CE Credit Upcoming Webinars

IIROC and FPSC-approved Webinar Series

“Pioneers in Asset Allocation”

In Partnership With AdvisorAnalyst.com

UPCOMING WEBINAR:

Presenter: Craig Lazzara

Managing Director & Global Head
Index Investment Strategy for
S&P Dow Jones Indices (S&P DJI)

November 28, 2017 @ 2:00 EST

We’ve all heard indexing is getting big – but just how big?

And what are the unintended consequences for Investors and advisors?

Those are the questions we’ll answer in this ground-breaking CE Webinar with special guest Craig Lazzara, Managing Director and Global Head of Index Investment Strategy for S&P Dow Jones Indices (S&P DJI).

  • U.S. ETF assets crested $3.2 trillion* and flows into index products is pervasive and persistent across geographies, sectors and styles.
  • These asset flow dynamics are having profound effects on investing and the asset management landscape!

The tectonic plates of investing are shifting so don’t miss out as Craig Lazzara provides a comprehensive framework to understand and profit from these changes in your portfolios AND your businesses!

In this CE Webinar you’ll learn:

  • The four forces behind the self-reinforcing cycle driving money flows towards index products.
    • An Inexorable Influence
    • A (Possibly) Transient Trend
    • Index Innovation (a.k.a. “Smart Beta”)
    • Stocks’ Skewness
  • How these forces have impacted SPIVA results, and the implications for investors’ decisions making.
  • How to measure market opportunity via the calculation of the supply of available alpha and the resulting impacts vis-a-vis the active to passive shift.
  • Strategies on how to put the recent wave of index innovation to work for you and your clients.
  • And much much more!

Claim your spot and don’t miss this opportunity to learn, adapt and prosper in your portfolios!

UPCOMING WEBINAR:

We’ve all heard indexing is getting big – but just how big?
And what are the unintended consequences for Investors and advisors?

Those are the questions we’ll answer in this ground-breaking CE Webinar with special guest Craig Lazzara, Managing Director and Global Head of Index Investment Strategy for S&P Dow Jones Indices (S&P DJI).

  • U.S. ETF assets crested $3.2 trillion* and flows into index products is pervasive and persistent across geographies, sectors and styles.
  • These asset flow dynamics are having profound effects on investing and the asset management landscape!

The tectonic plates of investing are shifting so don’t miss out as Craig Lazzara provides a comprehensive framework to understand and profit from these changes in your portfolios AND your businesses!

In this CE Webinar you’ll learn:

  • The four forces behind the self-reinforcing cycle driving money flows towards index products.
    • An Inexorable Influence
    • A (Possibly) Transient Trend
    • Index Innovation (a.k.a. “Smart Beta”)
    • Stocks’ Skewness
  • How these forces have impacted SPIVA results, and the implications for investors’ decisions making.
  • How to measure market opportunity via the calculation of the supply of available alpha and the resulting impacts vis-a-vis the active to passive shift.
  • Strategies on how to put the recent wave of index innovation to work for you and your clients.
  • And much much more!

Claim your spot and don’t miss this opportunity to learn, adapt and prosper in your portfolios!

Presenter: Nathan Faber

Vice President of Investment Strategies
Newfound Research

November 28, 2017 @ 2:00 EST

IIROC CE Cycle ends at the end of December 2017. Don't forget to review list of our on-demand CE Webinars. Make them count!

Craig Lazarra Investresolve Webinar

Craig Lazzara is Managing Director and Global Head of Index Investment Strategy for S&P Dow Jones Indices (S&P DJI). The index investment strategy team provides research and commentary on the entire S&P Dow Jones Indices’ product set, including U.S. and global equities, commodities, fixed income, and economic indices. Craig previously served as product manager for S&P Indices’ U.S. equity and real estate indices. These include the S&P 500® and the S&P CoreLogic Case-Shiller Home Price Indices, two of the most widely tracked benchmarks in the world.

Prior to joining S&P Indices in 2009, Craig was a managing director of Abacus Analytics, a quantitative consulting firm serving the brokerage and investment management communities. He previously directed marketing and client service for ETF Advisors and Salomon Smith Barney’s Global Equity Index Group, as well as for the Equity Portfolio Analysis group at Salomon Brothers. Earlier, Craig served as chief investment officer of Centurion Capital Management and Vantage Global Advisors, as a managing director of TSA Capital Management, and as a vice president and portfolio manager for Mellon Bank and T. Rowe Price Associates.

A Chartered Financial Analyst, Craig is a graduate of Princeton University and Harvard Business School.

Craig Lazzara is Managing Director and Global Head of Index Investment Strategy for S&P Dow Jones Indices (S&P DJI). The index investment strategy team provides research and commentary on the entire S&P Dow Jones Indices’ product set, including U.S. and global equities, commodities, fixed income, and economic indices. Craig previously served as product manager for S&P Indices’ U.S. equity and real estate indices. These include the S&P 500® and the S&P CoreLogic Case-Shiller Home Price Indices, two of the most widely tracked benchmarks in the world.

Prior to joining S&P Indices in 2009, Craig was a managing director of Abacus Analytics, a quantitative consulting firm serving the brokerage and investment management communities. He previously directed marketing and client service for ETF Advisors and Salomon Smith Barney’s Global Equity Index Group, as well as for the Equity Portfolio Analysis group at Salomon Brothers. Earlier, Craig served as chief investment officer of Centurion Capital Management and Vantage Global Advisors, as a managing director of TSA Capital Management, and as a vice president and portfolio manager for Mellon Bank and T. Rowe Price Associates.

A Chartered Financial Analyst, Craig is a graduate of Princeton University and Harvard Business School.

This CE activity has been approved by FPSC® as meeting the minimum requirements for CE Approval as outlined within the FPSC Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter/content author and do not necessarily reflect the views of Financial Planning Standards Council (FPSC).