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Curtain Rises on Morningstar ETF Confab

Starting Wednesday, financial professionals and exchange traded fund industry leaders will converge at the annual Morningstar ETF Invest Conference in Chicago to discuss the industry’s latest developments and how to use the financial products in investment portfolios.

Liz Ann Sonders, senior vice president and chief investment strategist at Charles Schwab, will deliver the keynote address on Wednesday at the Radisson Blu Aqua Hotel in Chicago.

BlackRock’s iShares global chief investment strategist Russ Koesterich will begin the conference Thursday with a look at how the current political race has influenced investment decisions.

The ETF Invest Conference will feature topics on portfolio strategy and construction, highlighting points such as alternative investments and foreign exposure. For instance, on Thursday, attendees may look sit in on the “Alternative ETF Tool Kit” session to learn how institutional investors utilize ETFs other than the traditional beta indexing styles to diminish risk and boost returns.

Additionally, advisors may learn how the ETF industry itself is evolving and ways to use this to their advantage. For example, on Friday, attendees may look at the “Future of the ETF Managed Portfolio Landscape” and the “Why We Stopped Worrying and Embraced the Active ETF” sessions.

For a full agenda list, click here.

Advisors who still want to attend may register here.

For more information on past ETF conferences, visit our ETF conferences category.

The opinions and forecasts expressed herein are solely those of Tom Lydon, and may not actually come to pass. Information on this site should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any product.

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