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Title

Keeping your money:  why ETFs allow investors to avoid fees, taxes, and unnecessary complexity

Event Description

Keeping your money:  why ETFs allow investors to avoid fees, taxes, and unnecessary complexity

featuring Elisabeth Kashner, CFA, Vice President, Director of Exchange-Traded Fund Research and Analytics for FactSet 


Thursday, October 11
11:30 am
Minneapolis, MN

The U.S. Market continues to see a shift from active to passive investing. In the first half of 2018, $47.5 billion of assets fled equity mutual funds, while equity ETFs brought in $70.7B. In this session, Elisabeth Kashner, CFA, Director of ETF Research and Analytics at FactSet, will examine the structural reasons ETFs are capturing market share. From ETF operations, to tax avoidance strategies, to the risk-reward calculus pulling investors towards simplicity, Kashner will provide an in-depth, detailed explanation of why passives and ETFs are winning in today's marketplace.

 

About the Speaker:

Elisabeth.jpeg

Elisabeth Kashner, CFA, is Vice President, Director of Exchange-Traded Fund Research and Analytics for FactSet Research Systems Inc., where she develops tools and methodologies for all aspects of ETF and mutual fund classification and analysis, with a focus on costs, risks, trading issues, and performance. Previously, she served as director of research at ETF.com and published extensively on the classification, efficacy, and persistence of "strategic beta" strategies and on robo-adviser portfolio exposures. Before joining ETF.com, Ms. Kashner worked as an investment strategist at Contango Capital Advisors/Zions Bancorporation as the head of convertible preferred arbitrage at Headwaters Capital.  She served as the founding co-president of the San Francisco chapter of Women in ETFs. Ms. Kashner holds a BA from Brown University and an MS in financial analysis from the University of San Francisco. 


Event Type

Society; Career; Social/Networking; Educational

Education Topic

Alternative Investments; Portfolio Management

Start Time

10/11/2018 11:30 AM

End Time

10/11/2018 1:00 PM

City

Minneapolis

State/Province

MN

Event Country

United States

Event Region

Americas

Location Info

​121 South 8th Street
Suite 200, Marquette Room (Skyway level)
Minneapolis, MN 55402

Speaker

Elisabeth Kashner, CFA

CE Credits

1

SER Credit

0.00

Currency

USD

Member Price

20.00

Non-Member Price

45.00

Candidate Price

45.00

Registration

Presentation

 

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 8/28/2018 10:12 AM by events@cfamn.org
Last modified at 9/13/2018 12:44 PM by events@cfamn.org