Events & Webinars

CFRA hosts global events and webinars that bring together our
experienced research leaders and industry experts to deliver ideas,
case studies, and discussions around forensic and fundamental
equity, ETF and mutual fund strategies and methodologies.

Events & Webinars

CFRA hosts global events and webinars that bring together our experienced research leaders and industry experts to deliver ideas, case studies, and discussions around forensic and fundamental equity, ETF and mutual fund strategies and methodologies.

CFRA Events and Webinars

Register for one of our upcoming sessions, or view the replay from one of our recent sessions.

16
Dec
December 16, 2020
The New Normal: Navigating a Post-Pandemic Market CFRA’s webinar series cover critical themes and topics that financial professionals and investors should consider as they outline their investment strategy. In our next series, The New Normal: Navigating a Post-Pandemic Market, our equity analysts will explore trends and topics across key industries that are at the center of projected market changes as we transition from Covid-19 and the uncertainty of the U.S. elections to economic recovery and a period of adjustment to the new market environment. Acclimating to the new market environme...
16
Dec
December 16, 2020
The New Normal: Navigating a Post-Pandemic Market CFRA’s webinar series cover critical themes and topics that financial professionals and investors should consider as they outline their investment strategy. In our next series, The New Normal: Navigating a Post-Pandemic Market, our equity analysts will explore trends and topics across key industries that are at the center of projected market changes as we transition from Covid-19 and the uncertainty of the U.S. elections to economic recovery and a period of adjustment to the new market environment. Acclimating to the new market environme...
01
Dec
December 01, 2020
Join CFRA’s team of expert analysts as we share insights on the global Industrials sector. During this session, CFRA analysts Chris Kuiper, Varun Venkatraman, and Elizabeth Vermillion will highlight the fiscal stimulus, impact of Brexit and the U.S. election outcome, evolving social and environmental priorities, and other drivers affecting Industrials. Attendees will learn how CFRA applies its Expectations Framework to analyse these market forces, uncover potential opportunities and risks for investors, and determine which companies are most likely to benefit. Key topics of discussion will ...
01
Dec
December 01, 2020
Join CFRA’s team of expert analysts as we share insights on the global Industrials sector. During this session, CFRA analysts Chris Kuiper, Varun Venkatraman, and Elizabeth Vermillion will highlight the fiscal stimulus, impact of Brexit and the U.S. election outcome, evolving social and environmental priorities, and other drivers affecting Industrials. Attendees will learn how CFRA applies its Expectations Framework to analyse these market forces, uncover potential opportunities and risks for investors, and determine which companies are most likely to benefit. Key topics of discussion will ...
18
Nov
November 18, 2020
The holiday season is a crucial time of year for retailers, and in 2020 it could not be more critical. With changes in consumer confidence, shifting spending patterns, and new shopping habits spurred by the ongoing global pandemic and increased focus on e-commerce over in-store shopping, retailers have much to navigate as they look to close the year on a high note during this traditionally peak selling period. Join CFRA senior analysts Garrett Nelson, Camilla Yanushevsky, and Tuna Amobi as they discuss the macro-economic trends in retailing, how Covid-19 has changed how and where people sho...
18
Nov
November 18, 2020
The holiday season is a crucial time of year for retailers, and in 2020 it could not be more critical. With changes in consumer confidence, shifting spending patterns, and new shopping habits spurred by the ongoing global pandemic and increased focus on e-commerce over in-store shopping, retailers have much to navigate as they look to close the year on a high note during this traditionally peak selling period. Join CFRA senior analysts Garrett Nelson, Camilla Yanushevsky, and Tuna Amobi as they discuss the macro-economic trends in retailing, how Covid-19 has changed how and where people sho...
10
Nov
November 10, 2020
Join CFRA and PIMCO to explore how to better optimize cash allocations in a period of near-zero yields for money market funds and potentially higher tax rates ahead. Todd Rosenbluth, Head of ETF and Mutual Fund Research at CFRA, will moderate a conversation with Jerome Schneider and David Hammer, heads of PIMCO’s short-term and municipal bond portfolio management. The focus will be on how actively managed short-term bond ETFs–—including taxable, tax-aware, and ESG solutions – may deliver attractive returns on otherwise unproductive cash allocations. Discussion topics will include: ...
10
Nov
November 10, 2020
Join CFRA and PIMCO to explore how to better optimize cash allocations in a period of near-zero yields for money market funds and potentially higher tax rates ahead. Todd Rosenbluth, Head of ETF and Mutual Fund Research at CFRA, will moderate a conversation with Jerome Schneider and David Hammer, heads of PIMCO’s short-term and municipal bond portfolio management. The focus will be on how actively managed short-term bond ETFs–—including taxable, tax-aware, and ESG solutions – may deliver attractive returns on otherwise unproductive cash allocations. Discussion topics will include: ...
21
Oct
October 21, 2020
Investors are increasingly seeking securities that are not only attractively priced, but that also are connected to companies favorably impacting the environment, broader society, and a company’s employees. To meet the demand, a growing supply of ETFs are seeking to provide diversified exposure to such companies that meet ESG criteria, making it important to look inside the portfolio and not just at its name or costs. We will explore this topic further in a 30-minute webinar discussion led by Todd Rosenbluth, Head of ETF & Mutual Fund Research at CFRA, and featuring Linda Zhang, CEO ...
21
Oct
October 21, 2020
Investors are increasingly seeking securities that are not only attractively priced, but that also are connected to companies favorably impacting the environment, broader society, and a company’s employees. To meet the demand, a growing supply of ETFs are seeking to provide diversified exposure to such companies that meet ESG criteria, making it important to look inside the portfolio and not just at its name or costs. We will explore this topic further in a 30-minute webinar discussion led by Todd Rosenbluth, Head of ETF & Mutual Fund Research at CFRA, and featuring Linda Zhang, CEO ...
14
Oct
October 14, 2020
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...
14
Oct
October 14, 2020
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...
08
Oct
October 08, 2020
The general election is only a few months away and polls show the Biden/Harris ticket leading by a wide margin. Wall Street does not like uncertainty, and the upcoming election offers plenty of it. Wall Street is concerned by the prospects of a clean sweep, with the Democrats regaining control of the presidency as well as both houses of Congress. The stock market has been a reliable predictor of election results, and history hints (but does not guarantee) that a Democratic trifecta sweep would send stocks lower but then recover in the following month and calendar year. Even though the marke...
08
Oct
October 08, 2020
The general election is only a few months away and polls show the Biden/Harris ticket leading by a wide margin. Wall Street does not like uncertainty, and the upcoming election offers plenty of it. Wall Street is concerned by the prospects of a clean sweep, with the Democrats regaining control of the presidency as well as both houses of Congress. The stock market has been a reliable predictor of election results, and history hints (but does not guarantee) that a Democratic trifecta sweep would send stocks lower but then recover in the following month and calendar year. Even though the marke...
23
Sep
September 23, 2020
Session 4: Real Estate Road to Recovery from the Abyss This CFRA webinar will provide a better understanding of real estate investment trusts (REITs) with the macro factors driving the road to recovery, including fundamentals and whether stocks are undervalued. CFRA analysts Ken Leon and Chris Kuiper will share their research insights on how each property type in the real estate industry has been financially affected by the Covid-19 impact and how long the recovery may take for these asset classes. Specific topics include - Highlights of the current real estate environment and expected...
23
Sep
September 23, 2020
Session 4: Real Estate Road to Recovery from the Abyss This CFRA webinar will provide a better understanding of real estate investment trusts (REITs) with the macro factors driving the road to recovery, including fundamentals and whether stocks are undervalued. CFRA analysts Ken Leon and Chris Kuiper will share their research insights on how each property type in the real estate industry has been financially affected by the Covid-19 impact and how long the recovery may take for these asset classes. Specific topics include - Highlights of the current real estate environment and expected...
09
Sep
September 09, 2020
Session 3: Invest in American Infrastructure: Opportunities, Risks, and Politics This webinar will provide a better understanding of the infrastructure opportunity and the potential risk to federal funding. CFRA analysts will share their research insights on the potential timeliness to federal legislation, outlook for addressable markets, and the industries and companies most likely to benefit. During this session, CFRA analysts Matthew Miller, Elizabeth Vermillion, and Richard Wolfe will explore – Major trends and the outlook for construction materials and steel, construction ma...
09
Sep
September 09, 2020
Session 3: Invest in American Infrastructure: Opportunities, Risks, and Politics This webinar will provide a better understanding of the infrastructure opportunity and the potential risk to federal funding. CFRA analysts will share their research insights on the potential timeliness to federal legislation, outlook for addressable markets, and the industries and companies most likely to benefit. During this session, CFRA analysts Matthew Miller, Elizabeth Vermillion, and Richard Wolfe will explore – Major trends and the outlook for construction materials and steel, construction ma...
26
Aug
August 26, 2020
Session 2: Health Care: Covid-19 Therapies and Investing in the Medical Landscape Covid-19 has bifurcated the biopharma industry into companies that are working on Covid-19 therapies and those that are not. In parallel, risks to public health continue to increase after medical procedure volumes declined significantly at the peak of the pandemic. During this session, CFRA analysts Sel Hardy and Kevin Huang will highlight - Companies focused on leading treatments and vaccines, the commercial opportunities, and how this is reflected in share prices. Manufacturing and R&D challen...
26
Aug
August 26, 2020
Session 2: Health Care: Covid-19 Therapies and Investing in the Medical Landscape Covid-19 has bifurcated the biopharma industry into companies that are working on Covid-19 therapies and those that are not. In parallel, risks to public health continue to increase after medical procedure volumes declined significantly at the peak of the pandemic. During this session, CFRA analysts Sel Hardy and Kevin Huang will highlight - Companies focused on leading treatments and vaccines, the commercial opportunities, and how this is reflected in share prices. Manufacturing and R&D challen...
19
Aug
August 19, 2020
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 remot...
19
Aug
August 19, 2020
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 remot...
12
Aug
August 12, 2020
Session 1: Disruptive Technologies & Cloud Computing Opportunities Accelerate The recent market downturn can be fuel for software firms seeking to cross the chasm, as critical enterprise applications continue their move to the cloud. Software is no longer just aiding in the management of labor and capital in the means of production, increasingly, software IS the means of production. In conjunction, the need for data centers has intensified as the semiconductor and storage provider industries accelerate data growth, while artificial intelligence (AI) and other emerging technologies expan...
12
Aug
August 12, 2020
Session 1: Disruptive Technologies & Cloud Computing Opportunities Accelerate The recent market downturn can be fuel for software firms seeking to cross the chasm, as critical enterprise applications continue their move to the cloud. Software is no longer just aiding in the management of labor and capital in the means of production, increasingly, software IS the means of production. In conjunction, the need for data centers has intensified as the semiconductor and storage provider industries accelerate data growth, while artificial intelligence (AI) and other emerging technologies expan...
09
Jul
July 09, 2020
The equity markets have continued to work their way closer to breakeven on better-than-expected economic reports and continued investor optimism toward the gradual recovery of the global economy.  Businesses are slowly re-opening, travel plans are being reconsidered, and consumers proceed cautiously on discretionary purchases. Looking at S&P 500 and sector earnings and valuations, how will the current market situation stack up to history? Will consumer discretionary stocks such as restaurants, travel, and tourism-related industries – those most deeply impacted by the pandemic – recov...
09
Jul
July 09, 2020
The equity markets have continued to work their way closer to breakeven on better-than-expected economic reports and continued investor optimism toward the gradual recovery of the global economy.  Businesses are slowly re-opening, travel plans are being reconsidered, and consumers proceed cautiously on discretionary purchases. Looking at S&P 500 and sector earnings and valuations, how will the current market situation stack up to history? Will consumer discretionary stocks such as restaurants, travel, and tourism-related industries – those most deeply impacted by the pandemic – recov...
25
Jun
June 25, 2020
The meat processing and distribution infrastructure that normally supplies U.S. grocery stores has been impacted heavily in recent weeks as meatpacking facilities became Covid-19 hot spots and closed. At the same time, the U.S. has been on a trajectory of increased demand for alternative meat products and a variety of new lab and plant-based alternatives have emerged. These trends, combined with trends in consumer confidence, spending habits, and finances, have spurred a new dynamic for investors to consider. Please join CFRA for a one-hour webinar in which our analysts review the factors i...
25
Jun
June 25, 2020
The meat processing and distribution infrastructure that normally supplies U.S. grocery stores has been impacted heavily in recent weeks as meatpacking facilities became Covid-19 hot spots and closed. At the same time, the U.S. has been on a trajectory of increased demand for alternative meat products and a variety of new lab and plant-based alternatives have emerged. These trends, combined with trends in consumer confidence, spending habits, and finances, have spurred a new dynamic for investors to consider. Please join CFRA for a one-hour webinar in which our analysts review the factors i...
17
Jun
June 17, 2020
CFRA sees an enhanced opportunity for many companies that serve governments, which experienced significant share price declines since the start of Covid-19.  In our view, stable government funding is allowing these businesses to see limited impact from the pandemic. CFRA believes these stocks may outperform the market during uncertain times. Please join CFRA for a one-hour webinar, Playing Defense in a Volatile Market, to learn more and find out if this trend will continue for government-focused enterprises. Our analysts will review topline government spending trends and detail the opportu...
17
Jun
June 17, 2020
CFRA sees an enhanced opportunity for many companies that serve governments, which experienced significant share price declines since the start of Covid-19.  In our view, stable government funding is allowing these businesses to see limited impact from the pandemic. CFRA believes these stocks may outperform the market during uncertain times. Please join CFRA for a one-hour webinar, Playing Defense in a Volatile Market, to learn more and find out if this trend will continue for government-focused enterprises. Our analysts will review topline government spending trends and detail the opportu...
04
Jun
June 04, 2020
The coronavirus is having a significant impact on U.S. households and influencing the consumer’s confidence, spending habits, and finances – and these trends will likely continue even after the coronavirus crisis resolves. The financial health of the U.S. consumer is paramount to getting back to a healthy economy, whether it be a V-shape or a prolonged U-shape economic recovery. Please join CFRA for a one-hour webinar in which our analysts dive deep into the factors influencing consumer spending and consumer confidence, and what this means for investors. We’ll take a look at household...
04
Jun
June 04, 2020
The coronavirus is having a significant impact on U.S. households and influencing the consumer’s confidence, spending habits, and finances – and these trends will likely continue even after the coronavirus crisis resolves. The financial health of the U.S. consumer is paramount to getting back to a healthy economy, whether it be a V-shape or a prolonged U-shape economic recovery. Please join CFRA for a one-hour webinar in which our analysts dive deep into the factors influencing consumer spending and consumer confidence, and what this means for investors. We’ll take a look at household...
28
May
May 28, 2020
Market disruptions like Covid-19 are having a significant impact on the Wealth Management market, and how the Asset Management industry positions with its investment products. Wealth management is rapidly changing in how leading firms are engaging their customers with investment advice. Market strategies are changing to address the ultra-high net worth (UHNW), HNW, and Mass Affluent market segments. Leading asset management firms are expanding their products that include private equity and other alternative investments. The velocity of change is impacting how firms communicate and delight cust...
28
May
May 28, 2020
Market disruptions like Covid-19 are having a significant impact on the Wealth Management market, and how the Asset Management industry positions with its investment products. Wealth management is rapidly changing in how leading firms are engaging their customers with investment advice. Market strategies are changing to address the ultra-high net worth (UHNW), HNW, and Mass Affluent market segments. Leading asset management firms are expanding their products that include private equity and other alternative investments. The velocity of change is impacting how firms communicate and delight cust...
12
May
May 12, 2020
Cyclical sectors have historically been stronger in the fall and winter, while defensive sectors have performed best during the remaining months. However, investors would have been better rotating in March this time around. Does the impact of Covid-19 change how CFRA thinks about seasonality and can a more fundamental approach to ETF investing -- focused on valuation and profitability -- help advisors? We will explore this topic further in a webinar discussion led by Todd Rosenbluth, Head of ETF & Mutual Fund Research at CFRA, and featuring Sam Stovall, Chief Investment Strategist at CF...
12
May
May 12, 2020
Cyclical sectors have historically been stronger in the fall and winter, while defensive sectors have performed best during the remaining months. However, investors would have been better rotating in March this time around. Does the impact of Covid-19 change how CFRA thinks about seasonality and can a more fundamental approach to ETF investing -- focused on valuation and profitability -- help advisors? We will explore this topic further in a webinar discussion led by Todd Rosenbluth, Head of ETF & Mutual Fund Research at CFRA, and featuring Sam Stovall, Chief Investment Strategist at CF...
16
Apr
April 16, 2020
Advisors are increasingly looking to ETFs to incorporate long-term investment themes, while benefiting from diversification. However, the supply of related products has grown, making it harder to sort through the variety of choices and understand how they fit in with an existing asset allocation strategy. Still in their early days, as of December 31,2019, thematic ETFs held about $28 billion, out of $4.4 trillion in the overall ETF space, representing just 0.6% of the industry, across 121 funds. Yet assets in thematic ETFs have approximately quintupled since 2015 as interest in these strategie...
16
Apr
April 16, 2020
Advisors are increasingly looking to ETFs to incorporate long-term investment themes, while benefiting from diversification. However, the supply of related products has grown, making it harder to sort through the variety of choices and understand how they fit in with an existing asset allocation strategy. Still in their early days, as of December 31,2019, thematic ETFs held about $28 billion, out of $4.4 trillion in the overall ETF space, representing just 0.6% of the industry, across 121 funds. Yet assets in thematic ETFs have approximately quintupled since 2015 as interest in these strategie...
07
Apr
April 07, 2020
The dizzying volatility of the stock market, sparked by the fast-spreading coronavirus, has made investors wary and has brought consumer confidence into question. Turbulence has been seen across most sectors, with an oil price war triggering steep drops in energy sector and a flight to quality. Is a prolonged bear market in store? Or is this simply a correction that many strategists knew would be inevitable? Join CFRA’s Sam Stovall, Chief Investment Strategist, Stewart Glickman, head of energy sector research, and Todd Rosenbluth, head of ETF and mutual fund research for webinar discussio...
07
Apr
April 07, 2020
The dizzying volatility of the stock market, sparked by the fast-spreading coronavirus, has made investors wary and has brought consumer confidence into question. Turbulence has been seen across most sectors, with an oil price war triggering steep drops in energy sector and a flight to quality. Is a prolonged bear market in store? Or is this simply a correction that many strategists knew would be inevitable? Join CFRA’s Sam Stovall, Chief Investment Strategist, Stewart Glickman, head of energy sector research, and Todd Rosenbluth, head of ETF and mutual fund research for webinar discussio...