An Innovative Way to Generate Income in a World of Declining Rates


NOVEMBER 13, 2024 | WEBINAR

With interest rates going down, advisors and investors could be struggling to find new ways to generate investment income.

In this webinar, Ric Edelman will be joined by Invesco's Rene Reyna (Head of Thematic and Specialty Product Strategy for the Exchange-Traded Funds (ETFs) and Indexed Strategies), and John Burrello (Portfolio Manager for the Invesco Global Asset Allocation Team), to show you ETFs that are designed for investors seeking growth, consistent monthly income, and lower volatility.

And you’ll learn about the newest member of Invesco’s ETF suite, QQA, which provides exposure to the same innovative companies as QQQ, one of the most popular ETFs in the nation!

SPONSORED BY:

 

With interest rates going down, advisors and investors could be struggling to find new ways to generate investment income.

In this webinar, Ric Edelman will be joined by Invesco's Rene Reyna (Head of Thematic and Specialty Product Strategy for the Exchange-Traded Funds (ETFs) and Indexed Strategies), and John Burrello (Portfolio Manager for the Invesco Global Asset Allocation Team), to show you ETFs that are designed for investors seeking growth, consistent monthly income, and lower volatility.

And you’ll learn about the newest member of Invesco’s ETF suite, QQA, which provides exposure to the same innovative companies as QQQ, one of the most popular ETFs in the nation!

SPONSORED BY:

Featured Speakers

Ric Edelman

Founder

The Truth About Your Future

Rene Reyna

Head of Thematic and Specialty Product Strategy
ETFs and Indexed Strategies

Invesco

MEET RENE

Rene Reyna is Head of Thematic and Specialty Product Strategy for the Exchange-Traded Funds (ETFs) and Indexed Strategies teams at Invesco. Mr. Reyna joined Invesco in 2010. Prior to his current role, he was head of Product Strategy and Development for Invesco’s Unit Trust business. He served as a Unit Trust product specialist prior to that role. Before joining the firm, Mr. Reyna was an investment representative with JP Morgan Chase. He has been in the financial services industry since 2005. Mr. Reyna earned a BS degree in financial planning and counseling from Purdue University. He is a Certified Financial Planner® (CFP) and holds the Series 6, 7, 24, 63, and 66 registrations.

John Burrello

Senior Portfolio Manager

Invesco Global Asset Allocation team

MEET JOHN

John Burrello is a Portfolio Manager for the Invesco Global Asset Allocation team, which focuses on alternative investment strategies, including risk parity, global macro, commodities, and defensive equity. Mr. Burrello joined Invesco in 2012 and the Global Asset Allocation team in 2016. Prior to joining the firm, he was a partner at Continental Advisors, a Chicago-based hedge fund, where he focused on equity research, derivative-based risk management, and portfolio construction. Mr. Burrello began working in the investment management industry at UBS O’Connor in 1999. Mr. Burrello earned a BA degree from Indiana University. He is a Chartered Financial Analyst® (CFA) charterholder and member of the CFA Society of Atlanta. He is also a Chartered Alternative Investment Analyst (CAIA) charterholder and was a founding chapter executive for CAIA Atlanta.


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Featured Speakers

Ric Edelman

Founder

The Truth About
Your Future

John Burrello

Senior Portfolio Manager

Invesco

MEET JOHN

John Burrello is a Portfolio Manager for the Invesco Global Asset Allocation team, which focuses on alternative investment strategies, including risk parity, global macro, commodities, and defensive equity. Mr. Burrello joined Invesco in 2012 and the Global Asset Allocation team in 2016. Prior to joining the firm, he was a partner at Continental Advisors, a Chicago-based hedge fund, where he focused on equity research, derivative-based risk management, and portfolio construction. Mr. Burrello began working in the investment management industry at UBS O’Connor in 1999. Mr. Burrello earned a BA degree from Indiana University. He is a Chartered Financial Analyst® (CFA) charterholder and member of the CFA Society of Atlanta. He is also a Chartered Alternative Investment Analyst (CAIA) charterholder and was a founding chapter executive for CAIA Atlanta.

Rene Reyna

Head of Thematic and Specialty Product Strategy
ETFs and Indexed Strategies

Invesco

MEET RENE

Rene Reyna is Head of Thematic and Specialty Product Strategy for the Exchange-Traded Funds (ETFs) and Indexed Strategies teams at Invesco. Mr. Reyna joined Invesco in 2010. Prior to his current role, he was head of Product Strategy and Development for Invesco’s Unit Trust business. He served as a Unit Trust product specialist prior to that role. Before joining the firm, Mr. Reyna was an investment representative with JP Morgan Chase. He has been in the financial services industry since 2005. Mr. Reyna earned a BS degree in financial planning and counseling from Purdue University. He is a Certified Financial Planner® (CFP) and holds the Series 6, 7, 24, 63, and 66 registrations.

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