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Upcoming Complimentary Live Webinars
ETF.com invites you to a Complimentary Webinar
Thursday, April 24, 2014

Don't Be So Sensitive: Multiple Solutions to Mitigate Interest-Rate Risk

Time: 11 a.m. San Francisco, 2 p.m. New York
Duration: 60 minutes

This webinar has been accepted by the CFP Board and CIMA for 1 CE credit.
REGISTER

Webinar Summary:

Investors are well aware of the potential for interest rates to rise. In the past, they've typically responded by shortening duration, but at the expense of yield. No longer is this the only go-to solution:

  • Exploring the different solutions for investment-grade, high-yield and tax-free investors
  • Understanding how interest rates and credit conditions affect fixed-income portfolios
  • Learning how duration can be limited, but potential yield still generated

With new and innovative ETFs available, investors have many options to manage interest-rate risk and source yield effectively.

Join ETF.com's Olly Ludwig, Market Vectors' Fran Rodilosso and Prateek Mehrotra of Endowment Wealth Management as they sit down to take a closer look at the current market and a suite of ETFs designed to limit the adverse effects of rising interest rates and still provide income potential.


Moderator:
Olivier Ludwig Olivier Ludwig
Managing Editor
ETF.com
Olivier Ludwig is the managing editor of ETF.com. Previously, he was a financial advisor at Morgan Stanley Smith Barney and an editor at Bloomberg News. Before that, Ludwig was a journalist at the Reuters News Agency in New York, serving as a copy editor and reporter, covering stocks, energy and the U.S. Treasurys market. He is a graduate of the City University of New York, where he majored in economic history.
Panelists:
Fran Rodilosso Fran Rodilosso, CFA
Portfolio Manager
Market Vectors ETFs
Prateek Mehrotra Prateek Mehrotra, MBA, CFA®, CAIA
Chief Investment Officer
Endowment Wealth Management
Fran Rodilosso, CFA, is portfolio manager of Market Vectors' fixed-income ETFs, responsible for portfolio strategy, credit and market analysis. He was formerly managing director, global emerging markets at The Seaport Group, launching its emerging markets fixed-income sales and trading business. Rodilosso's earlier experience includes PM positions at Greylock capital and SoundBrook capital. He earned his B.A. in history from Princeton and his MBA in finance from The Wharton school. As CIO of Endowment Wealth Management, Prateek Mehrotra is responsible for sourcing, analyzing, recommending, monitoring and reporting on alternative and traditional investments. He manages relationships with high net worth clients, institutional investors and traditional/alternative (hedge funds, private equity and real assets) money management firms. Prateek earned his bachelor's degree in technology from the Indian Institute of Technology, Kanpur, India, and his MBA from Lehigh University in Bethlehem, Pa., and was a Rotary International Scholar while attending Lehigh.

Sponsored by:
ETF.com Analytics

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ETF.com invites you to a Complimentary Webinar
Wednesday, April 30, 2014

Sector Investing: Essential Building Blocks for Portfolio Construction

Time: 11 a.m. San Francisco, 2 p.m. New York
Duration: 60 minutes

This webinar has been accepted by the CFP Board and CIMA for 1 CE credit.
REGISTER

Webinar Summary:

Sector investing can be a very productive approach for capturing alpha and diversifying exposure. While many investors believe simply picking any ETF or index will do, informed investors understand that the underlying index is a key component to managing exposure and performance. What do investors need to understand about sector investing, and how can they help solidify a portfolio?

Join MSCI, Fidelity and ETF.com as we sit down to explore why sector investing is one of the fastest-growing areas of the market today, which can be used as a core component in portfolio construction. This 60-minute webinar will focus on:

  • Why sectors make sense in today's market
  • The evolving marketplace—why clients are interested in sectors now more than ever
  • Best practices for sector due diligence
Moderator:
Olivier Ludwig Olivier Ludwig
Managing Editor
ETF.com
Olivier Ludwig is the managing editor of ETF.com. Previously, he was a financial advisor at Morgan Stanley Smith Barney and an editor at Bloomberg News. Before that, Ludwig was a journalist at the Reuters News Agency in New York, serving as a copy editor and reporter, covering stocks, energy and the U.S. Treasurys market. He is a graduate of the City University of New York, where he majored in economic history.
Panelists:
Matthew Goulet Matthew Goulet, CFA
Vice President of Business Strategy
Fidelity SelectCo
Brett Hammond Brett Hammond
Managing Director and Head of Index Applied Research
MSCI
As vice president of business strategy at Fidelity SelectCo, Matthew Goulet, CFA, focuses on the distribution strategy for SelectCo products across Fidelity's various distribution channels (retail, intermediary and institutional). Prior to joining Fidelity in August 2012, he was a vice president and product specialist for the iShares Product & Investment Consulting team at BlackRock from 2010 to 2012. Goulet received his bachelor of business administration degree in finance from the University of Notre Dame. Brett Hammond is managing director and head of Index Applied Research for MSCI, responsible for research to support new risk premia and economic exposure indices as well as cap-weighted indices. He also serves as an ambassador to asset owners and managers on the role of indices in asset allocation and portfolio construction. Hammond received B.A. degrees in economics and political science from the University of California at Santa Cruz, and a Ph.D. from MIT.

Sponsored by:
ETF.com Analytics

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ETF.com invites you to a Complimentary Webinar
Thursday, May 15, 2014

Take Advantage of Market Inefficiency With Fundamental Indexes

Time: 11 a.m. San Francisco, 2 p.m. New York
Duration: 60 minutes

This webinar has been accepted by the CFP Board and CIMA for 1 CE credit.

Webinar Summary:

Join Russell Indexes, Charles Schwab Investment Management and ETF.com as we look at how to take advantage of market inefficiencies with Fundamental Index strategies.

This 60-minute webinar will review the construction of the Russell Fundamental Index Series, discuss the application of the Fundamental Index strategy in less efficient markets, and demonstrate how advisors can integrate the Fundamental Index strategy into client portfolios.

Topics covered included:

  • Smart beta – where does the Fundamental Index fit?
  • Fundamental Index methodology in less efficient markets
  • Best practices for implementing a Fundamental Index strategy


Sponsored by:
ETF.com Analytics