WST Capital Management Chief Investment Officer to Participate in S&P-Hosted Forum

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Roger Scheffel will discuss custom indexing at complimentary program in Tysons

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Roger Scheffel, Chief Investment Officer at WST Capital Management, will contribute on Wednesday to “Find Income in a Lower-for-Longer Environment,” a forum hosted by S&P Dow Jones Indices. A division of Norfolk, VA-based Wilbanks Smith & Thomas Asset Management LLC, WSTCM specializes in risk-managed investment strategies executed primarily through exchange-traded funds (ETFs).

Alongside Michael Mell, Director of Custom Indexing at S&P Dow Jones Indices, Scheffel is scheduled to address attendees in a session entitled “An Advisor’s Perspective on Custom Indexing.” The two organizations’ custom indexing collaboration was the focus of a recent release in the FA Talks interview series published by S&P Dow Jones Indices. Earlier in 2016, S&P Dow Jones Indices released on its YouTube channel a related discussion between Mell and Scheffel.

The forum is scheduled for 11:30 AM – 5:00 PM EST on Wednesday, November 30 in Tysons, VA. The program is complimentary for financial advisors and will be accepted as a 3-hour CFA®, CPA®, and CIMA® credit. Further information and links to registration may be found in the events area of S&P's website

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Elizabeth Marchetti
Wilbanks Smith & Thomas Asset Management, LLC
+1 (757) 623-3676
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