The 2nd Annual Smart Beta Strategies Summit 2017 | FA-MAG.COM | 26 October 2017 | Sheraton Boston Hotel, 39 Dalton St, Boston, MA 02199, USA

For financial advisors and institutional investors only. Join our Smart Beta LinkedIn Group! As a flurry of smart beta products hit the market and continue to garner attention, financial advisors and institutional investors are fielding more and more questions about these strategies. Sorting through the various strategies makes the due diligence process even more critical.

Our speaking faculty of leading Smart Beta funds and strategists will help investment professionals better understand:
• The methods behind these various strategies
• What are the underlying assumptions
• What’s driving returns
• Will these tilts work going forward
• Are these tactical opportunities or long-term investments
• How do these strategies fit into a multi-asset class portfolio
• Will these strategies replace active managers

Sessions at the conference will include:
• Forward-looking Smart Beta trends
• The Smart Beta Checklist: Choosing the best strategy & risk/return profile
• Single factor vs. multi-factor approach
• Fixed Income: Balancing income and capital preservation
• Commodities: Is it time to revisit the space?
• Offense or Defense: The road forward for equities
• ESG: Where the opportunities lie in this burgeoning space
• Portfolio Construction: Implementing Smart Beta strategies into a multi-asset class portfolio

2017 Speakers

Deborah Fuhr
Managing Partner & Co-Founder / ETFGI

Jeffrey J. Sherman
Deputy Chief Investment Officer / DoubleLine

Michael Akins
SVP, Head of ETFs / ALPS

Timothy Baker
Director of Product Strategy / Symmetry Partners LLC

Matthew Bartolini, CFA
Head of SPDR Americas Research / State Street Global Advisors

Reggie Browne
Senior Managing Dir. ETF Group

Cantor Fitzgerald
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Jillian DelSignore
Executive Director, Head of ETF Distribution / J.P. Morgan Asset Management / eckstein

John F. Eckstein
Chief Investment Officer / Astor Investment Management

Michael Fardy
Senior Investment Specialist / FlexShares

John Feyerer
Vice President, Director of Equity ETF Product Strategy / Invesco PowerShares

Edward Kerschner
Chief Portfolio Strategist / Columbia Threadneedle Investments

Samuel C.Y. Lau
Macro-Asset Allocation / DoubleLine

Brent Leadbetter
Senior Vice President, Client Strategies / Research Affiliates

Joe Mallen
Chief Investment Officer / Helios Quantitative Research

David B. Mazza
Senior Vice President, Head of ETF Investment Strategy / OppenheimerFunds Inc.

William McCalpin
Managing Partner/Impact Investments

Athena Capital Advisors
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Steven Quinn
Head of ETP Distribution

Justin Sibears
Managing Director / Newfound Research

Lukas Smart
Senior Portfolio Manager & Vice President / Dimensional Fund Advisors / zinkand

Michael Zinkand, CFA
Executive Director, Fund Strategy/FS Investments

2017 Sponsors:
LEAD
• DoubleLine

EXECUTIVE
• ALPS
• CAIA Association
• Cantor ETF Group
• Columbia Threadneedle
• ETFGI.Com
• FlexShares
• FS Investments
• Janus Henderson Investors
• John Hancock Investments
• J.P Morgan Asset Management
• Oppenheimer Funds
• PoweShares
• State Street Global Advisors SPDR
• Symmetry