Finance IQ’s 4th ETF & Indexing Assembly will examine pressing issues from trading techniques using exchange traded funds in volatile and bear markets to exploring the latest sector and industry funds to incorporating ETFs in retirement accounts. A new age is emerging for institutional and retail investors where they can now access those elusive hedge fund strategies and gain exposure to equity markets in far flung regions by acquiring ETFs. With new opportunities come new challenges. It has been said that some ETFs can are riddled with structural defects while others track poorly constructed indexes.

Advisors, portfolio managers, and others have been summoned from some of the largest and innovative firms in North America to share insight of successful investing in ETFs.

Don’t miss this opportunity to attend Finance IQ’s 4th annual ETFs and Indexing Assembly this January in New York City to glean insight into the world of exchanged traded funds

The global ETF market is predicted to grow to $2 trillion in 2011 from almost $800 billion now. With ETF’s, investors get the diversification of an index fund as well as the ability to sell short, buy on margin. Other benefits of ETF’s include lower fees, liquidity, tax efficiency and no minimum investment other then the market price of one share, which makes ETF’s a great vehicle for diversified investing.

Attend our event to learn how to replicate certain hedge fund strategies, learn how to gain exposure to hard to access assets and asset classes and lastly, gain insight in how to navigate the ups and downs of a emerging product such as ETF’s.

Finance IQ’s 4th ETF and Indexing Assembly conference returns to create a dynamic forum for dialogue and networking, bringing together leading industry insiders to debate the most pressing market issues such as:

Benefits of Attending include:

• Become a better investor: Learn how to access well build indexes
• Gain insight into promising, and not so promising, new ETF products
• Prepare for consolidation in the market while avoiding excessive costs and tax treatment
• In a downturn economy, learn defensive strategies to combat the economy

Why Should I Attend:

• Learn about investing in exotic derivatives and products with ETF’s
• Investigating opportunities in ETC’s and ETN’s
• Probing the possibilities of currency ETF’s
• Measuring tax implications of ETF investing
• Accessing distressed debt instruments through index investing
• Investing in exotic derivatives and products with ETFs
• Active vs. Passsive ETF management

Who will I meet and who is speaking?

• Richard Kang, Editor, The Beta Brief
• Lloyd Raines, First Vice President, RBC Wealth Management
• Michael Krause, President, AltaVista Research LLC
• Marvin Appel, CEO, Appel Asset Management Corp.
• Paul Mazzilli, Director, ETF Research, Morgan Stanely
• Sean O’Hara, President, RevenueShares
• Joseph Witthohn, CFA, Director of ETF Research, Janney Montgomery Scott LLC
• Ted Theodore, CFA, Chairman & Chief Investment Officer, Avatar Associates
• Herb Morgan, CIO, Efficient Market Advisors LLC

For Speaking Opportunities contact:

Matthew O'Brien
Conference Producer
Tel: 212-885-2664
Email: Matthew.O'Brien@iqpc.com

For Marketing Opportunities contact:

Alison Sperling
Divisional Marketing Director
Tel: 646-502-3264
Email: alison.sperling@iqpc.com

For Sponsorship Opportunities contact:

Mario Matulich
Director North American Sales
Tel: 212-885-2719
Email: Mario.Matulich@iqpc.com

If you are not yet ready to register, feel free to request a reminder nearer the time .

Sponsor	Media Partners

[ Register Now] · [ Next: Conference Day One: Wednesday, January 28, 2009 ]