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Exchange Traded Funds and Vehicles
Providing Innovative Investment Strategies and Examining New & Emerging Trends in the Exchange Traded Universe
June 17 - 18, 2008 · Hyatt at Fisherman's Wharf, San Franciso, CA


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Why You Need to Be There

Register Now

Register yourself and a team online now!

Early Bird Discount

Register and pay by April 25, 2008 and receive up to $400 off!

With Exchange Traded Funds experiencing strong double digit growth throughout 2007 and surpassing $700 billion assets under management world wide, one of the hottest investment sectors is roaring into 2008. In August U.S notional ETF trading volume reached $2.1 trillion, representing 30% of the total US notional cash equity volume.

ETFs have far from achieved their growth potential and the industry of providers knows it. Month after month throughout 2007 ETF providers have been rolling out specialized Exchange Traded Vehicles to capture the long tail of the investment market – from Leveraged Vehicles, to Fixed Income Instruments, Semiconductors, to Clean Energy, Commodities, to Actively Managed. Finance IQ’s West Coast Exchange Traded Vehicles and Indexes summit returns to create a dynamic forum for dialogue and networking, bringing together leading industry insiders to debate the most pressing market issues such as:

  • Learn how to spot profitable ETF opportunities in both up and down markets
  • Discuss short and medium-term ETF trading based on relative strength
  • Highlight successful strategies in sector ETF trend divergence
  • Hear about Asia’s increasingly central role in the global economy and its effects on both American and international markets
  • Analyze emerging markets and understand the unique structure of ETCs and ETNs
  • Evaluate and benefit from different index structures
  • Examine new asset & sub-asset class products – the most alluring ETFs of 2008

Last year’s conference attracted 200 leaders in ETF investment, analysis and product development.

Who will you meet?

  • Portfolio Managers
  • Investment Managers
  • Trustees
  • Analysts
  • Managing Directors

From:

  • Hedge Funds
  • Plan Sponsors
  • Asset Managers
  • Registered Investment Advisors
  • Insurance Companies
  • Pensions Funds
  • Exchanges
  • Index Providers
  • ETF Providers
  • Banks
  • Ratings Agencies

Confirmed Speakers:

  • Mrs. Deborah Fuhr, Managing Director, Investment Strategies Group, MORGAN STANLEY
  • Chip Hanlon, President, DELTA GLOBAL ADVISORS
  • Mark Armbruster, Chief Investment Officer, ALESCO ADVISORS
  • Patrick Daugherty, Partner, FOLEY LARDNER LLP
  • Feifei Li, Ph.D., FRM, Associate Director, Research & Investment Management, RESEARCH AFFILIATES
  • Mike Burnick, Senior Editor and Director of Research, “The Sovereign Society”, Founder & President, JUPITER CAPITAL MANAGEMENT
  • Deron Wagner, Founder and Head Trader, MORPHEUS CAPITAL HEDGE FUND
  • Mebane T. Faber, Managing Director and Portfolio Manager, CAMBRIA INVESTMENT MANAGEMENT, INC.
  • Bill Witherall, Chief Global Economist, CUMBERLAND ADVISORS
  • Shane Shepherd, Senior Researcher, Research & Investment Management, RESEARCH AFFILIATES
  • Alan Rosenfield, Managing Director, HARMONY ASSET MANAGEMENT
  • Kevin S. Price, Chief Investment Officer, INTERLAKE CAPITAL MANAGEMENT, LLC
  • Carl Delfeld, President, CHARTWELL PARTNERS ASSET MANAGEMENT
  • Matt McCall, President, PENN FINANCIAL GROUP LLC
  • Kim Nordmo, First Vice President, MERRILL LYNCH PRIVATE BANKING & INVESTMENT GROUP
  • Richard Romey, President, ETF PORTFOLIO SOLUTIONS INC.
  • Darwin Abrahamson, Chief Executive Officer, INVEST N RETIRE

If you are not yet ready to register, feel free to request a reminder nearer the time .

Conference Partners

Sponsor Media Partners
invesco mediapartners

[ Register Now] · [ Next: Conference Day One: Tuesday June 17, 2008 ]

 

 
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