Tuesday, September 30th, 2025
9am US EDT | 2pm BST | 3pm CEST
The strategic relationship between the United States and Europe is essential for investors globally. In this timely webinar, Aniket Ullal, Head, ETF Research & Analytics, CFRA, and Frank Oliveri, SVP, Senior Defense & Foreign Policy Analyst at Washington Analysis, a CFRA Business, will examine the economic, political, and policy drivers shaping this transatlantic partnership—and what they mean for investment decisions.
During this session, we will discuss:
- Russia–Ukraine Conflict: Current developments, outlook, and implications for sectors such as defense and energy.
- NATO & Defense Cooperation: How the transatlantic security alliance may evolve within the broader U.S. foreign policy agenda.
- Tariffs & Trade policy: Updates on U.S.–EU and U.S.–UK trade agreements and the sectors most affected.
- The Iran Agenda: Sanctions against Iran and the status of broader Middle East policy for both Europe and the US.
This presentation is for educational informational purposes only and is not a recommendation to buy or sell securities or engage in any investment activity.
Speakers
Aniket Ullal
SVP and Head, ETF Data & Analytics
Aniket Ullal is SVP and Head, ETF Data & Analytics for CFRA, one of the world's largest providers of independent investment research. Aniket founded First Bridge Data, a leading source for global ETF data and analytics acquired by CFRA in August 2019.
Prior to starting First Bridge in 2010, he had product management responsibility for S&P's US indices, including the widely followed S&P 500 and S&P/Case-Shiller indices. These indices have over $1Trillion in ETF assets tracking them.
Aniket is the author of 'ETF Investment Strategies' (McGraw-Hill; 2013). He is a graduate of Northwestern's Kellogg School of Management and the Indian Institute of Management in Ahmedabad.
Frank Oliveri
SVP, Senior Defense & Foreign Policy Analyst
Frank joined Washington Analysis in 2014. His coverage includes defense policy, authorization legislation, and appropriations, as well as weapons sales, foreign policy, military strategy and doctrine, and international conflict, including issues related to China, Taiwan, Ukraine, and Russa, among other matters. Frank was previously an award-winning journalist for more than 25 years, which included nearly a decade as a defense and foreign policy editor and reporter for Congressional Quarterly, one of the top policy publications in Washington, DC. He holds a B.S. from Southern Connecticut State University and a master’s from Columbia University’s Graduate School of Journalism.
