State of the market with WisdomTree’s Jeremy J. Siegel
About the webinar
Join Betterment Advisor Solutions and WisdomTree for a live conversation with Professor Jeremy J. Siegel, WisdomTree Senior Economist and one of finance's most recognized voices. He'll discuss what's driving markets, share where he sees opportunity, and answer your questions in a live Q&A—hosted by Betterment's Sr. Director of Investing, Mindy Yu and joined by WisdomTree's Director of Model Portfolios, Joe Tenaglia, CFA®, CMT®. <br><br>Attend live to earn 1 hour of CE credit (approved for CFA®, CFP®, and Investments & Wealth Institute (CIMA®/CPWA®/RMA®) boards). CE credit will only be given to those who join virtually, not via phone (dial-in).
What's on the agenda
Today's market outlookHear Professor Siegel's perspective on current market conditions, what's driving volatility, and the trends he's watching.
- Portfolio positioning
Explore how Professor Siegel is approaching today's market and the considerations shaping portfolio decisions. - Putting ideas into practice
See how WisdomTree model portfolios can be implemented through Betterment Advisor Solutions.
Mindy Yu
CIMA®, Sr. Director, Investing,
BettermentMindy Yu, CIMA®, is the Sr. Director of Investing at Betterment, where she brings nearly two decades of experience managing assets and providing market insights to clients. Prior to joining Betterment five years ago, Mindy held investment roles at Stash, UBS, WisdomTree Asset Management, BlackRock, J.P. Morgan, and State Street, spanning equity research, ETF model portfolios, and wealth strategy. She holds a B.B.A. in Finance and Investments from Baruch College, City University of New York, and is a Certified Investment Management Analyst® (CIMA®).
Professor Jeremy J. Siegel
Senior Economist, WisdomTree
Jeremy J. Siegel, WisdomTree’s Senior Economist, is the Emeritus Professor of Finance at The Wharton School of the University of Pennsylvania. Professor Siegel has written and lectured extensively about the economy and financial markets and is a regular contributor to the financial news media. In 1994, he received the highest teaching rating in a ranking of business school professors conducted by BusinessWeek magazine. His book Stocks for the Long Run was named by The Washington Post as one of the 10 best investment books of all time. His second book, The Future for Investors, was a bestseller, and his research on dividend investment strategies in that book coincided with WisdomTree’s development of its original family of dividend-weighted stock ETFs, the first of which launched in 2006. Currently, Professor Siegel and WisdomTree collaborate on a suite of Model Portfolios that incorporate Professor Siegel’s outlook for stock and bond returns and the latest research from the sixth edition of Stocks for the Long Run.
Joe Tenaglia
CFA®, CMT®, Director, WisdomTree
Joe Tenaglia joined WisdomTree as Asset Allocation Strategist in 2016. He is responsible for building and managing WisdomTree’s CIO-managed and custom model portfolios. In this role he focuses on asset allocation, security selection, and portfolio construction for the firm’s open architecture models, with objectives ranging from strategic to tactical. Joe sits on WisdomTree’s Model Portfolio Investment Committee, which oversees the firm’s ETF models and helps shape and communicate WisdomTree’s thoughts on the markets. Prior to joining WisdomTree, he held roles at Emerging Global Advisors (acquired by Columbia Threadneedle) and BNY Mellon. Joe received his B.S. in Finance and Marketing from Boston College. He is a holder of both the Chartered Financial Analyst designation and Chartered Market.