AI infrastructure spending, shifting global trade dynamics, and evolving interest rate expectations are creating some of the biggest sector winners and losers in years. Join us for a timely discussion on how the macro environment, earnings trends, investor flows, and valuations are shaping opportunities across the equity market and influencing sector leadership today.
We'll explore the investment implications of AI capex, manufacturing expansion, infrastructure spending, and energy market developments while highlighting where investors may be overlooking opportunities in challenged sectors. Attendees will leave with actionable ideas and a practical framework for navigating the changing sector landscape in the second half of 2026.
Our presenter is Jon Ferris, CFA. Jon is an ETF Sector Strategist at State Street Investment Management. In this role, he is responsible for developing and delivering sector-based investment thought leadership, working with financial advisors to demonstrate how sector ETFs can be used to construct portfolios, manage risk, and enhance client outcomes across market environments. Prior to joining State Street Investment Management, Jon held roles at Invesco, Vanguard, and Susquehanna International Group. He holds the Chartered Financial Analyst (CFA) and Certified Financial Planner designations. Jon received a Bachelor of Science from the University of Pittsburgh and an MBA from Penn State University.
Our luncheon will be held at the prestigious Aronimink Golf Club. Aronimink is conveniently located in Newtown Square, PA, with close proximity to Rt. 476, I95 and the PA Turnpike.
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