In this conversation we'll cover...

• How to prime your portfolio based on current valuations and PE ratios
• Why it's important to understand the effects of reflation trade, and how to actually understand it
• What opportunities exist in the current climate

You'll Hear From:

• Jeff Weniger

Jeff Weniger is Head of Equity Strategy at WisdomTree, a top global ETF provider that pioneered the concept of fundamentally-weighted ETFs. Jeff is responsible for formulating the firm’s equity outlook and for setting the investment themes.

Prior to joining WisdomTree in 2017, Jeff was Director, Senior Strategist in the CIO’s office at BMO Private Bank, where he worked for 11 years. In that role, he managed ETF model portfolios for both the US and BMO Global Asset Management Canada. He also served on the Asset Allocation Committee from 2006-2017 and co-authored the firm’s monthly Asset Allocation Strategy report.

Jeff has a B.S. in Finance from the University of Florida (2003) and an MBA from Notre Dame (2006). He is a CFA charter holder and an active member of the CFA Society of Chicago and the CFA Institute since 2006. He makes frequent media appearances in publications such as Barron’s and the Wall Street Journal, is a regular on Wharton Business Radio and, prior to Covid-19 international travel restrictions, co-hosted monthly The Street on BNN Bl.

This event is moderated by Finimize.

Agenda:

(5pm UK Time/ 12pm NYC Time)

• 5.00 pm - Join Zoom, discussion starts
• 5.15 pm - Audience Q&A
• 5.30 pm - End

Finimize:

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