Building Confidence Around Fixed Income ETFs – Nasdaq – 7.24.17

Summary:

Building confidence in the use of Fixed Income ETF strategies begins with dispelling a few myths regarding the structure of such products.

State Street Global Advisors, a global leader in fixed income ETFs, will discuss the pros and cons of this structure relative to individual bond purchases and traditional open-end bond funds.

We’ll discuss if ETFs are "friend or foe" during high stress market environments, e.g., What is "phantom liquidity" and what happens when everyone runs for the door? Will you be "stuck" holding the ETF?

In addition, Nasdaq Dorsey Wright will introduce one of their tactical fixed income ETF strategies that advisors can use to help navigate the changing interest rate environment as well as discuss our four “pillars” of tactical investing in fixed income markets:

  • Interest Rate Fears Offer an Introduction
  • Performance Dispersion Offers an Opportunity
  • Rules Offer Credibility & Differentiation
  • Rotation Offers Adaptation

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:

Bill Ahmuty
Head of SPDR Fixed Income Group
SSGA SPDR ETF Fixed Income Group (FIG)

Bill is the Head of SSGA SPDR ETF Fixed Income Group (FIG). Bill joined SPDR’s ETF Institutional Sales and Capital Markets Team in 2014. Focused on fixed income ETFs, he is responsible for increasing connectivity with SSGA’s broker-dealer partners in the fixed income space and for direct institutional sales coverage to credit funds.

Bill has over 12 years of ETF trading experience and nearly 20 years of market experience. Prior to SSGA, Bill managed the institutional ETF trading desk at Societe Generale. He has also worked for Newedge managing the ETF sales and trading desk with a focus on commodity arbitrage and Morgan Stanley where he had a 14 year tenure which including working on the CME and CBOE and head trader on the institutional ETF desk.

Bill has an undergraduate degree from the University of Notre Dame and earned a Masters of Business Administration from the University of Chicago. Bill has a Series 7, 63, 55 and 24.

Paul L. Keeton
Principal Asset Management Research
Nasdaq Dorsey Wright

Paul L. Keeton first joined Nasdaq Dorsey Wright in 1997 while completing a degree in Civil Engineering at Virginia Military Institute. Paul has co-authored Dorsey Wright’s “Keep Pedaling Zen Farmer,” “Finding Religion among the Rapids,” and “Commodity Strategies” books and has led development of some of the firm’s many investment solutions, including Guided ETF Models, structured products, and managed accounts. Paul contributes commentary for the DWA Research Platform’s “Daily Equity and Market Analysis Report,” consults with thousands of broker-dealer and advisor clients worldwide, and performs speaking engagements on behalf of Nasdaq Dorsey Wright around the country. Paul has taught the Point and Figure Methodology of Risk Management to professional practitioners for well over a decade and represents the firm’s many strategies and investment products that are based upon this robust investment engine.

Overview:

Title: Building Confidence Around Fixed Income ETFs
Date: Monday, July 24, 2017
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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