The Next Stage Of ETFs: Active For The Core Of Portfolios

There’s an ETF for everything, right? In an industry that has largely been dominated by passive index tracking and thematic products, a new wave of active funds are finally addressing client portfolios where it matters most – at their core.

During the webinar, CFRA’s Sam Stovall, CFA and Aniket Ullal are joined by Capital Group ETF Specialist Zahid Nakhooda to share observations on the ETF industry, insights into Capital Group’s debut ETF suite and discuss how financial professionals can approach this evolving area of asset management, particularly in light of recent market volatility.

Speakers

	Sam Stovall Chief Investment Strategist, CFRA As Chief Investment Strategist, Sam Stovall serves as 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, ETF Data & Analytics, CFRA 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 Nasdaq.com and his work is frequently cited in the financial press.
	Zahid Nakhooda ETF Specialist, Capital Group Zahid Nakhooda is an exchange-traded fund (ETF) specialist at Capital Group, home of American Funds. He has 22 years of industry experience and joined Capital Group in 2021. Prior to joining Capital, Zahid worked in Asset Management at Goldman Sachs. Before that, he was in Institutional Equity Sales at J. P. Morgan and in Investment Banking at Salomon Smith Barney. He holds a bachelor's degree in economics from Duke University. Zahid is based in Chicago.

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The Next Stage of ETFs: Active For The Core Of Portfolios

Sam Stovall

Aniket Ullal

Zahid Nakhooda