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Beyond the biggest names: Opportunities in small and mid-caps

How can investors gain a competitive edge in a market where the bulk of equity gains are dominated by industry giants? Join portfolio managers from our investment boutiques as they discuss the following:
  • Emerging sectors and themes for the coming quarters
  • Unique challenges and opportunities surrounding the unpredictable banking sector
  • The strategic role of small and mid-caps in active opportunities and asset allocation
This program is approved for one hour of CFP®, CIMA®, CPWA®, CIMC®, and RMA® CE credit upon viewing the full replay and completing a brief assessment.

Additional Resources

Beyond the Biggest Names - White Paper