Beyond Beta: ETF Strategies To Generate Alpha


Now On Demand | 3 CFP/CIMA CE Credits | Virtual Event

Enter the Show! Register Now

Designed exclusively for Financial Advisors, The ETF Symposium will showcase current investment strategies, educational content and research from expert ETF managers.


Now On Demand
12:30pm - 4pm EDT - 3 CFP/CIMA CE Hours

12:30pm-1pm ET
Portfolio Construction Using Factor-Based ETFs
Factor-based investing has become popular with advisors as they seek to harness returns beyond traditional, cap-weighted indexes. Momentum factors identify and exploit pricing trends in equity markets. Join us for this in-depth discussion that will cover:
  • Demystifying momentum factors
  • Combining momentum, value and dividend factors to generate alpha
  • Portfolio construction and asset allocation considerations
1pm-2pm ET
Generating Alpha With Small Cap ETFs - 1 CE Credit
Many studies indicate that small-cap equities outperform large-cap equities over time. Further research indicates that factor-based small cap strategies outperform broader market indices by even larger margins. Our panel of experts will explore these theories and present research that covers:
  • Small-cap equity growth and value index composition
  • Utilizing multi-factor small-cap equity strategies to generate alpha
  • Diversification, asset allocation and portfolio construction considerations
2pm-3pm EST
The Case For Active ETFs - 1 CE Credit
As the bull market moves towards its 9th birthday, actively-managed ETF strategies can help uncover attractive long-term investment opportunities. But not all actively-managed strategies are created equal. Rigorous research, selectivity, flexibility, sound judgment, and a disciplined, proven investment approach are the keys to building wealth in the years ahead. This session will examine investment opportunities covering:
  • The attributes of successful active managers
  • Undervalued companies offering long-term growth potential
  • Incorporating active strategies in a well-diversified portfolio
3pm-4pm EST
Alternative Income ETF Solutions - 1 CE Credit
With interest rates near all-time lows, and the prospect for rising rates in the future, investors are challenged with finding fixed income solutions. Join us for an in-depth discussion that will cover:
  • Beyond Beta: Identifying “smart beta” equity yield opportunities
  • Improved diversification through a global multi-asset class approach
  • The importance of cash management and capital preservation


Tim Alward

Timothy R. Alward, CFA

President, CEO
Ford Equity Research
Joseph Barrato

Joseph Barrato

CEO, Director of Investment Strategies
Arrow Investment Advisors, LLC
sal bruno

Salvatore J. Bruno

CIO and Managing Director
Index IQ

Marc Chaikin

Chaikin Analytics

Charles Coleman, CFP®, CIMA®, CMT

Associate Portfolio Manager
Nasdaq Dorsey Wright

Christopher Davis

Portfolio Manager and Chairman
Davis Advisors

Joseph Kairen

Senior Director, Strategy & Volatility
S&P Dow Jones Indices

Michael J. Kastner, CFA

Halyard Asset Management, LLC

Dodd Kittsley

Director of ETF Strategy
Davis Advisors

Carlton Neel

Chief Operating Officer
Chaikin Analytics

Register Now
This is an online event and registration is free for financial advisors.

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