Financial Planning Association of the East Bay
1485 Treat Boulevard, Suite 202B     
Walnut Creek, CA 94597
O: 925.935.9691  /  F: 925.935.1108 
  E:   /  W:


Wednesday December 4, 2013 from 7:15 AM to 9:15AM PST
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Round Hill Country Club (Vista Room South) 
3169 Roundhill Road
Alamo, CA 94507

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Program is Sponsored by:  Oppenheimer Funds

Oppenheimer Funds

Alex Hayes -- (925) 234-8544

Gold Sponsor 



Looking to Contact One of Our Valued Partners??? Please visit our sponsor page located on our Chapter Website at



FPA East Bay Breakfast Meeting 12/4/13 

Please Mark Your Calendars & Register to Attend the Next Chapter Meeting...
 "ETFs Investing 2.0: You're Doing It Wrong (And Here's How to Do It Right)" 
  Presented By: Matt Hougan, President of Analytics & Publications
 and Dave Nadig, Chief Investment Officer
Global markets, ETF structures and the role of the advisor have all changed drastically in the past few years. IndexUniverse's 
Matt Hougan and Dave Nadig think many advisors are failing to keep up. In this provocative and practical session, you'll learn the most common myths and mistakes that plague ETF investors, data providers, analysts and advisors. Topics include:
  • Choosing the right ETFs: risks, misconceptions and bad data
  • How ETFs are changing the markets (for better and worse)
  • Finding alpha in a macro world

MattHouganMatt Hougan is executive vice president, global head of content for IndexUniverse LLC. In this position, he oversees the company's editorial efforts, including serving as editor-in-chief of the ETF Report and senior editor of the Journal of Indexes. He also spearheads the development of the ETF Analytics project. Hougan is quoted regularly in the Wall Street Journal, Barron's, Investor's Business Daily, Fortune, Forbes,, and the Associated Press, and was recently named one of the 25 most influential people in the ETF industry. He is a regular guest on CNBC, and was recently named to Registered Rep's "Ten to Watch in 2012" list.

Prior to IndexUniverse LLC, Hougan ran his own strategic communications firm providing PR and speechwriting services to Fortune 500 companies, U.S. and foreign government agencies, and select nonprofits. Earlier, he was the lead biotech analyst for, which ran the world's first transparent mutual fund. Hougan is a 1998 graduate of Bowdoin College.

DaveNadigDave Nadig spearheads the in-depth research that drives IndexUniverse's efforts in ETF analysis. He is also a lead writer at, where he writes a widely followed blog.

Dave has been involved in researching, reporting and analyzing the investment management industry for more than 15 years. As managing director at Barclays Global Investors, Dave helped design and market some of the first exchange-traded funds. With partner Don Luskin, he went on to found, a revolutionary transparent mutual fund company that pushed fund disclosure to the top of the SEC agenda. As co-founder at Cerulli Associates in the early '90s, he conducted some of the earliest research on fee-only financial advisers and the rise of indexing.


Wednesday, December 4, 2013

7:15am -9:15am  

Charge: $30.00 FPA Member   |   $40.00 Guest