Is There More to Core? 

THURSDAY, OCTOBER 24 AT 12:00 PM

More and more advisors are expanding their core portfolios beyond the large-, mid-, and small-cap status quo. Explore the range of innovative, low-cost strategies designed to meet clients’ specific investment goals while complementing traditional core holdings—including factor combinations, ESG, and new sectors for an evolving economy.

Featured speakers David Nadig of ETF.com and Todd Rosenbluth of CFRA will speak to game-changing innovations and asset flow trends in ETFs.

Topics will include:

  • Diversifying with single and multi-factor strategies designed to help investors participate in the upside while mitigating risk
  • Implementing risk management strategies as clients approach retirement
  • Leveraging cutting-edge indices to access the sectors driving the Fourth Industrial Revolution
  • Debunking the myth that investing in ESG requires investors to sacrifice returns

A complimentary event for financial advisors

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

Location
CBOE Futures Exchange, 400 S LaSalle St, Chicago, IL 60605

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 – 1:00 PM

ETF MARKET OUTLOOK: TRENDS AND OPPORTUNITIES

·         Dave Nadig, Managing Director, ETF.com

·         Todd Rosenbluth, Senior Director of ETF and Mutual Fund Research,
          CFRA

1:00 PM – 1:20 PM

ESG: FROM THE MARGINS TO THE MAINSTREAM

Mona Naqvi, Senior Director, Product Management, ESG Indices,
S&P Dow Jones Indices

1:20 PM – 2:00 PM

IMPLEMENTING ESG INTO CLIENT PORTFOLIOS

Moderator: Mona Naqvi, Senior Director, Product Management, ESG Indices, S&P Dow Jones Indices

Panelists:

·         Bobby Brooks, Managing Director, National Sales, DWS

·         Kol Estreicher, Regional Vice President, ETF RIA Channel, VanEck

·         Katie Schoen, CFA, Manager – PWM Equity & Fixed Income Research,
          Senior Vice President, Baird

·         Eric Hayes, Senior Vice President, Chudom Hayes Wealth Management,
          Morgan Stanley

2:00 PM – 2:30 PM

ACCESSING SECTORS DRIVING THE FOURTH INDUSTRIAL REVOLUTION: A CLOSER LOOK AT THE S&P KENSHO NEW ECONOMY INDICES

John van Moyland, Managing Director, Global Head of S&P Kensho Indices,
S&P Dow Jones Indices

2:30 PM – 2:45 PM

NETWORKING BREAK

2:45 PM – 3:05 PM

RESHAPING THE INVESTMENT LANDSCAPE

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

3:05 PM – 3:45 PM

FACTORING IN FACTORS: BUILDING A STABLE CORE AND MORE

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

Panelists:

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

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

·         Sam Huszczo, CFA, CFP, Owner and Investment Advisor,
          SGH Wealth Management

·         Phil Huber, CFA, CFP, Chief Investment Officer,
           Huber Financial Advisors, LLC

3:45 PM – 4:15 PM

CUSTOM INDEXING & HOW IT’S HELPING ADVISORS GROW THEIR PRACTICES

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

Panelists:

·         Rob Marrocco, Director, Listings, CBOE

·         Robert Michaud, Chief Investment Officer, New Frontier

·         Ben McMillan, Principal, IDX Insights

4:15 PM – 4:55 PM

RISK MANAGEMENT SOLUTIONS FOR THE CORE

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

Panelists:

·         Trevor Terrell, Vice President of Sales, Innovator ETFs

·         Wes Mathews, CFA, Director – Portfolio Solutions, Financial Risk
          Management, Business Development Group, Milliman

·         Ashish Shrestha, Head of Advisor Defined Contribution and Vice
          President, Dimensional Fund Advisors

·         Will McGough, CFA, Chief Investment Officer, Stadion Money
          Management

4:55 PM – 5:00 PM

CONCLUDING REMARKS

Margaret Dorn, Senior Director, Southwestern Region, Financial Advisor Channel, S&P Dow Jones Indices

5:00 PM – 6:00 PM

NETWORKING RECEPTION

Taureaux Tavern
155 West Van Buren St

Chicago, IL 60605

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.

Agenda subject to change.

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