Implementing Factor Strategies

ORIGINAL air DATE:10/30/2017


DURATION:60 minutes


Second webinar in a three-part series. Dive deep into setting objectives, evaluating your current portfolio and reallocating using factor-based strategies. Get a framework for integrating factors into your portfolio. Assess resources, tools and case studies to gain valuable perspective on practical application.

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Dave Nadig

CEO, Moderator

Dave Nadig is the CEO of Previously, Dave was the Director of Exchange Traded Funds at FactSet Research Systems, a position he took when divested itself of the ETF data business which he previously ran as’s Chief Investment Officer. Dave returned to in November 2016, picking up after first joining the firm in 2008.

Dave has been involved in researching, reporting and analyzing the investment management industry for more than 20 years, and recently co-authored a definitive book on ETFs, A Comprehensive Guide To Exchange Traded Funds for the CFA Institute.

As a Managing Director at Barclays Global Investors, Dave helped design and market some of the first exchange-traded funds. With partner Don Luskin, he went on to found, a revolutionary transparent mutual fund company that pushed fund disclosure to the top of the SEC agenda. As co-founder at Cerulli Associates in the early '90s, he conducted some of the earliest research on fee-only financial advisers and the rise of indexing. Dave is widely quoted in the financial press, a regular speaker at finance conferences, and publishes a widely read blog at He’s has an MBA in Finance from Boston University.

John Feyerer, CFA

Vice President, Director of Equity ETF Product Strategy
PowerShares by Invesco

John Feyerer is Vice President, Director of Invesco PowerShares Equity ETF Product Strategy that represents the PowerShares family of exchange-traded funds (ETFs). In this role, John oversees PowerShares’ equity ETF product strategy functions, including the development and application of strategies and tactics for product positioning and portfolio implementation. John and his team develop research-related content designed to help clients better understand equity ETF strategies and their application in a portfolio context with particular emphasis on the rapidly emerging “smart beta” arena. He has been quoted in Barron’s, Wall Street Journal, Investment News and numerous trade publications and is a regular speaker at industry conferences and events. John joined PowerShares in April 2005, and prior to his current role in ETF product strategy, John led business operations for the firm and also served in a regional sales capacity.

Prior to joining PowerShares, John served in a variety of operating, financial and strategic roles over 14 years at The ServiceMaster Company based in suburban Chicago, Illinois.

John earned a B.A./M.A. in Communications from Wheaton College and an M.B.A. with a concentration in Finance from Loyola University Chicago. He holds the Series 7, 24 and 63 registrations and is a Chartered Financial Analyst charterholder and member of the CFA Society of Chicago. He also serves on the Associate Editor Board for The Journal of Index Investing.

Jason Stoneberg, CFA

Director, Research & Product Development
PowerShares by Invesco

Jason Stoneberg is the Director, Research & Product Development that represents the PowerShares family of exchange-traded funds (ETFs). In his role, Jason oversees the research and development of exchange-traded funds. He also oversees the firm’s research efforts related to PowerShares and the ETF industry.

Prior to joining Global ETF Product & Research in 2010, Jason served as a portfolio manager for PowerShares. Jason has been with PowerShares since 2006.

Jason earned a B.A. in Business/Economics from Wheaton College. He is also a Chartered Financial Analyst charterholder.

Vijay Vaidyanathan, PhD

Optimal Asset Management

OAM’s founder and lead Portfolio Manager Vijay Vaidyanathan has a PhD in Finance and an MS (Risk & Asset Management) from the EDHEC Business School, France. He also has an MS in Computer Science from SUNY Albany and a MSc (Tech) from BITS Pilani, India and is an alumnus of IMD Lausanne, Switzerland. Previously, Vijay was the President, EDHEC-Risk Indices and Benchmarks North America where his research interests included smart beta and the role of factors and risk premia in equity markets. He holds several patents in financial micro-transactions in Digital Markets.




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