ProShares 2024 Mid-Year Outlook: Don’t Forget About Asset Allocation – ProShares – 7.15.24

Summary:

Now On Demand

Join us for expert insight into today’s markets, the road ahead, and potential investment opportunities for the second half of 2024.

Key topics will include:

• Re-embracing the 60/40 asset allocation model
• Maximizing equity income and growth in a time of uncertainty
• Remembering what a normal bond market looks like—and why we’re in one



A Q&A session with our Investment Strategists will follow the main presentation.

Speakers:

Troy Goldstein joined ProShares in 2011 and currently serves as Director of Distribution. Mr. Goldstein is responsible for running distribution, overseeing the sales team and heading national accounts for the full lineup of ProShares ETFs and ProFunds mutual funds. Mr. Goldstein previously served as the Executive Director, Head of National Accounts. Mr. Goldstein brings vast industry experience from multiple roles in London, Zurich, and the United States. Before joining ProShares, he was Executive Director, Head of Portfolio Distribution Europe with UBS AG. Mr. Goldstein managed sales specialist teams across Europe focused on discretionary and non-discretionary fee-based portfolio solutions and supporting structured products, funds, and ETFs. Before that, Mr. Goldstein was Executive Director, Head of the Investment Solution Sales Team in UBS’s U.S. headquarters in Weehawken, NJ. He also held two positions within UBS’s Products & Marketing Group, in Zurich, Switzerland. Mr. Goldstein began his career in financial services as a Financial Advisor with PaineWebber, which later became UBS. Mr. Goldstein received a JD from Kensington University Law School and a bachelor’s degree in business administration–financial management from California State University, Long Beach. In addition, he has received his certificate of completion from the Securities Industry Institute at the University of Pennsylvania’s Wharton School.

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.

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.

Kieran Kirwan joined ProShares in 2013 and currently serves as Director, Senior 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. Kirwan served in a variety of roles during a 15-year tenure with Deutsche Asset & Wealth Management (Deutsche Bank). Most recently he was a Vice President, serving as lead investment specialist representing several strategies in the global equity, commodities, infrastructure and real estate asset classes to prospects and clients. Before that, Mr. Kirwan was Vice President, Product Strategy and Economics, responsible for the platform’s product profitability and distribution strategy initiatives, Vice President, Finance and Controlling Group, and an Associate Vice President with the Financial Reporting Group.

Mr. Kirwan earned a bachelor’s degree in accountancy from the University of Illinois at Urbana-Champaign, holds Series 7, 24 and 63 FINRA registrations, and holds the Chartered Alternative Investment Analyst designation.

Bryan Gao joined ProShares in 2022 as a senior analyst in the company’s Investment Strategy department. Mr. Gao’s responsibilities involve data and portfolio analysis, market research and reporting, product development, and the delivery of customized investment strategies using ProShares’ ETFs. Prior to joining ProShares, Mr. Gao held positions in the Corporate Treasury team at MUFG Bank, Ltd., a part of the Mitsubishi UFJ Financial Group, Inc., where he was responsible for creating strategies to manage balance sheet risk. Before MUFG, Mr. Gao was a member of the Global Portfolio Management team at Prudential Financial, Inc., where he oversaw fixed income portfolios and the company’s corporate FX hedging program. Mr. Gao graduated from New York University’s Leonard N. Stern School of Business with a bachelor’s degree in finance and accounting. He holds Series 7 and 63 FINRA registrations and the Chartered Financial Analyst designation.