Exchange-Traded-Products Trading & Investing Forum

Tuesday, April 8, 2014 • New York, NY

Past Event:

A jam-packed, half-day of presentations and Q&A examining the current state and future direction by ETF Global.


• Registered Investment Advisors
• Portfolio Managers
• Wealth Managers
• Certified Financial Planners

• Investment Managers
• Private Bankers
• Financial Advisors
• Financial Consultants

Keynote speaker

Smart Beta
The benefits and nuances of different methodologies
Moderator: Joshua Lisser, Alliance Bernstein
Participant: Scott Dooley, Fusion Investment Management

Active ETFs
Forecasted growth and appropriate use within portfolio management
Moderator: Bill Smalley, ETF Issuer Solutions
Participants: Reggie Brown, Cantor Fitzgerald
Ed Ryan, Infrastructure Capital
David LaValle, NASDAQ OMX
JP Morgan Asset Management

Emerging Markets
Which companies offer the best chance of outperformance
Moderator: Eric Balchunas, Bloomberg L.P.
Participants:Brandon Clark, Vanguard
Ray Potter, Hapoalim Securities

Managing ETF Portfolios
Changing role of investment advisors—and tools for RIAs
Moderator: Kol Estreicher, Wolverine Execution Services
Participants:Tom Mosel, Windhaven

Location Details

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New York Societ of Security Analysts (NYSSA)
1540 Broadway
New York, New York
United States

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