ETP Forum

Providing Timely Asset Allocation Strategies for Investors

April 1, 2015 | The New York Athletic Club, New York City

This conference has been accepted by the CFP Board for 7 CE credits



The Details

With roughly $2 Trillion in U.S.-listed ETF assets, the demand from the financial advisor and institutional communities continues to grow for what many hail as the premiere investment vehicle. With ETFs providing access to markets that used to only be available to institutions what’s the best way of positioning your portfolio for 2015? With oil at multi-year lows, equity markets near record highs and interest rates remaining steady near historic lows are we at an inflection point in various asset classes? Using the age-old adage of “buy low & sell high” is now the time to make contrarian investment decisions?

The Expert Series has put together a comprehensive 1-day program which was built on the premise of allowing advisors & institutions the opportunity to take a deep dive into the most relevant investment themes for 2015. Our 5-star speaking faculty will be at your disposal to answer the above-listed questions and many more.

Topics Include

  • Identifying the best sectors to invest in for 2015
  • Fixed Income: Positioning your portfolio as the bull market comes to an end
  • Incorporating strategic beta strategies into your portfolio
  • Actively Managed ETFs: Is it time to invest
  • Accessing Liquid Alts through ETPs
  • China: Finding the right opportunities in a challenging marketplace
  • ETF Model Portfolios: Are they right for you

Spring 2015 ETP Forum NYC
Attendee Profile

71% of the attendees were investors/allocators

FEATURED SPEAKERS

THOMAS CAVADA
THOMAS CAVADA
The Mowrer-Cavada Wealth Management Group
UBS Wealth Management

CHARLES DE VAULX
Chief Investment Officer
International Value Advisers

RICK FERRI
Founder
Portfolio Solutions

NIALL O’MALLEY
Portfolio Manager
Blue Point Investment Management

JEREMY SCHWARTZ
Dir. of Research
WisdomTree Asset Management

DAVID SHERRILL
The Vector Group
Morgan Stanley Wealth Management

MARK YUSKO
CEO & CIO
Morgan Creek Capital Management

NATALIE ZAHRADNIK
EVP - ETF Strategist
PIMCO

Chairperson Sponsor

Executive Sponsors

Partner