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Evening Networking & CE: Everything You Need To Know About ETFs
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6/19/2019
When: Wednesday, June 19, 2019
5:30 - 7:30 P.M.
Where: Dotdash
1500 Broadway
New York, New York  10036
United States
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Everything You Need To Know About ETFs

 

Join your peers for an evening of networking and CE featuring a program focused on ETFs delivered by Brandon Clark, Legg Mason Managing Director, ETF Product Management, and hosted by Investopedia at the Dotdash offices overlooking Times Square.

 

After 30 years and $3.7 million in US assets, Exchange-Traded Funds (ETFs) have entered the investment mainstream. For the fifth year in a row, ETFs are all the rage among financial advisers with 88 percent of financial advisers surveyed currently using or recommending ETFs with their clients—the most popular investment vehicle among 22 options, according to the latest annual survey by the Financial Planning Association®, the Journal of Financial Planning, and the FPA Research and Practice Institute™.  

 

Come learn about popular misconceptions, recent SEC changes, current trends, future opportunities, and how you can make ETFs a more vital part of your investment management. Legg Mason's Managing Director Brandon Clark will discuss:

 

  • Can ETFs unseat mutual funds?
  • Active vs. passive ETFs
  • No Fee ETFs: too good to be true?
  • Portfolio strategies
  • Trading do's and don'ts
  • Volatility: short vs. long term

 

Food and drinks will be served.

 

Date: Wednesday, June 19, 2019  

 

Time: 5:30 - 7:30 P.M.

Location: 
Dotdash

1500 Broadway

New York, New York 10036

 

Speaker: Brandon Clark, Managing Director, ETF Product Management, Legg Mason

 

Prior to joining Legg Mason to lead the firm's strategy in the ETF product category as Managing Director, Brandon Clark spent nearly eight years in ETF product management for The Vanguard Group, most recently as Head of ETF Capital Markets covering the US, Canada and Latin America.  He was responsible for developing the firm's coverage strategy for sell-side ETF providers and worked with exchanges and other trading venues to enhance liquidity of Vanguard ETFs.  He also educated institutional clients, RIAs, financial advisors and other financial professionals on asset allocation strategies and trading of ETFs.  He has held numerous roles at Vanguard, including six years developing business and investment tools for Vanguard's advisor and institutional websites.  He began his career at PNC Bank in Pittsburgh.  He graduated from the University of Pittsburgh in 1997 with a degree in Economics.

Continuing Education Credits:
2 CFP® CE credits pending with CFP Board.  Eligible for CPE credit for NY licensed CPAs. CTFA credits are self-reported.

Registration Fees:
FPA Member - Free
Non-member - $50
NYU Student - Free (Please contact us at info@fpametrony.org to register.)

CONTACT FPA of Metro NY

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Financial Planning Association of Metro New York

535 Fifth Avenue, 4th Floor
New York, NY  10017
Email: info@fpametrony.org

Phone: 800-322-4237 ext. 7187

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