The ETF Symposium presented by RIA Channel

Designed exclusively for Financial Advisors, The ETF Symposium will showcase current investment strategies, educational content and research from expert ETF managers.

Agenda

Now On Demand
12:30pm - 4pm EDT - 3 CFP/CIMA CE Hours

12:30pm-1pm ET

Portfolio Construction Using Factor-Based ETFs

Factor-based investing has become popular with advisors as they seek to harness returns beyond traditional, cap-weighted indexes. Momentum factors identify and exploit pricing trends in equity markets. Join us for this in-depth discussion that will cover:

Demystifying momentum factors
Combining momentum, value and dividend factors to generate alpha
Portfolio construction and asset allocation considerations

1pm-2pm ET

Generating Alpha With Small Cap ETFs - 1 CE Credit

Many studies indicate that small-cap equities outperform large-cap equities over time. Further research indicates that factor-based small cap strategies outperform broader market indices by even larger margins. Our panel of experts will explore these theories and present research that covers:

Small-cap equity growth and value index composition
Utilizing multi-factor small-cap equity strategies to generate alpha
Diversification, asset allocation and portfolio construction considerations

2pm-3pm EST

The Case For Active ETFs - 1 CE Credit

As the bull market moves towards its 9th birthday, actively-managed ETF strategies can help uncover attractive long-term investment opportunities. But not all actively-managed strategies are created equal. Rigorous research, selectivity, flexibility, sound judgment, and a disciplined, proven investment approach are the keys to building wealth in the years ahead. This session will examine investment opportunities covering:

The attributes of successful active managers
Undervalued companies offering long-term growth potential
Incorporating active strategies in a well-diversified portfolio

3pm-4pm EST

Alternative Income ETF Solutions - 1 CE Credit

With interest rates near all-time lows, and the prospect for rising rates in the future, investors are challenged with finding fixed income solutions. Join us for an in-depth discussion that will cover: