Join us for an exclusive panel discussion on Direct Indexing, one of the fastest-growing trends in wealth management. With projections estimating over $1 trillion in assets within the next two years, this session will break down what’s driving the surge in adoption, how Direct Indexing works behind the scenes, and where it may or may not fit within an investor’s portfolio.
Our panel features top industry experts, including a representative from First Trust, a leader in innovative investment strategies, and a specialist from Goldman Sachs, a global powerhouse in asset management, alongside an experienced practitioner who has implemented Direct Indexing strategies firsthand. Moderated by a seasoned ETF expert, this discussion will cut through the hype, debunk common misconceptions, and provide real-world insights on how advisors and investors can best leverage Direct Indexing.
Key Discussion Topics:
-Why Direct Indexing is projected to surpass $1 trillion in assets
-The mechanics of how it works and its advantages over ETFs and mutual funds
-Busting common myths and misconceptions
-Where Direct Indexing doesn’t work and key considerations for investors
Don’t miss this opportunity to hear from leading voices in the industry and gain a deeper understanding of the evolution of customized portfolio management. Register now to secure your spot!
Agenda:
11:30 AM Registration & Networking
12:00 PM Luncheon Served and Presentation Begins
12:45 PM Q&A Session
1:00 PM Event Concludes
Event Sponsored By: First Trust Advisors, LP and
Goldman Sachs Asset Management