Sectors are a versatile tool that can be used to achieve a range of goals from tax loss harvesting to risk management to thematic investing. In this presentation, we show you how the applications can improve client outcomes. You will also learn how Sectors are classified using the GICS framework and how that creates precise portfolio building blocks that can be used in a myriad of ways to achieve financial goals and outcomes.

Attendees will earn 1 CFP^® CE.

Speaker: Paul Baiocchi, CFA, Chief ETF Strategist, SS&C ALPS Advisors

Paul leads the firm’s distribution strategy and execution for the SS&C ALPS ETF suite as well as the Select Sector
SPDRs lineup of ETFs.

He works closely with the distribution, research, and marketing teams to tailor the firm’s messaging and client-facing content. In addition to providing subject matter
expertise in client meetings, Paul supports the marketing and PR teams while also aiding the research efforts of SS&C ALPS Advisors and Select Sector SPDRs. Prior to
joining the firm, Paul was Vice President of ETF Business Development at Fidelity Institutional Asset Management where he helped build and grow the firm’s ETF
lineup for 6 years while developing sales and messaging strategies for sector investing. Previously, he worked at ETF.com, building an ETF analytics platform,
writing about the ETF industry, and moderating panels at Inside ETF conferences.  He holds a Bachelor’s degree in Business Administration from California State University at Chico, and an MBA from the University of British Columbia’s Sauder School of Business and is a CFA charterholder.

Innovation is a massive focus for Paul personally and professionally, and the ETF wrapper has been a passion of his for more than a decade. While ETFs continue to
grow, Paul is constantly trying to understand how institutional investors deliver superior client outcomes by applying technology. Whether it is portfolio software
solutions or blockchain and digital assets, he is always looking for the next chapter of the financial services industry.

Tickets

$0.00 COFPA Members

$0.00 FPA Members and Nonmembers