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Unpacking the Equity Symposium Experiences

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The Upcoming Equity Symposium on March 13 aims to equip investors with crucial insights into the dynamic equity landscape. This complimentary event offers CE credits, marking VettaFi’s commitment to facilitating informed decision-making following the success of Exchange. As investors navigate the labyrinth of today’s market, VettaFi stands as a beacon of clarity and guidance.

Gaining Insight into Valuations

One enlightening session slated for the symposium is β€œValuations Matter. Know What You Own.” This session will underline the importance of advisors moving beyond market-cap-focused indexes. Delving into the fundamental principles of equity valuations, the expert panel will shed light on the benefits of exploring small- and midcap stocks in the investment landscape.

Reflecting on this session, VettaFi’s Head of Research Todd Rosenbluth emphasized, β€œAs advisors seek to diversify client portfolios away from mega-cap growth, it is clear that a passive approach lacking in a fundamental focus may not be optimal. By hosting knowledgeable experts, we aim to explore alternative strategies together.”

The Value of Symposiums

Symposiums offer a treasure trove of advantages for advisors. Collating a wealth of expertise in a single location, these events provide a concentrated dose of invaluable information and perspectives. By consolidating learning opportunities into one event, advisors can efficiently earn CE credits and enhance their market acumen without the need to spread their attention across multiple dates and times.

The Equity Symposium promises attendees a comprehensive examination of the core and satellite aspects of their exposures. Once more, VettaFi is curating a lineup of venerable experts from prominent asset management firms to help advisors navigate this pivotal part of any investment portfolio. Consequently, participants will leave the symposium armed with practical strategies and novel concepts to invigorate their investment approach.

Secure your spot at the Equity Symposium by registering here.

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