July 12, 2018
Seaport Hotel & World Trade Center, Boston, MA
The financial industry has adopted the use of exchange-traded funds (ETFs) at an unprecedented rate, pouring trillions of dollars into the products due to their relatively low cost, flexibility, and liquidity. Advisors that use ETFs to construct all or part of investment portfolios must understand how to perform due diligence, construct effective portfolios, and manage risk for their clients. With so many product choices available to investors and advisors, gain clarity and wisdom by joining our industry experts as they demonstrate real, objective, and practical decision-making when creating investment portfolios with ETFs.
Chief research strategist
Client portfolio manager
J.P. Morgan Asset Management
Chief executive officer
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