Understanding ETF Liquidity


Presented by 




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.



Overview 
  • 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

 



Featured Presenters 





   Matthew Kennedy
   
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.
 





   Russell Latham
   
Director, ETF Markets and Analytics
   Fidelity Investments


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.
 


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, took 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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