Hidden in Plain Sight: Uncovering Opportunities in Global Equities

Hidden in Plain Sight: Uncovering Opportunities in Global Equities

A complimentary webinar for financial advisors

As investors prepare for the rest of 2021, they are looking to U.S. mid- and small-cap equities for diversification and broader economic exposure from both strategic and tactical perspectives.

Join S&P DJI, CFA Society Toronto, and leading industry experts to learn how index construction can impact risk/return profiles, liquidity, and capacity issues when tracking the performance of U.S. equities.

Speakers include:

  • Tim Edwards, Ph.D, Managing Director, Investment Strategy, S&P Dow Jones Indices
  • Erika Toth, CFA, Director, Institutional & Advisory, Eastern Canada, BMO Global Asset Management
  • Kelly Trihey, CFA, Portfolio Manager and Senior Investment Advisor, Trihey Wealth Management, IA Private Wealth

Hidden in Plain Sight: Uncovering Opportunities in Global Equities
Source: DOW Global

Thinking Inside the Style Box

Thinking Inside the Style Box

A complimentary webinar for financial advisors

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

While innovations in passive investing have given investors more choices than ever before, the classics are often classics for a reason. Financial advisors continue to rely on style investing given its robust track record across many different market cycles and conditions.

Join us to explore:

  • How index construction can impact the risk/return profile of style indices
  • How advisors are using style strategies both strategically and tactically over the long-and short-term
  • How recent differences in growth and value performance can be partially explained by global and domestic economic dynamics

Speakers include:

  • Michael Arone, CFA, Chief Investment Strategist, SPDR, State Street Global Advisors
  • Jackson Brandstetter, CIMA, Associate Director of Investments, Graystone Consulting
  • Chris Mirrione, CFA, Chief Investment Officer, Alesco Advisors LLC
  • Hamish Preston, Director, U.S. Equity Indices, S&P Dow Jones Indices

Thinking Inside the Style Box
Source: DOW Global