Friday, November 20, 2009
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Do non-traditional ETFs belong in client portfolios?



Non-traditional ETFs -- especially leveraged and commodities ETFs -- are gaining traction and attention. How should advisers approach these sophisticated investments?

Tuesday, October 6, 2009
4:00 – 5:00pm Eastern Time
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A panel of experts will discuss:

  • How complex non-traditional ETFs work
  • When to use leveraged ETFs -- and when not to use them
  • Ways to minimize the risk of litigation
  • What the product companies don't tell you
A Free and Invaluable Resource.

Listen to our expert panelists LIVE from your own desk. Ask questions about the best solutions for your clients' portfolios.

This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit.

Moderator:
Evan Cooper
Deputy Editor,
InvestmentNews
David Hoffman
Reporter,
InvestmentNews

Panelists:
John T. Carr, Esq.
Carr Schwartz Butterfield, LLC
Kathleen H. Moriarty
Partner,
Katten Muchin Rosenman LLP
Paul Schatz
President and Founder,
Heritage Capital, LLC
Paul J. Simon
Chief Investment Officer,
Tactical Allocation Group

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