Join S&P DJI and leading smart beta gurus for a complimentary event and learn how financial advisors are applying factor and alternatively weighted approaches to manage risk and potentially enhance returns.
Don't miss Tom Dorsey, President of Dorsey Wright & Associates; Ben Fulton, CEO of Elkhorn Investments; and Jason Hsu, Co-founder of Research Affiliates, as they share perspectives on the market landscape and debate what's next for smart beta in 2016.
Keynote speaker Harold Evensky, the notable "Dean of Financial Planning," will kick off the afternoon with his take on the future of financial planning, and renowned equity strategist, Sam Stovall, S&P Capital IQ, will close on smart beta strategies that have outperformed.
Panelists will debate:
• The merits of an array of smart beta approaches based on risk/return profiles
• New frontiers in smart beta: beyond equities
• How practitioners can strategically combine smart beta with traditional market-cap approaches
Accepted for 3-hour CFA® credit
Pending CFP® and CIMA credits
This event will be hosted at the Epic Hotel in Miami, Fl. To attend this event in person,
click here to register.