The Westin Kierland Resort & Spa
The Westin Kierland Resort & Spa, 6902 E Greenway Pkwy, Scottsdale, AZ 85254, USA

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Event Date Thu Nov 15 EST (about 3 years ago)
Location The Westin Kierland Resort & Spa
6902 E Greenway Pkwy, Scottsdale, AZ 85254, USA
Region Americas

Advancements in index-based investing are bringing financial advisors a range of sophisticated solutions once exclusively available to institutional investors. From dynamic risk management tools and cutting-edge fixed income strategies to single- and multi-factor combinations, the indexing toolkit continues to expand.

Sam Stovall, Chief Equity Strategist at CFRA, will open the event by assessing opportunities in equities and fixed income at the market, sector, and industry level in the wake of midterm elections.

Featured speaker, Zvi Bodie, Professor Emeritus at Boston University, will round out the conversation with key takeaways from his books, Worry Free Investing and Risk Less and Prosper.

Industry practitioners will discuss:

De-risking retirement portfolios with tactical ETF strategies that can help advisors
participate in the upside while protecting the downside
How to implement single- and multi-factor approaches in client portfolios
Actionable innovations in fixed income indexing that may offer financial advisors greater
flexibility in reacting to opportunities and challenges


2018 Speakers:

Sam Stovall
Chief Investment Strategist, CFRA

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


Grant Engelbart
Director of Research and Senior Portfolio Manager, CLS Investments

John Feyerer
Director of Equity ETF Product Strategy, Invesco

Sean Kommerstad
President, Two Rivers Capital

Vijay Vaidyanathan
Chief Executive Officer, Optimal Asset Management

Jim Pritchard
Partner and Western Division Director, WEDCO

Rick Cortez
Co-CEO, Broadmark Asset Management

Rob Mooney
Portfolio Manager, The Omega Group, UBS

Gary Allen
Principal, Prudent Investor Advisors

Kevin Root
Managing Member, Oak Root LLC

Ben Thomason
Executive Vice President, Vestwell

Simeon Hyman
CFA, Head of Investment Strategy, ProShares

Clint Pekrul, CFA
Chief Equity Strategist and Head of Research, Peak Capital Management

Jerry Holly
Portfolio Manager, Investment Solutions Group, State Street

Ricardo Santamaria
Vice President, The Curtis Group, Morgan Stanley


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

Christine Lubieniecki
CFA, Regional Director, Dimensional Fund Advisors

Jason Giordano
Director of Fixed Income, S&P Dow Jones Indices