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2nd Annual ETF Investing Summit Home Page Agenda Speakers Sponsors & Media Partners Venue & Accommodation Prices & Discounts
 

2ND ANNUAL ETF INVESTING SUMMIT

March 16th, 2011 

 

Intercontinental Barclay / New York

 

Register Now

  

iGlobal Forum is pleased to announce the upcoming 2nd Annual ETF Investing Summit due to take place on March 16th, 2011 in New York City.  The event will focus on the latest growth trends with this asset class as well as core strategies in investing, buying and selling (trading), top ETF products and how to overcome technical ETF pitfalls.  Total ETF assets now stand at close to $1 Trillion with over 1100 actively traded funds listed for trading in US markets. As the asset class expands, the structures, cost effectiveness, transparency features, tax and dividend reinvestment features are making this product an attractive offer to individual investors as well as to traditional financial and private institutions.  As products become more complex, investors also need to be sure what they are buying. 

 

The Summit will offer an opportunity for panelists to debate the pros and cons of ETF investing for all investors and asset managers as well as forecast the international growth for 2011, benefits over mutual funds and how different ETF products are being structured.  Senior-level speakers will convene to share their views on the attractiveness of ETFs in addition to exchanging opinions on the latest innovations, risks and strategies. Learn how large institutions use these instruments and assess your own long- and short-term personal investment needs.

 

The 2nd Annual Investing ETF Summit will be the premier opportunity to meet face-to-face and exchange hands-on experience with some of the worlds’ leading ETF experts, Institutional Investors, Portfolio Analysts, Individual Investors, High-net worth Individuals, Fund managers, ETF Researchers, Index providers, Traders, Investment Consultants and more.

 

Key topics that will be covered at the upcoming 2nd Annual ETF Investing Summit:

  • ETF Investing: What are the new developments for the electronic market?
  • The Credit Crisis & Flash Crash:  How are investors and institutional money managers adapting?
  • Alternative Asset Classes via ETF: Liquidity, Pricing and Costs
  • Diversified Commodity Investing and ETFs in an investor's portfolio
  • Issues to address when launching an ETF
  • FIixed Income Opportunities outside the U.S
  • Volatility Exposure as an Investment Tool
  • How institutional investors and fund managers choose their ETFs

 

LEADING EXPERTS & SPEAKERS

 

 

John Hyland
Chief Investment Officer
UNITED STATES COMMODITY FUNDS

Philip Gocke
Managing Director
OPTIONS INDUSTRY COUNCIL

  Eric M. Pollackov
Managing Director, ETF Capital Markets
CHARLES SCHWAB & CO., INC.
Alex Gurvich
Co-Founder and Managing Partner
THE ROCKLEDGE GROUP
  Richard C. Kang 
Chief Investment Officer & Director of Research
EMERGING GLOBAL ADVISORS, LLC

Elliot Noma
Managing Director
GARRETT ASSET MANAGEMENT

 

Roop Chand Betala
Chief Executive Officer
VOLVIE CAPITAL MANAGEMENT

Michael I. Schwartzman
President
VALUESEARCH CAPITAL MANAGEMENT, LLC

  Joanne M. Hill, Ph.D.
Head of Investment Strategy
PROSHARES
Rick Harper
Director of Fixed Income
WISDOMTREE ASSET MANAGEMENT
 

Briton Ryan
Head of U.S. ETF Sales & Trading
NEWEDGE

Thomas F. McKeon, CFA
Principal
CLOTHIER SPRINGS CAPITAL MANAGEMENT, LLC
  Axel Merk
President & CIO
MERK INVESTMENTS
Marvin Appel
CEO
APPEL ASSET MANAGEMENT CORP.
 

Daniel D. O’Neill
President / CEO / CIO
DIREXION

Matt Forstenhausler
Partner
ERNST & YOUNG
  Mark DiMaio
Principal
ERNST & YOUNG
Douglas L. Wolfe
Co–Founder & CIO
SADDLE RIVER CAPITAL MANAGEMENT, LLC.
 

Joe DeSipio
Co-Founder & Chief Market Strategist
ARIN RISK ADVISORS, LLC

Paul Weisbruch
VP of ETF/Index Sales and Trading
STREET ONE FINANCIAL

  Joe Wong, CFA,
Portfolio Manager
QS INVESTORS

Jessica Jablonowski
Investment Analyst
JANNEY MONTGOMERY SCOTT

  James V. Kelly, CFA
President
KELLY CAPITAL MANAGEMENT, LLC

Hafeez Esmail
Vice President
MAIN MANAGEMENT, LLC

 

 

AND MANY MORE TO BE ANNOUNCED!

 

 

 

NETWORK WITH LEADING:

 

Hedge Fund Managers
Asset Managers
ETF Issuers
Pension Funds
Financial Advisors & Consultants
Broker-Dealers
Index Providers

 

SPONSORS

 

  

 

 

 

 

 

 

MEDIA PARTNERS

 

 hedge fund database  
   
 

 

 




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