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ETP Analyst Webinar
Presented by
Tuesday, October 1, 2013, 11:00 AM ET
4:00 PM LONDON | 5:00 PM PARIS | 6:00 PM ATHENS | 11:00 PM HONG KONG
DURATION: 40 MINUTES FOLLOWED BY Q&A SESSION
LISTEN TO OUR EXPERT PRESENTERS LIVE FROM YOUR OWN DESK
Topics of Discussion:
• ETP market activity update
• ETP asset classes investors are interested in now
• Various asset classes year to date performance
• Raising awareness and understanding of ETP among advisors and investors
• Primary drivers of current ETP IPO and secondary market activity
• New product development trends in today’s market place
Featured Speakers
Moderator:
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Dodd Kittsley, CFA,
Director, Global Head of ETP Research,
BlackRock
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Dodd Kittsley, Director, is Global Head of ETP Research for BlackRock. He was previously Head of Due Diligence for iShares and a Director of Sales Strategy at BGI, leading a team that created and delivered ETP product and industry related insights. Prior to joining BlackRock, Mr. Kittsley held research and fund due diligence positions at State Street Global Advisors and Morgan Stanley. He has published extensively and is a frequent speaker at industry conferences and in the media. Mr. Kittsley earned a B.A. degree from the Hamilton College and a Masters degree from University of Houston. He holds various U.S. securities licenses. He received the Chartered Financial Analyst (CFA®) designation and is a member of CFA® Institute Panelists:
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Mariana Bush, CFA
Senior Analyst,
Wells Fargo Advisors
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Mariana Bush, CFA, heads the closed-end fund (CEF) and exchange-traded tracking product (ETP) research group at Wells Fargo Advisors, providing Financial Advisors and their clients with individual security recommendations in the CEF and ETP universes. Mariana began her career at Furman Selz in New York as an associate analyst following technology companies long before the Internet became a household name. She joined Wachovia Securities (a predecessor company of Wells Fargo Advisors) in 1991 as an analyst in Investment Strategy. Mariana began following CEFs in 1993, and she assumed coverage of ETPs in the late 1990s. She is a Chartered Financial Analyst (CFA) charterholder. Mariana has been widely quoted in publications such as Barron's, BusinessWeek, Forbes, TheStreet.com and The Wall Street Journal. She was graduated from Princeton University in Engineering and Management Systems, a program in the Civil Engineering & Operations Research department.
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Michael Jabara
Executive Director
Morgan Stanley
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Michael Jabara is an Executive Director at Morgan Stanley Wealth Management and is head of the exchange-traded fund (ETF) and closed-end fund (CEF) research team. The team is responsible for coverage on over 300 US-listed ETFs and is responsible for rating 100 CEFs. Michael began his professional career at Prudential Securities in ETF and CEF research in 2002, joined Citigroup in 2005, and Morgan Stanley in 2010. Michael graduated from Villanova University with a major in Finance and a minor in Accounting.
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Jon Maier
Head of ETF Strategy
Bank of America Merrill Lynch
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Jon Maier serves as the lead strategist for ETFs, and runs BofA Merrill Lynch’s ETF Portfolio Solutions Team. In this role Jon serves as Portfolio Manager for 20 domestic and international ETF portfolios across all asset classes, he also provides guidance to BofA Merrill Lynch Financial Advisors and clients in navigating ETFs as well as Closed-End Funds, he was previously the senior Closed-End Fund analyst and ETF strategist at BofA Merrill Lynch Global Research. Prior to Merrill Lynch, Jon was with UBS and its predecessor firm PaineWebber covering Closed-End Funds since 1997. Jon has also worked on privatization projects as a U.S. Peace Corps volunteer in Kiev, Ukraine, and was a financial analyst with the American International Group. Jon received his BBA degree from Emory University.
Webinar Structure
The webinar will consist of a 40-minute expert presentation, which will be followed by a Q&A lasting for 15 minutes. This webinar will be archived and available for replay upon registration.
Q&A Session - Submitting Questions
Participants can submit questions prior to or during the event through the special feature on the event page, or they can email them to Capital Link at questions@capitallink.com. The Q&A portion of the webinar is 15 minutes long.
ETP Analyst webinar is organized by Capital Link, a New York-based Investor Relations and Financial Communications firm.
Registrants can download the PowerPoint presentation from this webcast.
A FREE AND INVALUABLE RESOURCE
This webinar will also be available on demand at any time after the live broadcast.
Who Should Attend?
Broker-Dealers - Certified Financial Planners - Certified Trust and Financial Advisors - Closed-End Funds Issuers - Financial Advisors - Financial Media - Financial Planners - Hedge Fund Managers - Institutional Investors - Investment Consultants - Pension Fund Managers - Prime Brokers - Private Bankers
About Capital Link, Inc.
Capital Link is a New York-based investor relations and financial communications firm, which, among other activities, maintains a strategic focus on closed-end funds and ETFs.
Capital Link has developed specific investor outreach programs and IR tools focused on CEFs and ETFs in order to enhance their profiles among analysts, investors, and financial media.
In pursuit of this objective, Capital Link maintains websites dedicated to CEFs (www.CEFForum.com) and ETFs (www.ETFForum.com) that track the news and developments of all U.S. listed CEFs and ETFs, providing investors with a free information resource on these topics. The 13th Annual Closed-End Funds & Global ETFs Forum (www.CapitalLinkForum.com), considered a premier industry annual event, will take place in New York City on April 24, 2014, bringing together investors, analysts, wealth management professionals, and CEF and ETF industry participants. Capital Link also offers the "Closed-End Funds & Global ETFs Webinar Series (www.CapitalLinkWebinars.com)," an online interactive platform that is on CEFs, ETFs, and other pertinent industry topics. Open to the public, these virtual events provide an in-depth look into the CEF & ETF industry, and ground issues and timely topics in the context of the global economy, fostering a better understanding among participants.
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The Capital Link Closed-End Funds & Global ETF Webinar Series provides numerous live and on-demand playback investor webinars that are focused on topics of contemporary interest in the industry. As a sponsor of one of these webinars, your company will provide updates and enlightenment on issues of importance while aligning your organization with the interests of our audience. Sponsors of these webinars will receive brand recognition and exposure as well as the ability to offer a white paper or PowerPoint presentation at registration to webcast attendees so as to generate leads.
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