Understanding ETF Liquidity
TUESDAY, MAY 19, 2015, 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 PRESENTER LIVE FROM YOUR OWN DESK
This webinar has been approved by the CFP Board and IMCA for 1.00 CFP/ CIMA/CPWA credit
Submit your CFP/CIMA number at registration.
- An explanation of where ETF liquidity comes from, ie. on-screen, underlying constituents, derivatives, correlated trading vehicles.
- A discussion of various trading strategies; block trade, self-directed electronic, underlying basket trade, high-touch trading leveraging liquidity providers and when and why to use them.
- An overview of ETF trading best practices using case studies
Vice President, Global Execution Services
Fidelity Capital Markets
Matt Kennedy is a Vice President, Head of Global Execution Services at Fidelity Capital Markets. Fidelity Capital Markets (FCM) is a customer-focused institutional trading firm under the Fidelity umbrella. In his role, Matt is responsible for managing the Block Equity, Block Options, International Equity and Structured Products trading desks. Prior to his current position, Matt was responsible for managing Institutional Equity Trading desk, and earlier establishing and managing the Electronic Sales and Electronic Trading desks at FCM.
Before joining Fidelity in 2004, he held various roles at Fulcrum Global Partners, Macgregor/ITG, and Thomson Financial Services.
Matt earned his bachelor of science degree in economics-finance and a master of business administration from Bentley University.
Director, ETF Markets and Analytics
As a director at Fidelity SelectCo within the ETF Services Group, Russell S. Latham focuses on expanding Fidelity's footprint across the ETF trading ecosystem. Prior to joining Fidelity in March, 2014, Mr. Latham spent 8 years at BlackRock's iShares unit, most recently on the Client Execution Services desk covering institutions.
Previously, he has held roles in a variety of functions including Capital Markets, Product Development, and Research. He received his bachelor of arts degree from Bates College in Lewiston, Maine.
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 firstname.lastname@example.org. 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.
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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
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