Smart Beta Symposium

Now On Demand | 3 CE Credits | Virtual Event

Agenda

Now On Demand | 3 CE Credits



1pm-2pm EDT
Creating Reliable Income Streams Utilizing Multi Asset Income Solutions - 1 CE Credit

Advisors follow numerous methods to reduce uncertainty, to increase diversification and to smooth out volatility for clients. Innovative, multi-asset strategies designed for income consistency can achieve these goals, while alleviating many of the ongoing portfolio construction considerations within a client’s income allocation. Join us for this in-depth session that will cover:

  • Smart Beta Solutions for Income Allocations
  • Multi Asset Benefits, Risks and Portfolio Construction Considerations
  • Generating Consistent, Diversified Income Streams
  • Speakers:
  • Dave Gedeon, Head of Research & Development, Nasdaq Global Indexes
  • Efram Slen, Director of Product Development, Nasdaq Global Information Services
  • Cameron Lilja, Director of Product Development, Nasdaq Global Information Services
2pm-3pm EDT
Next Generation of Factor Investing - 1 CE Credit

Low volatility, multi factor strategies are being used more and more by advisors to diversify investments, lower total portfolio risk and complement alpha-dominant strategies within a client’s total asset allocation model. Join us for this in-depth discussion that will cover:

  • Why active vs. passive is not an all or nothing proposition
  • How multiple factors can narrow the universe of investable companies and, potentially, deliver a smoother ride
  • Given the aging bull market, minimum volatility products may be a useful portfolio tool
  • Speakers:
  • Mannik Dhillon, CFA, CAIA, President, VictoryShares and Solutions
  • Scott Kefer, Senior Portfolio Manager, Victory Capital Management
  • Efram Slen, Director of Product Development, Nasdaq Global Information Services
  • Cameron Lilja, Director of Product Development, Nasdaq Global Information Services
3pm-4pm EDT
Harness the Power of Multi Factor Investing - 1 CE Credit

As advisors continue to seek innovative solutions in an attempt to outperform broad market indices, the demand for multi factor solutions has grown. Join Nasdaq and IndexIQ as they look into the Chaikin Power Gauge and the multi factor indexing methodology that utilizes this tool. Participants will learn about:

  • The methodology behind the Nasdaq Chaikin Power indexes
  • Multi factor models, specifically the Chaikin Power Gauge
  • Why a multi factor approach to small caps makes sense in today’s environment
  • Speakers:
  • Salvatore Bruno, CIO and Managing Director, IndexIQ
  • Marc Chaikin, CEO, Chaikin Analytics
  • Efram Slen, Director of Product Development, Nasdaq Global Information Services
  • Cameron Lilja, Director of Product Development, Nasdaq Global Information Services

Speakers



Dave Gedeon

Head of Research & Development

Dave Gedeon is Head of Research and Development, Nasdaq Global Indexes. Gedeon is responsible for the index product management, development and research of Nasdaq Global Indexes, a leading global index provider that calculates more than 40,000 indexes spanning all major asset classes and geographies.
Under Gedeon’s direction, Nasdaq has launched thousands of indexes resulting in both innovative benchmarks and index-tracking products. Notable launches include the Nasdaq US All Market Family, the Nasdaq Multi-Asset Family, the Nasdaq Commodity Index Family. Gedeon was also instrumental in leading the expansion of the Nasdaq Dividend AchieversTM brand.
Gedeon holds a B.A. in economics from Denison University.

Salvatore J. Bruno

CIO and Managing Director

Sal is Chief Investment Officer at IndexIQ, where his primary responsibility includes developing and maintaining the firm’s investment strategies. Sal joined IndexIQ in 2007 from Deutsche Asset Management (DeAM) where he held a number of senior positions. Most recently at DeAM, Sal was a Director and Portfolio Manager for a U.S. large cap core equity mutual fund. The fund’s strategy combined traditional fundamental equity research with a multi factor quantitative model in a disciplined, risk managed process.
Prior to becoming Portfolio Manager, Sal was the Head of Advanced Quantitative Research at DeAM. Sal directed the quantitative research effort to support numerous products, including quantitative equity strategies, global asset allocation, passive risk-based alternative beta portfolios, and probabilistic efficient frontiers. He also co-developed the strategy to combine fundamental and quantitative research into a single portfolio. This strategy became widely used to manage several equity strategies within DeAM, including the mutual fund for which Sal would subsequently become a portfolio manager.
Sal earned a Bachelor of Science degree in Applied Economics and Business Management from Cornell University and a Master of Business Administration degree in Finance and Economics from New York University’s Leonard N. Stern School of Business. He is a member of the NYSSA and the CFA Institute. Sal also teaches Portfolio Construction at Fordham University. He holds the Series 7 and Series 63 licenses.

Marc Chaikin

CEO

After 45 years on Wall Street as a renowned stock market expert and among the early developers of computerized trading systems and tools for both retail and institutional investors and traders, Marc Chaikin founded Chaikin Analytics LLC in 2009 to deliver proven stock analytics to financial service professionals and individual investors. Money managers, investors and traders use Chaikin Analytics to make more money with less risk.
The centerpiece of Chaikin Analytics is the Chaikin Power Gauge, a 20-factor alpha model, proven effective at identifying a stock’s potential over the next 3-6 months. The Power Gauge is unique in that it’s the only model that combines fundamental and technical indicators. NASDAQ recently launched three NASDAQ Chaikin co-branded indexes* based on the Chaikin Power Gauge, which are all out-performing their benchmarks.
A Wall Street trader, stockbroker, analyst and former head of an options department, Marc Chaikin created the Chaikin Power Gauge as well as three technical trading indicators, the widely used Chaikin Oscillator, the Chaikin Accumulation/Distribution Indicator and the Chaikin Money Flow. Chaikin's indicators are industry standards, found on most trading platforms in the world. Chaikin also pioneered the first real-time analytics workstation for institutional money managers and trading desks, now part of Thomson Reuters' institutional workstation.
Marc appears on CNBC, Bloomberg and Fox Business News and is a contributor to NASDAQ, Forbes and MarketWatch.

Mannik Dhillon, CFA, CAIA

President

Mannik S. Dhillon serves as President of VictoryShares and Solutions for Victory Capital. In this role, he leads and oversees the firm’s exchange-traded and solutions business. He is also responsible for setting the strategy and initiating the development and implementation of Victory’s strategic beta-based offerings. Additionally, he manages the solutions provided by our investment franchises, which includes product enhancements, extensions and innovations designed to best meet the needs of clients. Mr. Dhillon also contributes to the evaluation of capabilities of potential new franchises as part of the firm’s acquisition strategy.
Prior to joining Victory Capital in 2015, Mr. Dhillon served as a Managing Director and Head of Manager Research with Wilshire Associates. While there, he led the team responsible for evaluating asset managers for inclusion in Wilshire’s multi-manager portfolios. He was also in charge of leading strategic consulting engagements for Wilshire. Mr. Dhillon has a strong background on the institutional consulting side of the business, where he spent nine years as a manager research and defined contribution consultant with Hewitt before joining Wilshire in 2010.
Mr. Dhillon earned his Bachelor of Business Administration degree in finance from the University of Georgia. He holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations.

Scott Kefer, CFA

Senior Portfolio Manager

Scott Kefer is a senior portfolio manager for NewBridge Asset Management and a member of the Large Cap Growth portfolio management team. In addition to his role with NewBridge, which is a Victory Capital investment franchise, Scott lends his 24 years of active management expertise and insight to the firm’s ETF platform, VictoryShares.
He joined Victory Capital in 1999 with six years of prior investment experience. Previously, he held a similar position in the Campbell, Cowperthwait division of U.S Trust Company.
Mr. Kefer holds a Bachelor of Science in business management from Skidmore College and is a CFA charterholder.

Cameron Lilja

Director of Product Development

Cameron Lilja is the Director of Product Development for Nasdaq Global Information Services. He is responsible for the development of innovative, market-leading indexes, including the research and content generation necessary to support a successful index launch. He has been a featured speaker and panelist at industry events, discussing topics from smart beta to stock buybacks. Cameron previously served as a Senior Analyst for Nasdaq’s Economic and Statistical Research team where he had the opportunity to advise all Nasdaq business lines while working on initiatives in the U.S. and Europe to improve market structure, encourage capital formation, and enhance trading efficiency.
Prior to joining Nasdaq, Cameron worked as a research analyst at Economists Incorporated and RBB Economics. He earned his Bachelor of Science in Mathematics with a minor in Economics from Dickinson College.

Efram Slen

Director of Product Development

Efram Slen is a Director for Nasdaq Global Information Services, which includes Global Indexes. He manages the New York team responsible for product development, research and content creation. During his tenure, Nasdaq has launched thousands of indexes, building out its offering in both the benchmark and smart beta realm. Some of the more recent smart beta index launches that he has played a role in include the Nasdaq Select Leaders Index Family, Nasdaq Victory Multi-Factor Minimum Volatility Index Family and the Nasdaq Chaikin Power Index Family.
Prior to joining Nasdaq, Efram worked at ProShares, the world’s leading provider of geared ETFs, in the Strategy Group. He also worked at an economic consulting firm, Economists Incorporated. Efram holds a B.A. in Mathematics and minors in Economics and Statistics from the University of Rochester.

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This is an online event, and registration is free for financial advisors.
Now On Demand | 3 CE Credits
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