Tom Dorsey on Selecting the Outperformers in the Nasdaq-100
Learn more about this firmTuesday, June 22, 2021
2:00 PM EDT | 11:00 AM PDT
60 minutes
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Speakers
Jay Gragnani
Head of Research and Client Engagement, Nasdaq Dorsey Wright
Nasdaq
Jay Gragnani joined Dorsey, Wright & Associates (DWA) in 2005 after working as an intern at DWA, gaining valuable insight and experience. As an analyst for DWA, Jay regularly conducts market research and contributes original writings to the “Daily Equity & Market Analysis Report”. In addition to having been a guest on financial radio programs and a speaker at local Universities, Jay has conducted training sessions with investors and financial professionals around the world. Jay has also been an integral part of the team on the research and product development side of bringing new products to market, and more recently has taken on the responsibility for heading up the research and client engagement efforts. In addition, Jay is the leader of DWA’s educational efforts, where he oversees the coordination webinars, seminars, and the Company’s broker institutes. He is a graduate of Virginia Commonwealth University (VCU) with a degree in Finance, and resides in Richmond, VA with his wife Jennifer and three children.
Robert Huebscher
CEO and Founder
Advisor Perspectives
Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.
Simeon Hyman, CFA
Global Investment Strategist
ProShares
Simeon Hyman joined ProShares in 2013 as Head of Investment Strategy. Mr. Hyman leads ProShares’ team of investment professionals engaged in portfolio analysis, product research and development, education and the delivery of investment strategies using the company’s ETFs. He and his team are also responsible for the development and publication of research, white papers and other content to present ProShares as a leader in the ETF industry.
Prior to ProShares, Mr. Hyman spent several years at Bloomberg where he was Chief Investment Officer for Bloomberg’s technology-driven wealth management business, BloombergBlack. He also served as Chairman of the Investment Committee and led the team of investment professionals tasked with the continuous delivery of investment advice, research content, and strategic and tactical asset allocation guidance. Before joining Bloomberg, Mr. Hyman was Head of Investment Strategy and Due Diligence for UBS. There, he established asset allocationand investment strategies for the $300 billion UBS U.S. Wealth Management business and directed due diligence for the $50 billion separately managed account business. Prior to UBS, Mr. Hyman served as the Chief Investment Officer of Lehman Brothers Trust Company.
Mr. Hyman earned bachelor’s and master’s degrees in economics from the University of Connecticut and an MBA from Columbia Business School. He holds Series 7, 24, 63 and 66 FINRA registrations and the Chartered Financial Analyst designation.
Tom Dorsey
Co-Founder, Dorsey, Wright & Associates
Nasdaq
Tom Dorsey co-founded Nasdaq Dorsey Wright in January 1987. Mr. Dorsey has over 40 years of experience in the financial services business, having started as a stock broker with Merrill Lynch Pierce Fenner & Smith in 1974. He is the author of nine books whose subject matter ranges from the Point & Figure methodology to motivational topics, and is regularly quoted in the financial media. Mr. Dorsey is an award winning speaker, having taught the Point & Figure method of investing, around the globe. Additionally, he has been recognized for his business acumen with various awards including the Citizens Community Award from Governor Charles Robb, Runner-up Ernst & Young Entrepreneur of the Year Award 1999, Runner-up Best Small Business of Richmond, VA 2000, and Alumni of the Year 2000, Virginia Commonwealth University as well as Star Alumni Virginia Commonwealth University 2015. He was also recently recognized as a Market Technicians Association “Living Legend.” Mr. Dorsey’s personal interests have also led to recognition as he is a Former AAU World Record Holder in Power Lifting (50 – 55 age group) and the American Record Holder in Power Lifting (50 - 55 age group); All State Records in age group. He has completed the Adventurers “Rickshaw Run” from north to south India and is an FAA licensed Hot Air Balloon Pilot.
Troy Goldstein
Executive Director, Head of National Accounts- Moderator
ProShares
Troy Goldstein oversees the National Accounts Group for ProShares ETFs and ProFunds mutual funds. Before joining ProShares in 2011, he was Executive Director, Head of Portfolio Distribution Europe with UBS AG. Mr. Goldstein managed nearly 40 sales specialists across Europe focused on discretionary and non-discretionary fee-based portfolio solutions including mutual funds, ETFs and structured products. Before that, Mr. Goldstein was Executive Director, Head of the Investment Solution Sales Team, responsible for ETFs, ETF solutions, Funds, Separately Managed Accounts and UITs in UBS’s U.S. headquarters in Weehawken, NJ. Prior to that, Mr. Goldstein held two positions with UBS in Zurich, Switzerland. He served as Global Products & Marketing’s Head of Marketing & Communications managing new offerings and sales campaigns. Previously in Zurich, Mr. Goldstein was Head of Business Development for UBS International locations driving business growth across Asia, Europe and the U.S. Mr. Goldstein began his career in financial services as a Financial Advisor with PaineWebber, which later became UBS. Mr. Goldstein holds a Juris Doctor from Kensington University Law School and Bachelor’s Degree in business administration–financial management from California State University, Long Beach. Additionally, he has received his certificate of completion from the Securities Industry Institute at the University of Pennsylvania’s Wharton School.