2021 Outlook: The Innovation Economy

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Speakers

Brian Levitt
Global Market Strategist,
Invesco

Brian Levitt is the Global Market Strategist, North America, for Invesco. He is responsible for the development and communication of the firm’s investment outlooks and insights. Mr. Levitt has two decades of investment experience in the asset management industry. In April 2000, he joined OppenheimerFunds, starting in fixed income product management and then transitioning into the macro and investment strategy group in 2005. Mr. Levitt co-hosted the OppenheimerFunds World Financial Podcast, which explored global long-term investing trends. He joined Invesco when the firm combined with Oppenheimer Funds in 2019. Mr. Levitt earned a BA degree in economics from the University of Michigan and an MBA with honors in finance and international business from Fordham University. He is frequently quoted in the press, including Barron’s, Financial Times and The Wall Street Journal. He appears regularly on CNBC, Bloomberg and PBS’s Nightly Business Report.

Mark Marex, CFP
Specialist in Index Research & Development
Nasdaq

Mark Marex works as a Specialist in Index Research & Development, splitting his efforts between producing original content in support of existing index products, as well as developing new indexes for launch and commercialization. Before joining Nasdaq Global Indexes in 2019, Mark was an emerging fund manager of a systematic long/short US large-cap equity strategy, and co-founded Roundtree Capital Management in 2016. Prior to that, Mark spent eight years at Citigroup in New York, working as a Product Manager of FX in the Investor Services business; as a Vice President of Client Strategy & Analytics in the Investment Banking division; and when he first started in 2008, as a Product Controller in Structured Credit.

Mark graduated with a Bachelor of Science in Economics from Duke University in 2008, and has been a CFA charter holder since 2012.He is passionate about innovation in the world of indexing, ETFs, and quantitative investing. He resides in Brooklyn, NY with his fiancée.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.

Ryan McCormack
Equity Product Strategist
Invesco

Ryan McCormack is the Equity Product Strategist representing Invesco’s flagship exchange-traded fund, the Invesco QQQ Trust. In his role, Ryan promotes the adoption of Invesco QQQ ETF by discussing implementation strategies, creating thought leadership content and engaging in media opportunities with Bloomberg, The Wall Street Journal, The Financial Times, ETF Database, Seeking Alpha, RIA Channel and others. Ryan is frequently a speaker at top industry conferences and has a weekly segment on Nasdaq’s TradeTalks.

Prior to joining Invesco, Ryan was an ETF specialist at OppenheimerFunds. In this role, Ryan educated financial advisors on the use of ETFs within their practice, and how revenue-weighted and factor-based ETFs could enhance risk-adjusted returns within portfolios. Prior to his time at OppenheimerFunds, Ryan spent seven years at Merrill Lynch on the Portfolio Solutions Desk. In this role, Ryan served as the first point of contact for financial advisors seeking implementation guidance for ETFs along with market and economic commentary. Ryan earned a BA degree in economics from Johns Hopkins University.