Thursday, May 9, 2024 • 12:00pm - 3:00pm ET • 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.
Thursday, May 9, 2024 12:00pm - 3:00pm ET • Accepted for 3 CFP / IWI / CFA CE Credits
With opportunities to diversify beyond the Magnificent Seven, investors can build their core portfolio allocations with trusted “cash cow” companies, or firms that have demonstrated stable cash flow.
The Pacer Cash Cows ETF Series has grown to over $35 billion in AUM as investors continue to seek stocks with free cash flow. You are likely familiar with our large cap value fund COWZ, but the series has also seen growth across small cap and international. I invite you to learn why we believe free cash flow yield is redefining value investing.
While you may be familiar with the value side of the Pacer Cash Cows Series, the growth side is equally innovative. The Pacer Cash Cows growth series uses a free cash flow margin (free cash flow/sales) screen to identify top growth companies. Historically, free cash flow margin has been a better indicator of excess returns than sales growth. Sean will be covering the history and research behind the Cash Cows Growth Strategy. He will expand upon portfolio implementation as well.
Covered call strategies excelled in the down market of 2022. However, during recent periods of market strength, covered call strategies historically have underperformed. These included the sharp rally in 2020, the extended rally in 2021, and the market recovery experienced in 2023. Fortunately, there are other ways to get income from an equity portfolio.
Structured outcome strategies, buffer, and defined outcome ETFs may go by different names, yet they share a common goal: providing investors with some predictability by capping market upside while offering protection on the downside through a buffer. Sean O’Hara will be joined by Marc Odo, Client Portfolio Manager at Swan Global Investments to discuss the ins and outs of buffer strategies as well as ways to implement them into your portfolio.
In this session, we will discuss two transformative practice management techniques that financial advisors can utilize to transform their business. These strategies focus on two key areas for financial advisors to expand their business: increasing assets from existing clients and increasing net new households.
President
Pacer ETFs Distributors
Sean O’Hara is the President of Pacer ETF Distributors. Sean began his career at PLANCO/Hartford in 1985, where he spent 22 years as wholesaler, divisional manager, and managing director of the national wholesaler team. In 2007, Sean joined Joe Thomson again, co-founder of PLANCO, at Pacer Financial to serve as a national wholesaling company for various products including exchange traded funds, exchange traded notes, Annuities, and SMAs. In 2015, Joe and Sean co-founded Pacer ETFs. Under their combined leadership, Pacer ETFs has become one of the fastest growing US ETF Companies. Sean often appears on Fox Business Network, CNBC, and various other news outlets to give insight into the market.
Sean is a graduate of the Catholic University of America.
Client Portfolio Manager
Swan Global Investments
Marc Odo, CFA, FRM, CAIA, CIPM, CFP®, is the liaison between Swan’s portfolio management team and all its various stakeholders. He is responsible for helping clients and prospects gain a detailed understanding of Swan’s Defined Risk Strategy, including how it fits into an overall investment strategy.
His responsibilities also include producing most of Swan’s thought leadership content.
Odo is a frequent speaker at industry conferences and was also a regular presenter at the Wharton School of Executive Education from 2006 to 2011. As well as presenting, Odo has written numerous in-depth white papers, short-form pieces, and contributed to many articles in the financial press.
Prior to joining Swan, Odo was Director of Research for 11 years at Zephyr Associates, a leading provider of investment analysis software. He was responsible for developing next generation risk analytics. Previously he was a portfolio manager with Accessor Capital Management, a mutual fund company; and part of the investment analytics team at Pacific Portfolio Consulting, an RIA catering to high net worth individuals and ERISA plans. He graduated from the University of Washington in 1996.
Senior Managing Director, Partner
Metaurus
Rick has 29 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.
Portfolio Manager
Pacer Advisors
Since joining the Pacer team in 2015, Danke has been instrumental in leading the development and management of the Pacer ETF series, while also providing support to the sales team. His contributions extend to helping develop investment strategies for a diverse array of ETFs, including the highly successful Cash Cows Series. He plays a leading role in investment research, generating valuable insights for investment decision-making through a combination of quantitative and qualitative approaches. Danke manages over $40 billion AUM across the Pacer funds and over a span of 8 years, has established and optimized portfolio management workflows while initiating efficient fund operations.
Danke holds a Master of Science degree in Finance from Villanova University, Master of Science degree in Biological Sciences from National University of Singapore, and a Bachelor of Engineering degree in Biomedical Engineering from Sichuan University.
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