Strengthening Your Core
Tuesday, December, 10, 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
Many investors are looking to their portfolios to do more: produce income, manage risk, and evolve to deliver on their investment goals. This session discusses strategies to maximize your clients’ core holdings while also minimizing their portfolio costs, including ideas that you can implement now.
Del Stafford, CFA
Managing Director and Global Head of iShares Product & Investment Consulting
Del Stafford, CFA, Managing Director, is Global Head of the Multi-Asset Portfolio & Investment Consulting team within BlackRock's Multi-Asset Strategies Group. This team consults directly with investment advisors to develop tailored portfolio solutions primarily through asset allocation and risk analysis. This is executed across multiple asset classes and product structures, including active and passive mandates with expertise in iShares ETFs.
Mr. Stafford's service with the firm dates back to 2008, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to that, he spent over 16 years at The Vanguard Group, where he recently worked with the firm's current and prospective defined benefit plan clients to structure custom investment solutions. Mr. Stafford also worked as a senior portfolio manager within Vanguard's Fixed Income Group, with responsibility for managing institutional, separately managed and stable value portfolios.
Mr. Stafford earned a BS degree in finance from Bloomsburg University and a MBA degree from LaSalle University.
Nicole M. Torkelsen
Director of iShares Messaging and Communications
Nicole M. Torkelsen, Director, leads the iShares Messaging and Communications (iMAC) team within iShares Product Marketing Group. She is responsible for driving effective, useful and timely resources for the iShares sales team.
Ms. Torkelsen's service with the firm dates back to 2008, where she worked in the iShares Product Strategy and Development team. Prior to joining BGI, she brings 11 years of institutional experience having worked 8 years at Callan Associates, as a Senior Vice President. During her tenure at Callan, Ms. Torkelsen created and lead Callan's Communication Consulting practice to assist investment managers with effective marketing/communications efforts.
Ms. Torkelsen earned her MBA and BS degrees from San Francisco State University in 1994 and 1997, respectively.
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.
Strengthening Your Core 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
BlackRock is a leader in investment management, risk management and advisory services for institutional and retail clients worldwide. At September 30, 2013, BlackRock's AUM was $4.096 trillion. BlackRock helps clients meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®. Headquartered in New York City, as of June 30, 2013, the firm has approximately 10,700 employees in 30 countries and a major presence in key global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. For additional information, please visit the Company's website at www.blackrock.com.
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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