Advocacy Talking Points 19 January 2022
Implementing Sector Rotation Investment Strategies
Webinar presented by CFA Institute and Nasdaq
Webinar Presentation
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Sector rotation refers to moving money invested in one sector to another with the objective of making higher returns and mitigating risk. To adopt a sector rotation strategy, investors can go for stocks, mutual funds or ETFs. There are different types of cycles can cause a sector rotation, e.g. economic cycle, stock market cycle, etc.
In this webinar, you can learn about sector rotation strategies and how investors can take advantage of sector rotations.
Presenters:
- Dr. Alan Lok, CFA, director of ethics education and professional standards, Asia Pacific, CFA Institute
- Jay Gragnani, head of research and client engagement, Nasdaq Dorsey Wright
Watch the Webinar
Duration: 1 hr
Recorded: 19 January 2022
Speakers
Dr Alan Lok, CFA, FRM, is a researcher at the CFA Institute. He looks after the development of learning content covering the fields of artificial intelligence, ethical business modeling & renewable energy. Prior to joining the CFA Institute, Dr Lok led a team undertaking due diligence work within the renewable energy sector. Before that, Dr Lok accumulated more than 10 years of equity research experience; both as a buy-side & sell-side analyst. Throughout his career, Dr Lok has served as the adjunct lecturer for a handful of universities spanning across Greater China, Hong Kong & Singapore. During his doctorate research, Dr Lok developed a theoretical framework that enables ethical business modeling to become a reality in practice.
Jay Gragnani has been with the Nasdaq Dorsey Wright team since 2005 (prior to January 2015, Nasdaq Dorsey Wright was Dorsey, Wright & Associates).
In his role as Head of Research and Client Engagement, Jay regularly conducts market research and contributes original writings to the “Daily Equity & Market Analysis Report”.
Jay is a frequent guest on financial radio programs and a speaker at colleges and universities. He has conducted training sessions with investors and financial professionals in North America, Europe, Asia and the Middle East.
Jay has also been an integral part of the research and product development team, helping to bring new products to market.
Jay is a graduate of Virginia Commonwealth University (VCU) with a degree in Finance. He resides in Richmond, Virginia with his wife Jennifer, two sons, and daughter.