Plan Ahead to Avoid Impact of Market Downturns – VanEck – 10.16.18

Summary:

Now On Demand.

As the nearly decade-long equity bull market marches on, many investors remain focused on upside capture. Preparation for an eventual market downturn may be getting overlooked, despite the fact that the U.S. equity market has historically spent a majority of the time declining or in recovery. Meeting client expectations to achieve both of these objectives can be difficult, especially in times like these, marked by conflicting opinions, growing uncertainty, and complex market data.

To address these challenges, Ned Davis Research (NDR) and VanEck developed a highly disciplined, tactical investment strategy that aims to assist clients in building and preserving assets through all market environments. With flexibility to allocate across asset classes and raise significant cash to limit drawdowns during extreme market events, the strategy also eliminates the emotional and behavioral errors that tend to emerge during periods of stress, often negatively impacting performance.

Join VanEck and Alejandra Grindal, Senior International Economist, Ned Davis Research, as they discuss:

• Overview of current market conditions using NDR indicators and metrics
• Transforming market data into an objective, tactical core allocation approach
• How to implement a risk-management approach to avoid the impact of market downturns and volatility

Speakers:

Alejandra Grindal is the Senior International Economist for Ned Davis Research Group. She is the primary person in charge of the firm’s global economic outlook, and is responsible for identifying global economic trends and themes, particularly as they relate to developments in equity, fixed income, commodity, and currency markets.

Prior to joining Ned Davis Research Group, Alejandra taught Microeconomics and Macroeconomics at Florida State University during her graduate studies, and then worked as a full-time professor at Santa Fe College and Edison College. Alejandra also worked in British Parliament as a research assistant, where she participated in policy and constituent research and campaign marketing.

Alejandra received her Masters degree in Economics and a Bachelor of Science degree in Economics and International Affairs, with summa cum laude and Phi Beta Kappa distinction, from Florida State University.

David Schassler is the Head of VanEck’s Portfolio and Risk Solutions Group (“PARS”). PARS serves as a quantitative analysis resource for VanEck’s active and passive investment strategies, particularly in the areas of asset allocation and risk modeling. PARS also conducts its own asset allocation and product development research, utilizing objective macroeconomic/ fundamental, technical, and sentiment data and metrics.

David also serves as Portfolio Manager for the VanEck NDR Managed Allocation Fund and the VanEck Vectors Real Asset Allocation ETF. He previously served as Director of Manager Research and as an Investment Committee Member for VanEck’s multi-manager alternatives strategies, where he was responsible for manager search and selection of alternative investment strategies.

Prior to joining VanEck, David served as Director and Portfolio Manager within the UBS Portfolio Strategy Group where he was responsible for a multi-manager portfolio of assets for domestic-based clients. David previously held sales and client relationship roles at Oppenheimer & Co. and Georgeson, Inc.

David received his MBA in Finance from the Leonard N. Stern School of Business at New York University and his Bachelor of Science degree in Business Economics from Cortland College.

Ms. Capuano joined VanEck in 2007. She serves as Vice President and Head of Active Product Management and Institutional Marketing. Ms. Capuano oversees global product management and sales support for VanEck’s active business, including UCITS funds, in addition to the Request for Proposal (RFP) and Due Diligence reporting function across the Firm. Her responsibilities include new product development, marketing communications, public relations, and data and competitive analysis.

Ms. Capuano has over 10 years of marketing and product management within the financial services industry. Prior to joining VanEck, she held several marketing and product-related positions at ING Investment Management. Ms. Capuano received an MBA (Beta Gamma Sigma National Honor Society) from Quinnipiac University and a BA from the University of Connecticut.