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Expert Series: Income Generation 2.0: Best Practices in the Search for Yield

A Complimentary Webinar
Thursday, May 30, 2013
11 a.m. San Francisco, 2 p.m. New York
Duration: 60 minutes


This webinar has been approved by the CFP Board and CIMA for 1 CE credit.

Webinar Summary:

For the past four years, investors have searched every corner of the global markets in the continual search for yield. The need for income has caused many to take on unintended exposures in the hopes of capturing higher yield. Are investors missing the point by focusing on higher yields and not the "right" yield?

Join IndexUniverse and FlexShares Exchange Traded Funds for a 60-minute webinar exploring how investors can pursue reliable yield for the long haul. This webinar will focus on why investors are searching for yield, the role of equities in income generation, and ways in which investors take on unintended exposure. Additional topics include:

  • The importance of quality income
  • Actionable ideas for income generation
  • The most common mistakes investors make when searching for yield
Moderator:
Olivier Ludwig Olivier Ludwig
Managing Editor, IndexUniverse.com
IndexUniverse
Olivier Ludwig is the managing editor of IndexUniverse.com. Previously, he was a financial advisor at Morgan Stanley Smith Barney and an editor at Bloomberg News. Before that, Ludwig was a journalist at the Reuters News Agency in New York, serving as a copy editor and reporter, covering stocks, energy and the U.S. Treasurys market. He is a graduate of the City University of New York, where he majored in economic history.


Panelists:
Shundrawn A. Thomas Shundrawn A. Thomas
Managing Director, ETF Group
Northern Trust		 Christopher G. Huemmer Christopher G. Huemmer, CFA
ETF Investment Strategist – Equity
ETF Group
Northern Trust
Shundrawn Thomas serves as managing director and head of the Exchange Traded Funds group of Northern Trust. He is responsible for developing long-term strategy, executing operating plans, working with regulatory agencies, managing vendor relationships, and attracting and developing talented professionals. Thomas is also responsible for managing financial, operational and reputational risk across the business. Christopher G. Huemmer is a vice president at Northern Trust, Chicago. He is responsible for equity strategy in NT's Exchange Traded Funds group as well as providing equity product development, investment strategy and related activities for NTGI's FlexShares ETF products. Huemmer received his B.S. from Cornell University and is a CFA charterholder. He is a member of the CFA Society of Chicago and the CFA Institute.

Sponsored by:

 Barclays

.

Expert Series: A Better Way to Get Commodity Market Exposure

A Complimentary Webinar
Wednesday, June 12, 2013
11 a.m. San Francisco, 2 p.m. New York
Duration: 60 minutes


This webinar has been approved by the CFP Board for 1 CE credit.

Webinar Summary:

As the idea of commodities as a true diversifier has gained acceptance in the investment community, volatility and efficient access have remained challenging. While more and more investors are turning to index-based solutions across all asset classes, commodity index products have been plagued by contango issues. Are existing commodity indexes really passive or efficient? Is there a better way to get truly diversified commodity market exposure?

Join IndexUniverse, Alan Campbell of Bloomberg Indexes, John Kowalik of UBS and Kristen Capuano of Van Eck as we look at the state of the commodity markets and explore the challenges of traditional commodity indexes. This 60-minute webinar will focus on how new commodity index products can provide true diversification.

Additional topics to be covered include::
  • How the UBS Bloomberg CMCI Index is constructed
  • Futures term structure and time diversification
  • Contrast ETN vs. fund structures in obtaining commodity exposure
Moderator:
Olivier Ludwig Olivier Ludwig
Managing Editor, IndexUniverse.com
IndexUniverse
Olivier Ludwig is the managing editor of IndexUniverse.com. Previously, he was a financial advisor at Morgan Stanley Smith Barney and an editor at Bloomberg News. Before that, Ludwig was a journalist at the Reuters News Agency in New York, serving as a copy editor and reporter, covering stocks, energy and the U.S. Treasurys market. He is a graduate of the City University of New York, where he majored in economic history.



Sponsored by:

 Bloomberg

.

Expert Series: Fixed Income in Focus: Rising Rates, Misconceptions and Solutions

A Complimentary Webinar
Thursday, June 27, 2013
11 a.m. San Francisco, 2 p.m. New York
Duration: 60 minutes


This webinar has been submitted the CFP Board and CIMA for CE credit.

Webinar Summary:

Most, if not all, investors expect interest rates to rise in the future, yet many are underappreciating just what this means for their fixed-income portfolio. With fixed-income investors about to tread into uncharted territory, the likelihood that misguided or unintended exposures could damage a portfolio remains high. What options do investors have to not only navigate the tough times ahead but profit from them?

Join IndexUniverse and Guggenheim Investments as we explore the dangers of a rising interest-rate environment and what investors can do to better position their assets. This 60-minute webinar will clear up many of the misconceptions associated with investing in an uncertain interest-rate environment and provide investors with actionable solutions for any portfolio. Additional topics to be covered include:

  • The mechanics behind target-date fixed-income funds
  • Best practice for using BulletShares
  • Using BulletShares to manage present and future cash flow needs
Moderator:
Olivier Ludwig Olivier Ludwig
Managing Editor, IndexUniverse.com
IndexUniverse
Olivier Ludwig is the managing editor of IndexUniverse.com. Previously, he was a financial advisor at Morgan Stanley Smith Barney and an editor at Bloomberg News. Before that, Ludwig was a journalist at the Reuters News Agency in New York, serving as a copy editor and reporter, covering stocks, energy and the U.S. Treasurys market. He is a graduate of the City University of New York, where he majored in economic history.


Panelist:
William Belden III William Belden III
Managing Director, Head of Product Development
Guggenheim Investments
William Belden III is a managing director and head of product development at Guggenheim Investments. He has direct oversight for mutual funds, closed-end funds, ETFs, variable annuities and product strategy. Prior to Belden's current role, he was responsible for the overall operations of Guggenheim Investments' ETF business line, which included product development, distribution and marketing activities. Belden earned his MBA from the University of Chicago's Booth School of Business and has a B.S. in finance from Miami University.



Sponsored by:

 Bloomberg