How Innovative Sector Strategies Capture an Evolving Economy 

TUESDAY, JANUARY 29, 2019 AT 8:30 AM (EST)

Market segments are constantly evolving, driven in tandem by traditional and new technologies, and captured by sector indices.

How are advisors tapping into traditional and AI-driven sector strategies to ground portfolios in the present, while positioning them for the future?

Join S&P DJI and industry experts to explore:

  • Building a cost-efficient core with GICS® sector ETFs
  • Real-world perspectives on implementing sector satellites as tactical portfolio building blocks
  • Understanding the risk and return implications of equal-weighted sector strategies
  • How the S&P Kensho New Economy Indices are providing financial advisors exposure to 21st century sectors

A complimentary event for financial advisors.

Accepted for CFA®, CIMA®, and CFP® credits

Location
Charlotte Marriott SouthPark, Charlotte, NC

8:30 AM – 9:00 AM

 REGISTRATION & BREAKFAST

9:00 AM – 9:05 AM 

WELCOME & INTRODUCTION

Shaun Wurzbach, Managing Director, Global Head Financial Advisor Channel, 
S&P Dow Jones Indices

 


9:05 AM – 9:35 AM

 

FIRESIDE CHAT: WHAT THE RECENT GICS UPDATE REALLY MEANS  

Moderator:  Shaun Wurzbach, Managing Director, Global Head Financial Advisor
                     Channel, S&P Dow Jones Indices

Panelists:

·         Jodie Gunzberg, CFA, Managing Director, Head of U.S. Equities,
S&P Dow Jones Indices

·         Tim Bosek, Vice President, Senior Research Strategist,
State Street Global Advisors



9:35 AM – 10:20 AM

POWERING RETURNS WITH SECTOR & INDUSTRY EXPOSURES

Moderator: Peter Hill, Head of Emerging Institutional Sales, 

                    State Street Global Advisors

Panelists:

·         Frederick Porter, CFA, Partner, West End Advisors

·         Nick Kalivas, Senior Equity Product Strategist, Invesco

·         Anu Ganti, CFA, Director, Index Investment Strategy, S&P Dow Jones Indices

·         Rick Vollaro, Chief Investment Officer, Pinnacle Advisors

 

 

10:20 AM – 10:30 AM

NETWORKING BREAK

10:30 AM – 11:10 AM

ACCESSING THE FUTURE ECONOMY: A CLOSER LOOK AT THE

S&P KENSHO NEW ECONOMY INDICES 

Speaker: John Van Moyland, Managing Director, Global Head of S&P Kensho Indices,
                S&P Dow Jones Indices

11:10 AM – 11:55 AM

HOW TO POSITION YOUR CLIENTS’ PORTFOLIOS FOR FUTURE GROWTH 

Moderator: Tim Bosek, Vice President, Senior Research Strategist,
                    State Street Global Advisors

Panelists:

·         Mike Dickson, Ph.D., Director, Horizon Investments

·         Benjamin Lavine, Chief Investment Officer, 3D Asset Management

·         John Van Moyland, Managing Director, Global Head of S&P Kensho Indices,

S&P Dow Jones Indices

 

11:55 AM – 12:00 PM

 

CONCLUDING REMARKS 

Ed Ware, Senior Director, Financial Advisor Channel Management,
S&P Dow Jones Indices

12:00 PM – 1:00 PM

NEWORKING LUNCH

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