February 2019 Chapter Dinner Meeting
Tue, Feb 05
|Sam's of Gedney Way
Please join us for our first dinner meeting of the New Year!
Time & Location
Feb 05, 2019, 5:30 PM – 8:30 PM
Sam's of Gedney Way, 50 Gedney Way, White Plains, NY 10605, USA
About The Event
SPDR Sector & Industry Investing
(this presentation has been accepted by CFP Board for 1 CFP CEU)
Daniel J. Braz, CFA, CIMA, Vice President and Head of Intermediary ETF Strategy in the SPDR ETF Business at State Street Global Advisors, will talk about how advisors can incorporate sector investing with ETFs into investment portfolios. Examples will be provided to illustrate four sector strategy implementation approaches: top-down (survey macroeconomic environment and analyze business cycles), thematic (identify secular industry trends and harness a long-term growth trend within a particular segment of the economy), bottom-up, and (evaluate sector fundamentals, such as valuations and earning trends), and technical (overweight/underweight sectors based on momentum and sentiment).
Learning Objective(s):
At the end of this session, advisors will (1) know how to incorporate sector investing with ETFs, (2) understand the four sector strategy implementation approaches, which will enable them to construct suitable portfolio sector portfolios for their…
Tickets
FPA GHV Season Pass Members*
*While there is no charge for FPA GHV local dues/season pass members, advance registration is required.
$0.00
Sale endedOther FPA Chapter Members*
*This registration option is for FPA GHV members who are not local dues/season pass members and members of other FPA Chapters. Pricing: $45.00 Advance/$55 at door (at door, cash or check only)
$45.00
Sale endedNon-Members*
*$55.00 Advance/$65.00 at door (at door, cash or check only)
$55.00
Sale ended