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.

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...
01
Apr
April 01, 2020
The video streaming TV revolution has ushered in a golden but disruptive era. Early movers such as Netflix, Amazon and Hulu are set to face intensifying competition this year from newer high-profile entrants such as Disney+ and Apple TV+. The streaming wars – and the stakes – have never been higher. In fact, we’re seeing signs of major escalation of the streaming wars. Join CFRA for an informative discussion where we will highlight the major categories of streaming video offerings, key secular factors, and other changes in the television ecosystem. We will identify the current trends ...
01
Apr
April 01, 2020
The video streaming TV revolution has ushered in a golden but disruptive era. Early movers such as Netflix, Amazon and Hulu are set to face intensifying competition this year from newer high-profile entrants such as Disney+ and Apple TV+. The streaming wars – and the stakes – have never been higher. In fact, we’re seeing signs of major escalation of the streaming wars. Join CFRA for an informative discussion where we will highlight the major categories of streaming video offerings, key secular factors, and other changes in the television ecosystem. We will identify the current trends ...
25
Mar
March 25, 2020
Electric vehicles and autonomous technologies are positioned to disrupt the automotive industry over the next decade. The shift towards electric vehicles and the potential of autonomous cars are significantly increasing the technology content per vehicle, with impacts to battery capabilities, 5G connectivity, infotainment, cameras, radar systems, and more – all of which are transforming automobiles as the next big tech device. Please join CFRA for an educational webinar where we’ll provide our outlook for the future of electric vehicles, and if and when fully autonomous vehicles become ...
25
Mar
March 25, 2020
Electric vehicles and autonomous technologies are positioned to disrupt the automotive industry over the next decade. The shift towards electric vehicles and the potential of autonomous cars are significantly increasing the technology content per vehicle, with impacts to battery capabilities, 5G connectivity, infotainment, cameras, radar systems, and more – all of which are transforming automobiles as the next big tech device. Please join CFRA for an educational webinar where we’ll provide our outlook for the future of electric vehicles, and if and when fully autonomous vehicles become ...
26
Feb
February 26, 2020
As we begin a new decade, we also enter a remarkable moment in the technology industry. As 5G scales and gains traction from both hardware manufacturers and consumers, we see a transformational shift in the technology industry. It comes as no surprise that prospects of 5G have been discussed at length by many, including government agencies across the globe. The new 5G is much more than your typical handset upgrade cycle - it is a new technology. The implications are virtually endless, with great new features that have already been embedded in mobile devices over the years (e.g. OLED and augmen...
26
Feb
February 26, 2020
As we begin a new decade, we also enter a remarkable moment in the technology industry. As 5G scales and gains traction from both hardware manufacturers and consumers, we see a transformational shift in the technology industry. It comes as no surprise that prospects of 5G have been discussed at length by many, including government agencies across the globe. The new 5G is much more than your typical handset upgrade cycle - it is a new technology. The implications are virtually endless, with great new features that have already been embedded in mobile devices over the years (e.g. OLED and augmen...
19
Feb
February 19, 2020
In January 2020, CFRA enhanced its ratings methodology to better reflect the unique nature of ETFs, apart from mutual funds, and the rapid changes within the ETF space. The new rating methodology enables us to identify those ETFs with consistent records of success in both up and down markets, which is important as the return of volatility seems likely to be on the horizon. Please join CFRA’s panel of ETF experts for a discussion of our independent, forward-focused and predictive ratings methodology, and how we use an advanced machine-learning based solution that considers critical factors...
19
Feb
February 19, 2020
In January 2020, CFRA enhanced its ratings methodology to better reflect the unique nature of ETFs, apart from mutual funds, and the rapid changes within the ETF space. The new rating methodology enables us to identify those ETFs with consistent records of success in both up and down markets, which is important as the return of volatility seems likely to be on the horizon. Please join CFRA’s panel of ETF experts for a discussion of our independent, forward-focused and predictive ratings methodology, and how we use an advanced machine-learning based solution that considers critical factors...
16
Jan
January 16, 2020
In December, CFRA delivered its “2020 Foresight” for the coming year. Now it’s time to dig deeper into sectors and sub-industry investment opportunities. Please join CFRA for a complimentary webinar in which our chief investment strategist and seasoned equity analysts will provide greater clarity into their “best of the best” predictions for 2020. Sam Stovall, Chief Investment Strategist at CFRA, recently hosted a webinar discussion where we provided our U.S. economic and investment outlook for 2020, predictions about the market, and what investors should consider when planning fo...