Funds vs. ETFs: Which are better for your clients?


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Tuesday, February 28, 2017, 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
 

 

This webinar has been approved for 1 CFP/CIMA/CPWA CE Credit.


Overview

Over the past decade, assets invested in ETFs have grown by 746% compared to 88% for mutual funds1, as many investors and advisors now consider ETFs to be a viable alternative. In this presentation, Bryce Coward will use Morningstar’s recent decision to merge ETFs and mutual funds into the same peer group as a starting point for analyzing the similarities—and differences—between these two options. He’ll also identify when an ETF may be a more appropriate choice for clients. Advisors will learn:

  • The key questions to ask about the pricing, performance, expense ratios and tax impact of mutual funds and ETFs;
  • Why mutual funds and ETFs with a similar focus, such as those targeting specific geographical regions, may deliver significantly different results;
  • How to effectively educate clients on the potential benefits and risks of ETFs.


Featured Presenter





 Bryce Coward, CFA
 Portfolio Manager
 Gavekal Capital



Bryce Coward is responsible for Asian stock selection for the Gavekal Knowledge Leaders Funds and regional macroeconomic analysis for Asia. He specializes in analyzing regional investment in intangible capital by Asian companies. He holds a bachelor's degree in international business and a master of business degree in finance, both from the University of Denver. Bryce is a CFA charterholder.

 

1Source: Factset

Disclosures:
 

All investments involved risk, including possible loss of principle.

Please consider the Fund's investment objectives, risks, charges and expenses before investing. The prospectus or summary prospectus that contains this and other information about the Funds is available by calling 844-GAVEKAL and should be read carefully.

The Gavekal ETF is distributed by Foreside Fund Services.


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 16th 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 27, 2017, bringing together investors, analysts, wealth management professionals, and CEF and ETF industry participants. The 4th Annual Dissect ETFs Forum will feature industry leaders in the ETF sector and will take place in New York City on June 22, 2017. 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.

For more information on webinar sponsorship opportunities, please contact Nicolas Bornozis at funds@capitallink.com or call +1 212 661-7566.


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