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US Financial Advisors

  • Is Now the Time to Increase Exposure to International Equities?
    Is Now the Time to Increase Exposure to International Equities? Kevin Mahn, President & CIO, Hennion & Walsh Asset Mgmnt; John Lewis, CMT, Sr. Portfolio Mgr, Nasdaq Dorsey Wright Dec 4 2017 6:00 pm UTC 45 mins
    Could now be the time to add or increase allocations to international stocks? Consider the following: Historical performance over the past nearly five decades shows that domestic and international stocks have moved in a cycle of alternating outperformance. While past performance is no guarantee of future performance, this suggests that the cycle of domestic stock outperformance may be trending downward. While international stocks beat U.S. stocks by a wide margin for most of the 2003-2007 period, U.S. stocks have generally outperformed international stocks since then, in one of the longest winning streaks for U.S. stocks since 1970. We'll provide an overview of our view of asset allocation using a technical lens. Join us to see how using momentum-based strategies might be a fit for your clients' goals.
    As a participant in the CFA Institute Approved-Provider Program,

    Kevin D. Mahn is the President and Chief Investment Officer of Hennion & Walsh Asset Management. Mr. Mahn is responsible for all of the Wealth and Asset Management products and services offered at the Firm including the SmartTrust® series of Unit Investment Trusts (UITs).

    John Lewis, CMT, is a Senior Portfolio manager with Nasdaq Dorsey Wright. In this role, Mr. Lewis is responsible for the investment strategies used in various different indices and models.Since joining the firm in 2002, Mr. Lewis has developed strategies for the firm’s Systematic Relative Strength series of separate accounts, the Technical Leaders Index methodology, global asset allocation strategies, and multiple series of UITs. His work is technically driven and focuses on relative strength and momentum as the main factors in the investment process.
  • M&A Leaders’ Survey from 451 Research and Morrison & Foerster
    M&A Leaders’ Survey from 451 Research and Morrison & Foerster Brenon Daly, 451 Research and Rob Townsend, Morrison & Foerster Dec 13 2017 6:00 pm UTC 60 mins
    Undeterred by the recent slowdown in M&A activity in 2017, tech acquirers have largely left their bullish forecast for dealmaking unchanged. For the third consecutive time, essentially half of the respondents to the semi-annual M&A Leaders' Survey from 451 Research and Morrison & Foerster indicated that they expected an acceleration in acquisition activity in the coming half-year. Join us for a lively discussion on where acquirers are looking to buy and what they expect to pay in those deals.