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CLICK HERE TO REGISTER.
This program qualifies for 16.25 non-IMCA CE Credits
For additional CE credit questions please contact Sherri Scordo at 732-450-8866 ext. 27
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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.
New features to serve you better, include:
- Two complimentary workshops—ETFs 101 & Advanced ETFs—running concurrently on Sunday afternoon (followed by a Welcome Reception)
- Smaller panels
- More sessions
- More slide presentations (available on CD/Web site)
- Keynote lunch speaker on Monday and Tuesday
- Free WiFi in the conference and exhibition areas
Conference Chairperson:
Gregory Friedman
Managing Director, Head of Product Management and Strategy
Barclays Global Investors
Lunch Speakers:
Dr. Ed Yardeni
President
Yardeni Research, Inc.
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Don Shula
Pro Football Hall of Fame Coach |
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A Sample of Speakers Include: |
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Gus Sauter
Chief Investment Officer
The Vanguard Group |
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Tom Lydon
Editor
ETF Trends |
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Ian Naismith
Partner
Sarasota Capital Strategies, Inc. |
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Robert J. Shiller
Chief Economist, MacroMarkets
Professor of Economics, Yale University |
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Don Phillips
Managing Director
Morningstar, Inc. |
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Rudy Aguilera
Principal
Helios LLC |
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Joseph A. Clark CFP, RFC
Managing Partner
Financial Enhancement Group, LLC |
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H. Bruce Bond
President & CEO
Invesco Power Shares Capital Management LLC |
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A SAMPLE OF WHAT YOUR PEERS HAD TO SAY ABOUT THE 2008 PROGRAM INCLUDE: |
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"I was extremely impressed with the conference and I was totally blown away by the attendance."
Larry Aft, Aft, Forsyth & Company |
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"Great! Best conference I’ve been to in the past several years."
Graham Williams, Williams Palmer, LLC |
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"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 |
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"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 |
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"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 |
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"This was probably the best industry event I’ve ever attended."
Ryan Poterack, Poterack Capital Advisors |
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| A Snapshot of Highlights From Our 2008 Event |
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| 400 + listen in |
"The Past, Present and Future
of Exchange-Traded Products" session |
Siegel, Arnott, Sauter have a laugh |
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| Jim Guilfoil/Russell answers a question |
"Capturing Alpha Through The Use
of ETFs" session |
"Actively Budgeting Investment
Risk" panel of advisors |
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| Sponsors & Exhibitors |
| PLATINUM SPONSOR |
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| GOLD PLUS SPONSOR |
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| need more info? |
If you're interested in speaking or sponsoring opportunities for next year's event, please contact:
Don Friedman, EVP
Index Publications LLC
dfriedman@indexuniverse.com
646-723-4591
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Jeremy Siegel: Fundamental Indexes > Capitalization Indexes
Robert Arnott: Fundamental Weighting More Reliable Than Cap-Weighting
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