Relative Strength Investing & ETF Portfolio Models – Nasdaq – 10.26.18

Summary:

Now On Demand.

Join Nasdaq Dorsey Wright and KKM Financial for a 60-minute webinar on using Relative Strength (RS) strategies to make investment decisions. Nasdaq Dorsey Wright Senior Analyst Jamie West will provide an overview of Relative Strength and how it can be used to compare securities against one another, and to identify outperformance and underperformance in the overall market.

KKM Financial CEO Jeff Kilburg will discuss how investors can now access ETF model portfolios powered by Nasdaq Dorsey Wright.

Participants will learn:

• What is Relative Strength (RS) and how Nasdaq Dorsey Wright (NDW) calculates it
• How NDW applies RS in model construction using the RS Matrix
• How RS can help diversify a portfolio
• Which technology platforms can assist in implementing ETF model portfolios into your business

Speakers:

James “Jamie” West joined Nasdaq Dorsey Wright in July 2017. In his current role, Jamie conducts much of the firm’s research and educational initiatives, including management of many of the firm’s portfolio models as well as the providing research for the company’s DWA Research Platform, a complete technical analysis solution used by over 10,000 advisors.

Jamie consults with broker-dealer clients worldwide providing objective analysis and research to help them with risk management, portfolio construction, asset allocation & screening, and idea generation.

Jamie is a graduate of University of Mary Washington and holds a Master of Finance from Tulane University. He is also a CFA ® charterholder and a member of the CFA Institute.

Jeff Kilburg has over twenty years of investment experience and is the CEO of KKM Financial, a boutique asset management firm based in Chicago, IL. KKM provides portfolio management and hedging solutions to family offices, wealth advisory firms and institutions. KKM utilizes dynamic stock selection, ETF model portfolios, hedging and option-overlay strategies that seek to control risk to a variety of investors. KKM’s investment approach integrates quantitative and qualitative methodology with an understanding of volatility pricing, risk mitigation and market insight.

After learning equity options from Mercury Founders Jon and Pete Najarian at the Chicago Board Options Exchange (CBOE) in the 1990s, Mr. Kilburg was offered an opportunity in the Chicago Board of Trade (CBOT) bond option pit. He had the opportunity to learn from a team of veteran traders with one of the premier firms, Ritchie Capital Markets Group at the CBOT. There he was first introduced to volatility.

After gaining a footing in the fixed income option pits, Mr. Kilburg gravitated to the bond futures pits. Subsequently, he joined a specialist firm in the 30-year pit, JLS Group. The 30-year pit in the 1990s was a riveting opportunity and became his starting point in future.