Help optimize your portfolio with mid-year factor and income strategies – Invesco – 6.16.25

December 11, 2022

Overview:

Title: Help optimize your portfolio with mid-year factor and income strategies

Date: Monday, June 16, 2025

Time: 1:00 PM Eastern Daylight Time

Duration: 1 hour

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Summary:

On Demand CE Soon
Join experts Nick Kalivas and Justin Danfield to explore current market complexities. Learn to leverage RSP, QQQM, SPHQ, and SPLV for equity enhancement and diversify with non-core Fixed Income ETFs. Gain insights on adjusting your portfolio amidst geopolitical uncertainties, focusing on diversification and risk mitigation. Optimize your investments for the year’s second half.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Nick Kalivas Head of Factor and Core Equity Product Strategy Invesco

Nick Kalivas is Head of Factor and Core Equity Product Strategy for the Invesco ETFs and Indexed Strategies team. In this role, he and his team are charged with working on researching and developing product-specific strategies, as well as creating thought leadership to help position and promote the smart beta and factor-based ETF and index lineup.

Mr. Kalivas joined Invesco in 2014. Prior to his current role, he was a senior equity ETF strategist. Before joining the firm, he spent the majority of his career in the futures industry, delivering research, strategy, and market intelligence to institutional and high-net-worth clients in the equity and interest rate markets. He was a featured contributor for the Chicago Mercantile Exchange and provided research services to a New York-based global macro commodity trading advisor where he supplied insight on equities, fixed income, foreign exchange, and commodities. Mr. Kalivas has been quoted in The Wall Street Journal, Financial Times, The New York Times, by Reuters and the Associated Press, and has made numerous appearances on CNBC and Bloomberg.

Mr. Kalivas earned a BBA degree in accounting and finance from the University of Wisconsin — Madison and an MBA from the University of Chicago, Booth School of Business with concentrations in economics, finance, and statistics. He holds the Series 7 and 63 registrations.

Justin Danfield Fixed Income ETF Strategist Invesco

Justin Danfield is a Fixed Income ETF Strategist at Invesco. In this role, he is focused on product strategy and research.

Mr. Danfield joined Invesco in 2018 as an ETF capital markets associate. Prior to joining the firm, he was an ETF senior associate at Guggenheim Investments. Mr. Danfield has been in the industry since 2014.

Mr. Danfield earned a business degree in economics from Virginia Tech. He is a Chartered Financial Analyst^® (CFA) charterholder and member of the CFA Society of Philadelphia. Mr. Danfield holds the Series 7, 63, and 65 registrations.