ETF Managed Solutions Conference

Sponsored and presented by iShares

FPA Anaheim 2009
Pre-conference Workshop
Saturday, October 10, 2009
8 a.m.–3:15 p.m.

Third-party managers (TPMs) are growing in popularity as an increasing number of financial firms choose to outsource their investment expertise. Yet finding the right TPM for your needs and knowing the right questions to ask when evaluating them can be challenging.

Join iShares for a one-day event that provides opportunities to learn from a number of third-party managers who build and manage exchange traded fund (ETF) portfolios. Through a combination of educational sessions, advisor panels and networking opportunities, this conference will offer insight into how the use of TPM may allow you to successfully scale your business, as well as some of the innovative ways advisors are using ETF managed solutions to help their clients meet their financial objectives. This session is free to FPA Anaheim 2009 registered attendees.

To download a copy of the FAQ document from iShares about the ETF Managed Solutions Conference, click here.

Register

To register for the ETF Managed Solutions Conference and FPA Anaheim 2009, click here.

If you have already registered for FPA Anaheim 2009 and would like to add this preconference event to your registration record, please call an FPA Member Services Advocate at 800.322.4237, option 2.

Agenda

8 a.m.–8:30 a.m.		Continental Breakfast

8:30 a.m.–8:45 a.m.		Welcome and Program Overview

8:45 a.m.–10:15 a.m.		The ETF Advantage:
		Presentation, Table Discussions, Third-Party Manager Panel, Q&A
		ETF Industry Trends Understanding the Unique Benefits of ETFs Benefits of ETF Managed Portfolios Manager Selection and Due Diligence Innovations in ETF Distribution

10:15 a.m.–10:45 a.m.		Break & Networking with Third-Party Managers

10:45 a.m.–12:15 p.m.		International Investing Solutions:
		Presentation, Table Discussions, Third-Party Manager Panel, Q&A
		A Case for International Investing Developed vs. Emerging Markets Difficulty in Accessing Global Markets Implementation Strategies

12:15 p.m.–1:30 p.m.		Lunch & Networking with Third-Party Managers

1:30 p.m.–3 p.m.		ETF Portfolio Strategies:
		Presentation, Table Discussions, Third-Party Manager Panel, Q&A
		Tactical Applications Opportunistic Ideas Strategic Applications Portfolio Completion Core / Satellite Fixed Income Solutions Do-it-yourself vs. Outsourcing

3 p.m.–3:15 p.m.		Wrap-up & Closing Comments

Agenda subject to change

CFP Board CE Credit: 6.0

To download a copy of "Building a Better Investment World: How ETFs Are Shaping Investment Trends", an insert that appeared in the Trends in Investing supplement of the June 2009 issue of Journal of Financial Planning, click here.

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