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Working from Home as a Long-Term Investment Theme

 

Wednesday August 19, 2020 at 11:00 am EDT

For much of 2020, many Americans have needed to adjust to working from home, using new technologies and a flexible approach to balancing their many tasks. Meanwhile, many businesses have seen how productive their employees can be outside of a communal office and are considering a more permanent shift of personnel.

Join CFRA’s Head of ETF & Mutual Fund Research Todd Rosenbluth and Direxion’s Managing Director, Product, David Mazza, as they discuss:

  • The investment case for cloud computing, cybersecurity, online project and document management and remote communications companies as work from home sub-themes.
  • Recent advisor demand for information technology and communications services focused thematic ETFs.
  • How thematic ETFs can fit into a broader advisor-led portfolio.
     

Presented by:

  • Todd Rosenbluth, Head of ETF and Mutual Fund Research, CFRA
  • David Mazza, Managing Director and Head of Product at Direxion

 

 

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 Portfolio Management 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.

 

David Mazza, Managing Director and Head of Product at Direxion

David leads product R&D, strategy and management for the firm.

Prior to joining Direxion, he was the Head of ETF Investment Strategy at OppenheimerFunds and led the firm’s ETF Investment Marketing and ETF Specialist Teams. Prior to joining OppenheimerFunds, David led product strategy, positioning, and analysis as a Managing Director and Head of ETF and Mutual Fund Research at State Street Global Advisors (SSGA). Prior to that role, he was a member of SSGA’s Global Enhanced Equity Group, responsible for stock-selection research, portfolio management and product strategy; across multiple quantitatively managed investment strategies.

David received his M.B.A. in Finance from the Sawyer Business School at Suffolk University and his B.A. in Political Science and Philosophy from Boston College.

 

 

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