April 2021 Main Event

ETFs and Asset Allocation in a Low Yield World
Jason Browne, President, Alexis Investment Partners
Jason will share how investors can use ETFs to manage risk and pursue the returns they need to fund their goals through ultra low yields and an eventual return to normalcy. You will learn:
  • Why the long-term performance of stocks and bonds provide a misleading framework for near-term financial planning.
  • Alternatives to the traditional balanced portfolio (what to do now).
  • When, why and how to adapt when yields rise.
Biography: Jason Browne, Chartered Financial Consultant (ChFC), AIF, and President of Alexis Investment Partners, has been an investment advisor since 1995. His passion for taking complex concepts and making them simple, and his background as a tactical investment manager, have made him a frequent guest on CNBC, Bloomberg, Nightly Business Report, Fox Business, TD Ameritrade Network, Moneylife, and numerous print publications. Jason's prior roles include Chief Investment Officer, Chief Investment Strategist, President of a series of mutual funds, Portfolio Manager, Investment Advisor, and Financial Consultant. Jason earned his MBA from St Mary’s College in 2008 and his BA from San Francisco State University in 1994. Download PDF
The Ins and Outs of Investing With ETFs
Ben Johnson, CFA, Director of Global Exchange-traded Fund Research, Morningstar
In this session, Ben Johnson shows how exchange-traded funds (ETFs) are an efficient means of accessing countless corners of global markets. He also discusses this investment wrapper and how to put ETFs to best use in your portfolio. You will learn:
  • The benefits of the ETF wrapper.
  • How to separate wheat from chaff on the expansive ETF menu.
  • Best practices for ETF trading.
Biography: Ben Johnson, Chartered Financial Analyst®, is director of global exchange-traded fund research for Morningstar and editor of Morningstar ETFInvestor, a monthly newsletter. Previously, he was director of ETF research for Europe and Asia. He has also served as a senior equity analyst, covering the agriculture and chemicals industries. Before joining Morningstar in 2006, Ben worked as a financial advisor for Morgan Stanley. He holds a bachelor’s degree in economics from the University of Wisconsin. In 2015, Fund Directions and Fund Action named Ben among the 2015 Rising Stars of Mutual Funds. Download PDF

How to Attend:

Due to COVID-19, meetings are webcast. Please see below to register on EventBrite, and then join remotely online via Zoom. You must pre-register on EventBrite: To attend by web:
  • Zoom meeting instructions will be emailed to all registered participants.
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