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Income & Yield Strategy Briefing – Thursday 29th June 2017

ETF Strategy (simon.smith@etfstrategy.co.uk)

Thursday, 29 June 2017 from 08:15 to 11:30 (BST)

Registration Information

Type End Quantity
Registration Application   more info 2d 14h 10m Free  

Share Income & Yield Strategy Briefing – Thursday 29th June 2017

Event Details

Income & Yield Strategy Briefing - The Ned - 29th June 2017Event
Income & Yield Strategy Briefing
(including breakfast)


Date & Time
Thursday 29th June 2017   |   8.15am - 11.30am


Location
The Ned, 27 Poultry, London EC2R 8AJ


Description
Focused on the construction of income portfolios using ETFs, the event will cover a range of topics exploring the various ETF building blocks available to advisers assembling income-oriented strategies.

With presentations from BMO, Fidelity, First Trust, Lyxor and WisdomTree.


Agenda

08.15 – 09:00

Registration and networking

 

09.00 – 09.05

Welcome introduction

Simon Smith, Founder, ETF Strategy

09.05 – 09.25

BMO Global Asset Management
BMO Enhanced Equity Income Strategies – A First for Passive Investors
- An institutional approach to investing, available in an ETF format
- Introducing a new strategy for ETF investors 
- Strategies with broad equity benchmarks at their core
- Maximising yield and reducing volatility
- Through the lens of a Canadian portfolio manager

Chris McHaney,
VP and Portfolio Manager,
BMO Global Asset Management

09.25 – 09.45

First Trust Global Portfolios
First Trust Equity Income Suite – Focused on the Fundamentals
- Ensuring the fundamentals support the dividend
- Recognising the value of retained earnings “plough back”
- Identifying companies with ability and willingness to increase dividends

Gregg Guerin,
Product Specialist,
First Trust Global Portfolios

09.45 – 10.05

WisdomTree
Dividends Strategies Targeting Income Yield and Growth

- Extracting yield through screening, selection, weighting and rebalancing
- Mitigating credit risk in EM
- Small-cap and quality dividend growth as income styles

Viktor Nossek,
Head of Research, Europe,
WisdomTree

10.05 – 10.25

Fidelity International
Fidelity Quality Income - Targeted Smart Beta Solutions

- Leveraging Fidelity’s experience in active management, portfolio construction and risk management to build systematic strategies
- Importance of controlling unintended biases to provide a targeted exposure to the desired theme

Nick King,
Head of ETFs,
Fidelity International

10.25 – 10.45

Lyxor ETF
Avoiding the Yield Trap: Dividend Hunting through ETFs
- Resisting the temptation to chase dividends from low quality companies
- Dividends without compromising standards
- Best practices for passive equity income investments

Adam Laird,
Head of ETF Strategy, Northern Europe,
Lyxor ETF

10.45 – 11.30

Networking (on roof terrace, weather permitting)

 

 

Venue 

The event will be held at The Ned (www.thened.com), a newly opened hotel & members’ club from Soho House Group and Sydell housed in the Grade I-listed former headquarters of Midland Bank. The venue is well located in the heart of the City of London, a stone’s throw from the Bank of England, with Bank, Cannon Street, Mansion House, St Paul’s, Moorgate and Monument underground stations all within easy walking distance.


Presented by

ETF Strategy

 

 

By registering for this event, you are agreeing to the terms and conditions of our events privacy policy.

Do you have questions about Income & Yield Strategy Briefing – Thursday 29th June 2017? Contact ETF Strategy (simon.smith@etfstrategy.co.uk)

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When & Where


The Ned
27 Poultry
EC2R 8AJ London
United Kingdom

Thursday, 29 June 2017 from 08:15 to 11:30 (BST)


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Income & Yield Strategy Briefing – Thursday 29th June 2017
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