Review & Preview: Year-End Opportunities and a Look Ahead

Thursday, December 8, 2022 1:00 PM EST | 12:00 PM CST | 10:00 AM PST | 6 PM GMT

This webinar has ended. Please feel free to reach out to if you have any questions.

Investors have been engulfed in the 13th bear market since WWII. How much further can it fall, or was October 12th the low?

In this webinar, Aniket Ullal, Head of ETF Data & Analytics at CFRA, and Russ Latham, Vice President of Exchange Traded Funds at Fidelity, discussed tax loss harvesting opportunities for 2022. While Sam Stovall, Chief Investment Strategist at CFRA, discussed the outlook for the markets in 2023.



Sam Stovall, CFP

Chief Investment Strategist, CFRA Research

Sam is Chief Investment Strategist. Sam Stovall is an analyst, publisher, and communicator of CFRA’s outlooks for the economy, market, and sectors. He is the author of The Seven Rules of Wall Street and The S&P Guide to Sector Investing. He also writes weekly “Sector Watch” and “Investment Policy” reports on CFRA’s MarketScope Advisor platform and maintains the Industry Momentum and Seasonal Rotation portfolios. His work is also found in CFRA’s flagship weekly newsletter The Outlook. 

Aniket Ullal

Head of ETF Data & Analytics,  CFRA Research

Aniket Ullal heads CFRA’s Exchange Traded Fund (ETF) data and analytics business and has worked in the ETF industry since early in its development. He founded First Bridge, one of the industry’s leading ETF data sets that became acquired by CFRA in 2019. Previously, he was the product head for US index products at S&P Dow Jones Indices, which included responsibility for the widely tracked S&P 500 and S&P /Case-Shiller indices. In that role, he partnered with several global asset managers to successfully launch a wide range of index-linked ETFs. He is the author of ETF Investment Strategies (McGraw-Hill; 2013), a featured contributor for and his work is frequently cited in the financial press

Russell Latham

VP, Fidelity ETFs

In his current role, Russell Latham focuses on product management for the Fidelity ETF offering, in which he runs ETF Capital Markets and works with Fidelity’s distribution channels to promote the visibility and product awareness of the ETF offering with Fidelity’s clients. Prior to joining Fidelity in March, 2014, Mr. Latham spent 8 years at BlackRock’s iShares unit, serving in a variety of roles including ETF Capital Markets, Product Development, and Research.

Download The free eBook