Building an ETF- Focused Advisory Practice: How to Win Clients in a

Transcription

Building an ETF- Focused Advisory Practice: How to Win Clients in a
Rachael Revesz, Moderator
Building an ETFFocused Advisory
Practice: How to
Win Clients in a
New Era
Staff Writer
ETF.com
Eduardo Anton, Panellist
Investment Analyst, ETFs, and Mutual Funds
Inversis
Effi Bialkowski, Panellist
Portfolio Manager
Staabankiers
Stephen Walters, Panellist
Managing Director
Dexterity
Janine Menasakanian, Panellist
National Sales Manager
Vanguard Asset Management,
Limited
Building an ETFFocused Advisory
Practice: How to
Win Clients in a
New Era
Rachael Revesz
Moderator
Staff Writer
ETF.com
Eduardo Anton
Panellist
Investment Analyst, ETFs,
and Mutual Funds
Inversis
Effi Bialkowski
Panellist
Portfolio Manager
Staabankiers
Janine Menasakanian
Panellist
National Sales Manager
Vanguard Asset Management,
Limited
Stephen Walters
Panellist
Managing Director
Dexterity
Thank You.
Questions?
Eduardo Anton
Panellist
Investment Analyst, ETFs,
and Mutual Funds
Inversis
Effi Bialkowski
Panellist
Portfolio Manager
Staabankiers
Janine Menasakanian
Panellist
National Sales Manager
Vanguard Asset Management,
Limited
Stephen Walters
Panellist
Managing Director
Dexterity