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Now On Demand. Global market vulnerabilities such as peaking valuations, inflationary pressures and cautious geopolitical sentiment are driving modest growth forecasts and defensive portfolio positioning. However, nuggets of opportunity in select sectors and markets are driving advisor interest as we head into the fourth quarter. Join us for this in-depth discussion that will provide an outlook on:
Sponsors of this webcast may contact registrants. This webcast is for financial professionals only. |
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Speakers: |
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Maxwell Gold has more than a decade of experience in the investment and wealth management industry. Maxwell joined ETF Securities, a leading global ETF provider, to oversee US Investment strategy and research for their growing US business. Previously, Maxwell served as Investment Strategist with the Chief Investment Office at Bank of America Merrill Lynch. There he provided thought leadership research and investment insights for advisors and high-net worth clients. Prior to that, Maxwell worked with the Investment Research team at the World Gold Council where he was producing industry leading investment research, whitepapers, and publications on the market and gold’s role in investment and portfolio allocation. Following that position, he worked at JP Morgan Private Bank on the Global Portfolio Construction team who oversaw the investment strategy and portfolio construction of over $200 billion in client assets. Maxwell holds a Master of Science in Finance from the William E. Simon Graduate School of Business and a B.A. degree in Economics from the University of Rochester. He holds the series 7 and 66 registrations. |
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Mark T. Dodson developed and runs the firm’s quantitative models and processes, and is responsible for the development of Cypress Capital’s portfolio strategies. Since 2001, Mark has served as the Director of Research at an institutional research and investment firm. Prior to that role, Mark was a portfolio manager for a micro-cap value hedge fund. In addition to portfolio management, his role includes the oversight of data supporting the firm’s models and inputs, the search, development, and implementation of new indicators, and the creation of special market studies and reports. Mark and his work have appeared in Barron’s, CBS MarketWatch, Bloomberg, TheStreet.com, among other publications. |
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Matt Collins has more than a decade of ETF experience and joined ETF Securities, a leading global ETF provider, to oversee product development and capital market efforts for their growing US business. Previously, Collins worked for CSOP, the largest global China A share manager (RQFII). In his role at CSOP, he oversaw relationships with trading firms and other liquidity providers. During his time at CSOP he helped them become the first Chinese asset manager to enter the US market. In addition, Collins spent a significant amount of time assisting US clients understand the rapid developments in mainland China and how this impacts client portfolios and liquidity needs. Prior to this, Collins worked at Vanguard where he was responsible for the development, launch and positioning of Vanguard’s ETF line-up. Collins holds a B.A. degree in Political Science from the University of Notre Dame. Collins holds the series 7 and 63 registrations as well as the Chartered Financial Analyst (CFA) designation. |
Overview: |
Title: 4th Quarter Market Outlook |
Date: Tuesday, September 19, 2017 |
Time: 11:00 AM Eastern Daylight Time |
Duration: 1 hour |
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