The 2nd Annual Exchange-Traded Fund & Index Share Forum - Exclusive Coverage


The Institute for International Research is sponsoring the 2nd Annual Exchange-Traded Fund & Index Share Forum, which will be held on Tuesday, September 26 at The Marriott Financial Center in New York City.

Index Funds is pleased to announce that Managing Editor Jim Wiandt will be on the scene with live, exclusive accounts of the goings-on at the conference. Jim will be posting updates, news, and interviews from the conference in New York. Additionally, Jim will be covering an investor-focused seminar on exchange-traded funds (ETFs) sponsored by Barclays Global Investors. This prelude to the main conference will be held on Monday, September 25, and features a presentation by iShares Chairman Nathan Most, inventor of ETFs.

The second installment of the ETF and Index Share Forum has been a highly-anticipated event with the surging global popularity of ETFs, which combine the cost-efficiency of mutual funds with the flexibility of intraday trading. According to Wiesenberger, as of September 15, 2000 total investment in the 67 ETFs stood at $47.48 billion.

Some of the topics to be discussed at the conference include:

  • The SEC review process for approving new ETFs
  • A complete history of ETFs and their rise to stardom in the investing community
  • The advantages of ETFs for institutional traders, investment managers, and individual investors

Check our site next week for news stories by Jim Wiandt and exclusive interviews with Gus Fleites, Director of ETFs at State Street Global Advisors, and Lee Kranefuss, CEO of U.S. Individual Investor Business at Barclays Global Investors.

Although Jim is quite content to remain in relative obscurity at his desk crunching data and exposing the pitfalls of active investing with razor-sharp commentary and articles, he's dusted off the trench coat and fedora in preparation for getting back to his roots as an investigative reporter. Stay tuned for his notes from the field.