Thematic Investing: Catch the NEXT Wave of Innovators

Learn more about this firm

Wednesday, November 4, 2020

2:00 PM EST | 11:00 AM PST

60 minutes

Summary Already Registered? Click here »

In this webcast, Scott Kefer, CFA, Senior Portfolio Manager at VictoryShares and Solutions, and Mark Marex, Research & Development Specialist at Nasdaq Global Information Services, will discuss thematic investing in next-generation innovators.  They will dig deeper into why the Nasdaq Exchange draws forward-thinking companies to list on this exchange, as well as discuss opportunities to invest in tomorrow’s disruptors earlier in their lifecycle.

You will learn:

  • How the Nasdaq Q-50 Index offers exposure to the next generation of market leadership—the 50 stocks that are next-eligible for inclusion in the Nasdaq-100 Index®
  • Why forward-thinking innovative companies are drawn to list on the Nasdaq Stock Exchange
  • What are some common attributes of next-generation innovators
  • How the Nasdaq Q-50 Index aligns with, and complements, the time-tested Nasdaq-100 Index
  • How investors can enhance diversification while still participating in a tech-heavy growth strategy
  • How to allocate to a thematic ETF in a portfolio

 

Scott and Mark will be available to answer your questions following the presentation.

 

Speakers

Scott Kefer, CFA Headshot

Scott Kefer, CFA
Senior Portfolio Manager
VictoryShares and Solutions

Scott Kefer, CFA®, is a Senior Portfolio Manager for VictoryShares and Solutions and utilizes his more than 25 years of active management expertise to focus on the continued growth of the firm’s rules-based and custom investment solutions. He supports the firm’s sales efforts by providing strategic beta insights and education to professional investors and clients. In addition to his role with VictoryShares, Mr. Kefer is a Senior Portfolio Manager for NewBridge Asset Management, a Victory Capital investment franchise, and a member of the NewBridge Large Cap Growth portfolio management team.

He joined Victory Capital in 1999 with six years of prior investment experience. Previously, he held a similar position in the Campbell, Cowperthwait division of U.S Trust Company.

Mr. Kefer holds a Bachelor of Science in business management from Skidmore College and is a CFA® charterholder.

Mark Marex, CFP Headshot

Mark Marex, CFP
Specialist in Index Research & Development
Nasdaq

Mark Marex works as a Specialist in Index Research & Development, splitting his efforts between producing original content in support of existing index products, as well as developing new indexes for launch and commercialization. Before joining Nasdaq Global Indexes in 2019, Mark was an emerging fund manager of a systematic long/short US large-cap equity strategy, and co-founded Roundtree Capital Management in 2016. Prior to that, Mark spent eight years at Citigroup in New York, working as a Product Manager of FX in the Investor Services business; as a Vice President of Client Strategy & Analytics in the Investment Banking division; and when he first started in 2008, as a Product Controller in Structured Credit.

Mark graduated with a Bachelor of Science in Economics from Duke University in 2008, and has been a CFA charter holder since 2012.He is passionate about innovation in the world of indexing, ETFs, and quantitative investing. He resides in Brooklyn, NY with his fiancée.

Robert Huebscher Headshot

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.