This workshop has been designed as an intensive one-day-plus academic and educational session focusing on new ways in which institutional investors can better manage their investments.
The program emphasizes expected investing and risk management strategies and tactics given and ever-changing future environment. A portion of the program is centered on the use of exchange traded funds (ETFs) that have been around for over 20 years and yet are only now starting to be used by pension, endowment, foundation, union and similar type investors. The lack of usage of ETFs in the past has had much to do with perception, the idea that ETFs are based only on benchmark indexes, that they cost too much for institutional investors versus other common investments, they are too illiquid for the typically large allocations of institutional investors, among other reasons.
This program is about the new world of investing and risk management, and how tools, like ETFs, can be used to execute mandates. The future of ETFs includes active and passive management, liquidity for the largest investors, a range of asset class exposures like no other investment segment, and strategies that far outnumber the way any traditional institutional exposure can be achieved.
Assets in ETFs in the US alone were well over $2 trillion at the end of 2016 and industry forecasts indicate that number to grow to $5 trillion over the next five years while over the same period mutual fund assets are expected to decline from the current $12 trillion and there will likely be similar declines in the separately managed account market segment. Why? Perhaps, ETFs really are a better “mouse trap.”
This program has been approved for 5 CE credit hours by the CFP® Board
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Note: As a participant in the CFA Institute Approved-Provider Program, Cantor Fitzgerald has determined that this program qualifies for 5 credit hours. If you are a CFA Institute Member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.
Note: This program has been approved for 5 CE credit hours by the Texas State Pension Review Board. We are accredited by the State Pension Review Board as a Minimum Educational Training (MET) sponsor for Texas public retirement systems. This accreditation does not constitute an endorsement by the Board as to the quality of our MET program.
We are accredited by the Texas State Pension Review Board as a Minimum Educational Training (MET) sponsor for Texas public retirement systems. This accreditation does not constitute an endorsement by the Board as to the quality of our MET program.
If you are an Institutional client please click here or register above
- Reginald M. Browne, Senior Managing Director, Cantor Fitzgerald ETF & Portfolio Trading Group
- Albert S. Neubert, Plan Sponsor Relationship Consultant, Cantor Fitzgerald ETF & Portfolio Trading Group
- Ronnie Jung, CPA, PFS, CGMA, former Executive Director & CIO, Texas Teachers Retirement System
- Klaas Baks, Ph.D., Associate Professor in the Practice of Finance and Executive Director, Center for Alternative Investments, Emory University Goizueta Business School
- Dave Smith, Ph.D., CFA, CMA, Professor and Director, Center for Institutional Investment Management, University at Albany
- Diane Linn, CFA, FRM, CAIA, Index & Strategic Implementation Portfolio Manager, State of Wisconsin Investment Board
- Brian Henderson, Ph.D, CFA, Associate Professor of Finance, George Washington University
- Peter Ehret, CFA, High Yield Portfolio Manager, Employees Retirement System of Texas
- Leighton Shantz, CFA, Director of Fixed Income, Employees Retirement System of Texas
- Keith Brainard, Research Director, National Association of State Retirement Administrators
- David LaValle, US Head of ETF Capital Markets, US Intermediary Business Group, State Street Global Advisors SPDR
- Kerry Jordan, CFA, Chief Operating Officer, D’Orazio Capital Partners and Immediate Past Chairman of the Board, CFA Society Chicago
- Tom Tull, Chief Investment Officer, Employees Retirement System of Texas
- John Love, President & CEO, United States Commodity Funds
- Jeffrey Mercer, Ph.D., Senior Associate Dean, Jerry S. Rawls College of Business Administration, Texas Tech University
- Dean Kordalis, Managing Director, ETF Group, Cantor Fitzgerald
- James Norman, President QS Investors
- Stephen Horan, hD, CFA, CIPM, Managing Director, Credentialing
- Keith Brown, Ph.D., CFA, University Teaching Professor and Sayez Sarofim Fellow, McCombs School of Business, Department of Finance, The University of Texas at Austin and Advisor to the Board of Trustees, Teacher Retirement System of Texas and Advisor to the Board of Directors of University of Texas Investment Management Company
- R. David Kelly, CEO, Croseus & Co., Chairman of the Board of Trustees, Teacher Retirement System of Texas
- Arne Noack, Director, Passive Asset Management, Deutsche Asset & Wealth Management, Deutsche Bank
- Kevin Flanagan, Senior Fixed Income Strategist, WisdomTree
- Tom Goodwin, Senior Research Director, FTSE Russell
- Joseph Barrato, CEO & Director of Investments, Arrow Funds
- Patrick Finn, Director Institutional ETF Business Development, Van Eck
Schedule / Agenda Questions
6:00PM-9:00PM Dinner at Stiles Switch BBQ
8:00AM – 8:30AM Breakfast/ Registration begins
8:30AM – 8:45AM Introductory remarks
8:45AM – 3:45PM Presentations
3:45PM – 4:00PM Closing remarks
4:00PM – 6:00PM Cocktail reception…
For a full list of presentations please click here
If you would like to learn about forthcoming events, please visit www.cantorconferences.com
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