Scale the Wall of Worry into 2018 – Direxion – 10.19.17

Summary:

Now On Demand.

As markets enjoy a breakout to new highs, the question going into Q4 is whether they will build further momentum or swoon. Traders are intent on determining how to be positioned for further upside while protecting against a pullback. Successful dynamic management of investment assets has never been more critical.

Join this discussion to learn more about the:

  • Challenges of tactical investing in a top-heavy market
  • Potential diversification power of volatility assets
  • Use of ETFs to position your portfolio for downturns and upswings

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:

Kyle Shealer
Chief Investment Officer
QST Capital

Kyle has spent his entire career in investment management with a special focus on using quantitative and tactically driven investment methods. He has extensive experience working with institutions and financial advisers on how to implement these strategies to enhance risk-adjusted returns. He is passionate about enhancing investment processes and using his studies in risk-metrics to enhance his clients’ risk exposure.

Previous Experience

  • Crosspoint Capital Management – Co-Founder & Partner
  • ThinkEquity – Portfolio Analyst, Asset Management
Luke Carlson
Director of Business Development
QST Capital

Luke has spent his entire career in financial services with the majority of it spent consulting to Fortune 500 companies across the globe on their finance and treasury operations. He brings a unique skill into the financial sector: a keen ability to explain complex financial products in simple-to-understand messaging. His approach is straightforward, common-sense first, with QST clients as the direct beneficiaries.

Previous Experience

  • Ernst & Young – Global Treasury Services, Senior Manager
  • 3M – SAP Treasury Consultant
  • e5 Solutions Group – Senior SAP Treasury Consultant
Sylvia Jablonski
Managing Director, Institutional Specialist
Direxion

Sylvia focuses on Global Product Implementation within the institutional and tactical client segment as well as promoting ETF education and strategy throughout the financial industry. She is a recognized expert in the ETF industry.

Sylvia is also responsible for managing the Direxion ETF sales team. Prior to joining Direxion, Sylvia held a Delta One Sales Trading role which included ETF Asset Manager, Institutional and Hedge Fund coverage at Societe Generale. Before joining Societe Generale, Sylvia had 6 years of Financial Markets experience at Deutsche Bank where she covered Hedge Fund, Asset Management, Institutional and ETF Managers as a Swaps Flow Sales Trader/Equity Derivative Product Specialist.

Sylvia is a graduate of Boston College where she holds a B.S. in Finance, Management and a Minor in Spanish, and a graduate of Fordham University where she holds a Masters in Finance and an MBA in Economics and Strategy. She is conversational in Polish, Spanish and French.

Andy O’Rourke
CMO, Managing Partner
Direxion

As Chief Marketing Officer at Direxion Funds, Andy leads all marketing efforts focusing on building brand and product awareness within the investment advisor community.

Prior to joining Direxion Funds, Andy was the Director of Distribution Marketing for MassMutual Financial Group’s Retirement Services division. Andy has also been employed by State Street Bank, Fidelity Investments, and Emplanet Retirement Services, in various relationship management, product development, and strategic marketing positions.

Andy is a graduate of Miami University in Oxford, Ohio, and has earned a Masters of Business Administration from the F.W. Olin Graduate School of Business at Babson College.

Overview:

Title: Scale the Wall of Worry into 2018
Date: Thursday, October 19, 2017
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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