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Thematic Investing & the Re-Opening Economy

October 14, 2020 11:00 AM ET | 8:00 AM PT Virtual Event

As governments around the world look to re-ignite economic growth in wake of the Covid-19 pandemic, concerns remain around how to return to offices, schools, and stores safely and responsibly. In the new normal, certain industries will play a key role to overcome these challenges and ETFs can provide targeted exposure to these themes.

We will explore these topics further in a 30-minute webinar discussion led by Todd Rosenbluth, Head of ETF & Mutual Fund Research at CFRA, and featuring Jay Jacobs, Head of Research & Strategy at Global X ETFs.

Topics to be covered:

  • Themes that are well-positioned to facilitate the re-opening economy, like Cloud Computing and Telemedicine
  • The underlying investment case for certain themes and what securities investors will find inside these ETF

 

Speakers 

 


Jay Jacobs 

Head of Research & Strategy, Global X ETFs

 

Having joined Global X in 2013, Jay leads the firm’s research team, which originates the firm’s unique insights on the markets and ETFs. He also guides the planning and development of the firm’s strategic direction. Jay is a frequently cited expert in the financial media, including CNBC, Bloomberg, and The Wall Street Journal.

Prior to joining Global X, Jay was a business analyst at the New York Stock Exchange (NYSE), in the ETF and Indexing Group, where he helped to launch hundreds of ETFs on the NYSE Arca trading platform.

Jay holds a BA from Emory University in International Studies and an MBA from Columbia Business School. He is also a CFA charterholder. He can be followed on Twitter @JayJacobsCFA.

 

 

Todd Rosenbluth

Head of ETF and Mutual Fund Research, CFRA

 

Todd Rosenbluth is Senior Director of ETF and Mutual Fund Research at CFRA where he leads the firm’s holdings-based research efforts. Todd publishes regular thought leadership content on equity and fixed income products, supports the quantitative fund models and interacts with clients. He also serves as a member of CFRA’s Investment Policy Committee. Todd has frequently provided ETF education at Inside ETFs conferences and been quoted in media outlets, such as Barron’s, New York Times and the Wall Street Journal. Todd also held the position of Senior Director of ETF and Mutual Fund Research for S&P Global Market Intelligence.

Prior to joining CFRA, Todd previously served in other financial positions at S&P Global, such as International Mutual Fund Sector Specialist, Large Cap Value and Large Cap Growth Analyst and has served on the Fund Services Asset Allocation Committee. Prior to joining S&P Global in 2001, Todd was managing editor of Value Line Mutual Fund Survey and Senior Large Cap and Small Cap Value Mutual Fund Analyst. He was also a Financial Advisor with Morgan Stanley.

Todd holds a B.G.S in Finance from the University of Michigan and an MBA in Finance from New York University.

 

 

 

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