Presentation Files

Inside ETFs: Sun Jan 21 – Wed Jan 24 Hollywood FL

Sunday, January 21 through Wednesday, January 24, 2018, Diplomat Beach Resort, Hollywood, Florida  Official site – all info: https://finance.knect365.com/insideetfs/ Inside ETFs: THE POWER OF DIFFERENT A Fresh Perspective On The Future Of Investing At The World’s Largest ETF Event What Makes 2018 Different? It´s not just all about ETFs … FACT.   We answer the question…

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PRESENTATION Boston December 19 – Reverse-Market-Cap-Weighted Indexing – HB

HB Boston QWAF RVRS 2017Dec19 RVRS talk Event Description Boston QWAFAFEW Next meeting Tuesday December 19, 2017 – 6:15 PM Sharpe, Boston Tennis & Racquet Club at 939 Boylston Street. “The Case for Reverse Market-Cap Indexing”  A discussion led by Herb Blank, Senior Consultant, Global Finesse Abstract Index investing can trace…

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NYC Nov 28 Presentations: ACSI & Brand Loyalties

Forrest Morgeson, PhD and Phil (“Rick”) Bak Presentation For ACSI A Research Study – Stock Returns on Customer Satisfaction Do Beat the Market: Gauging the Effect of a Marketing Intangible NYC 112817 ACSI Morgeson Bak “Smart Beta Meets Big Data” – Rick Davis,  President & CEO, Consumer Metrics Institute BrandLoyalties_–_Generating_Alpha_From_Unique_Big_Data_Sets_QWAFAFEW_2017-11-28…

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Presentations: Nov 16 Greater Philadelphia QWAFAFEW Meeting

November 16 Presentations Thursday, November 16th  QWAFAFEW Greater Philadelphia Event “Two Centuries of Price Momentum, Around the World” Mikhail Samonov, Senior Portfolio Manager, Forefront Analytics Presentation: QWAFAFEW_PH_Samonov   “Quantitative Investing from Indexing to Factor Funds”  – An Overview of the Evolution of Different Approaches to Quantitative Investing Through the Years.…

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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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