Exploring Thematic Investing – Nasdaq – 9.20.16

Summary:

Now On Demand.

Finding meaningful growth opportunities has become especially difficult for investors, given a troubling climate of slow global economic expansion and the mature state of many established industries. With an unconstrained, adaptive approach, thematic investing aims to target unique pockets of growth by selecting companies that stand to benefit from long term demographic changes, technological revolutions, or changing consumer behaviors. Join us for an exploration into thematic investing that will cover:


  • How thematic investing works
  • How to identify macro trends, themes and investment opportunities
  • Incorporating thematic investments into client portfolios


Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:
Jay Jacobs, CFA
Director of Research
Global X
Jay Jacobs leads Global X’s research team and authors the firm’s education pieces and insights. Prior to joining Global X, Jacobs was a business analyst at the NYSE in the ETF and indexing group, where he helped launch hundreds of new ETFs. He holds a bachelor’s degree from Emory University in international studies, and studied at The London School of Economics.
Jeff McCarthy
Vice President and Head of ETP Listings
Nasdaq

Jeff McCarthy is Vice President and Head of ETP Listings at Nasdaq. Mr. McCarthy manages Nasdaq’s global exchange-traded products (ETP) marketplace, guiding issuers through the listing process while coordinating visibility and market participant support across Global Information Services, Corporate Client Group and Global Trading and Market Services.

Mr. McCarthy manages the workflows required to list a new ETP on Nasdaq, the profit and loss of the global ETP marketplace including all aspects of product pricing, packaging, sales and marketing efforts. Additionally, Mr. McCarthy supports Nasdaq’s end-to-end solution that provides ongoing product support including index licensing, listing opportunities, data offerings and trading services.

Previously, he served as Head of Global ETF Product for Securities & Fund Services business at Citigroup, Inc. He was responsible for product innovation, market development and coordinated the delivery of complete servicing solutions across trading, distribution and administration for the global ETP market. Mr. McCarthy holds a Bachelors of Arts from Providence College.

Overview:
Title: Exploring Thematic Investing
Date: Tuesday, September 20, 2016
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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