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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Do non-traditional ETFs belong in client portfolios?