2nd Annual Inside ETFs Conference will be held Jan. 11-13, 2009, at the Boca Raton Resort & Club in Boca Raton, FL. The Inside ETFs conference focuses on the needs of financial advisors, and last year’s conference was a success, with more than 400 people in attendance. This year’s conference promises to be even bigger.
The 4th ETF & Indexing Assembly will take place Jan. 28-29, 2009, in New York City. Finance IQ’s 4th ETF and Indexing Assembly conference creates dynamic forum for learning and networking; bringing together leading industry insiders to debate the most pressing market issues, including becoming a better investor: access well built indices; Gain insight into promising, and not so promising, new ETF products; and prepare for consolidation in the market while avoiding excessive costs and taxes. Scheduled speakers include: Lloyd Raines, First Vice President, RBC Wealth Management; Marvin Appel, CEO, Appel Asset Management Corp.; Joseph Witthohn, CFA, Director of ETF Research, Janney Montgomery Scott LLC; Ted Theodore, CFA, Chairman & Chief Investment Officer, Avatar Associates; and Herb Morgan, CIO, Efficient Market Advisors LLC.
The 2nd Annual Indexing and ETF Investments Asia 2009 takes place on Feb. 23-25, 2009, at the Raffles City Convention Centre in Singapore. The conference will feature leaders in the industry speaking on a variety of topics concerning the ETF landscape.
The Technology Tools for Today Conference is scheduled for Feb. 26-28, 2009, at the Dallas InterContinental Hotel in Addison, TX. The conference focuses on meeting the technology needs of independent financial advisors.
The Financial Advisor Symposium will take place in Las Vegas from April 29-May 1, 2009, at Caesar’s Palace in Las Vegas. A series of panels and workshops will provide attendees with the newest and most successful tools and strategies to manage money for themselves and their clients.
The ETF & Indexing Investments conference will take place on Sept. 22-25, 2009, in Paris, France. This conference is geared toward pension funds, independent financial advisors, wealth managers and others who want to learn how ETFs can be used to access global opportunities.
The Financial Advisor Symposium will take place in Orlando, FL, from Nov. 9-11, 2009. We will post more details as they become available.




