Sector and Industry Opportunities: Q4 to 2024 – SSGA – 11.20.23

Overview:
Title: Sector and Industry Opportunities: Q4 to 2024
Date: Monday, November 20, 2023
Time: 2:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand

With SPDR® Sector and Industry ETFs, you get exposure to an entire sector or industry in a single trade. So it’s easy to adapt to changing market dynamics.

Register now to get insight on:

  • Benefits of sector and industry investing
  • Current trends and investment opportunities
  • Macro variables that impact sector performance
  • How to improve your sector vs. industry investment decisions

Learn how sector investing can help you adjust portfolios in response to macro trends or shifts in fundamentals and technical indicators.

Speakers:
Colin J. Ireland Colin J. Ireland Head of Sales Execution and Institutional Strategy State Street Global Advisors

Colin is the Head of the Sales Execution and Institutional Strategy Group within the Global SPDR Business of State Street Global Advisors. The Sales Execution Team delivers ETF trading expertise to clients and promotes the use of ETFs in the derivative and broker dealer trading community. The Institutional Strategy Team provides in-depth ETF product expertise and due diligence support for key account relationships. In addition, Colin publishes thought leadership content related to the ETF industry.

Before joining State Street, Colin worked in sales and trading at BGC Partners and Guggenheim Securities.Prior to that, Colin held various roles in ETF and equity derivative sales and strategy at UBS.

Colin holds an M.B.A. from St.John’s University, a B.S. in Accounting from the State University of New York at Geneseo and has earned the Chartered Financial Analyst designation.
Anqi Dong Anqi Dong Senior Research Strategist State Street Global Advisors

Anqi is a Vice President of State Street Global Advisors and a Senior Research Strategist within the SPDR Americas Research team. She is responsible for developing market research and portfolio implementation ideas and supporting SPDR Sales and Marketing efforts to promote SPDR products and thought leadership in intermediary and institutional channels.

Prior to her current role, Anqi worked in State Street Dubai Client Relationship team, supporting the Head of Client Service and Senior Relationship Manager to maintain and expand institutional and intermediary business in the Middle East and North Africa region. Anqi started her career in financial services as a Senior Performance Analyst within GIPS Performance Measurement Group based in Boston.

Anqi received her Bachelor degree in Economics from Dalian University of Technology in China and her Master of Science in Finance from Bentley University in Massachusetts. She has earned the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations.
Matthew J. Bartolini Matthew J. Bartolini Head of SPDR Americas Research State Street Global Advisors

Matthew is a Managing Director at State Street Global Advisors and Head of SPDR® Americas Research. He manages a team responsible for the product research and analysis of SPDR ETFs, and the development of market outlooks, investment themes, and portfolio implementation ideas to help clients understand the market landscape and achieve their desired investment outcomes.

Matthew graduated from Northeastern University with a BS in Economics and earned his MBA at Northeastern with concentrations in Investment Analytics and Corporate Finance. He has earned the Chartered Financial Analysts designation and is a member of the CFA Institute and the Boston Security Analysts Society. He also holds the FINRA Series 7, 24, 63 licenses.
Important Risk Information

Investing involves risk including the risk of loss of principal.

This webcast is provided for informational purposes only and should not be considered investment advice or an offer for a particular security or securities. The views and opinions expressed by the speaker are those of his or her own, and do not necessarily represent the views of State Street or its affiliates. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.

Equity securities may fluctuate in value and can decline significantly in response to the activities of individual companies and general market and economic conditions.

Concentrated investments in a particular sector or industry tend to be more volatile than the overall market and increases risk that events negatively affecting such sectors or industries could reduce returns, potentially causing the value of the Fund’s shares to decrease.

Passively managed funds invest by sampling the Index, holding a range of securities that, in the aggregate, approximates the full Index in terms of key risk factors and other characteristics. This may cause the fund to experience tracking errors relative to performance of the Index.

State Street Global Advisors and its affiliates have not taken into consideration the circumstances of any particular investor in producing this material and are not making an investment recommendation or acting in fiduciary capacity in connection with the provision of the information contained herein.

Intellectual Property Information: The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®, US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.

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6093050.1.1.AM.INST Exp. Date: 12/31/2023