Exchange Traded Funds (ETFS) have captured advisors’ and investors’ attention and their assets. ETFs have exploded in the past decade to reach over $5 trillion globally in assets under management growing on average by 24% year after year. How have they evolved since they became available? Come to this educational session to learn abut industry trends, investing themes, and regulatory considerations from subject matter experts:
Bryan Hoffman, CFA,Head of Strategic Asset Allocation, SEI will discuss common misconceptions, applications for ETFs within portfolios, and conducting due diligence.
Jamie Gershkow, Esq, Attorney, Stradley Ronon will focus on legal and regulatory considerations related to ETFs.
Dominika Gergely, RIA Market Consultant, BlackRock will cover industry trends, and ETF fundamentals from how they work to benefits and risks.
Cocktails and Networking 6:00 – 6:30 pm
Expert Presentation/Q&A 6:30 – 7:30 pm
Networking 7:30 – 8:00 pm
Light fare and refreshments will be served at the event.
A portion of the registration proceeds will benefit Mom’s House.