Chapter Meeting

Hour 1 - Navigating the ETF Landscape | Myths and Realities with Presenter Dominic Maister. In an ever changing investment landscape, ETFs have become a larger part of the discussion for investors. However, there are still many questions. This discussion will provide you with perspective on the current landscape; where we’ve been, where we are today and trends moving forward. It will also address some of the myths and realities of ETFs while providing a framework to make more sound decisions when considering ETFs in today’s constantly changing landscape.

Hour 2 - Smart Beta and Factor Investing, Presenter Rene Casis
Smart Beta continues to evolve and investors are increasingly implementing factor-based strategies. There is, however, continued debate about the definition of Smart Beta. This session will provide insight and industry perspective on smart beta – how it is defined, how portfolios are designed, and how they are used to help achieve investment outcomes.

Thanks to our October Host & Platinum Partner: Jensen Investment Management