Income Opportunities to Consider as We Head Into 2024 – Global X ETFs – 12.7.23

Summary:

On Demand Now

Join Global X’s Rohan Reddy, Director of Research, and Product Specialist’s Chandler Nichols and Sam Moore as they explore tax-loss harvesting opportunities and potential solutions as we venture into 2024. The discussion will encompass a diverse range of income-oriented asset classes, including:

• Emerging Market Debt
• Preferreds
• High-Quality Dividend Equities
• 1-3 Month U.S. Treasury Bills

Speakers:

Rohan joined Global X in 2015. He works within the firm’s research team, providing insights into the financial markets and Global X’s unique range of ETFs, including Energy Infrastructure, Preferreds, Covered Calls, & Dividend strategies. Rohan is also a member of the firm’s Portfolio Construction Committee (PCC), providing model portfolio solutions to investors. He is a frequent contributor to the Global X blog. Rohan earned his BA in Economics from New York University.

Chandler joined Global X in 2021. In his current role as a Product Specialist, he works closely with the research analysts and sales team to maintain and promote client-facing research content, as well as communicate insights with clients and internal stakeholders around the globe. Chandler started his career in Asset Management at BlackRock and previously served as an ETF Due Diligence Analyst at Oppenheimer & Co. He graduated from Monmouth University with a BS in Business Administration and a concentration in Finance as well as holds an MBA from the same institution. To date, he has passed Levels 1 & 2 of the CFA Program.

Sam joined Global X in April of 2019 as an internal consultant, moving to the research team in January of 2022. As a product specialist, he has broad exposure to the firm’s ETFs, particularly focusing on responding to specific client questions about ETF methodology, structure, economic events, and product comparisons as well as creating custom slide decks and conducting internal product trainings. He’s also currently working towards his CFA. Prior to joining Global X, Sam worked as an intern at Morgan Stanley on the wealth managementside. Sam earned his BS in Finance from Iowa State University.