12-10-2013 (R)evolutions of ETFs

Tuesday, December 10th, 2013

Jim Rowley, CFA
Vanguard Investment Strategy Group

Chair: Charlotte Chamberlain

A Portfolio Management Group Event

Jim will give an interactive presentation about the evolving role of ETFs in the indexing landscape and examine drivers of ETF growth. He'll also look at factors affecting ETF liquidity, considerations for portfolio construction using ETFs, and best practices for ETF trading.

Speaker Bio:
Jim Rowley, CFA, is a senior investment analyst in Vanguard Investment Strategy Group, where he analyzes trends and developments in the exchange-traded fund market and provides research and commentary on related issues. Previously, Mr. Rowley led exchange-traded fund analytics and data teams. Before joining Vanguard, Mr. Rowley worked at Gartmore Global Investments, Lehman Brothers, and Merrill Lynch. He earned a B.S. from Villanova University and an M.B.A. from New York University. He is a CFA® charterholder and is a past president of the CFA Society of Philadelphia.

As a participant in the CFA Institute Approved-Provider Program, the
CFA Society of Los Angeles has determined that this program qualifies
for 1 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
CFALA Members: $20.00(place cursor on amount for link)
Student Discount: $30.00 (Valid Student ID with current year shown - required at the event)
Non-members: $50.00 (place cursor on amount for link)

Date: Tuesday, December 10th, 2013

Time: 12:00pm – 1:30pm, Lunch

Location: Omni Los Angeles
                 251 South Olive Street
                 Los Angeles, CA 90071
                 For directions call hotel: (213) 617-3300
                 Event parking at the Omni $12.00

Dress Code: Business Casual

Payment Information:

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.


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