Free Cash Flow
The key to growth & profitability
Oct 20 at 2:00pm PST
Examine why Free Cash Flow can be a good predictor of sustainable growth and how companies can finance expansion without excessive debt.
Join us for an exclusive webinar with Stonewater Financial and Pacer ETF’s Managing Director, Nate Caschera, to find out:
Steven Bernstein
Adam Turnquist
Join the Webinar – Sign Up Below
ARE TRADITIONAL VALUATION METRICS LOSING RELEVANCE?
Are traditional valuation metrics losing relevance in today’s economy? What drives corporate earnings as investors need a better way to identify & separate strength from weakness. Free Cash Flow offers that advantage.
In this exclusive webinar, we’ll explore how FCF can reshape the way professionals measure quality, growth, and opportunity in today’s markets.
IN THIS WEBINAR, YOU’LL LEARN
Why Free Cash Flow Might Be a Superior Measure of Profitability
Understand why earnings can be distorted by accounting choices and why FCF provides a sturdier, more reliable picture of corporate health.
How Free Cash Flow Yield Helps Identify Undervalued Companies
See how FCF yield acts as a “payback clock” for investors, offering a clearer framework than traditional valuation metrics like price-to-book.
The Role of Free Cash Flow Margin in Predicting Growth
Learn why FCF margin is a stronger indicator of sustainable expansion than revenue growth, and how it highlights companies that self-finance without heavy leverage.
Lessons from the Mag 7 Market Leaders
Explore how companies like Apple, Microsoft, and Nvidia use free cash flow to drive growth and maintain dominance, and what investors can apply from their example.
Practical Applications for Investment Professionals
Walk away with tools to integrate FCF analysis into your own investment process, from screening for quality to building more resilient portfolios.
THIS WORKSHOP IS FOR
Institutional Investors
Portfolio managers, analysts, and investment committees looking for disciplined frameworks to evaluate quality companies and manage risk in today’s markets.
Financial Advisors & Wealth Managers
Professionals seeking practical tools to explain the power of Free Cash Flow to clients and integrate FCF-based analysis into portfolio strategies.
Independent & Professional Investors
Experienced investors who want to move beyond traditional metrics like P/B or EPS and adopt forward-looking measures that align with an economy driven by intangible assets.
MEET YOUR SPEAKERS
Steven Bernstein
President, Stonewater Financial
With over two decades of expertise in wealth management at premier financial establishments, I established Stonewater Financial. As we approach our firm’s fifth anniversary, I take immense pride in our dedicated team, the enduring relationships we’ve cultivated, and the consistent successes we’ve achieved and continue to pursue.
At Stonewater Financial, we build and manage custom financial plans that suit each individual’s unique situation. This plan is not just about what money goes where.
It’s a roadmap for what to do in volatile markets, how to respond to changes in personal circumstances, and what kind of legacy you want to leave.
Nate Caschera, CIMA
Managing Director, Pacer ETF
Nate Caschera, CIMA®, is the West Coast Divisional Sales Manager at Pacer Financial, Inc., where he has served since 2018. In this capacity, he partners with financial advisors and institutional clients to deliver Pacer’s suite of ETF solutions, with a focus on building long-term relationships and supporting client growth objectives. He holds the Certified Investment Management Analyst (CIMA®) designation, underscoring his expertise in investment management and advisor support.
Prior to joining Pacer, Mr. Caschera held progressively responsible sales and distribution roles at SC Distributors, Resource Securities, and KBS Capital Markets. His experience spans internal sales, client service, and wholesaling, providing him with a comprehensive understanding of the financial advisory landscape. In 2023, he earned the FINRA Series 24 principal registration, reflecting his commitment to professional development and leadership within the investment industry
SPACE IS LIMITED, RSVP TO SECURE YOUR SPOT
Don’t miss this opportunity to gain insights on where markets might be headed for the end of the year. A short Q&A session will be offered to answer any questions you might have at the end of the session.
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