Navigating today’s market risks – WisdomTree – 4.6.22

Overview:

Title: Navigating today’s market risks
Date: Wednesday, April 6, 2022
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

Register Now:

Already Registered?
Accepted for one hour of CFP®, CFA® & CIMA®, CIMC®, CPWA® or RMA CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below.
*I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by the sponsor.

Summary:

Now On Demand.

Ongoing Fed rate hikes. Soaring inflation alongside rising commodity prices. War in Europe complicating commodity supply chains. In today’s economic landscape, investors need your support to proactively mitigate risk and generate yield. Please join WisdomTree’s Kevin Flanagan, Head of Fixed Income Strategy, Aneeka Gupta, Director of Macroeconomic Research and Alejandro Saltiel, Director of Research as they discuss:

  • The latest developments shaping a new commodities landscape
  • Where fixed income is heading as the Fed has taken liftoff
  • Leveraging a barbell strategy and tools to hedge inflation and mitigate risk
  • Key highlights of WisdomTree strategies well-positioned for this environment

Speakers:

Kevin Flanagan Kevin Flanagan Head of Fixed Income Strategy WisdomTree

As part of WisdomTree’s Investment Strategy group, Kevin serves as Head of Fixed Income Strategy. In this role, he contributes to the asset allocation team, writes fixed income-related content and travels with the sales team, conducting client-facing meetings and providing expertise on WisdomTree’s existing and future bond ETFs. In addition, Kevin works closely with the fixed income team. Prior to joining WisdomTree, Kevin spent 30 years at Morgan Stanley, where he was most recently a Managing Director. He was responsible for tactical and strategic recommendations and created asset allocation models for fixed income securities. He was a contributor to the Morgan Stanley Wealth Management Global Investment Committee, primary author of Morgan Stanley Wealth Management’s monthly and weekly fixed income publications, and collaborated with the firm’s Research and Consulting Group Divisions to build ETF and fund manager asset allocation models. Kevin has an MBA from Pace University’s Lubin Graduate School of Business, and a B.S in Finance from Fairfield University.

Aneeka Gupta Aneeka Gupta Director of Macroeconomic Research WisdomTree

Aneeka Gupta is Associate Director of Research at WisdomTree. Prior to the acquisition of ETF Securities in April 2018, Aneeka worked as an Equity & Commodities Strategist at the company. Aneeka has 13 years of experience working as a Research Analyst across a wide range of asset classes. In her current role she is responsible for conducting analysis for all in-house commodity and macro publications and assisting the sales team with client queries around products and markets. Prior to ETF Securities, Aneeka began her career as an equity analyst at Bear Stearns International Ltd in London. She also worked as an Equity Sales Trader at Sunrise Brokers across US and Pan European Exchanges. Before that she worked as an Equity Derivatives Sales Manager at Mashreq Bank in Dubai. Aneeka holds a Bsc in Mathematics from the University of Delhi and a Masters in Mathematics from Oxford University and is also a CFA Charterholder.

Alejandro Saltiel Alejandro Saltiel Director of Research WisdomTree

Alejandro Saltiel joined WisdomTree as a Quantitative Research Analyst in May 2017. He is responsible for quantitative research on WisdomTree’s products and global equity markets. Prior to joining WisdomTree, Alejandro worked at HSBC Asset Management’s Mexico City office as Portfolio Manager for multi-asset mutual funds. He started his career working at a boutique hedge fund that specialized on trading options on sector-levered ETFs. Alejandro received his Master’s in Financial Engineering degree from Columbia University in 2017 and a Bachelor’s in Engineering degree from the Instituto Tecnológico Autónomo de México (ITAM) in 2010. He is a holder of the Chartered Financial Analyst designation.

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 WisdomTree.com. Please read the prospectus carefully before you invest.

There are risks associated with investing, including possible loss of principal. Foreign investing involves currency, political and economic risk. Funds focusing on a single country, sector and/or funds that emphasize investments in smaller companies may experience greater price volatility. Investments in emerging markets, real estate, currency, fixed income and alternative investments include additional risks. Please see prospectus for discussion of risks.

WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S. only.

Kevin Flanagan and Alejandro Saltiel are registered representatives of Foreside Fund Services, LLC.
Aneeka Gupta is an employee of WisdomTree UK Limited, a subsidiary of WisdomTree Investments, Inc., the parent company of WisdomTree Asset Management Inc.