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Now On Demand | 1 CFP / CIMA / CFA CE Credit
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The NextShares Webcast Series provides expert insights and thought leadership from our consortium partners. These interactive, quarterly educational sessions offer one hour of CE credit each, and are complimentary for financial professionals.
Register Now
Trade Conflict or Trade War: Ongoing Escalation and Impact on Client Portfolios
In theory, a trade war is simple: Two or more countries levy restrictions on each other's imported goods in order to gain a competitive edge. But there are plenty of opinions about when such a conflict begins and how impactful it can be to markets and individual client portfolios. With more than 40 years of experience, please join us for a lively discussion on:
  • Trade war indicators
  • Effects of tariffs on markets
  • Innovations in fund structure giving you unique access
  • Specific strategies for the rest of 2018 and into 2019
 
Speakers
Call Moderator
Kristine Delano
Kristine Delano

Managing Director of Marketplace Strategy
Nextshares Solutions
Read Kristine's Bio

Kristine Delano is the managing director of marketplace strategy with NextShares Solutions LLC, a wholly owned subsidiary of Eaton Vance Corp. She is responsible for working with broker/ dealers, exchanges, data providers, market makers and other marketplace participants to strategically plan for the adoption and trading of NextSharesTM. She joined NextShares Solutions in 2015.

Kristine began her career in the financial services industry in 1996. Before joining NextShares Solutions, she was a senior executive with Pershing, Bank of New York Mellon, where she was responsible for customer-facing technology and strategic direction. She was also senior vice president of technology strategy at LPL Financial, where she led enterprise technology planning, innovation, product management, user experience and design.

Kristine earned a B.S. in behavioral neuroscience from Lehigh University and a master’s degree in industrial engineering from North Carolina State University. She has authored numerous publications and has been a featured speaker for LPL Financial, Pershing and other industry conferences.

Panelist
Douglas Fry
Douglas J. Fry, CFA

Principal,
Senior Portfolio Manager – Fixed Income
Reinhart Partners, Inc.
Read Douglas's Bio

Doug Fry is a Principal and a Senior Fixed Income Portfolio Manager at Reinhart Partners, Inc., a Milwaukee, Wisconsin based investment advisory firm. Prior to joining Reinhart, Doug was Director of Fixed Income for another Milwaukee based money manager. He has 29 years of experience managing customized bond portfolios for a wide variety of clients.

Doug is a Chartered Financial Analyst. He is a member of the CFA Institute and the Milwaukee Investment Analyst Society. He served on the board of Directors of the Milwaukee Investment Analysts Society and was Chairman of their Education Committee. Doug has been an Adjunct Professor of Finance at Marquette University and Concordia University in Milwaukee where he taught securities analysis in their MBA programs.

Doug was awarded a Bachelor’s degree in Finance from the University of Wisconsin - Whitewater and an MBA from Marquette University. He earned his Chartered Financial Analyst designation in 1994.

Doug is a volunteer rules official for the United States Golf Association (USGA) and Wisconsin State Golf Association (WSGA). He has officiated numerous state and national championships including the US Women’s Open, US Senior Open and the US Amateur. He is a past President of the WSGA and served on the Boards of the Wisconsin PGA Section and First Tee of Southeastern Wisconsin.

Doug has served 19 years in the Army Reserves and Wisconsin Army National Guard. He recently returned home from a nine month deployment to Afghanistan where he served as a medevac pilot flying Blackhawk helicopters.

Doug, his wife Jennifer and daughter Rachel live in Mequon, Wisconsin.

Panelist
Sponheimer
Brian Sponheimer

Senior Vice President,
Portfolio Manager
GAMCO Investors, Inc.
Read Brian's Bio

Brian Sponheimer, a Senior Vice President of GAMCO Investors, Inc., is a portfolio manager responsible for the day to day management of the Gabelli RBI Fund. Mr. Sponheimer leads GAMCO’s Industrial Research coverage, including automotive, trucking, machinery, utility, aerospace, energy, and chemical sectors. Mr. Sponheimer joined GAMCO in 2008 as a research analyst covering automotive and trucking companies Mr. Sponheimer graduated cum laude with a BA in Government from Harvard University and holds an MBA degree from Columbia Business School.

 
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Resources
Literature and More
Fact Sheets

Gabelli RBI NextShares Fact Sheet

Download
 

Reinhart Intermediate Bond NextShares Fact Sheet

Download

Brochure

NextShares: Unleash the active.

Download

Partners
 
Producer

RIA Channel® provides investment research, thought leadership, market commentary and investment news for the financial advisor community. RIA Database, the RIA Channel parent company, provides data, technology and digital marketing solutions. Together, RIA Channel and RIA Database produce over 100 investment webcasts per year, and reach an audience of over 250,000 financial advisors.
To find out more visit, RIAChannel.com.

 

Important Disclosures   |   NextShares Regulatory Documents   |   Terms and Conditions   |   Privacy Policy    |   Contact

About NextShares: Shares of NextShares funds are normally bought and sold in the secondary market through a broker, and may not be individually purchased or redeemed from the fund. In the secondary market, buyers and sellers transact with each other, rather than with the fund. NextShares funds issue and redeem shares only in specified creation unit quantities in transactions by or through Authorized Participants. In such transactions, a fund issues and redeems shares in exchange for the basket of securities, other instruments and/or cash that the fund specifies each business day. By transacting in kind, a NextShares fund can lower its trading costs and enhance fund tax efficiency by avoiding forced sales of securities to meet redemptions. Redemptions may be effected partially or entirely in cash when in-kind delivery is not practicable or deemed not in the best interests of shareholders. A fund’s basket is not intended to be representative of the fund’s current portfolio positions and may vary significantly from current positions. As exchange-traded securities, NextShares can operate with low transfer agency expenses by utilizing the same highly efficient share processing system as used for exchange listed stocks and ETFs.

Market trading prices of NextShares are linked to the fund’s next computed net asset value (NAV) and will vary from NAV by a market determined premium or discount, which may be zero. Buyers and sellers of NextShares will not know the value of their purchases and sales until after the fund’s NAV is determined at the end of the trading day. Market trading prices may vary significantly from anticipated levels. NextShares do not offer investors the opportunity to buy and sell intraday based on current (versus end of day) determinations of fund value. NextShares trade execution prices will fluctuate based on changes in NAV. Although limit orders may be used to control trading costs, they cannot be used to control or limit trade execution prices. As a new type of fund, NextShares have a limited operating history and may initially be available through a limited number of brokers. There can be no guarantee that an active trading market for NextShares will develop or be maintained, or that their listing will continue unchanged. Buying and selling NextShares may require payment of brokerage commissions and expose transacting shareholders to other trading costs. Frequent trading may detract from realized investment returns. The return on a shareholder’s NextShares investment will be reduced if the shareholder sells shares at a greater discount or narrower premium to NAV than he or she acquired the shares.

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