Back to Basics: A Real Estate ETF that actually considers real estate fundamentals – Vident Financial 6.20.18

Summary:

This will not be available for On Demand replay. For more information, please contact Kevin Davis.

Vident Financial recently launched one of the only real estate ETFs that actually looks at what matters most when investing in real estate: location, property type and leverage. Join us to learn more about real estate as an alternative asset to diversify your current portfolio.

We will discuss:

  • Why investors should look into real estate assets
  • How real estate assets react during market environments similar to todays
  • Real estate as an attractive yield-generating opportunity
  • How financial advisors can incorporate a real estate strategy in a diversified investment portfolio

More about Real Estate:

  • REITs historically have delivered competitive total returns, based on high, steady dividend income and long-term capital appreciation.
  • Their comparatively low correlation with other assets also makes them an excellent portfolio diversifier that can help reduce overall portfolio risk and increase returns.


Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:

Kevin Davis
Chief Growth Officer
Vident Financial

Mr. Davis has over 17 years of experience raising capital in the financial services industry, and a total of 25 years of sales and marketing experience. He is responsible for driving growth through all channels nationally for Vident Financial. As a Key Note speaker at conferences and seminars he educates advisors and investors on the benefits of adding Principle Based Investments to a well-diversified portfolio.

Over the past 17 years Mr. Davis has held various Regional Director and Vice President of Sales positions for well known Real Estate Investment, Private Debt and Private Equity firms. In each of his previous companies he was considered a Growth Specialist, consistently driving and sustaining bottom line performance!

His success has been driven primarily by the focus he places on helping Financial Professionals improve and grow their businesses. His previous experience in the Management Consulting field is valuable to Financial Professionals, who view him as not only an expert in the Investment field, but also a high level Executive Business Coach.

Mr. Davis has been happily married to his college sweetheart for 25 years, has 3 beautiful daughters, and two crazy dogs. He and his family attend Fellowship Bible Church in Roswell, GA. His interests involve being the Chief Encouragement Officer for the Davis family at swim meets, dance recitals, science expeditions, horse shows, and church events. In his spare time you will likely find him working in the garden or staying up all night by his smoker, cooking the best ribs and beef brisket you will ever eat!

Fred Stoops
Head of Real Estate Investments
Vident Financial

Fred played a key role in the conception and design of PPTY. Before PPTY, he worked in the Merchant Banking Division of Goldman Sachs, where he focused on real estate and non-performing loan acquisitions across Europe. Prior to Goldman Sachs, he worked at Chatham Financial, a boutique investment bank and leading risk management advisor, where he specialized in real estate restructuring and leveraged finance.

Fred holds a B.S. in Economics from the Wharton School of Business and a B.A. in International Studies from the School of Arts and Sciences at the University of Pennsylvania.

Jerry Bowyer
Chief Economist
Vident Financial

Jerry Bowyer is a leading thinker in finance and economics. He is the Chief Economist of Vident Financial, Editor of Townhall Finance, and President of Bowyer Research. Jerry is a Forbes.com columnist and has been a frequent commentator on Fox Business News, Fox News, and CNBC. He has been a contributing editor of National Review Online, The New York Sun and Townhall Magazine, and he has written for the Wall Street Journal and for numerous other publications.

Prior to his role at Vident Financial, he served on the investment committees of Benchmark Financial Network, and of Jordan American Holdings’ fund, Impact Management Investment Trust.

Jerry has a BS/BA in accounting from the Robert Morris University School of Business. He worked for both the audit and tax divisions of Arthur Andersen and Co., and subsequently served as Vice President of the Beechwood Company, the family office for the owners of Federated Investors, and he was a pension asset administrator for John S. Agatston Actuarial Services.

Andrew Alden
Head of Quantitative Research
WeatherStorm Capital

Mr. Alden has ten years of investment management industry experience and currently serves as Head of Quantitative Research for WeatherStorm Capital. Mr. Alden led the quantitative development of PPTY’s underlying index, PPTYX. Before PPTY, Andrew played a key role in developing the other Vident indexes and serves on the Vident Investor Oversight Committee. Prior to Mr. Alden’s role with WeatherStorm Capital, Andrew served as a senior portfolio strategist at Lattice Strategies and the lead researcher designing systematic equities strategies. Prior to earning his MFE, he worked at Guggenheim Partners and Citco Fund Services. Mr. Alden obtained a Masters in Financial Engineering from University of California Berkeley and a BCom in Economics & Finance from University of Cape Town, South Africa. He holds a Chartered Financial Analyst designation.

Overview:

Title: Back to Basics: A Real Estate ETF that actually considers real estate fundamentals
Date: Wednesday, June 20, 2018
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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