How Does Indexing Keep Advisors Ahead of the Curve? 

WEDNESDAY, MARCH 27, 2019 AT 12:00 PM (CST)

Advancements in index-based investing are bringing financial advisors sophisticated solutions once exclusively available to institutional managers. From next-generation sector tools, to single- and multi-factor combinations, the evolution of indices is empowering advisors to construct more efficient portfolios while redefining their value proposition to clients.

Join us as Sam Stovall, Chief Equity Strategist at CFRA, provides a market outlook and assesses opportunities at the market, sector, and industry level. And don't miss David Blitzer, Managing Director and Chairman of the Index Committee at S&P DJI, as he provides an inside look at how the Committee keeps the S&P 500 current so it can continue to serve as the most widely tracked measure of U.S. equities.

Leading practitioners will also explore:

  • How advisors are combining the best of both active and passive strategies to improve portfolio diversification
  • What a combination of SPIVA® (S&P Indices vs. Active) and Persistence data says about the ability of past "winners" to persist over long time horizons
  • Using single- and multi-factor strategies as portfolio diversifiers and risk mitigators
  • Accessing cutting-edge S&P Kensho Indices designed for the sectors driving the Fourth Industrial Revolution

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

Location
Sheraton Clayton Plaza | St. Louis, MO

12:00 PM – 12:30 PM

REGISTRATION & LUNCH 

12:30 PM – 12:35 PM

WELCOME & INTRODUCTION

Brent Kopp, Senior Director, Central Region, Financial Advisor Channel, S&P Dow Jones Indices 

12:35 PM – 1:20 PM

FIRESIDE CHAT: AN INSIDE LOOK AT HOW THE INDEX COMMITTEE KEEPS THE S&P 500® CURRENT

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

David Blitzer, Ph.D, Managing Director and Chairman of the Index Committee, S&P Dow Jones Indices

1:20 PM – 1:50 PM

HOW INDEXING’S EVOLUTION HAS RESHAPED THE INVESTMENT LANDSCAPE

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

1:50 PM – 2:35 PM

ALIGNING FACTOR ALLOCATIONS WITH PORTFOLIO GOALS

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

Panelists:

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

·        John Feyerer, CFA, Director, Equity ETF Product Strategy, Invesco

·        Jim Pritchard, Partner, W.E. Donoghue & Co., LLC

·        Niko Finnigan, CFA, CAIA, Partner, Net Worth Advisor, Delta Wealth Advisors

2:35 PM – 2:50 PM

NETWORKING BREAK 

2:50 PM – 3:30 PM

 

ACCESSING SECTORS DRIVING THE FOURTH INDUSTRIAL REVOLUTION: 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

3:30 PM – 4:15 PM

COMBINING ACTIVE & PASSIVE TO ACHIEVE CLIENT GOALS

Moderator: Josh Reesman, Regional Consultant, State Street Global Advisors

Panelists:

·        Jeff Megar, CFA, Managing Director, Julex Capital Management

·        Scott Martin, CIMA®, Chief Investment Officer, Kingsview Asset Management

·        Robert H. Mooney, III, CPM®, Senior Portfolio Manager, The Omega Group, UBS Financial Services Inc.

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

4:15 PM – 4:55 PM

MARKET OUTLOOK – IS IT TIME TO BUY OR BAIL?

Speaker: Sam Stovall, Chief Investment Strategist, CFRA

4:55 PM – 5:00 PM

CONCLUDING REMARKS

Brent Kopp, Senior Director, Central Region, Financial Advisor Channel, S&P Dow Jones Indices

5:00 PM – 6:00 PM

NETWORKING RECEPTION

Statements made by persons who are not S&P Dow Jones Indices employees represent their own views and opinions, and are not necessarily the views of S&P Dow Jones Indices.

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