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WE WEBCASTS | ETF BASICS: WHY ARE ALL THE SMART KIDS USING ETFs?
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JULY 21, 2016
2:00 PM EST / 11:00 AM PST
 

WE WEBCASTS | ETF BASICS: WHY ARE ALL THE SMART KIDS USING ETFs?


Our panel of ETF experts will guide you on a tour of the current ETF landscape, focusing on the many uses of this low-cost, transparent, disruptive investment technology. Learn about the Thought Leaders, from Institutions to Robo-Advisors to Mom and Pop Investors who are using these innovative tools for just about everything. Get smart about how to use these products as investment tools.



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MODERATOR
 

JAYNI KOSOFF, Managing Director | Citi

BIO | Jayni is a Managing Director and Sr. Strategist for the Citi Fixed Income Indices / The Yield Book at Citi. In her role, she works with clients to develop custom fixed income index solutions for financial products, asset/liability management, and portfolio benchmarking. In her previous role as Global Head of Sales and Marketing, she manage a global team of 25 who were responsible for client relationships with over 400 institutional accounts worldwide. Before transferring to New York, she was Head of the Bond Portfolio Analysis team in the San Francisco office. She joined Salomon Brothers in 1986 as a member of the fixed income division, working with passive and active managers to analyze index portfolios, and restructure portfolios with rebalancing and trade strategies. She has a BA from UC Berkeley and began her career at United Bank in the investments group. Jayni is currently based in San Francisco.

 
PANELISTS
 

ELISABETH KASHNER, CFA, Director of ETF Research | FactSet

BIO | Elisabeth Kashner, CFA, serves as director of ETF Analytics for FactSet Research Systems Inc. Elisabeth develops tools for all aspects of ETF analysis, with a focus on costs, risks, trading issues, and relative performance. In her role as director of research at ETF.com, Elisabeth published extensive research on the classification, efficacy, and persistence of “strategic beta” strategies, along with explorations of robo-advisor portfolio exposures. At ETF.com, Elisabeth developed a three-tiered ETF classification and analytics system tuned to the needs of investment advisors. Prior to her time at ETF.com, Elisabeth worked as an investment strategist at Contango Capital Advisors/Zionsbancorp, following a long run as the head of convertible preferred arbitrage at Headwaters Capital. Elisabeth holds a BA from Brown University, a Master of Science in Financial Analysis from the University of San Francisco, and the chartered financial analyst designation.

 

LOIS GREGSON, Financial Services Professional

BIO | Ms. Lois Gregson, is an industry veteran with twenty years of experience specializing in ETF due diligence, research and education. Her practical experience has centered on assisting financial advisors build personalized portfolios for institutional and retail clients.

 
 

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