REGISTER FOR THE 2ND ANNUAL INSTALLMENT BY SEPTEMBER 12TH AND TAKE ADVANTAGE OF OUR EARLY BIRD RATES!

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  In January 2008, ETFR and Financial Advisor teamed up to create a new kind of ETF conference---one focused on the needs of financial advisors, not on the needs of ETF product issuers.

The response was overwhelming. In its first year, Inside ETFs drew the largest crowd and most esteemed faculty of any ETF conference in the world. 70% of the 400+ in attendance were financial advisors, and panelists represented the leading product issuers, academics, researchers and tacticians in the field.

This year, we’re back with an even bigger conference and a better editorial line-up, digging in to the real issues that matter to you: the practical, logistical and tactical issues involved in building better client portfolios with ETFs.
 

THIS YEAR'S PROGRAM INCLUDES:

2 Sunday Workshops to choose from which take place from 3:30pm – 5:30pm and are immediately followed by a Welcoming Reception.

ETFs 101 Workshop
Don’t know an ETF from an EFT? Come to this session to learn the basics about how ETFs work, when and why they are better, and what you need to look at to analyze individual funds.
  • The basics of how ETFs work and why their unique structure often makes them the most cost effective, tax-efficient way of accessing an asset class.
  • What to look at in analyzing ETFs in terms of tracking, trading, cost and tax efficiency.
  • Asset classes where ETFs offer the only or best investment option available.

    • Advanced ETFs Workshop
    So you already know what XLF and IVV are. You trade ETFs in volume and have very specific questions to ask the experts
  • A highly interactive session meant to answer all of the questions of heavy ETF users.
  • Trading strategies and how to make sure you’re getting best execution.
  • Detailed review of issues including problems and logistics with shorting funds, transitioning portfolios, advanced tax issues, etc.


    • Monday and Tuesday sessions include:

  • State Of The Industry
  • Choosing Between ETFs: What To Look For Besides Performance When Choosing An ETF?
  • Case Study - Practical Applications of ETFs – 3 Distinct And Unique ETF Portfolio Models
  • Everything You Ever Wanted to Know About ETNs
  • ETFs And Taxes: The Issues And Opportunities (Including Tax-Loss Harvesting)
  • Comparing Short ETFs To Shorting ETFs & Issues Around Share Lending And Borrowing Shares
  • Options On ETFs: Advanced Strategies For Risk Management
  • Creating Price Targets For ETFs – ETFs And Tactical Rotation
  • Building Hedge Fund-Like Portfolios With ETFs
  • What’s In The Pipeline: New ETFs of 2009, 2010 & Beyond
  • Frontier ETFs: A New Asset Class?
  • Currencies: Are They A Legitimate Asset Class?
  • Addressing Real Estate Issues In Your Client’s Portfolios
  • The New Wide World Of Fixed Income: Emerging Markets, International TIPS, & Other Novel Categories
  • Sector Investing: Is It Tactical Or Asset Allocation Driven?
  • Weighting Of International Exposure
  • The Next Generation: Blurring The Lines Between Alpha & Beta
    •  


    A sample of what your peers had to say about the 2008 program include:

    		 
     
         
    "I was extremely impressed with the conference and I was totally blown away by the attendance."
    Larry Aft, Aft, Forsyth & Company    		   "Great! Best conference I’ve been to in the past several years."
    Graham Williams, Williams Palmer, LLC
         
    "The conference represented a great opportunity to explore how all of us -- fund providers as well as advisors -- can improve the world of ETF investing, and make it work better for investors."
    Greg Friedman, Barclays Global Investors    		   "The event was well run and the other attendees that I spoke with got a lot out of the sessions."
    Mark Balasa, Balasa Dinverno & Foltz LLC
         
    "I thought you ran a first class operation and considering it was the first one can only anticipate even greater things to come."
    Oscar Silver, Passive Momentum Asset Advisors    		   "This was probably the best industry event I’ve ever attended."
    Ryan Poterack, Poterack Capital Advisors
         
         
    		 
         
     
        A Snapshot of Highlights From Our 2008 Event
         
    Registration and Continental Breakfas
    Greg Friedman comments as panelists listen in
    Siegel, Arnott, Sauter have a laugh
    400 + listen in "The Past, Present and Future
    of Exchange-Traded Products" session    		 Siegel, Arnott, Sauter have a laugh
         
    Registration and Continental Breakfas
    Greg Friedman comments as panelists listen in
    "Actively Budgeting Investment Risk" panel of advisors
    Jim Guilfoil/Russell answers a question "Capturing Alpha Through The Use
    of ETFs" session    		 "Actively Budgeting Investment
    Risk" panel of advisors
        Sponsors & Exhibitors

    DIAMOND SPONSOR
    IShares iPath
    PLATINUM SPONSOR
    NETS
    GOLD PLUS SPONSOR
    Vanguard
    GOLD SPONSORS
    RydexShares SPRD Standar & Poor's
    MorningStar MacroMarkets BNY Mellon
    SILVER SPONSORS
    Van Eck Global Index IQ
    BRONZE SPONSORS
    ISE         Dowjones         Invesco
    EXHIBITOR PLUS
    Sector SPDRs
    EXHIBITOR
    indxis

    co produced by:  

     
    iShares iPhat