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Title

ETF Due Diligence & Analysis Tools via BLOOMBERG

Event Description

ETF Due Diligence & Analysis Tools via BLOOMBERG

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Course Goals and Overview:
Take advantage of this rare opportunity to get live, in-person training from an expert and former chief architect, who helped develop many of the ETF analysis capabilities on the Bloomberg terminal. 
 
Learning Objectives:
  • Accessing ETF Industry Flows across all asset classes
  • Utilizing ETF Due Diligence tools
  • Evaluating underlying ETF liquidity
  • Building comparison reports for ETFs and Mutual Funds
  • Factor Decomposition of ETFs & Portfolios
  • Fixed Income ETF performance & attribution analysis
  • Calculate Fixed Income ETF risk statistics
  • ETF Institutional Ownership
  • Accessing Industry news across all asset classes
  • Retrieving ETF research on the Bloomberg Intelligence Platform
  • Building index reports across all asset classes
  • Evaluating holdings data for all ETFs
  • Building risk-return due diligence reports on ETFs
  • Accessing the total trading costs, securities lending, management fees and other fees associated with ETFs
  • Evaluating all Creation-Redemption Costs for an individual ETF
Who Should Attend:
  • Anyone who uses a Bloomberg terminal and is interested in the ETF industry
Instructor
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Ryan Kreger
ETF Capital Markets Strategist, Invesco Ltd.

Ryan Kreger is an ETF Capital Markets Strategist for Invesco Ltd. In this role, Ryan works with investment banks, trade desks, market makers, proprietary trading groups, and other institutions that are instrumental in providing liquidity in the global ETF market. In addition, Ryan aids buy-side clients on ETF trading and educates them on best practices for sourcing ETF liquidity and execution.

Previously, Ryan worked at Bloomberg L.P. as an ETF product specialist. He focused on the US market and was a regular contributor to Bloomberg ETF related content including TV, print, & Bloomberg Intelligence research. Ryan also hosted ETF thought leadership events around the country moderating panels with industry experts and presenting on current market dynamics.

Event Type

Career; Educational

Education Topic

Performance Measurement and Evaluation

Start Time

9/17/2019 12:00 PM

End Time

9/17/2019 2:00 PM

City

Washington

State/Province

DC - District of Columbia

Event Country

United States

Event Region

Americas

Location Info

​CFA Society Washington, DC​
1401 New York Ave NW.
Washington, DC 20005

Click here for map

Metro: McPherson Square (Blue, Orange, and Silver lines) and Metro Center (Blue, Orange, Red and Silver lines)

**When you enter into the building, please show a photo ID to security and take the elevator to B2.

Speaker

 

CE Credits

1.00

SER Credit

1.00

Currency

USD

Member Price

30.00

Non-Member Price

40.00

Candidate Price

40.00

Registration

**For CFAW Members 
Please login to register.
 
**For CFAW Student/Candidate/Guest Members
Please Register as Guest and select the Student/Candidate/Guest Member ticket. If you have any issues registering online, click here​ to email.
 ​
The online registration system should now work for most browsers. If you are having trouble with the online registration, please register here with a manual form: ETF Due Diligence and Analysis Tools via BLOOMBERG Payment Form 09-17-2019.pdf

Discounts/Refund Policy
Group Discount:
Organizations are eligible for a 10% discount when registering three or more people for an event. All registrations must be received at the same time. Email all discount registrations together to events@cfawashington.org​.
 
Cancellations, Substitution, and Refund Requests
  • Substitutions are welcome at any time
  • Cancelations must be made in writing and emailed to events@cfawashington.or​g​​​ on or before 5 business days prior to the event
  • No refunds will be processed after 5 pm ET, 5 business days prior to the event
  • A $25 administrative fee will be applied to all cancellations
  • Refunds will not be issued for no shows ​​

All Day Event

 

Recurrence

 

Location

 

Cost

 

Description

 

Begin

9/17/2019 12:00 PM

Attachments

Content Type: MyCFA Calendar
Created at 7/10/2019 6:58 AM by serena.roche@gmail.com[CASMSTS:username]
Last modified at 7/10/2019 7:51 AM by serena.roche@gmail.com[CASMSTS:username]