CPD accredited

S&P Dow Jones Indices
Harnessing Passive Strategies For Wealth Management Investments

- Demystifying the characteristics of ETFs, at each asset class level
- Hear an ETF provider and market practitioners discuss

Presentation and Panel

HSBC Global Asset Management

- Differences between ETFs and index tracking mutual funds
- What you need to know about Smart beta

Presentation and Panel

BMO Global Asset Management
Fixed Income

- Are ETFs a source of extra liquidity?
- How you should think about transacting in ETFs

Presentation and Panel

ETF Securities

- How do ETFs provide exposure?
- What return components you need to understand



The Big Debate

The latest regulatory issues and practical uses of ETFs. Audience participation and guest panellists to include

- Weixu Yan, Investment Manager, Close Brothers
- Steve Palmer, Director, ETF Sales / Tom Garland, Equity Finance & Delta One Sales, HSBC Global Banking & Markets
- Bill Vasillef, CEO / Paul Boston, Director of Sales, Novia
- Lida Eslami, ETF Business Development, London Stock Exchange (8th Nov)
- Shaun Wurzbach, Senior Director, Index Investment Strategy / Tim Edwards , Managing Director, Financial Advisor Channel, S&P Dow Jones Indices