Focus on Evolution of Indexing Online

Focus on Evolution of Indexing Online

These sessions from the Focus on Evolution of Indexing conference provide you access to an all-star line-up of industry leaders tackling the active-passive debate head-on. No matter where you fall on the spectrum, you'll gain insight on practical ways to implement investment strategies using exchange-traded funds (ETFs) and other vehicles.

Included Sessions

Session Title and Description Speaker and Bio CE Credit
State of the ETF Industry: Past, Present & Future Matt Hougan, IndexUniverse
Dave Nadig,
1.5 hours
Smart Beta: From Single Strategy to Multi-Factor Strategies

Moderator: Dave Nadig,
Panelists: William Belden, Guggenheim Investments,
Yasmin Dahya, J.P. Morgan

1.5 hours
ETF Strategists: Building Better Portfolios Moderator: Anthony Davidow, CIMA®, The Schwab Center
for Financial Research, Panelists: Eric Biegeleisen, CFA®, 3EDGE Asset Management,
Philip Dodson, CIMA®, Merrill Lynch Wealth Management
1.5 hours
From Shark Tank to ETF Entrepreneur Kevin O'Leary, O-Shares Investments 1 hour



IMCA Member



Join & Learn (Includes 1 year of IMCA Membership



Continuing Education
Focus on Evolution of Indexing Online provides up to 5 1/2 hours of continuing education (CE) credit for CIMA/CPWA/CIMC certifications. IMCA is registered with NASBA as a sponsor of continuing professional education.


This video bundle is available for viewing online through February 28, 2018. You must access the presentation before this date.