VIRTUAL EVENTS
Texas: Home to Innovation, Energy, and the Future of Investing
Texas boasts the 8th largest economy when compared to nations around the world and produces more oil than any OPEC member, aside from Saudi Arabia. The state is a hub for technology and energy, with exports providing critical resources to the rest of the U.S. and the world. How can investors tap into Texas’ growth story?
Join the Dallas-based experts from the Texas Stock Exchange, Texas Capital, and VettaFi as they discuss the business landscape in Texas and related investment opportunities.
SUMMARY
Topics covered will include:
- The ongoing tailwinds for growth in Texas
- An update on the energy landscape and the advantages of a Texas-focused approach to investing in oil and gas producers through the Texas Oil Index ETF (OILT)
- How Texas is uniquely positioned to support data center power demand through natural gas, wind, and solar
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Robert Marrocco
Global Head, Exchange Traded ProductsTexas Stock Exchange
Carlos Pena, CFA, CAIA
Head of ETF & Funds Management, Portfolio ManagerTexas Capital
Stacey Morris, CFA
Head of Energy ResearchVettaFi
Roxanna Islam, CFA, CAIA
Head of Sector & Industry ResearchVettaFi
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Important Disclosures
VettaFi is the index provider for OILT, for which it receives an index licensing fee. However, OILT is not issued, sponsored, endorsed, or sold by VettaFi, and VettaFi has no obligation or liability in connection with the issuance, administration, marketing, or trading of OILT.
Investors should carefully consider the investment objectives, risks and charges of the fund before investing. The prospectus contains this information and other information about the fund, and it should be read carefully before investing. Investors can obtain a copy of the prospectus by calling 844.TCB.ETFS (844.822.3837).
There are risks involved with investing in ETFs, including possible loss of money. Shares are not actively managed and are subject to risks similar to those of stocks, including those regarding short selling and margin maintenance requirements. Ordinary brokerage commissions apply. The Fund’s return may not match the return of the underlying Index. The Fund is subject to certain other risks. Please see the current prospectus for more information regarding the risk associated with an
investment in the Fund.
The Funds are distributed by Northern Lights Distributors, LLC, member FINRA/SIPC, which is not affiliated with VettaFi.