Investing in Low-Volatility, High Quality Stocks to Play Portfolio Defense

Learn more about this firm

Thursday, March 11, 2021

2:00 PM EST | 11:00 AM PST

60 minutes

Summary Already Registered? Click here »

A discussion of the potential benefits of owning a basket of high-quality stocks with relative price stability given the current market and economic outlook. During this seminar, listeners will hear the case for multi-factor based investing strategies from one of the leading non-beta ETF providers, First Trust. Topics include what factors are commonly used, how these factors have performed over time, and the reasons many advisors have gravitated toward the First Trust Capital Strength ETF.

What you will learn in the webinar is: 

  • What are investment factors?
  • How can investors utilize factors to seek a desired outcome?
  • How might a portfolio of high-quality, reduced volatility stocks be defensive in a market downturn?

Speakers

Dan Waldron Headshot

Dan Waldron
Senior Vice President | ETF Strategist
First Trust

Dan is a Senior Vice President and ETF Strategist. He gives financial professionals cogent information on the ETF landscape, including how to reassess their clients’ investment options, how to find alpha with ETFs and the many options available in today’s marketplace. Dan began his career with Kemper Financial and Kemper Securities and has over 25 years of experience in the industry, having worked extensively with most aspects of investment company product development and marketing. Before joining First Trust, Dan held an Executive Director position with Scudder Investments, where he was the Director of the Investment Products Group responsible for product research, development and management of all open-end, closed-end, offshore, and variable insurance funds. Previously Dan held positions with Van Kampen Investments, where he served as Director of Fund Marketing, Director of Business Development, and Director of UIT Product and Marketing, and also as Vice President with Fidelity Capital Markets in Boston, Massachusetts where he was responsible for launching and managing Fidelity’s UIT business.

Ben Jones Headshot

Ben Jones
Index Development Specialist
Nasdaq

Ben Jones is a specialist on Nasdaq’s Index Research & Development team. Ben’s role involves supporting the research and marketing efforts for Nasdaq Indexes, helping to build new or enhance existing indexes, and supporting Nasdaq’s ETF partners and the sales team through outreach and engagement initiatives. Prior to his move to the Index Research & Development team, Ben was a Senior Analyst at Nasdaq Dorsey Wright (NDW), a registered investment advisory firm, and had been with the firm the firm for over 10 years. Ben worked exclusively in NDW’s research department, where he helped lead and coordinate many of NDW’s research and product offerings, and was a primary contributor to NDW’s flagship report, “Daily Equity and Market Analysis Report,” as well as a number of specialized market updates and ETF reports. In addition, Ben led the development and support of many relationships with advisors, ETF providers, and other 3rd party partners for the application and distribution of NDW’s research, products and strategies. Ben received his Bachelor of Arts degree from Virginia Polytechnic Institute and State University (Virginia Tech).

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.