Take the Concentration Risk out of the S&P 500

Summary Already Registered? Click here »

Speakers

Nick Kalivas
Head of Factor and Core Equity Product Strategy
Invesco

Nick Kalivas is a Senior Equity Strategist for Invesco's exchange-traded funds (ETFs). In his role, he works on researching and developing product-specific strategies, as well as creating thought leadership to position and promote the smart beta and factor-based equity ETF lineup.

Mr. Kalivas joined Invesco in 2014. Prior to joining the firm, he spent the majority of his career in the futures industry, delivering research, strategy, and market intelligence to institutional and high-net-worth clients in the equity and interest rate markets. He was a featured contributor for the Chicago Mercantile Exchange and provided research services to a New York- based global macro commodity trading advisor where he supplied insight on equities, fixed income, foreign exchange, and commodities. Mr. Kalivas has been quoted in The Wall Street Journal, Financial Times, Reuters, The New York Times, and by the Associated Press, and has made numerous appearances on CNBC and Bloomberg.

Mr. Kalivas earned a BBA degree in accounting and finance from the University of Wisconsin - Madison and an MBA from the University of Chicago, Booth School of Business with concentrations in economics, finance, and statistics. He holds the Series 7 and 63 registrations.

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.