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WE WEBCASTS | ACTIVE AND STRATEGY INDEX ETFs

 WE WEBCASTS 

 
SEPTEMBER 9, 2015
2PM EST / 11AM PT

WE WEBCASTS | ACTIVE AND STRATEGY INDEX ETFs


WE is excited to launch the first webcast on our own brand new technology platform with a distinguished panel of speakers who joined us to talk about “Active & Strategy Index ETFs”.

In the last 10 years, there has been a 24% increase in asset growth for ETFs. As the asset management industry continues to address the challenges of providing solutions to investors at a lower cost, these ETF choices have become increasingly popular. Our panelists offered insight to making these options more transparent.

  • The panelists in this Women in ETFs webcast discussed:
  • The evolution from market cap to smart beta to active ETFs
  • Structure comparison: passive ETF vs. mutual fund vs. active ETF
  • The value of Active Management in ETFs
  • Future trends

MEMBERS: VIEW ON-DEMAND | DOWNLOAD PRESENTATION

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MODERATOR

CINTHIA MURPHY, Staff Writer | ETF.com

BIO | Staff writer for ETF.com, formerly IndexUniverse, specializing in the ETF market. Prior to joining ETF.com, Cinthia covered commodities futures markets for Dow Jones from the trading floor at the Chicago Board of Trade, and for BridgeNews before that. Her career, however, started with a foreign correspondent assignment covering the Brazilian equities market in Sao Paulo, Brazil.


PANELISTS

DEBORAH A. FUHR, Founder, Managing Partner & Co-founder | ETFGI
BIO | Deborah Fuhr is the managing partner and co-founder of ETFGI, an independent research and consultancy firm launched in 2012 in London offering paid for research subscription services: the ETFGI annual research service provides monthly reports on trends in the global ETF and ETP industry, access to the ETFGI database of all ETFs/ETPs listed globally with factsheets which are updated monthly, ETFGI annual review of institutions and mutual funds that use ETFs and ETPs, the Active ETF landscape report and the Smart Beta ETF Landscape report.

Previously, she served as global head of ETF research and implementation strategy and as a managing director at BlackRock/Barclays Global Investors from 2008 – 2011. Fuhr also worked as a managing director and head of the investment strategy team at Morgan Stanley in London from 1997 – 2008, and as an associate at Greenwich Associates.

KRISTI KUECHLER, Partner and Managing Director | Lattice Strategies

BIO | Ms. Kuechler joined Lattice Strategies in 2012 and manages Lattice's client relationships while serving as product specialist in support of client education. Previously, she served as President of the Institute for Private Investors, an educational organization with more than 1,100 investor members and a separate membership of 140 advisory firms.

As President, Ms. Kuechler oversaw all issues relating to IPI membership and was also responsible for content and curriculum, developing topics and recruiting speakers for IPI programs around the country. She created and developed the Wealth Management program at Stanford University and ran it three years. Ms. Kuechler brings more than twenty years of experience in real estate, finance, and education to her role at Lattice. She is a graduate of Stanford University, where she received an M.A. in Administration and Policy Analysis, School of Education. She holds a BA from the University of California at Davis.


CATHERINE D. WOOD, Founder, CEO/CIO | Ark Invest

BIO | Having completed twelve years at AllianceBernstein, Cathie founded ARK Invest in January 2014. At AllianceBernstein, she was Chief Investment Officer of Global Thematic Strategies, with $5 billion in assets under management and superior long term investment returns. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded which, in 2000, managed $800 million in global thematic strategies.

Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates as Chief Economist, Equity Research Analyst, Portfolio Manager and Director. Cathie started her career in Los Angeles at The Capital Group as an Assistant Economist. Cathie received her B.S., summa cum laude, in Finance and Economics from the University of Southern California in 1981.



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