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

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

Speakers:

Matt Miskin
Market Strategist
John Hancock Investments

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 M. Fuller, CIMA
Head of ETF Distribution
John Hancock Investments

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
Portfolio Manager
Dimensional Fund Advisors

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.

Overview:

Title: Discover the sizable opportunity in mid caps
Date: Tuesday, August 7, 2018
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

Register Now:

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Accepted for one hour of CFP®, CFA® & CIMA®, CIMC® or CPWA® CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below. (Not Applicable for On Demand)
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This complimentary webcast is for financial professionals only and is closed to the public.

Investing involves risks, including the potential loss of principal. There is no guarantee that a fund’s investment strategy will be successful.

John Hancock Multifactor ETF shares are bought and sold at market price (not NAV), and are not individually redeemed from the fund. Brokerage commissions will reduce returns.

Clients should carefully consider a fund’s investment objectives, risks, charges, and expenses before investing. To request a prospectus or summary prospectus with this and other important information, call us at 800-225-6020, or visit us at jhinvestments.com/etf.

John Hancock ETFs are distributed by Foreside Fund Services, LLC, and are subadvised by Dimensional Fund Advisors LP. Foreside is not affiliated with John Hancock Funds, LLC or Dimensional Fund Advisors LP.

NOT FDIC INSURED. MAY LOSE VALUE. NO BANK GUARANTEE. NOT INSURED BY ANY GOVERNMENT AGENCY.
THIS MATERIAL IS FOR INSTITUTIONAL/BROKER-DEALER USE ONLY. NOT FOR DISTRIBUTION OR USE WITH THE PUBLIC.

JHAN-20180717-0148 ETFWBREM 7/18

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