2020 Outlook – ETF Implementation – Ned Davis Research – 1.14.20

Summary:

Now On Demand.

Join us for our upcoming webcast, 2020 Outlook – ETF Implementation. NDR’s ETF Strategist, Will Geisdorf, will begin by discussing the opportunities, risks and key drivers for 2020. He will then focus on how to align ETF implementation ideas with the market outlook. We will explore how to find the most appropriate ETFs for 2020 using the NDR ETF toolbox. A few discussion highlights will also include:

• Which ETFs should investors consider given market conditions?
• Identifying which of the most popular ETFs in 2019 might struggle in 2020
• Reviewing the positioning of the NDR ETF Model

Speakers:

Will Geisdorf, CMT, is the ETF Strategist for Ned Davis Research, focusing on implementation of the firm’s research themes. He serves a cross-functional role that includes running the weekly strategy meeting and communicating the firm’s message to clients. He previously worked with the firm’s Chief Global Investment Strategist, Tim Hayes, and others to develop the firm’s U.S. and Global Equities/ Asset Allocation services. Will started his career at NDR working in the Custom Research Solutions Department, performing a variety of research projects for NDR clients using quantitative methods. Will joined the firm in 2007.

Before joining NDR, Will was a Senior Currency Trader for PremiereFx, where he hosted a daily radio program, provided market commentary, and traded the firm’s in-house foreign currency account.

Will has been featured as a guest on CNBC and Bloomberg radio in addition to be quoted by various news outlets including the Wall Street Journal, New York Times, and Barron’s. Will received his Bachelor of Science degree in Finance from the University of Central Florida and is a Chartered Market Technician (CMT). He is designated a Subject Matter Expert by the CMT Association and sits on the CMT Curriculum and Test Committee.

Robert C. Schuster, CFA, CMT, is the Senior Director of Research Content and Investment Solutions. Robert is a member of the NDR Senior Management Team. Robert manages and coordinates NDR’s broader research product strategy and packaging, and is responsible for the operational implementation of NDR’s research content output. Robert leads NDR’s ‘Investment Solutions’ business (e.g. Model Provider), from research development to partnership relationships with RIA’s, ETF providers, and other 3rd party partners for distribution of NDR model strategies to the market place.

Since joining the firm in 1989, Robert has held various positions including, Chief Operations Of cer (2004-2016), Managing Director of Custom Research Solutions (1995-2004), and Research Analyst for the Bond/Economic and Custom Research Solutions Departments (1989-1995).

Robert graduated with honors from the University of Illinois with a Bachelor of Science in Finance. Robert is a CFA charterholder and Chartered Market Technician. He is also a member of the CFA Institute, CFA Tampa Bay Society, Market Technicians Association (MTA), and American Association of Professional Technical Analysts (AAPTA). His paper on “S&P Group Lead Time Analysis” was published in the Market Technicians Association Journal.