Opportunities in Precious Metals – ETF Securities – 3.21.17

Summary:

Now On Demand.

The world of precious metals investing is vast and has changed significantly even in just the past five years. Accessibility, transparency, and liquidity have all played a part in the increasing interest this asset class. Understanding how metals fit in a total portfolio and how they may react depending on where we are in a given market cycle is critical. Join us for this in-depth discuss that will cover some of the myths and insights to precious metal investing including:

• Precious metals in rising dollar and rising rate environments
• Valuations and income opportunities
• Portfolio construction, asset allocation and risk considerations

Speakers:

Maxwell Gold has more than a decade of experience in the investment and wealth management industry. Maxwell joined ETF Securities, a leading global ETF provider, to oversee US Investment strategy and research for their growing US business.

Previously, Maxwell served as Investment Strategist with the Chief Investment Office at Bank of America Merrill Lynch. There he provided thought leadership research and investment insights for advisors and high-net worth clients. Prior to that, Maxwell worked with the Investment Research team at the World Gold Council where he was producing industry leading investment research, whitepapers, and publications on the market and gold’s role in investment and portfolio allocation. Following that position, he worked at JP Morgan Private Bank on the Global Portfolio Construction team who oversaw the investment strategy and portfolio construction of over $200 billion in client assets.

Maxwell holds a Master of Science in Finance from the William E. Simon Graduate School of Business and a B.A. degree in Economics from the University of Rochester. He holds the series 7 and 66 registrations.

Matt Collins has more than a decade of ETF experience and joined ETF Securities, a leading global ETF provider, to oversee product development and capital market efforts for their growing US business.

Previously, Collins worked for CSOP, the largest global China A share manager (RQFII). In his role at CSOP, he oversaw relationships with trading firms and other liquidity providers. During his time at CSOP he helped them become the first Chinese asset manager to enter the US market. In addition, Collins spent a significant amount of time assisting US clients understand the rapid developments in mainland China and how this impacts client portfolios and liquidity needs. Prior to this, Collins worked at Vanguard where he was responsible for the development, launch and positioning of Vanguard’s ETF line-up.

Collins holds a B.A. degree in Political Science from the University of Notre Dame. Collins holds the series 7 and 63 registrations as well as the Chartered Financial Analyst (CFA) designation.