The Stamford CFA Society
The Financial Planning Association CT-Fairfield County Chapter
Join us for an informative evening as we discuss use of innovative ETF strategies in client portfolios.
Van Eck Global – Discovering value in the municipal market and the human element of index strategies, James T. Colby III, Investment Team Member
WisdomTree - Global Dividend Opportunities, Jeremy Schwartz, CFA, Director of Research
iShares – Striking the Balance with ETF’s and Active Strategies, Pete Bianco, CIMA, Business Development Officer & Wesley Sun, Business Development Associate
Van Eck Global - James T. Colby III, Investment Team Member
Colby joined Van Eck in 2007. He serves as Senior Municipal Strategist, Fixed Income, responsible for Van Eck’s municipal bond investments, including market strategy and security analysis. Prior to joining Van Eck, held several senior municipal fixed income positions, including director and senior portfolio manager for High Yield Municipal Fixed Income at Lord Abbett; director and senior portfolio manager for Municipal Fixed Income at John Hancock Funds; director for fixed income management at Old Harbor Capital; and co-manager/senior portfolio manager for municipal funds at Evergreen Asset Management.
WisdomTree – Jeremy Schwartz, CFA, Director of Research.
As Director of Research, Jeremy Schwartz is responsible for the WisdomTree equity Index construction process and oversees research across the WisdomTree equity family. Prior to joining WisdomTree, Jeremy was Professor Jeremy Siegel’s head research assistant and helped with the research and writing of Stocks for the Long Run and The Future for Investors. He is also co-author of the Financial Analysts Journal paper “What Happened to the Original Stocks in the S&P 500?” and the Wall Street Journal article “The Great American Bond Bubble.” Jeremy is a graduate of The Wharton School of the University of Pennsylvania and a member of the CFA Society of Philadelphia.
iShares - Pete Bianco, CIMA, Business Development Officer & Wesley Sun, Business Development Associate
Bianco joined BlackRock in 2008, where he served as a Business Development Associate concentrating on sales and consulting with national wire house advisors in the Northeast region. He began his career as Investment Services Advisor at Merrill Lynch & Co. and became an Assistant Vice President in Structured Investment Sales thereafter. Bianco earned a BS degree in finance from the Wallace E. Carroll School of Management at Boston College and currently holds the CIMA® designation.
Prior to joining iShares in July 2010, Sun spent six years working as an Associate Portfolio Manager in the Separately Managed Accounts division at BlackRock. He graduated from The College of New Jersey, earning a BS in business management. He currently holds the series 7 & 66 licenses.
|Event Title||Investing with ETFs|
|Start Date||May 17, 2012|
|Start Time||06:15 p.m.|
|End Date||May 17, 2012|
|End Time||09:30 p.m.|
|Timezone||Eastern standard time|
|Location||Stamford Marriott & Spa|
|Address||243 Tresser Blvd|
|City, State, Zip||Stamford, CT 06901|
|Student / Faculty Price||Contact the SCFAS Administrator for details|
|Retired Member Price||$25|