The Denver Chapter Presents
Tuesday, January 21, 2014
7 PM - 8:45 PM
Tailoring Investment Strategies with Exchange-Traded Funds (ETFs)
Speaker: Neil Leeson, ETF Strategist – Ned Davis Research
Did you know there are now over 1,200 exchange-traded funds registered in the USA alone? Would you believe their assets are approaching $1.7 trillion, while traditional mutual funds are seeing gradual net redemptions? Do you fully understand the key differences of ETFs as compared with mutual funds, unit investment trusts, and closed-end funds? You should! Do you know all the asset classes you can invest in via ETFs? They extend far beyond common stocks, to include preferreds, REITs, MLPs, commodities and currencies(!), and bond types including foreign, corporate, government, and municipal! Do you know how (and how not) to use leveraged and/or bearish/downside strategies with ETFs? The ETF asset structure has grown in just 19 years (when the “SPY” was its pioneering product) to a major force on Wall Street. Update your knowledge and consider the wide range of strategies (not to mention lower costs) that ETFs offer. And why not bring a friend to start 2014 by showing them AAII’s benefits?
Neil Leeson has over 20 years’ experience in investment research and money management, the large majority of that time with Ned Davis Research Group. He is or has been editor of several company publications, including Canadian Focus, International Focus, ETF Highlights, and ETF Corner. Neil is frequently quoted by such major media as The Wall Street Journal, Barron’s, IBD, and CNBC for his insightful views on ETFs. He earned a BS in psychology at Southern Illinois University and an MBA from the University of West Florida. He is a regular speaker for investment groups and was featured in November at AAII’s biennial national conference in Orlando.
Reasons to Attend
- Update your ETFs-universe knowledge greatly
- Whether a trader or investor, see how ETFs can reduce your research workload
- Explore using ETFs for instant diversification and hedging
Pricing: $8 in advance for members/family $13 in advance for non-members At the door (space permitting): $15 for everyone.
Postmark deadline Jan 14, 2014
Cancel deadline 5PM Jan 20
Location: Koelbel Library, 5955 South Holly, Centennial. One mile W of I-25 on Orchard. Ample free, well-lit parking to west of building.
Time: Registration, light refreshments/social time: 6:20-7PM. Program including Q&A: 7:00-8:45PM
CLICK HERE FOR REGISTRATION FORM