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
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
FEATURED SPEAKERS
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