Index Strategy Advisors, Inc. CEO & CIO James McDonald serves on expert panel discussing best ETF portfolio management strategies at world’s largest ETF Conference

By | February 24th, 2013 12:02 AM EST | posted in CIO Letters, ISA Careers, Press Releases, Weekend Edition

On February 11, 2013, James McDonald, the Chief Executive Officer and Chief Investment Officer of Index Strategy Advisors, Inc. served as an expert panelist as part of a conference session addressing tactical equity ETF strategies at the Index Universe 2013 Inside ETFs Conference in Hollywood, FL.  McDonald’s co-panelists were Kim Arthur, CEO of Main Management; Howard Present, CEO of F-Squared Investments; and Sam Stovall, Chief Equity Strategist of S&P Capital IQ. The panel of experts was moderated by ETF expert analyst Paul Baiocchi.

Index Strategy Advisors, Inc. CEO & CIO James McDonald serves on expert panel discussing best ETF portfolio management strategies at world’s largest ETF Conference2013 Inside ETFs Expert Panel – Sector vs. Style: Tactical Equity ETF Strategies (Left to right: Sam Stovall, Howard Present, Kim Arthur, James McDonald)


The expert panel addressed differences in sector vs. style approaches for identifying the best ETF tactical portfolio management strategies.  Traditional equity investing focuses on market-cap differences and the growth-value spectrum. With dozens of ETFs available on these axes, there’s little danger this approach will fade. Increasingly, however, sophisticated tactical investors focus on industry sectors, above all else. In this session, both approaches were examined.


  • Lowering risk and raising returns: the latest research on strategic size, style and sector investment strategies
  • Rotation and tactical trigger approaches, including strategic ideas that are working today
  • How to choose the best size/style/sector ETFs

Click here to read the “Sector vs. Style” presentation from Index Universe’s 6th Annual Inside ETFs Conference


Kim ArthurPanelist: Kim Arthur has 22 years’ experience in the financial services business. The first 15 years were on the sell side at Montgomery Securities and the last seven have been as president of Main Management. Main is an outsourced CIO that uses a combination of top-down and bottom-up analysis to deliver risk-adjusted liquid, transparent and diversified strategies. All strategies are implemented with ETFs and have been since the firm started in 2002. Main’s target clientele are HNW and foundations/endowments.

Paul BaiocchiModerator: Paul Baiocchi is an ETF analyst at IndexUniverse. He received his MBA from the University of British Columbia. While in graduate school, Baiocchi worked as a consultant to Delta Global Advisors, creating internationally themed unit investment trust portfolios for Claymore funds. He later joined Delta full time as the firm’s senior market strategist.

James McDonald Index Strategy AdvisorsPanelist: James McDonald is CEO/CIO of Index Strategy Advisors (ISA), and one of IndexUniverse’s 2012 Ten Rising Stars among ETF advisors. He led the design of ISA’s investment research platform, which algorithmically monitors over 1,200 indexes across 150 sectors, within 46 countries, in real time. Prior to ISA, McDonald was the director of Strategic Initiatives at the $12 billion AUM Wealth Management Group at Compass Bank. He holds a bachelor’s degree in economics from Harvard University.

Howard PresentPanelist: Howard Present is co-founder, president and CEO of F-Squared Investments, a privately held, SEC-registered investment management firm. Previously, he was managing director at Evergreen Investments, where he was a member of the Executive committee. Prior to joining Evergreen, Present was a managing director at Putnam Investments, where he founded the firm’s Corporate Product Management department. Present earned a B.S. in petroleum engineering from the University of Texas at Austin and an MBA from Emory University.

Sam StovallPanelist: Sam Stovall is chief equity strategist of the S&P Capital IQ Equity Research department and serves as analyst, publisher and communicator of S&P’s outlooks for the economy, market, sectors and stocks. He is also chairman of the S&P Capital IQ Equity Research Investment Policy committee. Stovall joined Standard & Poor’s in April 1989. He received his MBA in finance from New York University and his B.A. in history/education from Muhlenberg College, in Allentown, Pa. Stovall is also a Certified Financial Planner.


With over 1,275 attendees, the 6th annual Inside ETFs conference held over a three-day event was highlighted by a world-class speaking faculty that featured keynote addresses from Biz Stone (Twitter) and Brian Cashman (New York Yankees) as well as market insight from industry experts like Ric Edelman, Dennis Kotok, Dennis Gartman, Tom Dorsey, James Grant and many others. The conference was broadcast live on CNBC and provided all participants the opportunity to hear from thought leaders, share best practices and strengthen their ETF knowledge.

Click here to browse all the presentations from Index Universe’s 6th Annual Inside ETFs Conference

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