Positioning Your Portfolio for Rising Interest Rates – ProShares – 6.15.22

Summary:

On Demand Now

Interest rates have risen substantially. With Quantitative Tightening just beginning, rates could rise even further. While market volatility has led to some investors moving to the sidelines, the sidelines may not always be the best choice. Join our webcast with ProShares investment strategists to learn about what’s next for rising interest rates and ETF strategies to manage them.

Topics will include:

• The big picture on interest rates and what’s in the forecast
• Equity strategies to go on the offensive
• Bond strategies to play defense
• How to use inverse bond ETFs

Speakers:

Simeon Hyman joined ProShares in 2013 as Head of Investment Strategy. He leads ProShares’ team of investment professionals engaged in portfolio analysis, product research and development, education and the delivery of investment strategies using the company’s ETFs. He and his team are also responsible for the development and publication of research, white papers and other content to present ProShares as a leader in the ETF industry.

Prior to ProShares, Mr. Hyman spent several years at Bloomberg where he was Chief Investment Officer for Bloomberg’s technology-driven wealth management business, BloombergBlack. He also served as Chairman of the Investment Committee and led the team of investment professionals tasked with the continuous delivery of investment advice, research content, and strategic and tactical asset allocation guidance. Before joining Bloomberg, Mr. Hyman was Head of Investment Strategy and Due Diligence for UBS. There, he established asset allocation and investment strategies for the $300 billion UBS U.S. Wealth Management business and directed due diligence for the $50 billion separately managed account business. Prior to UBS, Mr. Hyman served as the Chief Investment Officer of Lehman Brothers Trust Company.

Simeon earned bachelor’s and master’s degrees in economics from the University of Connecticut and an MBA from Columbia Business School. He holds Series 7, 24, 63 and 66 FINRA registrations and the Chartered Financial Analyst designation.

Daniel Bush joined ProShares in 2018 as an Investment Strategy Analyst. His responsibilities include portfolio analysis, education, product research and development, and the presentation of investment strategies using the company’s strategic ETFs. Prior to joining ProShares, Mr. Bush served as a Portfolio Manager at BBVA USA, managing money for high net worth individuals, trusts and foundations. Mr. Bush earned a bachelor’s degree in finance from the Ohio State University, hold a Series 7 FINRA registration, and holds the Chartered Financial Analyst (CFA) designation.

Leks Gerlak joined ProShares in 2015 as an Investment Strategist. His responsibilities include portfolio analysis, education, product research and development, and the presentation of investment strategies using the company’s ETFs. Prior to joining ProShares, Mr. Gerlak served as an Analyst at J.P. Morgan Private Bank, managing money for wealthy families, endowments and foundations. Before that, he served as a Fixed Income Trader with Vanguard where he was responsible for trading corporate bonds and managing Vanguard’s fixed income ETFs. Mr. Gerlak earned a bachelor’s degree in economics from Haverford College, holds Series 7 and 63 FINRA registrations, and holds the Chartered Financial Analyst (CFA) designation and Certified Financial Planner (CFP) designation.

Troy Goldstein oversees the National Accounts Group for ProShares ETFs and ProFunds mutual funds. Before joining ProShares in 2011, he was Executive Director, Head of Portfolio Distribution Europe with UBS AG. Mr. Goldstein managed nearly 40 sales specialists across Europe focused on discretionary and non-discretionary fee-based portfolio solutions including mutual funds, ETFs and structured products. Before that, Mr. Goldstein was Executive Director, Head of the Investment Solution Sales Team, responsible for ETFs, ETF solutions, Funds, Separately Managed Accounts and UITs in UBS’s U.S. headquarters in Weehawken, NJ.

Prior to that, Mr. Goldstein held two positions with UBS in Zurich, Switzerland. He served as Global Products & Marketing’s Head of Marketing & Communications managing new offerings and sales campaigns. Previously in Zurich, Mr. Goldstein was Head of Business Development for UBS International locations driving business growth across Asia, Europe and the U.S. Mr. Goldstein began his career in financial services as a Financial Advisor with PaineWebber, which later became UBS.

Mr. Goldstein holds a Juris Doctor from Kensington University Law School and Bachelor’s Degree in business administration–financial management from California State University, Long Beach. Additionally, he has received his certificate of completion from the Securities Industry Institute at the University of Pennsylvania’s Wharton School.