Now On Demand • 3 CE Credits
Join us for the Pacer ETFs Investment Insights Summit designed exclusively for financial advisors. This online event will provide expert insights from Pacer ETFs' investment thought leaders and portfolio managers. These interactive, educational sessions offer CE credits and are complimentary for financial professionals.
Now On Demand • Accepted for 3 CFP / IWI / CFA CE Credits
Aristotle Pacific Capital
Bob is a managing director for Aristotle Pacific Capital. He is head of credit research and a portfolio manager for the CLO, CLO Opportunity and High Yield Strategies. In addition, Bob has credit research responsibilities across select sectors. He joined the firm in 2012. Previously, Bob was at PIMCO for 14 years, where he was a bank-loan portfolio manager and credit analyst. Bob has over 23 years of investment experience, focused on leveraged finance, credit analysis and structured products. He holds a bachelor’s degree from California State University, Long Beach and an MBA from the University of Southern California.
Lunt Capital Management
John has created a variety of diversified, tactical investment strategies used by financial advisors around the country. John co-created the methodologies for more than 10 index strategies calculated by S&P Dow Jones Indices and Nasdaq Global Indices. He has been a featured speaker at investment conferences around the country, and has written extensively about financial markets. John is a charter member of the ETF Strategists Roundtable for key influencers associated with ETF management. From 2001 to 2014, he served on the board of Utah Retirement Systems (URS), a multi-billion pension fund. From 2004 to 2007, he was elected by his peers as board president. John is currently a member of the investment committee for the $10+ billion Utah Educational Savings Plan (UESP/My529). John completed the Program for Advanced Trustee Studies at Harvard Law School and finished a number of courses at the New York Institute of Finance on trading and portfolio management. He formerly worked on the Washington, D.C. staff of U.S. Senator Robert Bennett. John graduated Magna Cum Laude with University Honors from Brigham Young University with a degree in Economics. He later received an MBA in Finance and International Business from New York University.
Partner and Senior Managing Director
Metaurus Advisors LLC
32 years of experience. Rick spent 13 years at Wells Fargo Securities (2005-2018) where he held several senior-level positions including, Global Co-Head of Equities and Investment Solutions. In this role, Rick was responsible for overseeing the firm’s Cash Equity and Equity Derivatives sales and trading businesses as well as the firm’s multi-asset class structured notes platform. While at Wells, Rick also served as President of Wells Fargo Portfolio Risk Advisors, an SEC-registered investment advisor specializing in the design and implementation of equity-derivative overlay strategies for institutional investors. Prior to Wells Fargo, Rick was a Managing Director at Morgan Stanley in the firm’s Equity Structured Products Business. Rick also worked as an index-derivatives trader for Merrill Lynch. Rick began his career in Corporate Finance at Dean Witter Reynolds. Rick graduated from Washington & Lee University in Lexington, VA with a B.A. in Economics and holds a CFA designation.
Pacer ETFs Distributors
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.
This is an online event, and registration is complimentary for financial advisors.
Now On Demand • 3 CFP / IWI / CFA CE Credits