Thematic Investing Outlook - 2023 and Beyond

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Speakers

Jon Maier
Chief Investment Officer
Global X ETFs

Jon joined Global X in 2017. He and his team shape the firm’s market outlook, leads the construction of model portfolios, crafts the firm’s investment strategy, and contributes to the development of ETF products. As portfolio managers, Jon and his team use a top-down approach to investing, focusing on macro level trends implementing their investment strategy through the use of broad based and more narrowly focused ETFs. Jon has 25 years of experience on Wall Street, most recently as the lead Model Portfolio Strategist at Merrill Lynch managing their ETF model portfolio business within its CIO Office.

Pedro Palandrani
Director of Research
Global X ETFs

Pedro joined Global X in 2019 as a Research Analyst covering the Thematic Growth suite of ETFs, including those in the Technology, People, and Infrastructure categories. Prior to joining Global X, Pedro held the role of Equity Research Analyst at Cabot Wealth Management where he worked on the firm’s growth-oriented investment strategy, utilizing ETFs to construct multi-asset class portfolios. Pedro earned his MBA from the Bertolon School of Business at Salem State University and a BA from Universidad Católica Andrés Bello (UCAB) in Venezuela. Pedro is fluent in Spanish and conversational in Italian.

Robert Huebscher
Founder, Advisor Perspectives
VettaFi | Advisor Perspectives

Robert Huebscher is the founder of Advisor Perspectives. Robert is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.

Scott Helfstein
Head of Thematic Solutions
Global X ETFs

Scott joined Global X in 2022. He is responsible for delivering actionable insights and innovative investment strategies to clients, researching trends at the intersection of accelerating technological, demographic, and environmental change. Previously, Scott was responsible for building out the ProShares line-up of thematic ETFs. Prior to that, he served as Head of Thematic Portfolios and Co-Head of Market Research and Strategy at Morgan Stanley, launching the firm’s thematic research and portfolios, while managing a team that developed global multi-asset investment advice. Scott also held prior roles at BNY Mellon, Credit Suisse First Boston, and the Federal Reserve Board of Governors