Fresh Ideas for an Aging Bull Market – Direxion – 7.16.19

Summary:

Now On Demand.

Trade talks, interest rates, and geopolitical tensions have affected a large range of asset classes, and has investors looking for fresh ideas in an aging bull market. Can macro-themed ETFs provide a way for investors to take advantage of relative-value strategies in the intermediate term?

Direxion CMO, Andy O’Rourke, sits down with David Mazza, Managing Director, and Inkoo Kang, V.P. of Product and Institutional Strategy, to explore:

  • The mature bull market environment and which sectors and asset classes are driving returns
  • Smart ways to efficiently weight your portfolio toward the asset classes you believe show the strongest intermediate-term potential
  • The historical market scenarios that have led certain asset classes to outperform other related asset classes
  • Strategies that may allow you to more precisely implement your own convictions about the market in efficient ways


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Speakers:
David Mazza
Managing Director, Head of Product
Direxion

David leads product R&D, strategy and management for the firm.

Prior to joining Direxion, he was the Head of ETF Investment Strategy at OppenheimerFunds and led the firm’s ETF Investment Marketing and ETF Specialist Teams. Prior to joining OppenheimerFunds, David led product strategy, positioning, and analysis as a Managing Director and Head of ETF and Mutual Fund Research at State Street Global Advisors (SSGA). Prior to that role, he was a member of SSGA’s Global Enhanced Equity Group, responsible for stock-selection research, portfolio management and product strategy; across multiple quantitatively managed investment strategies.

David received his M.B.A. in Finance from the Sawyer Business School at Suffolk University and his B.A. in Political Science and Philosophy from Boston College.
Inkoo Kang
V.P. Product & Institutional Strategy
Direxion

Inkoo Kang is Vice President, Product & institutional strategy and has been with Direxion since 2011.

With roots in trading and ETF portfolio management, Inkoo relies on his experience with ETFs to help educate and advise end users about product structure, and portfolio implementation. He acts as a liason for market makers and authorized participants to help foster a healthy and efficient trading ecosystem.

Inkoo holds a B.S. degree in Finance from Elon University. He is FINRA Series 7, 63, and 3 licensed.
Andy O’Rourke
Managing Director, Chief Marketing Officer
Direxion

As Chief Marketing Officer at Direxion, Andy leads all marketing efforts focusing on building brand and product awareness within the investment advisor community.

Prior to joining Direxion, Andy was the Director of Distribution Marketing for MassMutual Financial Group’s Retirement Services division. Andy has also been employed by State Street Bank, Fidelity Investments, and Emplanet Retirement Services, in various relationship management, product development, and strategic marketing positions.

Andy is a graduate of Miami University in Oxford, Ohio, and has earned a Masters of Business Administration from the F.W. Olin Graduate School of Business at Babson College.

Overview:
Title: Fresh Ideas for an Aging Bull Market
Date: Tuesday, July 16, 2019
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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