Join us for the latest strategies to help prepare your clients for the road ahead at the S&P Global Headquarters for our Index Partner luncheon seminar.
During this event, S&P will explain its newest Index addition, the S&P Multi-Asset Risk Control (MARC) 5% Index. Attendees will receive a deeper understanding of why this Index makes sense for the road ahead based on key trends from 2022 and what that might mean on today's market, from a historical perspective.
Security Benefit will also discuss our latest retirement accumulation and income case study that, Protection When You Need It Most.
S&P Dow Jones Speakers
Ryan Lange, CFA, CAIA
Senior Director, Wealth Management Channel
Ryan is Senior Director of Wealth Management Channel at S&P Dow Jones Indices (S&P DJI) with a focus on multi-asset strategies. The wealth management channel focuses on increasing asset managers’ awareness of and preference for index-based solutions.
Prior to joining S&P DJI, Ryan managed the wealth management investment team at a regional bank with a focus on asset allocation, manager due diligence, advisor education and client communication with a full spectrum of clients. He also held various roles within three national bank wealth management firms, with a primary focus on investment strategy design and implementation.
Ryan holds a Bachelor of Business Administration degree in finance from the University of South Dakota and is a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) charterholder.
Joseph Nelesen, Ph.D.
Senior Director, Index Investment Strategy
Joseph Nelesen is Senior Director, Index Investment Strategy at S&P Down Jones Indices (S&P DJI). The group provides research and commentary on S&P DJI's entire product set, including U.S. and global equities commodities, fixed income, and economic indices.
Prior to joining S&P DJI, Joseph worked at BlackRock, where he headed iShares Institutional Factors Strategy and held roles in eschange-traded product research and development. Joseph previously worked in mergers and acquisitions and corporate investment banking with Citigroup and Bear, Stearns & Co.
Joseph holds a Ph.D. from Northwestern University, an MBA from the Kenan Flagler Business School at university of North Carolina, and a Bachelor of Arts with honors from the University of California at San Diego.