Market Update with Professor Siegel – WisdomTree Asset Management – 3.25.20

Overview:

Title: Market Update with Professor Siegel
Date: Wednesday, March 25, 2020
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

Please join Professor Jeremy Siegel, WisdomTree’s Senior Investment Strategy Advisor and Professor of Finance at Wharton, and Jeremy Schwartz, WisdomTree’s Global Head of Research, for a webcast in which they will discuss how investors may want to think about their portfolio in a time in which there is a lot of uncertainly.

Topics to be discussed:

  • Goals and challenges investors face
  • Why people will likely need to hold equities in their portfolios longer than they have in the past
  • Why dividends offer value
  • Lower for longer bond yields
  • A collaboration between WisdomTree and Professor Siegel to bring a unique solution to investors that could potentially help offset these challenges

Speakers:

Jeremy Siegel Jeremy Siegel Senior Investment Strategy Advisor WisdomTree Asset Management, Inc.

Jeremy J. Siegel, WisdomTree’s Senior Investment Strategy Advisor, is the Russell E. Palmer Professor of Finance at The Wharton School of the University of Pennsylvania. Professor Siegel has written and lectured extensively about the economy and financial markets and is a regular contributor to the financial news media. In 1994, he received the highest teaching rating in a ranking of business school professors conducted by BusinessWeek magazine. His book Stocks for the Long Run was named by The Washington Post as one of the 10 best investment books of all time. His latest book, The Future for Investors, is a bestseller.

Jeremy Schwartz, CFA Jeremy Schwartz, CFA Executive Vice President, Global Head of Research WisdomTree Asset Management, Inc.

Jeremy Schwartz has served as our Executive Vice President, Global Head of Research since November 2018 and leads WisdomTree’s investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research and thereafter, from October 2008 to October 2018, as Director of Research. Prior to joining WisdomTree, he was head research assistant for Professor Jeremy Siegel and helped with the research and writing of Stocks for the Long Run and The Future for Investors. Mr. Schwartz also is co-author of the Financial Analysts Journal paper, What Happened to the Original Stocks in the S&P 500? He received his B.S. in Economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Mr. Schwartz is also a member of the CFA Society of Philadelphia.

For Financial Professionals Only. Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained by visiting the Fund’s website at www.wisdomtree.com. Please read the prospectus carefully before you invest. Foreside Fund Services, LLC, distributor. Jeremy Schwartz is a registered representative of Foreside Fund Services, LLC.