S&P Dow Jones Indices | S&P Global

A complimentary event for financial advisors
Managing Risk Without Curbing Returns – Denver in the Driver's Seat
Join us and our line-up of industry leaders as they explore ETF allocation strategies designed to increase gains while keeping risk in check.

Given the timeliness, Sam Stovall, U.S. Equity Strategist at S&P Global Market Intelligence, will give the keynote on the November election's impact on business cycles and forecast scenarios at sector and industry levels.

Panelists will discuss:
•   Moving away from emotional decision-making with tactical rules-based strategies
•   Using indexed ETFs as portfolio building blocks to control risk while delivering income in this stagnant rate environment
•   First-hand accounts of how index-based strategies clear up time to focus on clients
Accepted for 3-hour CFA®, CFP® and CIMA® credits
 
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WEDNESDAY
SEPTEMBER 14, 2016

1:30 PM – 5:00 PM

JW MARRIOTT DENVER CHERRY CREEK

DENVER, CO
 
Register   Agenda 
 
 
FEATURED SPEAKERS
Sam Stovall
Sam Stovall
S&P Global Market Intelligence
Scott Mercier
Scott Mercier
U.S. Olympic Cyclist
John Mauldin
John Mauldin
Mauldin Economics
Malia Morales
Malia Morales
Tactical Associates/Merrill Lynch
 
 
PARTICIPATING FIRMS
3EDGE Asset Management
Cardan Capital Partners
Invesco PowerShares
KCG
Mauldin Economics
Morgan Stanley Wealth Mgmt
Peak Capital Management
Tactical Associates/Merrill Lynch
Two Rivers Capital Consulting
UBS
 
 
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CFA Institute
As a participant in the CFA Institute Approved-Provider Program, S&P Dow Jones Indices has determined that this program qualifies for CE credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CS Diary.
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Disclaimer: This event is intended for financial advisors and investment professionals. It is not possible to invest directly in an index. S&P Dow Jones Indices LLC, Dow Jones, S&P and their respective affiliates (collectively "S&P Dow Jones Indices") do not sponsor, endorse, sell, or promote any investment fund or other investment vehicle that is offered by third parties and that seeks to provide an investment return based on the performance of any index. This document does not constitute an offer of services in jurisdictions where S&P Dow Jones Indices does not have the necessary licenses. S&P Dow Jones Indices receives compensation in connection with licensing its indices to third parties. Statements made by persons who are not S&P Dow Jones Indices employees represent their own views and opinions, and are not necessarily the views of S&P Dow Jones Indices.