Denver Financial Advisor Forum

TUESDAY, JUNE 19 AT 12:30 PM ET

In uncertain markets, it can be difficult to know which parts of a portfolio are well-suited to buying and holding, and which require a more hands-on, opportunistic approach.

Join S&P DJI and leading industry experts as we explore ways to navigate short-term challenges while steadily achieving long-term client goals.

Featured speaker Sam Stovall, Chief Investment Strategist at CFRA, Equity and Fund Research, will address opportunities in equities and fixed income at the market, sector, and industry level.

Thomas Watters, Managing Director at S&P Global Ratings, will also share his insights on the Colorado and Rocky Mountain energy sector.

Topics will also include:

  • Capitalizing on the evolution of indexing from market-cap equity to factor-based strategies
  • Diving deeper into multi-factor implementation
  • Dissecting 15 years of SPIVA® research that begs the question, "Is active management getting harder?
  • Actionable innovations in fixed income indexing that may offer financial advisors greater flexibility

Accepted for 3-hour CFA®, CFP®, and CIMA® credits

Location
JW Marriott Denver Cherry Creek, 150 Clayton Ln, Denver, CO 80206

12:00 PM – 12:30 PM

REGISTRATION & LUNCH

12:30 PM – 12:55 PM

Keynote SPEAKER: 2018 Market Outlook

 

Sam Stovall, Chief Investment Strategist, CFRA

12:55 PM – 1:20 PM

Capitalizing on the evolution of indexing, WHAT SPIVA Research tells us, AND MORE

 

Craig Lazzara, Managing Director and Global Head of Index, Investment Strategy, S&P Dow Jones Indices

 

1:20 PM – 2:00 PM

ASSESSING POTENTIAL OPPORTUNITIES of multi-factor strategies

 

Moderator: Craig Lazzara, Managing Director and Global Head of Index, Investment Strategy, S&P Dow Jones Indices

 

Panelists:

·         Nick Kalivas, Senior Equity Product Strategist, Invesco

·         Michael Philbrick, President, ReSolve Asset Management

·         Vijay Vaidyanathan, Chief Executive Officer, Optimal Asset Management

·         Matt Papazian, CFA, Founding Partner, Cardan Capital Partners

 

2:00 PM – 2:40 PM

ACHIEVING MORE FLEXIBILITY with FIXED INCOME INDEXING

Moderator: Jason Giordano, Director, Fixed Income, Product Management,

S&P Dow Jones Indices

 

Panelists:

·         Simeon Hyman, CFA, Head of Investment Strategy, ProShares

·         Peter Eisenrich, CFA, Vice President, Client Portfolio Manager,

Clark Capital Management Group

·         Clint Pekrul, CFA, Head of Research, Peak Capital Management

2:40 PM – 3:00 PM

NETWORKING BREAK

 

3:00 PM – 3:35 PM

ACTIONABLE Ideas to Improve Your Portfolio

 

Moderator: Michael Mell, Senior Director, Custom Indices,
S&P Dow Jones Indices

 

Panelists:

·         Jeffrey Thompson, Chief Executive Officer, W.E. Donoghue & Co., LLC

·         Chris Shuba, Chief Executive Officer, Helios Quantitative, LLC. 

·         Robert Harvie, CFP, CIMA, SIMC, Family Wealth Director, Senior Portfolio Management Director, Morgan Stanley Wealth Management

 

3:35 PM – 4:10 PM

Keynote SPEAKER: INSIGHTS ON THE Colorado and Rocky Mountain energy sector

 

Tom Watters, Managing Director, Energy Sector Specialist, S&P Global Ratings

 

4:10 PM – 4:15 PM

closing remarks

 

Travis Robinson, Financial Advisor Channel Management,
S&P Dow Jones Indices


4:15 PM – 5:00 PM

NETWORKING Reception

 

 

 

 

 

 

 

 

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