S&P Dow Jones Indices, A Division of S&P Global
A complimentary event for financial advisors
Changing Tack in an Aging Bull Market

As the saying goes, all good things must come to an end, but the jury is still out on exactly when. Fortunately, there are a wide range of approaches designed to augment clients' retirement savings and safeguard portfolios against a shifting market climate.

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

Our panelists will explore:

De-risking portfolios with tactical ETF strategies that can help advisors participate in the upside while protecting the downside
How to consider implementing single- and multi-factor approaches within client portfolios if there is a market downturn
How advisors are combining the best of both active and passive strategies to unlock alpha
Taking emotion out of the equation: rules-based approaches that help advisors stay the course and give clients peace of mind

Michael Jones, CIO of RiverFront Investment Group and John Mauldin, Chairman of Mauldin Economics will round out the conversation with their respective market outlooks and commentary on how geopolitics are affecting global allocations in 2018.

Accepted for 3-hour CFA®, CFP®, and CIMA® credits
FEBRUARY 27, 2018
12:30 PM — 5:00 PM
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Agenda white-arrow
Michael Jones  
Michael Jones
RiverFront Investment Group
John Mauldin  
John Mauldin
Mauldin Economics
Sam Stovall  
Sam Stovall
CFRA Research

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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.