ETF Action Live Demo: Navigating, Researching, and Selecting ETFs with a Purpose – ETF Action – 3.14.19

Summary:

Now On Demand.

Advancements in data and technology, combined with the ETF wrapper has made aligning investment ideology, market assumptions and client needs a reality. But with over 2,200 U.S. listed ETFs, finding the right ETF can seem a bit like playing ticker alphabet soup.

Mike Akins, Founding Partner at ETF Action, will guide the discussion while he leverages the ETF Action Terminal to quickly navigate the ETF landscape and illustrate which factors to evaluate when selecting various ETF strategies.

John Davi, Founder of Astoria Portfolio Advisors, highlights which ETFs align to his 2019 macro outlook and illustrates how he uses the ETF Action Platform to find the right ETFs for his models.

ETF strategies to be explored:

• Factor Investing: The many flavors of “quality” and which ETFs align to John’s 2019 macro outlook
• Expanding your Core: How to evaluate Thematic ETFs and why Mike thinks there’s opportunity in a new breed of material sector companies
• Exposure Matters: Tactical ETF plays and why sometimes you should look beyond market cap
  • Sectors & Industries: Consumer Discretionary Market Cap vs. Equal Weight vs. Small Cap
  • Regions & Countries: China Mega Cap, Large Cap, Small Cap & A Shares

Speakers:

Mike has 20 years of financial industry experience spanning multiple disciplines. Prior to founding ETF Action, Mike served as SVP, Head of ETFs at ALPS Advisors where he oversaw all aspects of the $15 billion ALPS ETF Trust. Throughout his career Mike held various management level positions in Product Development, Research & Data Analytics, Risk Management, Compliance, Audit and Operations at ALPS, UMB and State Street. Mike holds a Bachelor of Arts degree in Business Administration from Briar Cliff University, is an Honor Graduate from the Fiduciary Risk Management School at the Cannon Financial Institute, and Received a NICSA Award for Emerging Leaders in the Asset Management Industry in 2017.

Prior to joining ALPS, Mike worked at UMB Financial Corporation in Compliance and Fiduciary Risk Management. Prior to UMB, Mike was an account manager at State Street Financial Corporation. Mike has over 15 years financial industry experience, is an Honor Graduate from the Cannon Financial Institute’s Fiduciary and Investment Risk Management School, and graduated from Briar Cliff University with a B.A. in Business Administration.

Astoria’s founder, John Davi, has 20 years of experience spanning across Macro ETF Strategy, Quantitative Research and Portfolio Construction. John was Head of Morgan Stanley’s Institutional ETF Content where he produced hundreds of reports over an 8-year period. While working for Morgan Stanley, John advised many of the world’s largest Hedge Funds, Asset Managers and Pension/Endowments. John’s ETF content was top ranked twice by Institutional Investor magazine under the Sales and Trading category and once by ETF.com.

John began his career in 2000 doing research on ETFs in Merrill Lynch’s Global Equity Derivatives Research group. During his tenure in research, John produced several hundred reports on ETFs, Futures, Options, & Indices. John was part of a team that was ranked top 3 by Institutional Investor magazine in 6 of his 8 years. John structured ETF portfolio solutions as early as 2002 for both Merrill Lynch’s Institutional and Retail client base where billions of assets were raised and executed.