312-251-1301 info@cfachicago.org

Event Detail

Navigating The Expanding World Of Exchange Traded Funds (Ended)

Date, Time, and Location:
Tuesday, February 23, 2010 (add this event to your Outlook Calendar)
4:00 pm
Chicago Board Options Exchange, 400 South La Salle Street, Chicago, IL  60605   (Driving Directions)

Presented by the CFA Society of Chicago

Exchange Traded Funds (ETFs) are one of the fastest growing investment vehicles. Please join us for a panel discussion featuring three leading ETF professionals sharing their valuable industry insights about:

  • Where and how investors are utilizing ETFs in portfolios
  • Where the industry currently stands and what are its future prospects
  • What are today's most popular ETFs and what are the potential new products
  • Panelists:
  • Ed McRedmond, Senior Vice President; Director of Institutional & Portfolio Strategies - Invesco PowerShares Capital Management, LLC
  • Bill Thomas, Chief Executive Officer - Grail Advisors, LLC
  • Scott Burns, Director of ETF Analysis - Morningstar; Editor of Morningstar ETF Investor

Moderator: Matthew T. Moran, Vice President, Business Development - Chicago Board Options Exchange (CBOE)

Time, Date, and Location:
Tuesday, February 23, 2010
4:00 - 6:00 pm
Chicago Board Options Exchange
(CBOE Members Lounge)
400 South La Salle Street
(entrance on Van Buren between Financial Place and La Salle Street)

Costs:
Members of CFA Chicago - $45
Student-Members - $20*
Non-Members - $55
*Note: This rate is only available to students who have been approved as a Student-Member of CFA Chicago for 2009-2010.

(cash, check, credit card or function ticket)*
Includes presentation and refreshments
*Regular and Affiliate Members may apply function tickets as payment for a Non-member or a Student-Member.

We require a credit card to guarantee ALL reservations except for ONLINE reservations using FUNCTION TICKETS.
(Visa, MasterCard, American Express, Discover and Diners Club are accepted)

For Reservations:
Register online below, or by phone: 312-251-1301

Cancellations accepted until 5:00 pm, Monday, February 22, 2010. There is a $5 surcharge for walk-ins.

Note: Please make sure to bring a picture id for the security desk.

Eligible for 1 credit hour

This program qualifies for credit under the guidelines for the CFA Institute Continuing Education Program. Please click here if you would like more information.

A Passport Event This is a "Passport Program." Members of any local CFA society may attend at the CFA Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.

Agenda
4:00 a.m. - 4:30 p.m.: Registration
4:30 p.m. - 5:30 p.m.: Panel
5:30 p.m. - 6:00 p.m.: Networking/Refreshments

BIOS

Panelists:

Scott Burns, Director of ETF Analysis - Morningstar; Editor of Morningstar ETF Investor
Mr. Burns is the Director of ETF analysis for Morningstar and Editor of Morningstar ETF Investor. In this role, he leads a team of analysts that cover more than 300 ETFs and provide extensive commentary to advisors, individuals, and institutions. Before joining Morningstar in April 2004, Mr. Burns spent a year teaching corporate finance and cash-flow modeling for Bank One. Prior to that, Mr. Burns spent four years as an analyst, and later as an associate with the Bank of America Securities Leveraged Finance group. Mr. Burns holds a Bachelors degree in Finance from the University of Illinois and an M.B.A. from the University of Chicago Booth School of Business.

Ed McRedmond, Senior Vice President; Director of Institutional & Portfolio Strategies - Invesco PowerShares Capital Management, LLC
Mr. McRedmond is a Senior Vice President and the Director of Institutional and Portfolio Strategies for Invesco PowerShares Capital Management, LLC. He works on increasing the awareness and usage of PowerShares' ETFs within the various distribution channels, with a focus on working with analysts, due diligence groups, and portfolio managers who develop ETF portfolios and investment strategies. In addition, Mr. McRedmond oversees a team that services the institutional and international channels for PowerShares' US-listed ETFs. He joined PowerShares in 2005 from A.G. Edwards, where he was Associate Vice President and a member of the Allocation Advisors Investment Committee. While at A.G. Edwards, Mr. McRedmond was a member of the St. Louis Financial Analysts Society. He is a graduate of Quincy University with a B.S. degree in Economics and Finance.

Bill Thomas, Chief Executive Officer - Grail Advisors, LLC
Mr. Thomas serves as Chief Executive Officer for Grail Advisors LLC, an innovator in the creation and distribution of actively managed Exchange Traded Funds (ETFs). Grail works with established asset managers, distributors, and related financial institutions to design and deliver fully disclosed actively-managed ETFs to the global investment community. Mr. Thomas came to Grail Advisors from Charles Schwab Investment Management (CSIM), where he was Head of Distribution. Prior to joining CSIM, he managed the OneSource mutual fund platform for Charles Schwab, with over $350B in assets. Mr. Thomas is a graduate of Lake Forest College and former Chairman of the Mutual Fund Education Alliance.

Moderator:

Matthew T. Moran, Vice President, Business Development - Chicago Board Options Exchange (CBOE)
Mr. Moran is Vice President of Business Development for the Chicago Board Options Exchange (CBOE), and is responsible for many of the exchange's marketing and educational efforts for pension funds, mutual funds, and other institutional investors. He is also an Associate Editor of The Journal of Trading and is on the advisory boards of the Chartered Alternative Investments Analyst Association (CAIA) and The Journal of Indexes. Mr. Moran is a licensed attorney-at-law who has received his M.B.A. and Juris Doctor degrees from the University of Illinois.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.