Benefits and Best Practices for ETF Usage
Date: Wednesday, October 3, 2012
Time: 12pm ET | 9am PT
Exchange traded funds (ETFs) innovation and adoption continue at breakneck speed, offering investors the benefits of flexibility, access, transparency and tax efficiency, among many others. But these benefits, and the sheer number of available products, also bring with it investor confusion.
- How can advisors cut through the noise and decide which ETF model is right for their clients?
- How are they evaluated for use in a portfolio?
- How are ETFs best deployed to help clients achieve their investment goals?
- What are the considerations around active and passive approaches to ETF management?
Join AdvisorOne for this live, interactive webcast, sponsored by FlexShares® ETFs, and hear from industry experts as they discuss ETF benefits and usage strategies. Attend this online-only event and learn best practices in managing ETFs in an investment portfolio.
Tom Lydon is editor and publisher of ETF Trends, a website with daily news and commentary about the fast-changing trends in the exchange traded fund (ETF) industry. Mr. Lydon is also CEO of Global Trends Investments, an investment advisory firm specializing in the creation of customized portfolios for high-net worth individuals. He has been involved in money management for more than 25 years. Mr. Lydon serves on the Board of Directors for U.S. Global Investors, Inc. and Guggenheim Investments. In early 2010, Mr. Lydon helped create the CNBC Model ETF Portfolios. Mr. Lydon is the author of The ETF Trend Following Playbook, as well as iMoney: Profitable Exchange-Traded Fund Strategies for Every Investor. He is Co-Founder of Virtual Summits, educational virtual events for financial advisors.
Paul Justice, CFA
Director, Passive Fund Research, North America
Paul Justice, CFA is director of passive fund research, North America for Morningstar, In this role, he is responsible for leading the firm’s research of North American passive investment strategies. Prior to assuming his current role in 2012, Justice was director of North American ETF research.
Justice has more than a decade of experience in financial analysis. Prior to joining the ETF team, Justice was a senior equity analyst and team leader, covering the utility and merchant generation industries. Before joining Morningstar in October 2004, he was a credit analyst at Merrill Lynch for four years.
Justice holds a bachelor’s degree in economics from the University of Illinois at Urbana-Champaign and a master’s degree in finance from DePaul University. He also holds the Chartered Financial Analyst (CFA) designation.
Marie Dzanis, CIMA®
Head of Sales and Servicing
FlexShares Exchange Traded Funds
Marie joined the ETF Group as Head of Sales and Servicing in June 2011. Marie is responsible for establishing Northern Trust’s presence in the ETF market by developing and executing a sales plan, recruiting and retaining talented sales professionals, as well as developing significant relationships across important industry channels.
Prior to joining Northern Trust, Marie was a Principal and Eastern U.S. Manager for iShares at Blackrock. She was Vice President and Eastern U.S. Sales Manager for JPMorgan Asset Management, where she managed multiple channel and product lines to grow the intermediary business. Prior to that Marie held various roles over approximately 12 years at Smith Barney, including securities lending/trading, product development, product sales and branch management.
Marie is a graduate of The Catholic University of America with a B.A. in Political Theory and Economics, Stanford University Executive Education Program and Chicago Booth School of Business Executive Education Program. She obtained her Certified Investment Management AnalystSM (CIMA®) designation, administered by the Investment Management Consultants AssociationSM (IMCA) and taught in conjunction with the University of California, Berkeley. She is a member of IMCA and holds her FINRA Series 7, 24 and 66 Licenses.