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Primrose Hall

A smarter way to invest internationally

After international equities outperformed in 2025, many advisors started 2026 looking to boost their non US exposure for diversification. But there are smarter ways to invest than a market cap weighted index fund. In this session we will cover why these strategies can make sense for your clients.

Session speakers

Todd
Todd Mathias, CFA®
Head of U.S. ETF Product Strategy & Development, Franklin Templeton
Todd Mathias, CFA®
Head of U.S. ETF Product Strategy & Development, Franklin Templeton
Todd Mathias is the Head of U.S. ETF Product Strategy & Development and is responsible for the overall vision of Franklin Templeton’s U.S. ETF platform. Todd’s team is responsible for product design, range management, and influencing product communications. With more than 18 years of industry experience, Todd partners with clients in understanding technical aspects across our ETF offerings, competitive positioning, and portfolio implementation considerations. Todd is also responsible for providing industry thought leadership and is a regular speaker at conferences and events. Prior to joining Franklin Templeton in 2016, Todd spent 6 years at BlackRock as an ETF Product Strategist based in both San Francisco and London. He partnered with distribution teams to differentiate more technical products, inclusive of the global smart beta suite.
Portfolio strategies
Sandra
Sandra Testani, CFA
Head of ETF Products and Strategies, American Century Investments
Sandra Testani, CFA
Head of ETF Products and Strategies, American Century Investments
Sandra Testani is Head of ETF Product and Strategy for American Century Investments. She is based in the New York City office. In her role, Sandra drives strategic product initiatives to launch new products and oversees the existing offerings. She works closely with chief investment officers, portfolio managers and analysts to understand each strategy's investment process and is responsible for developing messaging, competitive positioning and sales force education. In addition, she conducts in-depth market, asset class and category research studies that support her coverage areas. Prior to joining American Century Investments in 2015, she spent 15 years as a vice president at AllianceBernstein, focusing on product management and development for the firm's alternatives platform across its private client, institutional and retail distribution channels. She was a member of the Alternative Investment Management Committee, which oversaw the firm’s multimanager hedge fund offerings. She had previously held roles focused on asset allocation recommendations and research within its private client group. She has worked in the investment industry since 2000. Sandra holds a bachelor's degree in international relations with a concentration in business and economics from Boston University. She is a CFA and CAIA® charterholder.
Portfolio strategies
Todd
Todd Sohn, CMT
Senior ETF and Technical Strategist, Strategas Asset Management
Todd Sohn, CMT
Senior ETF and Technical Strategist, Strategas Asset Management
Todd Sohn is an ETF and Technical Strategist for Strategas Research Partners. He leads Strategas’ ETF research, examining industry trends and how investor flows fit with, or against, the consensus. His research acts as a complement to the firm’s Asset Management offering. Todd is also a member of the firm’s Institutional Investor ranked Technical Research team, providing weekly sector research as well as actively working with Strategas’ clients on tailored analysis for securities around the world. Todd has been featured on various financial press outlets including Bloomberg, CNBC, and the Wall Street Journal. Prior to joining Strategas, he worked in various roles at JPMorgan. Todd has earned the Chartered Market Technician (CMT) designation and is a graduate of Syracuse University along with an MBA from Fordham University. He resides in New York City and is proud to have completed four marathons.
Portfolio strategies
ETF Study Hall

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