Using ETFs to Build a Better Portfolio
Wednesday, August 15, 2012
First Trust Advisors
CFALA Education Committee
Chairs: Ryan Buckmaster and Rama Malladi, CFA
Eric Anderson, CFA, will discuss trends in the ETF industry, including reasons for the rapid growth, and how investors and advisors can build better portfolios with ETFs. Additionally Eric will discuss distinction between the popular market cap weighted ETFs, and ETFs that favor weighting based on fundamental factors documented in academic research. Finally, Eric will finish with a summary of how ETFs are structured, and how that benefits investors in terms of tax efficiency, liquidity, and transparency.
Eric Anderson, CFA, is an ETF Analyst with First Trust Advisors, and works on the portfolio management team. The portfolio management team oversees 69 First Trust ETFs with assets under management totaling approximately $8 billion. Eric has been a portfolio manager with First Trust for over five years, and he travels the country presenting the First Trust ETF family and methodology to the brokerage community. He previously worked as a reinsurance analyst for Zurich North American Insurance Company. Eric is a CFA charterholder, and graduated from Northern Illinois University with a degree in Finance.
As a participant in the CFA Institute Approved-Provider Program, the
CFA Society of Los Angeles has determined that this program qualifies
for 1.0 credit hours. If you are a CFA Institute member, CE credit for
your participation in this program will be automatically recorded in your CE Diary.
Registration Links (must register to attend this free event)
CFALA Members: $0.00 (place cursor on amount for link)
Non-members: $0.00 (place cursor on amount for link)
Time: 12:00 PM-1:30 PM, Lunch
Location: Casa Del Mar
1910 Ocean Way
Santa Monica, CA 90405
For directions call hotel: (310) 581-5533 or click link on hotel name above.
Valet parking is $14.00 at Casa Del Mar
Dress Code: Business Casual
Methods of payment accepted: Visa/Mastercard, American Express and Discover. If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number. Mail check to: CFA Society of Los Angeles, 520 S. Grand Ave, Suite 370, Los Angeles CA 90071.
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.