Strike the Right Balance of the S&P 500 with an Equal-Weight Approach – Invesco – 2.26.21

Summary:

On Demand Soon. The webcast will focus on updating investors on the demand trends in the ETF industry via a discussion of equity flows in the context of stretched equity market valuation and historically large concentration in the S&P 500. The discussion of the macro events will lay the foundation for an examination of the mechanics, potential benefits, and theory behind using an equal weighted approach to investing. The webcast will conclude by discussion solutions for the implementation of equal weight strategies.

Speakers:

Craig Lazzara is Managing Director and Global Head of Index Investment Strategy for S&P Dow Jones Indices (S&P DJI). The index investment strategy team provides research and commentary across the S&P DJI product set, with particular focus on the active-passive debate, factor indices, and index dynamics. Craig previously served as product manager for S&P Indices’ U.S. equity and real estate indices. These include the S&P 500^® and the S&P CoreLogic Case-Shiller Home Price Indices, two of the most widely tracked benchmarks in the world. Prior to joining S&P Indices in 2009, Craig was a managing director of Abacus Analytics, a quantitative consulting firm serving the brokerage and investment management communities. He previously directed marketing and client service for ETF Advisors and Salomon Smith Barney’s Global Equity Index Group, as well as for the Equity Portfolio Analysis group at Salomon Brothers. A Chartered Financial Analyst, Craig is a graduate of Princeton University and Harvard Business School.

John Q. Frank is an Equity ETF Strategist for Invesco’s exchange-traded funds (ETFs). In his role, Mr. Frank focuses on researching and developing product-specific strategies, as well as creating thought leadership to position and promote Invesco’s factor-based equity and smart beta ETFs. Before this role, Mr. Frank was charged with representing Invesco’s largest ETF. Prior to joining Invesco, Mr. Frank was an assistant portfolio manager at RS Core Capital, a multi-asset class investment firm. In this role, his primary responsibilities included research, risk management, and asset allocation with a focus on equity and hedge portfolios. Before joining RS Core Capital, Mr. Frank spent six years at J.P. Morgan Asset Management advising institutional investors on asset/liability management, asset allocation, and pension regulation. He also worked across the defined benefit, defined contribution, and endowment & foundation segments. He began his career at General Electric in a leadership development program, where he was placed within the GE Energy division. Mr. Frank earned a BSE degree in industrial and operations engineering from the University of Michigan-Ann Arbor and an MBA with honors from the University of Chicago Booth School of Business with concentrations in analytic finance, econometrics, and statistics. He is a Chartered Financial Analyst^®(CFA) charterholder and a member of CFA Society Chicago and the Beta Gamma Sigma Society. He holds the Series 7 and 63 registrations.

Nick Kalivas is Head of Factor and Core Equity Product Strategy for the Invesco ETFs and Indexed Strategies team. In this role, he and his team are charged with working on researching and developing product-specific strategies, as well as creating thought leadership to help position and promote the smart beta and factor-based ETF and index lineup. Mr. Kalivas joined Invesco in 2014. Prior to his current role, he was a senior equity ETF strategist. Before joining the firm, he spent the majority of his career in the futures industry, delivering research, strategy, and market intelligence to institutional and high-net-worth clients in the equity and interest rate markets. He was a featured contributor for the Chicago Mercantile Exchange and provided research services to a New York-based global macro commodity trading advisor where he supplied insight on equities, fixed income, foreign exchange, and commodities. Mr. Kalivas has been quoted in The Wall Street Journal, Financial Times, The New York Times, by Reuters and the Associated Press, and has made numerous appearances on CNBC and Bloomberg. Mr. Kalivas earned a BBA degree in accounting and finance from the University of Wisconsin — Madison and an MBA from the University of Chicago, Booth School of Business with concentrations in economics, finance, and statistics. He holds the Series 7 and 63 registrations.