How to Customize an S&P 500 Portfolio – ProShares – 11.7.22

Summary:

Now On Demand

In today’s uncertain equities market, clients are looking to their advisors for tailored, flexible investments. In this exclusive webcast, ProShares will partner with S&P Dow Jones Indices to deliver insights into the importance of sectors and strategies for customizing clients’ S&P 500 portfolios.

Topics we will cover include:

• S&P 500 performance this year
• An overview of sectors
• Sectors’ impact on volatility and diversification
• A look at the S&P 500 Ex-Sector Indices
• An introduction to ProShares Ex-Sectors ETFs

Speakers:

Troy Goldstein joined ProShares in 2011 and currently serves as Executive Director, Distribution. Mr. Goldstein is responsible for running distribution, overseeing the sales team and heading national accounts for the full lineup of ProShares ETFs and ProFunds mutual funds. Mr. Goldstein previously served as the Executive Director, Head of National Accounts. Mr. Goldstein brings vast industry experience from multiple roles in London, Zurich, and the United States. Before joining ProShares, he was Executive Director, Head of Portfolio Distribution Europe with UBS AG. Mr. Goldstein managed sales specialist teams across Europe focused on discretionary and non-discretionary fee-based portfolio solutions and supporting structured products, funds, and ETFs. Before that, Mr. Goldstein was Executive Director, Head of the Investment Solution Sales Team in UBS’s U.S. headquarters in Weehawken, NJ. He also held two positions within UBS’s Products & Marketing Group, in Zurich, Switzerland. Mr. Goldstein began his career in financial services as a Financial Advisor with PaineWebber, which later became UBS. Mr. Goldstein received a JD from Kensington University Law School and a bachelor’s degree in business administration–financial management from California State University, Long Beach. In addition, he has received his certificate of completion from the Securities Industry Institute at the University of Pennsylvania’s Wharton School.

Simeon Hyman joined ProShares in 2013 as Head of Investment Strategy. He leads ProShares’ team of investment professionals engaged in portfolio analysis, product research and development, education and the delivery of investment strategies using the company’s ETFs. He and his team are also responsible for the development and publication of research, white papers and other content to present ProShares as a leader in the ETF industry.

Simeon earned bachelor’s and master’s degrees in economics from the University of Connecticut and an MBA from Columbia Business School. He holds Series 7, 24, 63 and 66 FINRA registrations and the Chartered Financial Analyst designation.

Anu R. Ganti is Senior Director, Index Investment Strategy at S&P Dow Jones Indices (S&P DJI). The index investment strategy team provides research and commentary on the entire S&P DJI product set, including U.S. and global equities, commodities, fixed income, and economic indices.

Prior to joining S&P DJI, Anu worked in the asset management space, completing a post-MBA rotational program at Russell Investments and working as a portfolio manager focusing on emerging market equities at Parametric Portfolio Associates (subsidiary of Eaton Vance).

Anu is a CFA charterholder and holds an MBA in finance and economics from Columbia Business School, and a bachelor’s degree in finance and marketing from NYU’s Stern School of Business.