GQG Partners Two-Part Series:      Dividend Equity Strategies for Today’s US and International Markets

September 29 & October 27, 2022

4:30-5:30 p.m. ET

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Dividend Investing Strategies - Why Quality Matters in Uncertain Markets - 9.29.22
With dividend payments surging in the first half of the year, many investors gravitated to high-dividend-paying stocks. These stocks – at times considered to be slow growth investment options – have collectively delivered a compelling track record of long-term total returns.1 We believe dividend-paying stocks continue to be a valuable complement to an investor’s core equity holdings. However, not all dividend investing strategies are created equal in our view. Selecting the most appropriate strategy for your clients requires an understanding of the financial decision behind the dividend payment.
Join two members of the GQG Partners investment management team for insights on assessing dividend investing strategies, particularly during times of market volatility, and factors to consider when creating and implementing your own strategy.

Learning Opportunities:

• Examine today’s market and sector performance for U.S. dividend-paying stocks, and the potential impact of different market environments in 2023.
• Compare popular dividend investing strategies and how they perform during volatile and inflationary markets.
• Review key benefits of dividend-paying stocks and how they may complement core-equity holdings.
• Understand the risk of relying exclusively on backward-looking screens and explore the benefits of a forward-looking view.
• Evaluate the attributes of passive versus active management with dividend investing strategies.

International Dividend Stocks - The Overlooked Corner of the Market - 10.27.22
International dividend-paying stocks can be an important contributor to growing retirement savings while also providing income during retirement years. Yields are often higher in countries outside the U.S. and a broader menu of dividend-paying stocks is typically available for selection. It’s not about owning all of international (i.e., an index). It’s about knowing the stocks you own and understanding the opportunity costs when those investments are excluded from your portfolio.
Join GQG Partners portfolio manager, Brian Kersmanc who will share what he views to be important considerations when it comes to selecting international dividend-paying stocks and how they can fit into your broader investment strategies.

Learning Opportunities:

• Understand how international dividends can enhance an overall dividend income strategy through diversification and broader company selection.
• Consider the importance of dividend income investing for retiree clients.
• Learn the benefits of pursuing companies with sustainable dividends versus screening only for high yields or growing dividends.
• Discover the GQG approach to managing foreign exchange and international regulatory risks.

1. Source: MSCI ACWI High Dividend Yield Index factsheet. https://www.msci.com/documents/10199/5d105880-7bfc-4e3b-b76d-ba18b50a4184

Cost: Complimentary

 

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Registrants must attend each entire event to earn continuing education (CE) credit. Pending approval, the following entities have accepted it for CE credit:

Investments & Wealth Institute®

1 CE credit hour for CIMA®, CPWA®, and RMA® certifications
Audit-proof, Premier CE
Uploaded to your certification record(s) within 2 weeks

CFP Board®

1 CFP CE credit hour for CFP certifications, pending approval

Uploaded to your certification record within 2 weeks

After registering on this website, you will receive an email that will confirm your registration. This confirmation email will also contain your Zoom webinar registration link. This link will be used for both the September 29th webinar as well as the October 27th webinar. Please additionally register with Zoom to secure your spot in both events. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you have any questions. We highly recommend that you test the Zoom platform on your device the day before the event to ensure your participation.

If you miss either of the live events or just want to watch it again, you can access a recording. Instructions for accessing the recordings will be emailed within two weeks of each event, and they will be available for viewing for one year. You can only receive credit one time for viewing each program (live or recorded). The recordings will be eligible for CE credit for Institute certifications.

Speakers

Kersmanc_Brian

Brian Kersmanc

Portfolio Manager, GQG Partners

Anders_James

James Anders, CFA

Portfolio Manager, GQG Partners

Hoy_Alex

Alex Hoy, CFA

Client Portfolio Manager, GQG Partners

Speaker Bios

Brian is a portfolio manager for all GQG Partners strategies. He was deputy
portfolio manager for GQG Partners’ International Equity strategy from 2019
through June 2022 and has been a senior investment analyst on the investment
team since he joined the firm in 2016. Prior to joining GQG Partners, Brian spent
six years at Jennison Associates, where he served most recently as an analyst on
the Small/Midcap Equity Research team, focusing on a wide array of sectors from
real estate equities including building products manufacturers, title insurers, and
homebuilders to industrials competing in the aerospace and automotive end
markets. Prior to Jennison, Brian began his career at Brown Brothers Harriman in
2008. Brian earned his MBA at Rutgers University and his BA in Economics from
the University of Connecticut.

James is a portfolio manager for all GQG Partners strategies. He was deputy
portfolio manager for GQG Partners’ Global Equity strategy and US Select Equity
strategy from 2020 through June 2022 and has been a senior investment analyst
on the investment team since he joined the firm in 2017. James brings over 25 years
of investment research experience and has extensive experience in global investing,
including developed Europe, emerging markets in Asia and Latin America, and
frontier markets in Africa and the Middle East. Prior to joining GQG Partners, James
was a Senior VP and research analyst at Mercator Asset Management, where his
regional research responsibilities were Benelux as well as Latin America. James
completed his MBA at Columbia Business School and earned a BA degree in
Economics from Hamilton College. He is a CFA charterholder.

Alex is a Client Portfolio Manager at GQG Partners and has several years of
experience serving clients in the investment management industry. Prior to joining
GQG Partners in 2021, he was a member of the Global Manager Research Group at
Callan, with a focus on International Equity and Real Assets manager due diligence.
He was also a member of Callan’s ESG Committee. Prior to that, he was with Wilshire
Associates serving as a member of the Funds Management Group with a focus on
covering International Equity and Real Estate managers. Prior to Wilshire, Alex was
with Edward Jones serving as a member of the Value Team with a focus on Foreign
Large Value, Global Large Value, U.S. Real Estate, and Global Real Estate manager
due diligence, in addition to serving a one-year rotation as a trader. He received a BS
in Business Administration, with majors in both Finance and International Business,
from Saint Louis University. Alex is a CFA charterholder

 

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