Learn details about rising interest rates and what it means for your clients.

Simeon Hyman, CFA
Head of Investment Strategy
ProShares

Mr. Hyman leads ProShares’ team of investment professionals engaged in portfolio analysis, product research and development, education, and the delivery of investment strategies using the company’s alternative ETFs. He and his team are also responsible for the development and publication of research, white papers, and other content to present ProShares as a leader in the alternative ETF industry.

Prior to ProShares, Mr. Hyman spent several years at Bloomberg where he was Chief Investment Officer for Bloomberg’s technology-driven wealth management business, BloombergBlack. He also served as Chairman of the Investment Committee and led the team of investment professionals tasked with the continuous delivery of investment advice, research content, and strategic and tactical asset allocation guidance. Before joining Bloomberg, Mr. Hyman was Head of Investment Strategy and Due Diligence for UBS. There, he established asset allocation and investment strategies for the $300 billion UBS U.S. Wealth Management business and directed due diligence for the $50 billion separately managed account business. Prior to UBS, Mr. Hyman served as the Chief Investment Officer of Lehman Brothers Trust Company.

In this session, participants will:

1. Gain insight into what's driving interest rates and what might be in the forecast.
2. Learn about equity strategies to go on the offensive.
3. Learn about bond strategies to play defense.

Earn 1 CFP^® CE.

Tickets

$0.00 COFPA Members

$0.00 FPA Members and Nonmembers