value by providing a clear roadmap for them. This workshop is for financial advisors and wealth managers who work with clients approaching or in retirement and will focus more specifically on the decumulation phase of retirement planning. Advisors will learn concepts and techniques taught in the Retirement Management Advisor® (RMA®) program, review results from recent surveys of investor behavior in retirement, and explore decumulation-oriented planning approaches and digital tools, including the Income to Outcome framework. Attendees will learn to identify and analyze challenges retirees face and understand how to develop specific strategies to create retirement income, maximize growth, and address risks. 

Sponsored by:
                           



John Bryson - speaker

Decision Economics - A Behaviorally Informed Framework for Investment Decision-making

May 13, 2021 | 4:30 - 5:30 p.m. EST
Speaker: John P. Bryson, Head of Investment Consulting, John Hancock Investment Management 

Is your investment process enhanced or limited by your decision making? Separating emotions from a rigorous process can often mean the difference between a good investment decision and a poor one. In this webinar, John Bryson, head of Investment Consulting Group at John Hancock Investment Management will explore how you can separate your practice by generating behavioral alpha through a sound decision framework. Using a framework of best practices, Decision Economics is designed to help you make better-informed decisions that systematically put the odds of success in your favor. The end result is an investment decision process that is definable, defendable and repeatable that can help you differentiate yourself from the competition. 

Sponsored by:
                       John Hancock logo



Athena Ole - speaker

James Cowan - speakerFocus on Private Securities

May 26, 2021 | 11:00 a.m. - 3:30 p.m. ET
Speakers: Athena Ole, CAIA, Head of Private Funds, Nasdaq Private Market
James Cowan, Macquarie Asset Management, CEO, Macquarie Infrastructure, Global Solution I / II
Devin Ekberg, CFA®, CPWA®, CIMA®, Chief Learning Officer & Managing Director of                                                                                   Professional Development, Investments & Wealth Institute           
                         
Devin E - speakerPrivate market expertise is an area of differentiation for investment advisors and consultants, and the opportunities have never been more accessible. This event focuses on timely and relevant intelligence on the state of private markets, including how institutions are allocating to various asset classes like private equity and debt, real estate, and real assets. We’ll also dive deep into two additional areas of current interest – infrastructure/real assets, and the explosion of SPACs. This event is designed to give you current, actionable information with an opportunity to engage with top industry experts. 

Sponsored by:

                             MacQuarie logo



Phillip Toews - speaker

Bubbles and Market Crises Two-Part Series

July 13, 2021 & July 20, 2021 | 3:30 - 4:30 p.m. ET
Speakers: Phillip Toews, Chief Executive Officer, Portfolio Manager, Toews Asset Management
Eben Burr, President, Toews Asset Management

Phil ToewsBehavioral Investing Institute and the Investments & Wealth Institute recently conducted a study on how bubbles and market crises are perceived by both advisors and investors. The investigation brought forth the depth of client temptations, fears of market declines, and understanding of their portfolios, as well as the advisor's perception of what their clients think of them. In the second half of the two-part series, understand how advisors can use this data to potentially improve relationships, planning, and ultimately long-term outcomes for clients. Create a path forward that focuses on your client's needs and perceptions.

 Sponsored by:
                                         

 


 

HeatherBest Practices and Opportunities in the “New Normal”

August 17, 2021 | 4:30 - 5:30 p.m. EST
Speakers: Heather Rosales, Vice President, Senior Practice Management & Teams Consultant
RBC Wealth Management
Sean Gray,  Director, Wealth Management Consulting, RBC Wealth Management

Gray


As the U.S. gradually re-opens and more people return to work, advisors and teams find themselves in a unique position to evaluate their business and reimagine how they engage with clients. Which pandemic best practices will remain with us, and which can we leave behind? This session will explore a variety of best practices and opportunities to harness what we have learned working through a pandemic to carry forward in the “new normal.” We’ll share our thoughts and ideas from adjusting service models based on client preferences for virtual vs. in-person meetings to engaging with digital capabilities to creating end-to-end financial ecosystems to engaging the next generation of clients.

Sponsored by:       RBC    



Athena Ole - speakerAthena Ole - speakerFocus on ETF Best Practices 

August 25, 2021 | 11:00 a.m. - 3:30 p.m. EST
Speakers: Ed Rosenberg, Senior Vice President, Head of Exchange Traded Funds  American Century Investments®
John E. Zembron, CIMA, CAIA, Managing Director, ETF Distribution, John Hancock                                                                                       Investment Management
                                                                                 Scott Weiner, Ph.D., Portfolio Manager and Author

Athena Ole - speakerAssets in Exchange Traded Funds are poised to hit $50 trillion by 2030. With a growth rate of 25% the total ETF market reached $5.3 trillion in 2020. ETFs have gained traction because of tax efficiency, lower costs, liquidity, and transparency. Join us for a discussion about the latest investment strategies, ideas on how to generate alpha and alternative income, and how active ETFs are changing how portfolios are constructed with ETFs. 


Sponsored by:

American Century InvestmentsJohn Hancock logo