ETF Product Design and Distribution Trends

Wednesday, May 8, 2019


2:00 pm - 3:00 pm ET              







Moderator - Paul McMillan
Managing Editor, Fund Intelligence

Tim Gilligan
Director, Head of Wealth Management ETF Sales, Legg Mason

Gregory Trinks
Executive Director, Fund Investment Solutions, Americas, UBS
Michael Barrer
Associate Director of Capital Markets, WisdomTree Asset Management


Join our panel of industry executives as they discuss trends in ETF product design and distribution. Senior thought leaders in the industry will take a deep dive into the use of ETFs within models and managed account platforms, and how advisors are using them. Hear how exchange traded products have transformed the advice model and how asset managers are partnering with distributors on ETF products.

Learning objectives:
        Understand the growth trends of active, non-transparent, and smart beta ETFs
        Get insights on how leaders in the industry are dealing with cost pressures
        Explore distribution best practices


CPE Information

NICSA is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

NICSA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

For this webinar:
CPEs Earned: 1

CPE Field of Study: Specialized Knowledge

Program Level: Basic
Delivery Method: Group-Internet Based


Cancellations and Refunds

Due to this program being offered free of charge, there will be no refunds issued.

Questions or Cancellations: Please contact Jordan DeBettencourt at 508.683.1618.

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