Behind the Ticker: A Discussion on the Mechanics of an Active Fixed Income ETF – Weitz Investment Management – 8.26.26

Weitz Investment Management - Upcoming Webcast

Overview:
Title: Behind the Ticker: A Discussion on the Mechanics of an Active Fixed Income ETF
Date: Wednesday, August 26, 2026
Time: 12:00 PM Eastern Daylight Time
Duration: 1 hour

Register Now:
Already Registered?
*I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by Weitz Investment Management.

Summary:

Active fixed-income ETFs continue to gain traction, but understanding how they trade—and what really drives their liquidity—can be less straightforward. Average daily volume, bid/ask spreads and the size of a potential trade can all raise questions for advisors seeking to achieve best execution for their clients.

In this session, we’ll go behind the ticker to explore how active fixed-income ETFs work in practice, from trading and liquidity to the creation/redemption process and portfolio management. You’ll gain practical insights into evaluating ETF liquidity, navigating larger trades and understanding how the ETF structure can influence the way an active fixed-income portfolio is constructed and managed.

What you’ll learn:

  • How to evaluate ETF liquidity beyond average daily trading volume
  • What bid/ask spreads and trading volume can—and cannot—tell you
  • Best practices for seeking best execution, particularly when placing larger trades
  • How the ETF creation and redemption process works, including cash-in-lieu versus in-kind transactions
  • Tax-efficiency considerations for ETFs
  • How portfolio construction and management of an active fixed-income ETF compares with a traditional mutual fund

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:
Eric Lee, CFA - Moderator Eric Lee, CFA – Moderator Client Portfolio Manager Weitz Investment Management

Eric joined Weitz in 2020 and serves as a Portfolio Analyst and Client Portfolio Manager. He also supports the firm’s ETF offerings, focusing on capital markets, market maker relationships, and internal education. Prior to joining the firm, he was a Vice President — Senior Research and Due Diligence Analyst at US Bank and prior to that was Senior Investment Analyst at Stevens Foster Financial Advisors.
Mike Castino Mike Castino President Sound Capital Solutions, LLC

Mike brings over 25 years of experience in business development and relationship management, having held positions with Claymore ETFs, US Bank Global Fund Services, and Jane Street Capital, and currently serves as Chairman and Trustee of ETF Series Solutions.
Tom Carney, CFA Tom Carney, CFA Co-Head of Fixed Income, Portfolio Manager Weitz Investment Management

Tom joined Weitz Investments in 1995 as a fixed income research analyst. In 1996, he was promoted to portfolio manager. Prior to joining the firm, Tom held several positions at Chiles, Heider & Co., Inc. Previously, he was a municipal securities professional with Smith Barney.