The ETF School series begins with introductory and intermediate presentations by independent ETF organizations, followed by advanced presentations by ETF providers on topics they have specific expertise.
Individual Event Descriptions:
Each ETF event is on a Tuesday from 3:30 to 5:00 PM, approximately every other week during the Spring. Below is a list of scheduled topics. Click a date below to learn more or to register for individual sessions. To register for the entire series at a discount, click the link near the top of this page.
Tuesday, April 10
ETF School 303: Commodity ETFs and Understanding Contango, John Hyland, CFA, Chief Investment Officer, United States Commodities Fund.
With the advent of commodity ETFs, individual investors now have investment vehicles that provide an easy way to include in their asset allocation. However, because the commodity ETF space is heavily driven by futures, it is important to understand how key characteristics of futures, such as contango and backwardation, impact ETF returns. Click here to learn more...
Tuesday, April 24
ETF School 304: Fixed Income ETFs, Matt Tucker, CFA, Managing Director, Blackrock iShares.
Learn how the different natures of fixed income and equity assets drive technical differences between fixed income and equity ETFs, such as the impact of individual security liquidity. Click here to learn more...
Tuesday, May 1
ETF School 305: Leveraged and Inverse ETFs: Understanding Performance Over Time, Joanne Hill, Head of Investment Strategy, ProShare Advisors.
Leveraged ETFs often provide 2 times or 3 times the daily return of an index, while Inverse ETFs often provide minus 2 times or 3 times the daily return of an index. Together these instruments can provide the tactical tools that segments of the marketplace seek. Click here to learn more...
Tuesday, May 15
ETF School 307: Factor ETFs, David Koenig, CFA, FRM, Investment Strategist, Global ETF Distribution, Russell Investments.
Mr. Koenig describes how Factor ETFs are built, how they are used, and how they may fit into your overall portfolio. Click here to learn more...
Tuesday, May 29
ETF School 309: Alternative Index Weightings for ETFs, Jason Hsu, Research Affiliates.
Join Jason Hsu from Research Affiliates and co-author of A Survey of Alternative Equity Index Strategies as he discusses various methodologies and how some non-market-cap weighted ETFs may fit into your portfolios. Click here to learn more...
Tuesday, June 12
ETF School 311: Fixed Maturity Bond ETFs, Darrin DeCosta, CFA, CPA, CA, Co-founder and Head of Product Development, Accretive Asset Management.
With the advent of Fixed Maturity Bond ETFs, investors now do have access to a diversified basket of bonds all maturing in the same year. Join Darrin DeCosta, co-founder of Accretive Asset Management as he discusses how these vehicles work, why some many investors hold them until maturity (causing artificially low liquidity metrics), and how they fit into the overall asset allocation of your or your clients' portfolios. Click here to learn more...
Tuesday, June 26
ETF School 313: Volatility ETFs, Joanne Hill, Head of Investment Strategy, ProShare Advisors.
With the many recent spikes of the VIX, a market has developed for VIX-based ETFs. Join Joanne Hill of ProShares as she provides an educational look at these complex instruments, how they can be used (and when they shouldn't be used), and where they might fit into an overall portfolio strategy. Click here to learn more...