A complimentary CE accredited livestreamed event for financial advisors

Where Can Smart Beta Take You?

Join S&P DJI and the industry's smart beta gurus to hear how financial advisors are applying factor and alternatively weighted approaches as a means to manage risk and enhance returns.

Leading practitioners will share their perspectives on:
•   The merits of an array of smart beta approaches based on risk/return profiles
•   How practitioners can strategically combine smart beta with traditional market-cap approaches
•   New frontiers in smart beta: beyond equities
Keynote speaker Harold Evensky, the "Dean of Financial Planning," will kick off the afternoon with his views on the future of financial planning, and equity strategist Sam Stovall, S&P Global Market Intelligence, will close the event highlighting smart beta strategies that have outperformed.

Accepted for 3-hour CFA®, CFP® , and CIMA credits
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FEBRUARY 24, 2016

1:30 PM – 5:00 PM EST
Register   Agenda 

Harold Evensky
Harold Evensky
Evensky & Katz Wealth Management
Tom Dorsey
Tom Dorsey
Dorsey Wright & Associates
Ben Fulton
Ben Fulton
Elkhorn Investments
Jason Hsu
Jason Hsu
Research Affiliates
Sam Stovall
Sam Stovall
S&P Global Market Intelligence
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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 area a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CS Diary.
© S&P Dow Jones Indices LLC, a part of McGraw Hill Financial 2016. All rights reserved. Standard & Poor's and S&P are registered trademarks of Standard & Poor's Financial Services LLC ("S&P"), a part of McGraw Hill Financial. Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC ("Dow Jones"). Trademarks have been licensed to S&P Dow Jones Indices LLC.

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, promote or manage 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.