Tools of the ETF Trade | Understanding ETF Liquidity and Trading – American Century Investments – 11.16.20

Summary:

On Demand Soon.

Exchange traded funds have become a household name as more investors adopt a tax-efficient investment tool to access niche and broad market exposures. However, many investors continue to grapple with the market elements introduced when trading ETFs as compared to mutual funds.

Join Matt Lewis, Head of ETF Implementation and Capital Markets, and Sandra Testani, VP, Product Solutions, for an in-depth look into exchange traded funds and approaches to consider for achieving the best possible execution and overall positive trading experience.

What You Can Expect to Learn:

• Key drivers of the migration from mutual fund to ETFs
• The evolution of the U.S. ETF marketplace
• The mechanics of ETF trading and liquidity
• Basic trading tips when using ETFs

Speakers:

Matt Lewis is vice president and head of exchange traded funds implementation and capital markets for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s Mountain View, California office.

Matt is responsible for building and managing relationships with ETF liquidity providers and other external ETF participants, as well as speaking with clients on how to trade and invest in ETFs. In addition, he is responsible for partnering with other internal teams to develop the firm’s ETF products and business. Prior to joining American Century Investments in 2017, he headed BlackRock’s iShares broker dealer execution services for America. Previously, as BlackRock’s director of product development for Latin America, Matt led the firm’s product development effort to bring locally-listed iShares ETFs into Mexico, Brazil and Colombia. He has worked in the investment industry since 1996.

Matt holds a bachelor’s degree in commerce from Santa Clara University. He also earned a TRIUM Global Executive MBA, a degree jointly issued by New York University Stern School of Business, London School of Economics and Political Science, and HEC Paris School of Management.

Sandra Testani is director of product management, alternatives and exchange traded funds for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. She is based in the company’s New York office.

Sandra leads product management for American Century ETFs and liquid alternative strategies where she drives strategic product initiatives to launch new products and implement changes to existing product lines. She works closely with CIOs, portfolio managers and analysts to understand each strategy’s investment process and is responsible for developing messaging, competitive positioning and sales-force education. In addition, she conducts in-depth market, asset class and category research studies that support her coverage areas. Prior to joining American Century Investments in 2015, she spent 15 years as a vice president at AllianceBernstein, focusing on product management and development for the firm’s alternatives platform across its private client, institutional and retail distribution channels. She has worked in the investment industry since 2000.

Sandra holds a bachelor’s degree in international relations with a concentration in business and economics from Boston University. She is a CFA and CAIA charterholder.