RIA Channel is pleased to announce that registration is open for the 2024 Advisor Playbook.
This online event is complimentary, and for financial professionals only. Topics to be covered during this event include:
Head of Gold Strategy
State Street Global Advisors SPDR
Maxwell Gold is the Head of Gold Strategy within the SPDR ETF business at State Street Global Advisors.
Before joining SSGA in July 2019, he served as the Director of Investment Strategy at Aberdeen Standard Investments, heading macroeconomic and commodity thought-leadership for its $3B U.S. ETF business. Prior to this he has also held roles within the Investment Research team at the World Gold Council, as an Investment Strategist with the Chief Investment Office at Merrill Lynch Wealth Management, and with the Global Portfolio Construction team within JP Morgan Private Banks Chief Investment Office.
Maxwell holds an M.S. in finance from the Simon Business School and a B.A. in economics from the University of Rochester. He is a CFA charterholder and holds the series 7 and 63 registrations.
Head of Solutions, Multi-Asset Strategies
Mo Haghbin is the Head of Solutions for the Multi-Asset Strategies team, which develops and manages asset allocation strategies and comprehensive portfolio solutions via separately managed accounts, model portfolios, and commingled vehicles across institutional and private client channels. In his role, he oversees research, portfolio management, and client engagement activities globally. This includes the client solutions and portfolio advisory teams, which leverage Invesco’s wider platform of fundamental, systematic, and alternative strategies to deliver precise, tailored outcomes to unique investor needs.
Mr. Haghbin joined Invesco in 2019 when the firm combined with OppenheimerFunds, where he served as senior vice president and head of product for beta solutions. Before OppenheimerFunds, Mr. Haghbin worked at BlackRock, where he held various product strategy, product development, and business management roles. Before that, he led the derivative product services team at Barclays Global Investors, which BlackRock acquired in 2009.
Mr. Haghbin earned a BS degree in business administration from the University of Colorado. He is a frequent industry speaker and subject matter contributor to global financial publications and media outlets such as The Wall Street Journal, The New York Times, Barron’s, Bloomberg, and the Financial Times. He is a Chartered Financial Analyst® (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder.
Global Market Strategist
Brian Levitt is a Global Market Strategist at Invesco. In this role, he is responsible for the development and communication of the firm’s investment outlooks and insights. He is the cohost of Invesco’s “Greater Possibilities” podcast.
Mr. Levitt joined Invesco when the firm combined with OppenheimerFunds in 2019. He started at OppenheimerFunds in fixed income product management in 2000 and then transitioned into the macro and investment strategy group in 2005. Mr. Levitt has been quoted in the press, including Barron’s, Financial Times, and The Wall Street Journal. He has appeared on CNBC, Bloomberg, and Yahoo! Finance.
Mr. Levitt earned a BA degree in economics from the University of Michigan and an MBA with honors in finance and international business from Fordham University.
Pacer ETF Distributors
Sean O’Hara is the President of Pacer ETF Distributors. 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 exchange traded funds, exchange traded notes, Annuities, and SMAs. In 2015, Pacer ETFs was launched. With Sean’s leadership, the company has become one of the fastest growing ETF companies. Sean often appears on Fox Business Network, CNBC, and various other news outlets to give insight into the market.
This is an online event, and registration is complimentary for financial
Now On Demand • Accepted for 1.5 CFP / IWI / CFA CE Credits
RIA Channel® provides investment manager research, thought leadership, market commentary and investment news to the financial advisor community. RIA Channel produces over 250 investment webcasts annually, and reaches an audience of over 350,000 financial advisors.