ETF Roundtable Webinar


Presented by 


THURSDAY, FEBRUARY 12, 2015, 11:00 AM ET 2222

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
 




This webinar has been  approved by IMCA for 1.00 CIMA/CPWA Credit.
Submit your CIMA number at registration.





Overview 

 

  1. Latest trends in ETF market growth across retail & institutional segments
  2. Assessing the growing array of options in Smart Beta ETFs
  3. Best practices for ETF trading & sourcing liquidity
  4. Opportunities in fixed income ETFs


Moderator 




   Phil Bak
   
Managing Director, Global Index and Exchange Traded Products
   ICE | NYSE


Phil Bak is a Managing Director of Index and Exchange Traded Products for NYSE. In this capacity, Phil is responsible for working with issuers, market makers, regulators and service providers to help clients design, build, launch and manage Exchange Traded Funds, Exchange Traded Notes and Structured Products. Prior to joining NYSE, Phil managed ETF product development for Rydex Investents, now part of Guggenheim Investments, where he brought several innovative ETFs and alternative mutual funds to market covering equity, commodity, currency and managed futures strategies, and was awarded a patent on a breakthrough commodity ETP structure. Phil had previously worked with two ETF start-ups, focusing primarily on product development and design, as well as capital markets and is a Chartered Alternative Investment Analyst.
 
Featured Presenters 




   Robert Deutsch
   
Managing Director, Global Head of ETFs
   J.P. Morgan Asset Management


Robert Deutsch, Managing Director, is global head of J.P. Morgan Asset Management's Exchange Traded Funds and a member of the J.P. Morgan Global Funds Operating Committee. An employee since 1997, Bob's previous roles included head of the Global Liquidity Business and National Sales Manager for J.P. Morgan's U.S. Mutual Funds Business. Before joining the firm, he worked for Goldman Sachs Asset Management as a client advisor for a broad range of institutional, intermediary and subadvisory clients.

He started his career at Hewlett-Packard where he was responsible for marketing HP's commercial computing solutions to Fortune 500 corporations. Bob is actively involved in industry developments and was the first chairman of the ICI Institutional Money Market Fund Committee. A recipient of the H. Rodney Sharpe scholarship, Bob graduated from the University of Delaware in 1980. He is a member of the Advisory Board of Lerner College of the University of Delaware.
 



   Ryan O. Issakainen, CFA
   
Exchange-Traded Fund Strategist
   First Trust


Ryan Issakainen is Senior Vice President, Exchange-Traded Fund Strategist for First Trust, which he joined in January of 2000. He is a recipient of the Chartered Financial Analyst (CFA) designation, and holds a B.A. and an M.A from Wheaton College in Wheaton, IL. As an ETF Strategist, Ryan provides in-depth analysis and commentary related to ETF investing, including the bimonthly Inside First Trust ETFs Newsletter and a monthly ETF webcast for financial advisors. In addition to his research responsibilities, he speaks at various ETF industry events and conferences throughout the country. Mr. Issakainen has appeared on a number of radio and television outlets including CNBC, Fox Business, Bloomberg Radio, and WBBM Newsradio 780. In addition, he has given interviews to several print outlets including The Wall Street Journal, Investor’s Business Daily, Bloomberg, Reuters, US News and World Report, Fortune Magazine, LA Times, TheStreet.com, and Investment Advisor magazine, for which he also authored a monthly column on ETF investing
 



   Joseph Nelesen
   
Director, Head of Institutional Product Mgmt & Consulting
   iShares


Joseph Nelesen, Ph.D., Director, is Head of the Institutional Product Management & Consulting team for U.S. iShares. He is responsible for research and delivering product expertise to global iShares clients and partners. Dr. Nelesen's service with the firm dates back to 2008, including his years with Barclay's Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he served primarily with the Product Research & Development arm of iShares. Prior to joining BGI, Dr. Nelesen worked in the Investment Banking Divisions of Citigroup and Bear, Stearns & Co. in New York and Chicago. He provided M&A and corporate finance advisory to global corporate clients across sectors including telecommunications & technology, healthcare, metals & mining and financial services.

He was previously a business strategy consultant with CSG, a specialized advisory firm serving U.S. and international providers in the telecommunications and technology sectors. Dr. Nelesen received his B.A. at University of California San Diego, his M.A. and Ph.D. at Northwestern University (focused on Telecommunication Science, Economics and Policy) where he was awarded the Northwestern Graduate Fellowship, and his M.B.A. in Finance at University of North Carolina (Kenan-Flagler Business School) where he was awarded the Friedman MBA Fellowship.
 



   Kevin W. Quigg , CIMA
   
Global Head of ETF Sales Strategy
   State Street Global Advisors


Kevin is Global Head of SPDR ETF Sales Strategy Group. In this role Kevin is responsible for increasing SPDR ETF's footprint globally by overseeing the creation of industry leading investment and practice management client resources. Kevin previously headed SPDR ETFs Global Capital Markets Group as well as SSgA's Institutional ETF Sales Group where he was responsible for working with market participants in the primary and secondary markets in the Americas, Europe, Asia, and Australia. Additionally, Kevin oversees SPDR ETFs expansion into new markets in the Americas. Prior to rejoining SSgA Kevin was a Business Development Officer responsible for exchange traded product sales for Barclay's Global Investors.

Prior to his time at BGI Kevin spent 6 years as a Regional Consultant for SSgA in Los Angeles. Kevin is a graduate of The College of the Holy Cross.

He is a Certified Investment Management Analyst and holds his FINRA series 6, 7, 24 and 63 licenses.

 

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 10 minutes long.


This 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 14th 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 23, 2015, 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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