Investing in 5G & Cloud Infrastructure – Nasdaq – 8.6.19

Summary:

Now On Demand.

Digital communications are evolving at an astonishing rate with our economy depending on an increasingly sophisticated foundation of data centers, wireless towers, and fiber optic networks. Complex data flows for artificial intelligence, augmented reality/virtual reality, blockchain, and the internet of things will command an unprecedented buildout of technological infrastructure, with trillions of dollars to be spent in the next few years alone, to support these innovative solutions.

In this webcast, we’ll explore how advisors can capitalize on thematic growth trends associated with the explosive growth in digital infrastructure.

Participants will learn:

• How to capitalize on the buildout of 5G networking and cloud Infrastructure in investment portfolios.
• How cloud data sets such as artificial intelligence, augmented reality/virtual reality, blockchain, and the internet of things require strong telecommunication network infrastructure.
• Why data centers, fiber optic networks, and cell phone towers are highly specialized, mission critical, assets for 5G and Cloud.
• The diversification effects of technology infrastructure as low correlation assets with differentiated risk/return profiles to other asset classes.
• How to get exposure to these industries via a thematic ETF.

Speakers:

Kevin R. Kelly is the Founder, CEO & Managing Partner of Benchmark Investments where he also serves as the index portfolio manager of Benchmark’s SCTR℠ index series. Benchmark’s SRVR, INDS, and RTL SCTR℠ indexes power investment products and asset mandates for leading institutions. Previously, he founded Recon Capital Partners where he served as the Chief Investment Officer and Portfolio Manager of affiliated funds including a long / short REIT hedge fund and ETFs. At Recon Capital, Mr. Kelly led initial public offering of the Eagle Growth and Income (NYSE: EGIF) closed end fund after creating a custom options strategy for the portfolio as well as building their successful ETF (exchange traded fund) franchise. Kevin Kelly also previously worked for Goldman Sachs in the investment management division. Mr. Kelly’s thought leadership on markets can be found throughout media outlets weekly. In September of 2014, Nasdaq named Kevin Kelly an ‘ETF Insider’ and is frequently featured at industry events.

Chip Newcom is the Director of Investor Relations and Sustainability at Equinix, the global interconnection and data center company. Since joining Equinix in 2015, he has held various roles in investor relations and treasury. In his current role, he has helped shape the company’s IR messaging and communications strategy and while in treasury he managed the company’s capital markets activities for the Telecity, Verizon and Bit-Isle acquisitions. Prior to Equinix, Mr. Newcom spent seven years HSBC in the Global Banking and Capital Markets division, where he advised US multinational clients on foreign exchange hedging.

Mr. Newcom earned an M.B.A. from the Kellogg School of Management and a B.S. in Industrial Engineering from Northwestern University.

Sean O’Hara is the President of Pacer ETF Distributors ($4.4B AUM). Pacer ETFs builds Strategy Driven ETFs^® that serve as tools to help investors navigate turbulent markets. Pacer ETFs currently offers 20 ETFs that utilize passive, rules-based strategies. Sean began his career at PLANCO/Hartford in 1985, where he spent 22 years as wholesaler, divisional manager, and managing director of the national wholesaler team. In 2007, Sean joined Joe Thomson again, co-founder of PLANCO, at Pacer Financial to serve as a national wholesaling company for various products including ETFs, ETNs, Annuities, and SMAs. In 2015, Pacer ETFs was launched. The company has since doubled in size and AUM. Sean often appears on Fox Business Network, CNBC, and various other news outlets to give insight into the market.