Discover the sizable opportunity in mid caps – John Hancock Investments – 8.7.18

Summary:

Now On Demand.

In this upcoming webinar, John Hancock Investments will outline the case for the mid-cap asset class and consider the merits of a multifactor ETF approach subadvised by Dimensional Fund Advisors.

Topics will include:

• What makes mid caps so attractive today
• Academic research supporting a factor-based approach to mid caps
• How advisors can incorporate John Hancock Multifactor Mid Cap ETF (JHMM) into a diversified portfolio

Speakers:

Matt is a senior member of the investment research team at John Hancock Investments, where he focuses on capital markets research. He also works with the company’s investment manager oversight team to gain insight on current investment trends and leads the development of John Hancock Investments’ quarterly market outlook, Market Intelligence.

Prior to joining John Hancock Investments in 2014, Matt was a manager due diligence analyst at LPL Financial Research covering hedge funds and liquid alternative investments as well as other long-only strategies. In addition, he was a member of the team that managed the firm’s discretionary model portfolios. Matt received a B.S. in Finance from Elon University and an M.B.A. from Babson College.

Michelle is a Senior Managing Director and Head of ETF Distribution for John Hancock Investments. In this role, she is responsible for leading a team of regionally based ETF Specialists who collaborate with multiple distribution channels to deliver ETF ideas and solutions to John Hancock clients. In addition, Michelle is responsible for building and maintaining home office ETF platform and analyst relationships with John Hancock’s partner firms nationwide.

Prior to joining John Hancock Investments in 2016, she held ETF specialist and national accounts roles at PIMCO and State Street Global Advisors, respectively. She started her career at UBS Financial Services in rotational program. Michelle received a B.S. in Marketing and International Business from the Pennsylvania State University, and holds the Certified Investment Management Analyst designation.

Joe Hohn is a portfolio manager at Dimensional Fund Advisors. He manages multiple domestic and international portfolios and is involved with detailed portfolio construction and design methodology. Prior to joining Dimensional, Joe spent 10 years as an aerospace engineer, designing, operating, and testing various satellite programs while working for Boeing, Northrop Grumman and SAIC.

Joe completed an MBA at the UCLA Anderson School of Management in June 2012 with a concentration in finance. He also holds a MS in aerospace engineering from the University of Southern California and a BS in aerospace engineering from Iowa State University.