Financial Planning Association of the East Bay
PO Box 948
Clayton, CA 94517
O: 925.778.1165  /  F: 925.778.1163 
  E: EastBayFPA@gmail.com   /  W: www.FPAEastBay.org

When

Wednesday September 2nd, 2015 from 7:15 AM to 9:15 AM PDT
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Where

Round Hill Country Club (Vista Room South) 
3169 Roundhill Road
Alamo, CA 94507
 

 
Driving Directions 


 Program is Sponsored by: 

 


David Shaffer Insurance Services

David Shaffer - - (925) 944-7100

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

http://fpaeb.org/sponsors/

 

 

FPA East Bay Breakfast Meeting 9/2/15 

Please Mark Your Calendars & Register to Attend the Next Chapter Meeting...
 

The FPA of the East Bay will also be hosting a professional photographer to take headshots for you for a small fee. Please select this item from the registration form if you would like a professional headshot taken. 

 

Currency Hedging: The Importance of Managing Currency Exposure

Presented By: Dodd Kittsley, CFA,
Head of ETF Strategy,
Deutshe Asset and Wealth Management
(1 Hour of CFP CE Credit is Approved)
  

This presentation offers an overview of international investing, providing an understanding foreign currency risk and how currency hedging works.  Topics include: the key reasons investors should consider adding international exposure to a portfolio, the main risks associated with international investing, and how investors can potentially mitigate the risks by using hedged products.  Also included is an overview of hedged products, which are designed to mitigate the exposure to fluctuations between the value of the U.S. dollar and non-U.S. currencies while allowing pure exposure to international markets, as well as how currency hedging works. 

 

About Our Speaker

Dodd Kittsley, is the Head of ETF Strategy in the Americas for Deutshe Asset and Wealth Management, responsible for driving the firm’s thought leadership strategy and delivering investment insight to clients, the press and investing public.

Prior to joining the firm, he was the Global Head of ETP Research for BlackRock and Head of Due Diligence for iShares. At Barclays Global Investors (BGI), he was responsible for providing customized portfolio solutions and product analytics to financial intermediaries and was Director of Sales Strategy, leading a team that created and delivered ETP product and industry related insights. Mr. Kittsley has also held research and fund due diligence positions at State Street Global Advisors and Morgan Stanley. He has published extensively and is a frequent speaker at industry conferences and in the media.

Mr. Kittsley earned a B.A. degree from the Hamilton College and a Masters degree from University of Houston. He holds various U.S. securities licenses and serves on the MMI ETF Committee as well as FINRA’s continuing education committee. He received the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute.

 

 

Wednesday, September 2, 2015

7:15am -9:00am  


Advanced Pricing: $35 FPA Members, $50 Non-Members, CFP Students $20

At-The-Door Pricing (After 8/31/15): $45 FPA Members, $60 Non-Members, CFP Students $30

Advance prices in effect through 2:00 P.M., Monday, August 31, 2015