Cheap Beta Isn’t the Only Game in Town – Pacer ETFs – 11.7.24

Summary:

With cheap beta do you get what you pay for? We believe cost isn’t the only factor when building a portfolio to meet investor goals. Complementary strategies that intentionally deviate from common benchmarks may provide more diversified exposure and potential outperformance. Strategy-driven ETFs utilize methods such as trend following, factor rotation, and alternatives to market cap weighting that can align more specifically with investor goals.

Hear from Pacer ETFs Distributors President, Sean O’Hara on:

• Complementary strategies to cheap beta
• How to get exposure to high-quality names you won’t find in common benchmarks and avoid overconcentration in popular mega-caps (MAG 7)
• Tax efficient rotation strategies
• How other financial advisors are using these strategies

Accepted for 1 CFP^® / IWI / CFA CE Credit

Speaker:

Sean O’Hara joined PLANCO in 1985. Sean spent 22 years with PLANCO/Hartford where he performed various roles including wholesaler, divisional manager, and managing director of the national wholesaler team. In his time as managing director, PLANCO sales grew on an annual basis from $14 billion per year to over $30 billion per year. During his tenure, he had oversight responsibility for more than 300 wholesalers and 20 divisions. From 2001 to 2007, Sean managed all domestic wholesaling activities for variable annuities, mutual funds, and 401k’s. Additionally, Sean oversaw variable annuity sales in Japan and held a seat on the Board of Directors for the Japanese Life Company.In July 2007, Sean joined Pacer Financial to lead the national wholesaling team. He has made television appearances on CNBC and Fox Business.Sean holds the FINRA Series 7, 24, 26, 63, and 65 licenses as well as a Pennsylvania Resident Insurance Producer license and is also licensed as a Non-resident Insurance Producer in all 50 states and commonwealths throughout the US and the District of Columbia. Sean is a graduate of The Catholic University of America, Washington, DC.