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WE WASHINGTON DC | Why & How Advisors Are Using ETFs in Client Portfolios
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WE Washington DC is delighted to present our fifth annual event hosted by Georgetown University's Center for Financial Markets and Policy. The program will include a moderated panel discussion followed by a reception. ETFs have transformed investing and become a mainstay in the portfolios advisors construct for their clients. The discussion will revolve around why and how advisors are using ETFs.

11/6/2019
When: Wednesday, November 6, 2019
5:30-8:00 PM
Where: Fisher Colloquium, Rafik B. Hariri Building, Georgetown University
3700 O Street NW
Washington, District of Columbia  20057
United States
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WE WASHINGTON DC | Why and How Advisors Are Using ETFs in Client Portfolios

WE Washington DC is delighted to present our fifth annual event hosted by Georgetown University's Center for Financial Markets and Policy. The program will include a moderated panel discussion followed by a reception.

ETFs have transformed investing and become a mainstay in the portfolios advisors construct for their clients. The discussion will revolve around why and how advisors are using ETFs.

Panelists:

Mariana Bush, CFA, Research Director, Well Fargo Investment Institute

Marguerita Cheng, Chief Executive Officer, Blue Ocean Global Wealth

Sue Van der Linden, Senior Vice President, Wealth Advisor at Morgan Stanley

Shaun Wurzbach, Managing Director, Channel Management and Solutions at S&P Dow Jones Indices

Moderator:

John Jacobs, Executive Director, Center for Financial Markets and Policy, Georgetown University's McDonough School of Business

When:                        

Wednesday, November 6, 2019

5:30 – 8:00 p.m.

 

Where:

Georgetown University

Rafik B. Hariri Building

Fisher Colloquium

3700 O Street NW

Washington, D.C.  20057

Agenda:

5:30 p.m.         Registration

6:00 p.m.         Panel discussion

7:00 p.m.         Networking cocktail reception

8:00 p.m.         Event conclusion

 

Sponsors:

Georgetown University


 

 
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