Meet AGA CIO Dave Garff this Thursday in SF

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

Register Here

 

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.

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