[CPD]: Harness the Power of Quantitative Investing to Survive a Fee-Based Enviro

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Presented by

Gregg Guerin, First Trust • Cameron Lilja, Nasdaq Global Indexes • Jay Gragnani, Nasdaq Dorsey Wright

About this talk

Nasdaq Dorsey Wright & First Trust Bring AlphaDEX® to European Advisors | .5 CPD Credit The growth of technology & fee based advisory in the United States has been a powerful driver of the adoption of ETFs and the outsourcing of Model Portfolios by financial advisors and wealth managers. MiFID II and the rise of robo advisors look set to reshape advisor business models and accelerate these same trends among 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 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 potentially 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 "AlphaDEX®" is a registered trademark of First Trust Portfolios L.P. First Trust Portfolios L.P. has obtained a patent for the AlphaDEX® stock selection methodology from the United States Patent and Trademark Office. Speakers: •Gregg Guerin, Senior Product Specialist, First Trust Global Portfolios •Cameron Lilja, Director of Research & Development, Nasdaq Global Information Services •Jay Gragnani, Head of Research & Client Engagement, Nasdaq Dorsey Wright

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First Trust is a privately owned U.S. based financial services firm established in 1991. Our mission and approach are simple. We aim to offer investors a better way to invest by providing transparent and innovative solutions - through knowing what we own, investing for the long term, employing discipline and rebalancing our portfolios. These core principles are taken into consideration in all aspects of our business and are the building blocks of our reputation. It is through these principles that First Trust’s specialist investment managers apply a robust and disciplined approach to a range of methodologies. We have a strong track record in providing a variety of rules-based, thematic and actively managed strategies investing across a range of equities, fixed income and alternatives. In delivering our message, our regional sales teams work closely with prospects and clients to distribute First Trust’s range of single-country, regional and global solutions across the world. Today, First Trust is one of the fastest growing ETF providers globally.