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Dow Jones Indexes is a leading full-service index provider that develops, maintains and licenses indexes for use as benchmarks and as the basis of investment products. Best known for the Dow Jones Industrial Average, Dow Jones Indexes offers more than 130,000 equity indexes as well as fixed-income and alternative indexes, including measures of the hedge fund and commodity markets. Dow Jones Indexes is co-owner of the Dow Jones STOXX Indexes, the world’s leading pan-European indexes, and together with Wilshire Associates provides the Dow Jones Wilshire Global Index family, which is anchored by the Dow Jones Wilshire 5000 and covers more than 12,000 securities in 58 markets. Dow Jones indexes are maintained according to clear, unbiased and systematic methodologies that are fully integrated within index families.
Dow Jones Indexes is a unit of Dow Jones & Company (www.dowjones.com), a subsidiary of News Corporation (NYSE: NWS, NWS.A; ASX: NWS, NWSLV; www.newscorp.com). Dow Jones is a leading provider of global business news and information services. Its Consumer Media Group publishes The Wall Street Journal, Barron's, MarketWatch and the Far Eastern Economic Review. Its Enterprise Media Group includes Dow Jones Newswires, Factiva, Dow Jones Client Solutions, Dow Jones Indexes and Dow Jones Financial Information Services. Its Local Media Group operates community-based information franchises. Dow Jones owns 50% of SmartMoney and 33% of Stoxx Ltd. and provides news content to radio stations in the U.S.
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iShares is the world's most comprehensive family of exchange traded funds (ETFs), with more than 130 iShares ETFs. iShares ETFs have attracted more than $292 billion in assets as of 6/30/07, and now make up 58% of the nation's total ETF market.
Carefully consider the funds' investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Funds' prospectuses, which may be obtained by calling 1-800-iShares (1-800-474-2737) or by visiting www.iShares.com. Read the prospectus carefully before investing. The iShares Funds are distributed by SEI Investments Distribution Co. iShares® is a registered trademark of Barclays Global Investors, N.A.
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State Street Global Advisors is an acknowledged leader in the arena of institutional investing with $2.0 trillion in assets under management.1 We hold the distinction of being named the world’s largest institutional asset manager and leader in several other prominent investment rankings, including exchange traded funds. An investment category we created and currently manage with more than 65 domestic and 28 international exchange traded funds with approximately, $158.5 billion worldwide in our SPDR ETF family.2
Products offered through State Street Global Markets, LLC, member FINRA, SIPC. For further information, including prospectuses, visit spdretfscom or www.streettracksgoldshares.com.
1Pensions & Investments, May 28, 2007
2As of December 31 2007
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Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds thereby allowing you to customize your investments by picking and weightings these sectors to meet specific investment goals. Sector SPDR assets grew from $4 billion to more than $26 billion in the last 4 years and daily trading volume now exceeds 90 million shares per day. These highly liquid and very popular ETFs may be used to build a diversified portfolio, hedge a particular position, or gain immediate exposure to a specific sector of the market.
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Founded in 1955, Van Eck Associates Corporation was among the first U.S. money managers helping investors achieve greater diversification through global investing. Today the firm continues the 50+ year tradition by offering global investment choices in hard assets, emerging markets, precious metals including gold, and other specialized asset classes.
Designed for investors seeking innovative choices for portfolio diversification, Van Eck’s investment products are often categorized in asset classes having returns with low correlations to those of more traditional U.S. equity and fixed income investments. Van Eck Global offers mutual funds, exchange-traded funds, insurance trust funds, separate accounts and alternative investments.
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The Bank of New York Mellon Corporation is a global financial services company focused on helping clients manage and service their financial assets, operating in 34 countries and serving more than 100 markets. The company is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. It has more than $20 trillion in assets under custody and administration, more than $1.1 trillion in assets under management and services $11 trillion in outstanding debt. Additional information is available at bnymellon.com.
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Claymore Securities, Inc. is a privately-held financial services company offering unique investment solutions for financial advisors and their valued clients. In April 2007, Claymore established the exchange-traded fund (ETF) Group as a focused business unit with a dedicated sales force along with product and marketing support.
Claymore’s U.S. ETF Group surpassed the $1 billion mark in assets under management in just 10 months. Claymore first entered the ETF market in September 21, 2006, with the launching of five ETFs; as of September 30, 2007 the ETF Group has 33 ETFs that trade either on the American Stock Exchange (AMEX), New York Stock Exchange (NYSE) or the New York Stock Exchange Arca (NYSE Arca).
As of September 30, 2007, Claymore entities have provided supervision, management, servicing or distribution on approximately $18.4 billion in assets through closed-end funds, unit investment trusts, mutual funds, and exchange-traded funds. Claymore Advisors, LLC, an affiliate of Claymore Securities Inc., serves as investment adviser to the ETFs. For more information on Claymore Securities, Inc. please visit www.claymore.com.
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First Trust Advisors L.P. and its affiliate, First Trust Portfolios L.P. are privately-held investment services companies which were established in 1991 and operate nationwide and also in Canada and Europe. The firms provide a variety of investment services, including asset management, financial advisory services, and municipal and corporate investment banking.
The firms are mindful of the complexities of the global economy in order to address the needs of the investing community. Whether it’s a value or growth idea, or a unique quantitative investment approach, the firms translate ideas into investment products which meet the various needs of their customers. The firms are single-minded about providing a diversified range of investment products and services to help meet the challenge of maximizing their customers’ financial opportunities.
The firms currently have assets under management or supervision of over $33 billion through closed-end funds, unit investment trusts, mutual funds, separate managed accounts, variable annuity sub-accounts and exchange-traded funds.
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Morningstar, Inc. is a leading provider of independent investment research in the United States and in major international markets. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutional clients. Morningstar provides data on more than 230,000 investment offerings, including stocks, mutual funds, and similar vehicles. The company has operations in 15 countries and minority ownership positions in companies based in three other countries.
Morningstar Indexes offers a broad range of equity, fixed income and commodity indexes. These indexes are used for asset allocation, benchmarking, serves as the basis for investment product creation and market monitoring purposes.
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NASDAQ Financial Products (NFP) is engaged in the design, development, calculation, licensing, and marketing of NASDAQ indexes. NFP specializes in the development of indexes focusing on NASDAQ’s brand themes of innovation, technology, growth, and globalization. More than 500 financial products sold in 36 countries are based on NASDAQ indexes. NFP also provides custom index services and design solutions as a third-party provider to selected financial organizations. For more information, please reference http://www.nasdaq.com/indexes
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ProShares ETFs provide built-in short or magnified exposure to a variety of well-known indexes, ranging from broad small-, mid-, and large-cap and style indexes to 11 sectors. In addition to ProShares ETFs, ProFunds Group manages ProFunds mutual funds, the nation's largest lineup of indexed mutual funds. Since 1997, ProFunds has provided mutual fund investors with easier access to sophisticated investment strategies, with offerings that include mutual funds that seek to magnify daily index performance and funds that seek to increase in value when markets decline. ProFunds Group describes the portfolio managers common to ProFund Advisors LLC, advisor to ProFunds mutual funds, and ProShare Advisors LLC, advisor to ProShares ETFs.
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RevenueShares™ Investor Services, LLC provides innovative index driven Exchange Traded Funds (ETFs) to the institutional and retail investor. Our focus is to enhance returns for investors by pursuing index strategies that challenge conventional wisdom. By employing our patent pending investment methodology of weighting a known index (such as the S&P 500) by company revenue instead of market capitalization, we believe investors are better positioned to receive higher long term returns. The company provides marketing assistance and advisor support through an experienced nation-wide team of professionals. RevenueShares™ is based in Paoli, PA. http://www.RevenueSharesETFS.com
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Known as an industry innovator, Rydex has introduced many firsts to the investment landscape. Rydex strives to bring institutional investing strategies—such as leverage and shorting techniques—to investors through convenient funds and ETFs. It is our belief that in more volatile and unpredictable markets, traditional portfolio strategies may not be enough, and investors need access to strategies that help them better manage risk in their portfolios. Rydex manages $16 billion in assets via more than 80 mutual funds and ETFs. With nearly five years of ETF experience, our ETF lineup now includes 25 exchange traded products covering the broad market, sectors, style boxes and currency.
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Standard & Poor's, a division of The McGraw-Hill Companies, Inc., provides financial information, analysis, advice, and credit ratings globally. Standard & Poor's Index Services, a leading provider of equity indices, maintains a wide variety of investable and benchmark indices to meet the widest array of investor needs. The S&P Global 1200, an investable index for the world, combines seven indices: the S&P 500 for the US, the S&P Europe 350, the S&P/TOPIX 150 for Japan, the S&P/TSX 60 for Canada, the S&P/ASX 50 for Australia, the S&P Asia 50 and the S&P Latin America 40. The S&P/Citigroup Global Equity Index is the comprehensive index series that covers more than 10,300 companies in 53 countries.
Other widely-tracked indices for U.S. equities include the S&P MidCap 400, S&P SmallCap 600, and S&P Composite 1500 and style indices; the emerging markets indices S&P/IFCI, S&P/IFCG, and S&P/IFCF; the S&P Global 100; and the S&P Hedge Fund Indices. Standard & Poor's has developed regional indices in partnerships that include: The S&P/CITIC (China), S&P/HKEx (Hong Kong), S&P/TSE (Japan), S&P/ASX (Australia), S&P/TSX (Canada), S&P/MIB (Italy).
Standard & Poor's has been on the forefront of exchange-traded fund (ETF) development since the launch of the S&P 500 SPDR in 1993, the S&P MidCap SPDR in 1995, the Select Sector SPDRs in 1998, and 20 other S&P index linked ETFs that are part of the iShares series. Canada, one of the world's oldest and largest ETF markets, has 10 S&P index-linked ETFs. An ETF on the S&P/TOPIX 150 trades in the U.S., on the S&P/ASX 50 and S&P/ASX 200 in Australia, and on the S&P Europe 350 and S&P Euro in Europe. Other global initiatives for ETFs are underway. Visit www.indices.standardandpoors.com for more information.
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UBS provides electronic trading services and expertise in all major and emerging markets around the globe. We give our clients access to advanced technology and global liquidity so they can achieve the best possible performance. Key products include: our suite of next generation, smart algorithms; UBS Price Improvement Network (PIN), our US crossing engine; UBS Direct Market Access, delivering high-speed, high-capacity connections to all major equity and derivative markets; UBS Pinpoint, a sophisticated desktop trading system and a comprehensive array of pre-, at- and post-trade analytical tools.
UBS Investment Bank is one of the world's largest investment banking and securities firms. Our clients include corporations, governments, banks, brokers, asset managers, hedge funds, financial sponsors, and private equity firms worldwide. With over 22,000 employees in 34 countries, we provide expert advice, superb execution, product innovation, and comprehensive access to the world's capital markets.
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Since its beginning in 1975, Vanguard has grown to become one of the world’s largest investment management companies, with more than $1.28 trillion in U.S. fund assets under management as of December 31, 2007. Vanguard provides an extensive array of investment products, including a full range of low-cost ETFs and mutual funds designed to help financial advisors grow and preserve the wealth of their clients. In addition to our many investments and client-focused services, our commitment to financial advisors includes innovative practice management solutions that can help advisors attract and retain clients, build their practices, and enhance their professional development. Connect with Vanguard® at advisors.vanguard.com or 800-997-2798.
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XShares Advisors LLC, a subsidiary of XShares Group LLC, is a registered investment advisor that provides investment advisory services to Exchange Traded Funds. XShares also partners with major institutions and index providers seeking to bring innovative Exchange-Traded Funds to market using its administrative platform. In addition, XShares creates and licenses distinctive intellectual property for its ETFs, developing products that allow for innovative trading strategies and alternative investments for the financial community. For more information, visit the company’s website at www.xsharesadvisors.com.
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Exchange Traded Funds from the American Stock Exchange
As the pioneer in the creation of exchange traded funds (ETFs), the American Stock Exchange launched a whole new class of securities that has grown to more than $400 billion in assets, one of the world’s fastest growing investment categories. Today, the Amex remains the center of development and the global market leader, with over 200 listed ETFs. The Amex’s ETF family continues to expand its product choices, which now includes alternative asset classes, like commodities, while forging ahead on developing the next generation of ETFs, actively managed portfolios.
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The International Securities Exchange operates a family of fully electronic trading platforms, creating efficient markets through innovative technology and market structure. ISE’s markets portfolio consists of an options exchange and a stock exchange. As the world’s largest equity options trading venue, ISE offers equity, ETF, index, and FX options. The ISE Stock Exchange trades approximately 6,000 products, and is the only fully electronic equities platform that provides the opportunity for continuous price improvement through the interaction of its non-displayed liquidity pool, MidPoint Match, and its displayed stock market. ISE Alternative Markets is scheduled to launch in 2008 and will offer an events market trading platform for derivatives auctions. To complement its markets and enable investors to trade smarter, ISE creates innovative new products including a portfolio of proprietary indexes and enhanced market data products for sophisticated investors.
ISE is a wholly owned subsidiary of Eurex, a leading global derivatives exchange. Eurex itself is jointly owned and operated by Deutsche Börse AG (Ticker: DB1) and SWX Swiss Exchange. Together, Eurex and ISE are the global market leader in individual equity and equity index derivatives.
For more information, please visit .
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JPMorgan is one of the world’s leading investment banks with deep client relationships and product capabilities, serving issuer and investor clients worldwide. We offer our clients a differentiated platform with the most complete and innovative solutions to meet their evolving financial needs. We have global leadership positions across mergers and acquisitions, capital raising, restructuring, risk management and research. JPMorgan participates in proprietary trading, investing and market-making in cash securities and derivative instruments across asset classes. Clients can access research publications through MorganMarkets. Recently JPMorgan was named Risk magazine’s Best Derivatives House in the industry over the past 20 years.
Visit us online at www.jpmorgan.com/ib .
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Mergent’s Dividend Achievers™ Index consist of a unique class of companies that have increased their regular annual dividends for the last ten or more consecutive years, trade on a major U.S. exchange and meet certain liquidity requirements. Mergent creates customized portfolios based on the Dividend Achievers methodology, and has created numerous portfolios for leading investment firms, including PowerShares Capital Management, Vanguard, BlackRock, TD Asset Management and others. Additional information may be obtained at www.dividendachievers.com, or by contacting Shirley Petersen, Vice President, Index Licensing, at 212-413-7751.
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About Netik
Netik (www.netik.com ) is a financial data services company delivering reference data operations and data warehouse solutions for data management, data distribution and investment reporting. Netik’s focus is in financial information automation, aimed at increasing efficiencies, reducing risk and improving client service for most of the world's top 50 institutions in the Securities Industry spanning the Capital Markets, Private Client and Asset Management, and Corporate and Investment Banking segments.
Netik’s value proposition is focused on solving the perennial problems associated with how financial firms derive and manage valuable information from internal and external data – while ensuring its consistency and reliability. Netik’s solutions address the fundamental requirements for integration, cleansing, rationalization and reconciliation of data from an ever increasing numbers of sources, coupled with the need to warehouse and deliver data both to consuming downstream applications as well as premium information for front-line business usage.
Netik offers these solutions as software, via SaaS, and fully outsourced data operations services. This includes boutique information acquisition and delivery services to support the trading and ‘Quant’ functions with the widest range of global Indexes and ETFs.
Locations: Bangalore, Dubai, London, Los Angeles, New York, Sunnyvale CA
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For over 26 years stockbrokers and financial advisors have considered Research the industry's most credible publication with the most profitable advice and insightful editorial.
Focused on delivering quality, authoritative editorial content every month, Research magazine¹s award-winning editor and top-notch columnists and journalists are committed to addressing timely topics of immediate concern to financial advisors, such as ETFs.
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