Washington Association of Money Managers
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Please join us at our next event on

Wednesday, June 16, 2021

Virtual/On-line Only

"ETF Market Trends
Portfolio Strategies from an ETF Perspective"

Gargi Pal Chaudhuri

Managing Director
[ Full Bio ]

Kieran Kirwan

Director, Investment Strategy
[ Full Bio ]

Todd Rosenbluth

Senior Director
[ Full Bio ]

Shaun Wurzbach

Managing Director
S&P Dow Jones Indices
[ Full Bio ]

  • Date:WWednesday, June 16, 2021
  • Time: 4:15pm Eastern

  • Location:
    Virtual On-Line
  • Fee: This program is free of charge
  • Please register by 7:00 PM ET on Tuesday, Jun 15, 2021 via email to wamm@wammdc.org (or "reply" to this email), and provide your name, email address, and the name of your company/employer. Note that there is a limit to the number of participants. Please register early! Conference call details will be provided on the evening of Tuesday, June 15, 2021
  • It is suggested that participants dial earlier than the official starting time in case of temporary technical difficulties. Please note that the Chatham House Rule applies – neither the comments of the speaker nor those of other participants are for attribution.
  • There are various types of Exchange Traded Funds, or ETFs, available to investors across asset classes that can be used for income and return generation, speculation, price increases, and to hedge or partly offset risk in an investor's portfolio. Furthermore, ETFs now are a prominent fixture in the investor marketplace and capital markets. Over the last several years, significant product innovations and growth in the ETF space have led to its current prominence. There are, however, several important questions that emerge. What are the ETF advantages, disadvantages and trends? Where are the next frontiers? What are the important products today and over the horizon? How should institutional and retail investors think about ETFs with respect to their portfolios?
  • To guide us through ETF investing, we are fortunate to have a truly all-star panel of Gargi Pal Chaudhuri, Kiernan Kirwan, CAIA, Todd Rosenbluth, and Shaun Wurzbach. Gargi Pal Chaudhuri, Managing Director at Black Rock, is Head of iShares Investment Strategy, Americas. Based in New York, she and her team focus primarily on delivering global macro thought leadership, investment insights and content to both retail and institutional clients of the firm.. Kieran Kirwan serves as Director, Investment Strategy for ProShares. His responsibilities include portfolio analysis, education, product research and development, and the presentation of investment strategies using the company’s ETFs. Todd Rosenbluth is Senior Director of ETF and Mutual Fund Research at CFRA where he leads the firm’s holdings-based research efforts. Todd publishes regular thought leadership content on equity and fixed income products, supports the quantitative fund models and interacts with clients. Shaun Wurzbach, Managing Director at S&P Dow Jones Indices (S&P DJI), is responsible for wealth manager and financial advisor channel management globally. His team focuses on increasing wealth manager and financial advisors’ awareness of and preference for index-based solutions.

  • Thank you! We will see you on June 16th!

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