Riding The Aging Bull Market

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A flattening yield curve, trade tensions, and geopolitical turmoil have affected all asset classes, and have investors looking for fresh ideas in an aging bull market. Can capital efficient ETFs provide a way for investors to take advantage of emerging portfolio construction opportunities in the intermediate term?

WHAT YOU'LL LEARN

Robert Huebscher, sits down with David Mazza, Managing Director, and Inkoo Kang, V.P. of Product and Institutional Strategy, to explore:

• The mature bull market environment and which asset classes are driving returns
• Effective ways to efficiently weight your portfolio toward the assets classes you believe show the strongest intermediate-term potential
• The historical market scenarios that have led certain asset classes to outperform other related asset classes
• Strategies that may allow you to more precisely implement your own convictions about the market in efficient ways

Speakers

Inkoo Kang
V.P. Product and Institutional Strategy
Direxion

InkooKangis Vice President, Product & institutional strategy and has been with Direxion since 2011.

With roots in trading and ETF portfolio management,Inkoorelies on his experience with ETFs to help educate and advise end users about product structure, and portfolio implementation. He acts as a liason for market makers and authorized participants to help foster a healthy and efficient trading ecosystem.

Inkooholds a B.S. degree in Finance from Elon University. He is FINRA Series 7, 63, and 3 licensed.

David Mazza
Managing Director, Head of Product
Direxion

David leads product R&D, strategy and management for the firm.

Prior to joining Direxion, he was the Head of ETF Investment Strategy at OppenheimerFunds and led the firm’s ETF Investment Marketing and ETF Specialist Teams. Prior to joining OppenheimerFunds, David led product strategy, positioning, and analysis as a Managing Director and Head of ETF and Mutual Fund Research at State Street Global Advisors (SSGA). Prior to that role, he was a member of SSGA’s Global Enhanced Equity Group, responsible for stock-selection research, portfolio management and product strategy; across multiple quantitatively managed investment strategies.

David received his M.B.A. in Finance from the Sawyer Business School at Suffolk University and his B.A. in Political Science and Philosophy from Boston College.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.