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Effective URL: https://www.riachannel.com/decoding-market-uncertainty-how-a-focused-approach-to-equity-investing-can-help-macquarie-asset-...
Submission: On November 01 via api from US — Scanned from DE
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Text Content
* Home * Webcasts * iSummits * Top Lists * Top Wealth Managers by Growth – 2024 * Top ETF Power Users – 2024 * Interviews * Manager Insights * Advisor Insights * Channels * AdviserCyber * AIR Asset Management * Brown Advisory * Capital Group * Dimensional * Eaton Vance * FS Investments * FTSE Russell * GTIS Partners Real Estate * Innovator ETFs * Northern Trust Asset Management * Pacer ETFs * Spirits Capital * Transamerica * WisdomTree * YourStake * View All Manager Channels * Outlooks * White Papers * Podcasts * Contact * RIA Database Search * Contact * Sponsorship * RIA Database Sign in Welcome! Log into your account your username your password Forgot your password? Get help Password recovery Recover your password your email A password will be e-mailed to you. RIA Channel default ad * Home * Webcasts * iSummits * Top Lists * Top Wealth Managers by Growth – 2024 * Top ETF Power Users – 2024 * Interviews * Manager Insights * Advisor Insights * Channels * AdviserCyber * AIR Asset Management * Brown Advisory * Capital Group * Dimensional * Eaton Vance * FS Investments * FTSE Russell * GTIS Partners Real Estate * Innovator ETFs * Northern Trust Asset Management * Pacer ETFs * Spirits Capital * Transamerica * WisdomTree * YourStake * View All Manager Channels * Outlooks * White Papers * Podcasts * Contact * RIA Database DECODING MARKET UNCERTAINTY: HOW A FOCUSED APPROACH TO EQUITY INVESTING CAN HELP – MACQUARIE ASSET MANAGEMENT – 11.1.24 February 27, 2023 OVERVIEW: Title: Decoding market uncertainty: How a focused approach to equity investing can help Date: Friday, November 1, 2024 Time: 1:00 PM Eastern Daylight Time Duration: 1 hour REGISTER NOW: Already Registered? *First Name *Last Name *Email *Work Phone Cell Phone *Company *Title *State Please select below: Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District Of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Other Canada *Type of Advisor Please select below: RIA Institutional Advisor Registered Rep Independent Rep Bank/Trust Professional Consultant Investment Management Professional Other CFP # IWI (CIMA, CIMC or CPWA) # Zip Code for IWI Submission CFA Institute ID Please submit any questions for our speakers. *I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by the sponsor. SUMMARY: The lack of breadth in what’s driving today’s equity market gains, coupled with impending elections, major shifts in monetary policy, and escalating global unrest, has led to a financial landscape fraught with uncertainty and challenges for even the savviest investors. This exclusive CE-eligible webinar brings together a panel of seasoned investment experts to demystify the complexities of today’s market environment and explore how a focused approach to equity investing can benefit investors. * Navigating market challenges: Implications for equity markets from key current events and macroeconomic factors * Finding durable investment opportunities: Why a time-tested, quality-first investment approach is important in building resilient investment portfolios * Importance of active management: Insights into optimizing equity allocations with Macquarie’s focused equity ETFs, including Macquarie Focused Large Growth ETF (LRGG) and Macquarie Focused Emerging Markets Equity ETF (EMEQ) Accepted for 1 CFP® / IWI / CFA CE Credit SPEAKERS: Derek Hamilton Economist – Ivy Equity Boutique Macquarie Asset Management Joined Ivy Investments in 1996, acquired by Macquarie in 2021 Based in Kansas City Derek is an Economist for Macquarie Asset Management (MAM), where he focuses on the Ivy Equity Boutique. He brings important insights and thought leadership to the firm’s investment professionals. He joined Ivy Investments as an Economic Analyst. He became an International Analyst in 2000, specializing in foreign currencies and international economics. He was appointed International Economist in 2007 and was appointed Global Economist in 2010, before assuming his current role in 2021. Derek earned a Bachelor of Arts in finance and economics and a Master of Business Administration in finance and management from Rockhurst College. He is a member of the CFA Institute, CFA Society of Kansas City, and the National Association for Business Economics. Bradley Klapmeyer, CFA Senior Portfolio Manager Macquarie Asset Management Joined Ivy Investments in 2007, acquired by Macquarie in 2021 Based in Kansas City Brad is a Senior Portfolio Manager and Team Lead for Macquarie Asset Management’s (MAM’s) Ivy Large Cap Growth Team, where he is responsible for making day-to-day investment decisions for the team’s strategy. Brad joined Ivy Investments as an Investment Analyst. He was appointed Assistant Portfolio Manager in 2011 and Portfolio Manager in 2016. Brad received a Bachelor of Science in finance and a minor in economics from Truman State University. He holds the Chartered Financial Analyst® designation. Jeffrey Wang, CFA Senior Equity Analyst Macquarie Asset Management Joined Delaware Investments in 2007, acquired by Macquarie in 2010 Based in Boston Jeffrey is a Senior Equity Analyst for Macquarie Asset Management (MAM), where he is responsible forcovering Asia for the firm’s Emerging Markets Equity strategy. Prior to joining Delaware Investments, he was an Emerging Markets Investment Manager at Pictet Asset Management and a Fixed Income Investment Associate at Putnam Investments. Jeffrey holds a Bachelor of Arts in economics from Harvard University and a Master of Business Administration from the University of Chicago Booth School of Business. He holds the Chartered Financial Analyst® designation. For investment professional use only. Not for public distribution. The opinions expressed are those of the speaker and are not meant as investment advice or to predict or project the future performance of any investment product. The opinions are current through the date of the event, are subject to change at any time based on market and other current conditions, and no forecasts can be guaranteed. This is being provided as a general source of information and is not intended as a recommendation to purchase, sell, or hold any specific security or to engage in any investment strategy. Investment decisions should always be made based on an investor’s specific objectives, financial needs, risk tolerance and time horizon. Nothing presented should be construed as a recommendation to purchase or sell any security or follow any investment technique or strategy. Investing in any exchange-traded fund involves the risk that you may lose part or all of the money you invest. Carefully consider the Fund’s investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Fund’s prospectus or the summary prospectus, which may be obtained by visiting the Macquarie ETF Trust resource pages or calling 844 469-9911. Read the prospectus carefully before investing. The Macquarie ETF Trust Funds are distributed by Foreside Financial Services, LLC. Foreside Financial Services, LLC is not affiliated with any Macquarie entity, including Macquarie Asset Management and Delaware Distributors, L.P. Macquarie Asset Management (MAM) is the asset management division of Macquarie Group. MAM is an integrated asset manager across public and private markets offering a diverse range of capabilities, including real assets, real estate, credit, equities and multi-asset solutions. Macquarie Group refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide. Macquarie ETF Trust Funds refers to certain exchange-traded fund investment solutions that MAM offers and or advises. Investment advisory services are provided to the Macquarie ETF Trust Funds by Delaware Management Company, a series of Macquarie Investment Management Business Trust (MIMBT), a Securities and Exchange Commission (SEC) registered investment adviser. Other than Macquarie Bank Limited ABN 46 008 583 542 (“Macquarie Bank”), any Macquarie Group entity noted in this document is not authorized deposit-taking institution for the purpose of the Banking Act 1959 (Commonwealth of Australia). The obligations of these other Macquarie Group entities do not represent deposits or other liabilities of Macquarie Bank. Macquarie Bank does not guarantee or otherwise provide assurance in respect of the obligations of these other Macquarie Group entities. In addition, if this document relates to an investment, (a) the investor is subject to investment risk including possible delays in repayment and loss of income and principal invested and (b) none of Macquarie Bank or any other Macquarie Group entity guarantees any particular rate of return on or the performance of the investment, nor do they guarantee repayment of capital in respect of the investment. © 2024 Macquarie Management Holdings, Inc. All third-party marks cited are the property of their respective owners. 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