Presentation Files

Smart Beta Due Diligence, Robo Advisors June 20 2017 NYC QWAFAFEW

QWAFAFEW 20170620_Meredith_OSAM QWAFAFEW 20170620_Betterment QWAFAFEW 20170620 Northfield   Tuesday, June 20th, 2017 QWAFAFEW NYC EVENT “Opportunities and Challenges Facing the Robo-Advisor Industry” Panelists: Adam Grealish, Quantitative Analyst, Betterment Dan diBartolomeo, President, Northfield Information Services David Edwards, President & Wealth Advisor, Heron Wealth Kevin R. Kelly, Chief Investment Officer, Portfolio Manager, Recon Capital…

NYC 2017 May 23 Venuto

QWAF 5-23-17 Venuto 7:10 – 7:55  “The ETFs Ecosystem: Key Trends to Watch ” Michael Venuto, CIO, Toroso Asset Management The ETFs industry has experienced significant growth over the past five years, as their assets have grown in the U.S. from $1.2 trillion to $2.7 trillion; the number of U.S. ETF sponsors…

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