The Quest for Quality.
Factor-Based and Core Approaches to Asset Allocation
Join the Accuvest team at the S&P Dow Jones Indices annual event tailored exclusively for financial advisors in the San Francisco Bay Area. Accuvest President and CIO David Garff joins the panel on “Implementing Factor-Based Investing”.
Thursday June 12th 12:00–4:00pm
Mandarin Oriental, 222 Sansome Street, San Francisco
This year’s forum will provide one-on-one access to leading industry thinkers and their insight on:
- The flexibility of a multi-cap approach in U.S. equities and other core investing ideas
- Evaluating the unique risk/return profiles of factor-based approaches, often referred to as “Alternative Weighting” or “Smart Beta”
- The latest index-based opportunities across themes, asset classes and regions
Ideas for Implementing Factor-Based Investing
Moderated by Scott Kubie, CFA, Chief Strategist, CLS Investments, LLC
Brian Lockhart, CFP, Chief Investment Officer, Peak Capital Management
David Garff, President & Chief Investment Officer, Accuvest Global Advisors
Ryan Hessenthaler, Chief Operating Officer, Lunt Capital Management
King Lip, CFA, CFP, CMT, Chief Investment Officer, Baker Avenue
CFA®, CIMA®, CFP® Credit Available
And don’t miss out on the latest piece from S&P Capital IQ, “Building an International Portfolio with Country ETFs”. Todd Rosenbluth, Director of ETF Research, interviews Dave Garff on Accuvest’s monthly country ranking strategy.