A complimentary webinar for financial advisors

As investors prepare for the rest of 2021, they are looking to U.S. mid-and small-cap equities for diversification and broader economic exposure from both strategic and tactical perspectives.

Join S&P DJI, CFA Society Toronto, and leading industry experts to learn how index construction can impact risk/return profiles, liquidity, and capacity issues when tracking the performance of U.S. equities.

Speakers include:

• Tim Edwards, Ph.D, Managing Director, Investment Strategy, S&P Dow Jones Indices
• Erika Toth, CFA, Director, Institutional & Advisory, Eastern Canada, BMO Global Asset Management
• Kelly Trihey, CFA, Portfolio Manager and Senior Investment Advisor, Trihey Wealth Management, IA Private Wealth

Conference website