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Strategies for Exchange Traded Funds in Global Investing

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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CFA Society New York (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFANY has no duty to update and maintain the information, reports, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates, agents, and licensors will not be liable to you or anyone else for any loss or injury, caused in whole or in part by their negligence of contingencies beyond their control in procuring, compiling, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates, agents, and licensors be liable to you or anyone else for any damages, including but not limited to consequential, special, indirect and incidental damages, even if advised of the possibility of such damages.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. CFANY is not responsible for any investment decision made by you.

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