Eliminating Bias In Your Recommendations – The Keys To Better ETF Selection – Chaikin Analytics – 10.29.20

Overview:
Title: Eliminating Bias In Your Recommendations – The Keys To Better ETF Selection
Date: Thursday, October 29, 2020
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

With the DOL regulations that require advisors to focus on Best Interest for clients, it’s important to eliminate bias in your practice. It is key to:

  • Have the proper process in place to make better decisions on security selection and portfolio construction.
  • Start building better portfolios that include best of breed ETFs through a fund family neutral lens.
  • Don’t be beholden to a single fund family; make recommendations that engage your clients and create better investment outcomes.

Join our panel of experts, Carlton Neel and Pete Carmasino, for this advisor-exclusive event where you’ll learn the best ways to eliminate bias from your stock and ETF selection process so you can start building stronger, fund-family neutral portfolios.

Speakers:
Carlton Neel Carlton Neel CEO Chaikin Analytics

CEO of Chaikin Analytics, Carlton Neel, spearheaded the creation of investable products for Registered Investment Advisors, Wealth Managers, and individual investors. He spent five years as Vice President at J.P. Morgan & Co., Inc. before working with noted investor and market guru Dr. Martin Zweig at Zweig Mutual Funds for nearly 20 years. In his long portfolio management career, Carlton managed open-end mutual funds, closed-end mutual funds and variable annuities, in addition to managing his own hedge fund.
Pete Carmasino Pete Carmasino Managing Director of Advisor Solutions Chaikin Analytics

With over 25 years in the financial services industry, Pete Carmasino has had the opportunity to learn many investment strategies while employed at several research, trading, and investment banks. His experience ranges from district manager at a NYSE member firm to institutional sales trader covering mutual and hedge funds. Pete owned and operated his own RIA firm where he served high net worth clients before joining Chaikin Analytics.

Pete Carmasino is now the Chaikin Analytics Managing Director of Advisor Solutions, helping both professional advisors and individuals make the most out of Chaikin Analytics and PortfolioWise.
In registering for this webcast, you will receive email communications from RIA Database and Chaikin Analytics. This webcast is for financial professionals only.