TD Ameritrade Commission-Free ETF Models & Portfolio Construction – WisdomTree – 12.11.17

Summary:

Now On Demand.

WisdomTree recently announced commission-free¹ ETFs and Models as part of the TD Ameritrade Platform. Sophisticated models constructed by experts based on various drivers can empower advisors with truly turn-key client investment solutions. Please join us for an in-depth presentation that will cover:

• Portfolio construction using model portfolios
• Advantages and value of commission-free models
• Client case studies

Speakers:

Kurt MacAlpine joined WisdomTree as Executive Vice President – Head of Global Distribution in July 2015. Prior to joining WisdomTree, Kurt was employed at McKinsey & Company between May 2006 and June 2015 in a variety of consulting roles. Kurt was elected as a Partner of McKinsey & Company in April 2013 and was the Leader of the North American Asset Management Practice. While at McKinsey & Company, Kurt managed global consulting teams in the asset management and wealth management industries on topics related to distribution, marketing, product development, international expansion, strategy and M&A. He has extensive experience working with domestic and foreign firms in North America, Asia and Europe.

Kurt is originally from Canada and received his MBA from Queen’s University in Kingston, Ontario and his Bachelor of Commerce from Saint Mary’s University in Halifax, Nova Scotia.

Kurt MacAlpine is a registered representative of Foreside Fund Services, LLC.

Mike started his career in financial services as an equity broker in 1996. With the decimalization of the stock markets, Mike saw an opportunity and made the career move to online retail trading where he accepted a position with TD Waterhouse in New York City in 2001. Since that time, he has built a reputation of providing outstanding client service while trading and managing trade desks in various segments of the industry such as Retail, Brokerage Operations, and Institutional. In 2010, Mike’s passion for trading led him to develop TD Ameritrade’s first Block Trade Desk which then spun off to create a specialized service for Registered Investment Advisors (RIAs). Mike and his team specialize in finding institutional liquidity for RIAs who want guidance and support with large block or illiquid ETF and equity trades.

Alisa Maute, CIMA®, CAIA, is the Head of U.S. Distribution at WisdomTree Asset Management. Alisa develops and implements the strategic distribution plans, cultivates strategic partnerships and manages the WisdomTree U.S. Distribution team. Prior to her current role, Alisa was a Regional Director for the firm for seven years. Her responsibilities included identifying and cultivating important relationships across the financial and investment advisor community, ranging from broker-dealers, RIAs and family offices to emerging opportunities in the ETF strategist and bank trust sub-channels. Her 17 years of investment management experience include sales leadership, strategy and execution, portfolio consultation and business development.

Prior to joining WisdomTree, Alisa was Vice President and Regional Sales Manager at Van Kampen Investments, where her responsibilities included strategic planning, organization and oversight for the division and management of 20 sales consultants. She began her career at Morgan Stanley Investment Management.

Alisa is a Certified Investment Management Analyst and a Chartered Alternative Investment Analyst. She holds an MBA from DePaul University, where she graduated with honors, and a BBA from the University of Iowa. She is a member of the Investment Management Consultants Association, the Chartered Alternative Investment Analyst Association and Women in ETFs.

Alisa Maute is a registered representative of Foreside Fund Services, LLC.