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Submitted URL:
https://go.vettafi1.com/l/0pkZKEuXJtaJnaKiNsW8vYAlA-esFY3ufAeYKyDsWMQ
Effective URL:
https://www.etftrends.com/webcasts/a-systematic-concentrated-approach-to-unlocking-active-equity-growth/?partnerref=accupoint
Submission: On July 10 via api (July 10th 2024, 2:57:28 pm UTC) from US — Scanned from DE

Form analysis
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Text Content

 * Expert Insights
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         * Alternatives
           * Commodities
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           * Volatility
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 * Popular ETFs
   * SPY – SPDR S&P 500 ETF
   * VOO – Vanguard S&P 500 ETF
   * QQQ – Invesco QQQ ETF
   * GLD – SPDR Gold Shares ETF
   * IVV – iShares Core S&P 500 ETF
   * EFA - iShares MSCI EAFE ETF
   * EEM – iShares MSCI Emerging Markets ETF
   * IEMG – iShares Core MSCI Emerging Markets ETF
   * VTI – Vanguard Total Stock Market ETF
   * GDX - VanEck Vectors Gold Miners ETF
   * XLF - Financial Select Sector SPDR Fund
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WEBCASTS


A SYSTEMATIC, CONCENTRATED APPROACH TO UNLOCKING
ACTIVE EQUITY GROWTH


Investors are becoming more interested in actively managed products, which
continue to find flows.

Join the experts at Pinnacle Dynamic Investments as they unpack a unique active
strategy that leverages a systemic, rules-based selection process to pick a
concentrated pool of stocks, and then deploys a risk management algorithm to
protect the investment in the event of high market risk.



July 24, 2024
11am PT | 2pm ET
1 CE Credit
Sponsored by

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SUMMARY



 * An overview of a rules-based active strategy focused on momentum
 * An exploration of risk signals and how to manage them

This program is pending acceptance for one hour of continuing education (CE)
credit by the Certified Financial Planner Board of Standards for the CFP®
designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and
CIMC designations, and the American College of Financial Services.

CFA Institute members are encouraged to self-document their continuing
professional development activities in their online CE tracker.


SPEAKERS

PAUL CARROLL

Chief Investment Officer
Pinnacle Family Advisors (PFA)

TODD ROSENBLUTH

Head of Research
VettaFi


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