Now On Demand

Constructing Portfolios with
Smart Beta Strategies

Constructing Portfolios with Smart Beta Strategies

Now On Demand

Panel Description
Increased advisor demand for smart beta investment strategies is driving more discussion and education around outcome-oriented investing and critical portfolio construction considerations. Understanding index composition, style factors, diversification and the effects smart beta strategies can have on the risk/return equation is critical for advisors. Join us for this in-depth panel discussion that will cover:
  • Factor-weighted, rules-based solutions
  • Exposure, diversification and risk considerations
  • Building comprehensive smart beta portfolios

Speakers



Moderator: Matt Schifrin

Vice President & Managing Editor

Forbes Media

Matthew Schifrin is vice president and managing editor at Forbes Media, LLC and Forbes newsletters. He oversees money, investing, markets and personal finance content in Forbes magazine and on Forbes.com, including its Intelligent Investing video show and Financial Advisor Network. Mr. Schifrin also manages Forbes Newsletter Group and Forbes iConferences, and was the founding editor of Forbes Best of the Web. As an investigative reporter, his articles have been featured on the cover of Forbes magazine dozens of times. Mr. Schifrin has won a Society of American Business Editors and Writers, “Best In Business” award and has been a finalist for an American Society of Magazine Editors National Magazine Award. He is a frequent speaker at investor conferences and has appeared numerous times on radio and television. Mr. Schifrin's is also author of The Warren Buffetts Next Door: The World's Greatest Investors You've Never Heard Of and What You Can Learn From Them, published by John Wiley & Sons in 2011.

David Mazza

Head of ETF Investment Strategy

OppenheimerFunds

David Mazza leads the sales support and marketing efforts for the firm’s smart beta products and solutions. In this role, he helps drive strategic and sustainable growth for the firm’s Beta Solutions platform, developing product and market insights to provide actionable solutions for clients. He joined the firm from State Street Global Advisors, where he led ETF and mutual fund research.

Mo Haghbin

Head of Product, Beta Solutions

OppenheimerFunds

Mo Haghbin is the Head of Product within OppenheimerFunds’ Beta Solutions business. He is responsible for leading research and development of new investment solutions, including Smart Beta ETFs. He joined the firm from BlackRock where he was most recently the Head of Business Management for the US Fundamental Fixed Income Team.

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Sponsor

OppenheimerFunds, Inc., a leader in global asset management, is dedicated to providing solutions for its partners and end investors. OppenheimerFunds, including its subsidiaries, manages more than $240 billion in assets for over 13 million shareholder accounts, including sub-accounts, as of July 31, 2017. Founded in 1959, OppenheimerFunds is an asset manager with a history of providing innovative strategies to its investors. The firm’s 16 investment management teams specialize in equity, fixed income, alternative, multi-asset, and revenue-weighted-ETF strategies, including ESG. OppenheimerFunds and its subsidiaries offer a broad array of products and services to clients, who range from endowments and sovereigns to financial advisors and individual investors. OppenheimerFunds and certain of its subsidiaries provide advisory services to the Oppenheimer family of funds, and OFI Global Asset Management offers solutions to institutions. The firm is also active through its Philanthropy & Community initiative: 10,000 Kids by 2020, reaching children with introductions to math literacy programs. For more information on the firm, visit oppenheimerfunds.com.

Producers

RIA Channel® provides investment research, thought leadership, market commentary and investment news for the financial advisor community. RIA Database, the RIA Channel parent company, provides data, technology and digital marketing solutions. Together, RIA Channel and RIA Database produce over 100 investment webcasts per year, and reach an audience of over 350,000 financial advisors.
To find out more visit RIAChannel.com

Forbes Media is a global media, branding and technology company that publishes Forbes, Forbes Asia, Forbes Europe and ForbesLife magazines as well as Forbes.com and ForbesLife.com. The Forbes brand today reaches more than 75 million people worldwide each month through its magazines and 36 licensed local editions around the globe, Forbes.com, TV, newsletters, conferences, research, social and mobile platforms.
To Find out more visit www.forbes.com.