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Strategies for Exchange Traded Funds in Global Investing

 

Wednesday, June 10, 2015

 

Agenda

6:00: OPENING REMARKS

Patrick Holert, CFA, CAIA, BBVA Securities

6:05 – 6:30: KEYNOTE ADDRESS
Christopher Wolf, Chief Investment Officer for Portfolio Solutions, Private Banking and Investment Group & Institutional, Merrill Lynch Wealth Management

6:30 – 7:30: PANEL

Moderator
Eric Balchunas, Senior ETF Analyst and Funds Product Specialist, Bloomberg

Panelists

Reginald Browne, Senior Managing Director of the ETF group, Cantor Fitzgerald

Christopher Gannatti, Associate Director of Research, WisdomTree

Bruno del Ama, Co-Founder and CEO, Global X Funds

Gregory Shinnick, Chief Executive Officer, Blue Ocean

FOLLOWED BY A CATERED NETWORKING RECEPTION

Description

More than US $2 trillion of financial assets are managed through Exchange Traded Funds (“ETFs”).   In this conference, managers, investors and market makers of ETF funds will discuss their use in international and emerging markets.  Some of the topics that will be explored include:

  • Strategies for using ETFs to diversify exposure to asset classes and manage risk
  • Investing in passive, actively managed and leveraged ETFs
  • Tracking error of ETFs versus market indices
  • Liquidity, market making and trading of ETFs
  • Management fees and operating expenses for ETFs

This conference will equip our audience with a deeper understanding of ETFs and their use in managing assets, particularly in international and emerging markets.

Who should attend?

Portfolio Managers, Wealth Managers and Research Analysts

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CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

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CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to seminars@cfany.org.

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.