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Key Sessions

Larry McDonald

Closing Keynote: Dividend Investing Reimagined: What’s the Best Approach for Today’s Market?

The Bear Traps Report

Nov 14
Show Filter
9:00am - 9:05am 5 mins
Opening Remarks
  • Presenter John Swolfs - CEO, Inside ETFs
9:05am - 9:40am 35 mins
I Need to Earn 5% ... How Do I Do It?
  • Moderator Matt Hougan - Chairman, Inside ETFs
  • Panelist Scott Ladner - Head of Investments, Horizon Investments
  • Panelist Christian Menegatti - Senior Vice President | Chief Investment Strategist, Windhaven Investment Management
  • Panelist Sean Clark - CIO, Clark Capital Management Group

Clients need income to survive. The challenge is, with rates still near historical lows, how do you generate the kind of cash they need to pay their bills? In this session, we bring together wealth managers and product providers to explore multiple ways to hit the magic number clients need to live. You’ll leave with actionable strategies and new ideas you can put to work immediately.

9:40am - 10:10am 30 mins
Dividend Growers vs. Stable Dividend Approached – The Search for Outperformance
  • Moderator Drew Voros - Editor-in-Chief, ETF.com
  • Panelist Matthew Bartolini - Head of SPDR® Americas Research, State Street Global Advisors
  • Panelist Matt Lewis - VP, Head of ETF Implementation & Capital Markets, American Century Investments

With rates rising and the outlook for bonds grim, should investors substitute high-yielding stocks for bonds in balanced portfolios? In this session, we examine the pros, cons and risks that accrue to this radical substitution strategy. Is it time for a full-bore reimagining of the traditional 60/40 portfolio?

10:10am - 10:30am 20 mins
10 Questions in 20 Minutes With Kris Moreton
  • Moderator John Swolfs - CEO, Inside ETFs
  • Presenter Kris Moreton - VP, Client Portfolio Manager, Columbia Threadneedle Investments

Inside ETFs CEO John Swolfs takes the stage with ColumbiaThreadNeedle's Kris Moreton to explore news ways of thinking about investing in bonds. This session will highlight the difference between active and strategic beta, and which approach is right for today's bond investors.

10:30am - 11:10am 40 mins
Your Best Bet for Yield: 3 Ideas Explored
  • Moderator Matt Hougan - Chairman, Inside ETFs
  • Panelist Kim Arthur - CEO, Portfolio Manager & Founding Partner, Main Management
  • Panelist Justin Guichard - Managing Director, Oaktree Capital
  • Panelist Jay D. Hatfield - Co-Founder, CEO, & Portfolio Manager, Infrastructure Capital Advisors, LLC

Real estate debt, preferred shares and buy-write strategies … does it really matter where the income comes from? In this unique session, we bring three experts together to educate, inform and share why they look outside the box and deploy unique strategies to boost yield.

11:10am - 11:30am 20 mins
Networking Break
11:30am - 12:00pm 30 mins
The Art & Science of Creating & Redeeming a Portfolio Using Bond & Equity ETFs
  • Moderator Tom Lydon - Editor & Publisher, ETF Trends
  • Panelist Reggie Browne - Sr. Managing Director, Cantor Fitzgerald & Co.
  • Panelist Ugo Egbunike - Sr. VP, Credit Trading, Millennium Advisors
  • Panelist Leighton Shantz - Director of Fixed Income, Employees Retirement System of Texas

What was once a complex process taking days to create can now be done over a phone call. Taking your bond portfolio, custom-creating into ETFs and then trading with enhanced liquidity—what’s this process called and how is it done? We sit down with an institutional investor who pioneered this process, a trader and a market maker, to discuss what this process looks like, the benefits and the opportunities available to money managers.

12:00pm - 12:30pm 30 mins
Closing Keynote: Dividend Investing Reimagined: What’s the Best Approach for Today’s Market?
  • Presenter Larry McDonald - NY Times bestselling author, CNBC's weekly contributor, Founder, The Bear Traps Report

Dividend-focused investment strategies have been popular since the dawn of investing. But since 2009, after $3 trillion in U.S. corporate debt issuance funding and close to $5 trillion of stock buybacks, how safe are dividends today? Our keynote speaker will examine the outlook for dividend-based strategies in today’s economy, and consider which of dozens of paths forward are the best fit for tomorrow’s portfolios.  We're seeing global systemic risks surge out of Turkey, Italy and a highly leveraged China; how sustainable are dividends in today's world?

12:30pm - 12:35pm 5 mins
Conference Concludes