Relative Strength Institute Beverly Hills
Agenda
Register to join us for a 3 hour educational symposium on the topic of relative strength investing. This event is for financial advisors and will offer 3 hours of CFP/CIMA credit.
| 9:00 AM |
John Lewis, CMT, Senior Portfolio Manager “Relative Strength Research and Best Practices” |
John will share our research on relative strength/momentum investing and will highlight best practices for its implementation. He will share his views about how relative strength best fits in an asset allocation and will share research on complementary investment factors such as value and low volatility. |
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| 10:00 AM |
Ian Saunders, Senior Analyst, “Unlocking the Potential of the Dorsey Wright Research Platform” |
Ian will provide training on key aspects and tools on the Dorsey Wright Research Platform. This extensive research platform is designed to allow financial professionals to more effectively manage money on their own using our ratings, research, and models. |
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| 11:00 AM |
Andy Hyer, CFP, CIMA, CMT, Client Portfolio Manager, “Implementing Relative Strength Through SMAs and ETFs” |
Andy will share key insights from our experience in managing our family of SMA strategies and ETFs linked to Dorsey Wright indexes and strategies. Dorsey Wright has implemented relative strength in U.S. equity, International equity, multi-asset class, and fixed income portfolios. |
Lunch will be provided. Registration is limited to the first 75 advisors who register.