THE CITY CLUB Meeting Details

Tuesday, August 8, 2017
11:30 am - 1:30 pm

Topic:
 ETF Due Diligence

Speaker(s):
Daniel J. Braz , CFA , CIMA, Senior Strategist
State Street Global Advisors
    
Thank You to Our Meeting Sponsor:

   

Program Description:
What do you need to know when choosing and evaluating ETFs?  Are ETFs better vehicles for certain asset classes?  What are some best practices relating to trading?  How can new developments (Active ETFs, Smart Beta, etc.) in the ETF industry help my clients reach their financial goals? 

Speaker Bio:
Daniel J. Braz , CFA , CIMA, Senior Strategist
State Street Global Advisors
Dan earned an MBA in finance and marketing at the Kellogg School of Management at Northwestern University. He earned the Chartered Financial Analyst designation and belongs to the Boston Security Analysts Society.  Dan is a subject matter expert on the topic of efficiently combining active and passive investment strategies.

Meeting Agenda
11:30 am -12:00 pm - Registration & Networking
12:00 pm - 12:15 pm - Chapter & Sponsor Announcements and Lunch
12:15 pm - 1:30 pm - Speaker Presentation and Q & A
1:30 pm - Program Closes

You may still register online after August 4, 2017, however, you will be charged the Regular Registration price; online registration closes at midnight, August 6, 2017.

*This topic has been approved by the CFP Board for 1.0 hour of CE credit. 

Lisa Aliferis is the founding editor of KQED's State of Health blog. Since 2011, she's been writing stories and editing them for the site. Before taking up blogging, she toiled for many years producing health stories for television, including Dateline NBC and San Francisco's CBS affiliate, KPIX-TV. She also wrote a practical guide on the affordable care act titled Obamacare Explained – A Guide for Californians, produced by KQED News and The California Report. You can follow her on Twitter: @laliferis