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US Financial Advisors

  • Capturing China’s Growth with Lower Volatility
    Capturing China’s Growth with Lower Volatility Andy Rothman, Investment Strategist, Tiffany Hsiao, Portfolio Manager, CFA, Sherwood Zhang, Portfolio Manager, CFA Feb 27 2018 9:00 pm UTC 45 mins
    For investors interested in capturing China’s long-term growth potential, lower volatility portfolios made up of high-quality stocks may have strong appeal. Chinese equities present an intriguing total return opportunity, anchored by attractive dividend yields and improving dividend growth prospects. Meanwhile, China’s smaller companies, which tend to be less volatile than their large-cap peers, are riding a wave of innovation and are positioned to come into their own as investment opportunities in 2018.

    Please join China Strategist Andy Rothman along with Portfolio Managers Sherwood Zhang and Tiffany Hsiao as they discuss.
  • Balancing Risk, Compliance, and Performance in Data Analytics
    Balancing Risk, Compliance, and Performance in Data Analytics Scott Jeschonek, Director of Cloud Products (Avere) and Leonord Law, Product Manager (Google Cloud) Feb 28 2018 7:00 pm UTC 60 mins
    In this webinar, Avere Systems and Google Cloud explore the ways in which alternative asset managers are leveraging technology to drive improved profitability data without large capital investments in infrastructure.

    Today’s hedge fund managers are consistently analyzing greater volumes of data, with more speed, from a plethora of sources, with the end ambition of generating more alpha. Balancing the growing risks associated with proprietary data, compliance and regulatory restrictions, while supplying top-level performance is a dilemma facing IT managers everywhere.

    In this webinar we will discuss:

    – The trends driving increased demand for analytics in the alternative asset management sphere
    – Considerations for leveraging the cloud for short-term backtesting workloads
    – Practical tips for overcoming potential obstacles of latency, data movement, and lock-in
  • Harness the Power of Quantitative Investing to Grow Your Practice
    Harness the Power of Quantitative Investing to Grow Your Practice Greg Guerin, First Trust • Dave Gedeon, Nasdaq Global Indexes • Jay Gragnani, Nasdaq Dorsey Wright Mar 6 2018 2:30 pm UTC 30 mins
    Nasdaq Dorsey Wright & First Trust Partner to Bring AlphaDEX® to European Advisors | 1 CPD Credit (pending approval)

    The growth of technology & fee based advisory in the United States have been powerful drivers of the adoption of ETFs and outsourced Model Portfolios by financial advisors and wealth managers.

    MiFID 2 and the rise of Robo advisors looks set to reshape advisor business models and accelerate these same trends amongst investors in Europe.

    Nasdaq Dorsey Wright and First Trust have been at the forefront of this investing revolution in the United States, delivering quantitative asset allocation strategies and systematic smart beta ETFs to empower advisors to compete in this new world.

    The tried and tested combination of Nasdaq Dorsey Wright Relative Strength Model Portfolios and First Trust AlphaDEX® ETFs is a powerful solution now available to advisors in Europe to enable them to future proof their business and thrive in the era of the Robo Advisors.

    In this session participants will learn:
    -How to implement a systematic approach to asset allocation utilising ETFs
    -How to differentiate between smart beta exposures
    -Nasdaq Dorsey Wright relative strength asset allocation methodology
    -First Trust AlphaDEX® security selection strategy

    •Greg Guerin, Senior Product Specialist, First Trust
    •Dave Gedeon, Head of Research & Development, Nasdaq Global Information Services
    •Jay Gragnani, Head of Research & Client Engagement, Nasdaq Dorsey Wright
  • Investing in Cannabis
    Investing in Cannabis TBD Apr 19 2018 2:00 pm UTC 75 mins
    In this webinar, webinar, thought leaders will discuss:

    Regulations, Taxes & Profit potential
    Investing as a social good
    Dispelling the Taboo