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9th Annual U.S. World Series of ETFs - Southeast * March 30 - 31, 2009 * Coral Gables - Miami, FL

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  Conference Description  

The Largest, Longest running ETF Program in the World!
Thousands of Financial Professionals Have Attended this Event Over its History!
It's the Only ETF Event Produced by the People that Helped Build the First ETF!

The theme of the 2009 U.S. World Series of ETFs - Southeast is “Recovering from the Turmoil – What Do We Do Now?” IMN’s ETF Advisory Panel told us that our... read full details

   Featured Speakers

Robert Bixby

Executive Director

THE CONCORD COALITION

Harold Evensky, CFP, AIF

President

EVENSKY & KATZ WEALTH MANAGEMENT

   Exchange Traded Funds Advisory Panel

Mark Armbruster, CFA

Portfolio Manager

FULREADER & KOMMA MANAGEMENT

Rudy Aguilera

Principal

HELIOS LLC (RIA)

Joseph G. Witthohn

Director of ETF Research

JANNEY MONTGOMERY SCOTT LLC

Scott Rothbort

Founder and President

LAKEVIEW ASSET MANAGEMENT, LLC

Maurice P. Tessier

Assistant Vice President, Financial Advisor and Portfolio Manager PIA Program

MERRILL LYNCH

Kirk Kinder, CFP

Founder and President

PICKET FENCE FINANCIAL

Richard A. Ferri, CFA

Chief Executive Officer

PORTFOLIO SOLUTIONS, LLC

Mark S. Yamada

President & CEO

PUR INVESTING INC.

Lloyd Raines

First Vice President

RBC WEALTH MANAGEMENT

Alex Gurvich

Founding Member/Managing Partner

THE ROCKLEDGE GROUP

Roger Nusbaum

Chief Investment Officer

YOUR SOURCE FINANCIAL (RIA)

   Speaker Faculty

Michael Krause

President

ALTAVISTA INDEPENDENT RESEARCH, INC.

Barry Rabinowitz, CFP, EA

Principal

BER FINANCIAL GROUP, LLC (RIA)

Vinny Catalano, CFA

President & Global Investment Strategist

BLUE MARBLE RESEARCH

C. Chance Carson, CFP, CCPS

Principal

C. CHANCE CARSON & ASSOCIATES, LLC

Cathy Pareto, CFP, AIF

President

CATHY PARETO & ASSOCIATES

Jay L. Shein

CIO/CFP

COMPASS FINANCIAL GROUP (RIA)

Blair C. Shein, CFP, AIF

Vice President

COMPASS FINANCIAL GROUP (RIA)

David Krein

Senior Director - Institutional Markets

DOW JONES INDEXES

John A. Prestbo

Editor and Executive Director

DOW JONES INDEXES

Michael Vermillion

Publisher and Managing Editor

ETF MARKETPRO

Joel Barber, Ph.D., CFA

Associate Professor of Finance

FLORIDA INTERNATIONAL UNIVERSITY

Mark Armbruster, CFA

Portfolio Manager

FULREADER & KOMMA MANAGEMENT

Jack A. Ablin, CFA

Executive Vice President and CIO

HARRIS PRIVATE BANK

Rudy Aguilera

Principal

HELIOS LLC (RIA)

Albert Neubert

Executive Director

INDEX BUSINESS ASSOCIATION

Mark Abssy

Index and ETF Manager

INTERNATIONAL SECURITIES EXCHANGE

Joseph G. Witthohn, CFA

Director of ETF Research

JANNEY MONTGOMERY SCOTT LLC

Kathleen H. Moriarty

Partner

KATTEN MUCHIN ROSENMAN LLP

John E. Rice, CFA, CFP

Former Chief Investment Officer

KEATS, CONNELY AND ASSOCIATES, INC.

Scott Rothbort

Founder and President

LAKEVIEW ASSET MANAGEMENT, LLC (RIA)

Bob Tull

Managing Director

MACROMARKETS LLC

Maurice P. Tessier

Assistant Vice President, Portfolio Manager PIA Program, Financial Advisor

MERRILL LYNCH

Arturo Neto, CFA

President

NETO FINANCIAL GROUP, INC.

Richard A. Ferri, CFA

Chief Executive Officer

PORTFOLIO SOLUTIONS, LLC

Raymond Ferrara, CFP, CSA

President & Chief Executive Officer

PROVISE MANAGEMENT GROUP, LLC

Lloyd Raines

First Vice President

RBC WEALTH MANAGEMENT

Sean E. O'Hara, CMFC

President

REVENUESHARES™ INVESTOR SERVICES

Anthony W. Welch, CFP, ChFC

Co-Owner and Portfolio Manager

SARASOTA CAPITAL STRATEGIES, INC. (RIA)

Ian Naismith

Co-Founder

SARASOTA CAPITAL STRATEGIES, INC. (RIA)

Siddhartha Oberoi, CAIA

Director - Exchange Listed Products

STANDARD & POOR'S

Tom Anderson, CFA

Vice President and Head of Strategy and Research

STATE STREET GLOBAL ADVISORS

Joseph Nader

Managing Partner

ZENITH CAPITAL PARTNERS, LLC


  Silver Sponsor(s)  
ALPS
http://www.alpsinc.com

Dow Jones
http://www.djindexes.com

International Securities Exchange
http://www.ise.com

Keefe Bruyette & Woods Inc. (KBW)
http://www.kbw.com

MacroMarkets LLC
http://www.macromarkets.com

RevenueShares Investor Services
http://www.RevenueSharesETFS.c...

State Street Global Advisors
http://www.spdrs.com
http://www.spdrgoldshares.com
Standard & Poor's
http://www.indices.standardand...

  Exhibitor(s)  
PNC Global Investment Servicing
http://www.pncgis.com

The Bank of New York Mellon - Depositary Receipts Division
http://www.bnymellondrindex.co...
http://www.adrbnymellon.com
http://bnymellon.com
  Lead Media Partner(s)  
Research
http://www.researchmag.com

  Media Partner(s)  
Focus Point Press
http://www.focuspointpress.com

Sponsorship Opportunities
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    To request sponsor information, click here. To contact event sales team or review sponsorship packages, please click here.

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