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Strategies for Exchange Traded Funds in Global Investing


Wednesday, June 10, 2015



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

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


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



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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