Looking Outside of EAFE to Generate Alpha – Nasdaq – 3.19.18


Now On Demand.

As International Equities continue to hold strong and the global economy continues to accelerate, where can advisors look to generate alpha outside of the standard EAFE allocation? In this webcast, participants will learn:

    • How the overall strength of the U.S. market vs. the World may be changing


    • Why it’s important to think outside traditional international benchmarks


    • How to generate alpha & lower correlation to the U.S. with a country rotation focus


    • The benefit of global macro investing & why it should not be overlooked


    • The benefits of thinking tactically about international allocations


    • How to incorporate global macro or country momentum into a portfolio


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


John Lewis, CMT
Senior Portfolio Manager
Nasdaq Dorsey Wright
John Lewis is a Senior Portfolio manager with Nasdaq Dorsey Wright. In this role, Mr. Lewis is responsible for the investment strategies used in various different indices and models.

Since joining the firm in 2002, Mr. Lewis has developed strategies for the firm’s Systematic Relative Strength series of separate accounts, the Technical Leaders Index methodology, global asset allocation strategies, and multiple series of UITs. His work is technically driven and focuses on relative strength and momentum as the main factors in the investment process.

One of the foremost experts on relative strength investing, Mr. Lewis has authored several original research papers on the subject. He is a Chartered Market Technician (CMT) and a member of the Market Technician’s Association and the American Association of Professional Technical Analysts.

Mr. Lewis earned an M.B.A. in Finance from the University of Southern California and a B.A. from the University of San Diego.

He began his career in the investment industry in 1994. He is married and has two children.

Joseph Barrato
Chief Executive Officer
Arrow Funds
Joe is a founding member of Arrow Investment Advisors, LLC, the advisor to Arrow Funds. His responsibilities include investment strategy, business development and marketing. Joe’s experience of more than 20 years includes six years at Rydex Investments, where he was positioned at the helm of Rydex research, educating financial intermediaries on how to use Rydex Funds. He created fundamental and technical research tools and developed momentum models with Rydex sector funds. As Director of Product Development, he was responsible for researching new strategic opportunities, as well as creating high-quality investment products and services. He also initiated the research to create and launch the firm’s first buy-and-hold mutual fund, the Rydex Sector Rotation Fund. Prior to Rydex, Joe spent 12 years at the Federal Reserve Board of Governors. As a financial analyst, he assisted economists and analyzed monetary aggregate data. As a senior financial examiner, he advised Fed officers and board officials on financial, operational and managerial enhancements. He holds a bachelor’s degree in business administration from The George Washington University, where he majored in finance and minored in accounting.


Title: Looking Outside of EAFE to Generate Alpha
Date: Monday, March 19, 2018
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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