ETF Momentum: The Accelerated Use of Exchange Traded Funds

<< Back to Events

Jun 14, 2018

6:00 pm - 9:00 pm

EFT

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

Bryan Hoffman, CFA,Head of Strategic Asset Allocation, SEI will discuss common misconceptions, applications for ETFs within portfolios, and conducting due diligence.

jamie a
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.
We're sorry, but all tickets sales have ended because the event is expired.

This Month's Feature Sponsor

The Haverford Trust Company

 

The Haverford Trust Company was founded in 1979 on Philadelphia’s landmark Rittenhouse Square. Since our founding, one thing has remained unchanged…our commitment to quality. Haverford has prospered for more than 45 years in a finance industry dominated by giants through our passion and adaptability. We have traditional and alternative asset portfolio offerings, OCIO solutions for institutional and ultra-high net worth clients, and experienced client support teams to ensure a robust client experience.  Read more …..

Close