S&P Dow Jones Indices, A Division of S&P Global
 
A complimentary event for financial advisors
 
Strategic and Tactical ETF Strategies for Navigating Uncertain Markets
 

In uncertain markets, it can be difficult to know which parts of a portfolio are well-suited to buying and holding, and which require a more hands-on, opportunistic approach to asset allocation. Join S&P DJI and leading industry experts as we explore ways to navigate short-term challenges while steadily achieving long-term client goals.

Featured speaker Sam Stovall, Chief Investment Strategist at CFRA Research, will address opportunities in equities at the market, sector, and industry level.

Topics will also include:

Strategic and tactical sector rotation strategies designed to help advisors participate in the upside while protecting against the downside
 
Innovations in fixed income indexing that may provide financial advisors greater flexibility in reacting to opportunities and challenges
 
How to consider implementing single- and multi-factor approaches within client portfolios
 
Accepted for 3-hour CFA®, CFP®, and CIMA® credits
WEDNESDAY
APRIL 11, 2018
 
12:30 PM — 6:00 PM
 
CHARLOTTE MARRIOTT SOUTHPARK
 
CHARLOTTE, NC
 
Register white-arrow
 
Agenda white-arrow
 
FEATURED SPEAKERS
 
Steve Branham  
Steve Branham
Rear Admiral, USCG (Ret.)
 
3ethos
 
John Mauldin  
John Mauldin
 
Mauldin Economics
 
Sam Stovall  
Sam Stovall
 
CFRA Research
 

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

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Disclaimer: This event is intended for financial advisors and investment professionals. It is not possible to invest directly in an index. S&P Dow Jones Indices LLC, Dow Jones, S&P and their respective affiliates (collectively "S&P Dow Jones Indices") do not sponsor, endorse, sell, or promote any investment fund or other investment vehicle that is offered by third parties and that seeks to provide an investment return based on the performance of any index. This document does not constitute an offer of services in jurisdictions where S&P Dow Jones Indices does not have the necessary licenses. S&P Dow Jones Indices receives compensation in connection with licensing its indices to third parties. 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.