CFA San Francisco

Event Detail

ETF School: A Series Providing Education on ETFs
Tuesdays 3:30-5:00 PM from October 16 to November 13, 2012

This event is closed for registration

Date:

10/16/12

Time:

3:29 - 5:00 PM

Member Cost:

$70.00

Nonmember Cost:

$120.00

CFASF Review Student Cost:

$70.00

Register for entire series and save!
CFASF Member rate for series is $70, non-member rate for series is $120.

To register for individual events, use the links below.
CFASF Member rate for the first four individual sessions is $15 each, and $45 for the fifth and final individual session. Non-member rate for the first four individual sessions is $25 each, and $70 for the fifth and final individual session.

Refund Policy:

To cancel a registration, send an email to meetings@cfasanfrancisco.org

Location:

CFASF Program Center

Address:

300 Montgomery Street, Suite 1130, San Francisco

Chair(s):

Dorian (Randy) Young, CFA, CAIA

Event Description:

Individual Event Descriptions:
Each ETF event is on a Tuesday from 3:30 to 5:00 PM. 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, October 16
ETF School 102: Nuts & Bolts and Mega-Myths
Matt Hougan, Managing Director, IndexUniverse

Join us as we kickoff the ETF School mini-series this semester with Matt Hougan, Managing Director, IndexUniverse as he wisks us through a quick review of the ETF nuts and bolts covered in the first semester. Topics to be highlighted include that creation/redemption process, Authorized Participants, and in-kind transfers. Then, shifting gears without missing a beat, Matt will dive into the biggest myths that plague the general understanding of ETFs, he'll separate fact from fiction, and finally he'll dispel these myths with cold, hard truth. Click here to learn more...

Tuesday, October 23
ETF School 202: Insiders' Guide to Everything and Anything about ETF Trading
Dave Abner, WisdomTree and author The ETF Handbook

Whether it's the underlying NAV, the role of the authorized, or the creation/redemption process, the first order and second order implications are important to understand and learn how to navigate. Click here to learn more...

Tuesday, October 30
ETF School 306: ETFs from the World of Floating Rate Fixed Income
J.R. Rieger, Vice President, Fixed Income Indices, Standard & Poor's

The market for floating rate loans (originally called levered loans or bank loans) has grown dramatically over the last decade, as investors sought floating rate interest payments (analogous to a bond coupon) and accepted a trading price that reflected the default probability of the note. Click here to learn more...

Tuesday, November 6
ETF School 308: Using Quantitative Equity Alpha Factors to Design ETFs with Better Performance than Plain Vanilla ETFs
Eric Anderson, CFA, ETF Analyst, First Trust Advisors

ETFs are designed to track a pre-specified index. Join Eric as he discusses the long history behind the genesis of these (sometimes called "smart beta") indexes and their investible ETF brethren Click here to learn more...

Tuesday, November 13
ETF School 400: Application of ETFs and Structured Passive Strategies in Practice
Ted Lucas, Managing Partner, Lattice Strategies; Paul Touchstone, CFA, Managing Director, Fort Point Capital Parnters; Paul Solli, Founding Partner, Aperio Group and Matt Hougan, Managing Director, IndexUniverse

For the grand finale of the ETF School Mini-Series, we move out of the classroom into the Financial District for a special 4-hour joint event with the SF Financial Planning Association (FPA) to see ETFs in action by practitioners. Click here to learn more...

Other Information:

As an approved provider in CFA Institute's Continuing Education Program, CFASF has determined that each session qualifies for 1.5 hours of continuing education credit for CFA Charterholders. CE Eligible.

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