The Role of ETFs in the Financial Marketplace
and Investment Portfolios

Event Details
  The Role of ETFs in the Financial Marketplace and Investment Portfolios
  April 4, 2012 6:30 PM
  April 4, 2012 8:30 PM
  Cohen Lounge, Dickson Hall
Registration is required. You may register online, by phone at 973-655-4141, or email alumni@mail.montclair.edu

Whether you are a financial professional, individual investor, student, or just interested in learning more about ETFs, this panel of industry experts will provide you with valuable insight. ETFs now stand side-by-side with stocks, mutual funds, and commodities as an increasingly popular investment vehicle.


The role of ETFs has grown dramatically throughout global markets since the first U.S. listed exchange traded fund was introduced nearly 20 years ago. Earlier this year, that ETF, commonly known as “SPY,” became the first U.S. listed exchanged traded fund to gather more than $100 billion in assets. The ETF industry is now a major component of investment strategies and is made up of nearly 1,400 funds that are increasingly poaching market share from actively managed mutual funds. There are ETFs available in virtually all segments of the market - both domestic and abroad. There are ETFs tracking everything from bonds, REITs, and the utility sector to the S&P 500.

A panel of comprised of School of Business faculty and financial industry representatives will discuss the role of ETFs in the current marketplace and the trends for the future. Montclair State alumni and students interested in learning more about the role of ETFs from a professional and/or personal investment perspective are encouraged to attend.

Topics to be discussed:
  • An overview of Exchange Traded Funds (ETFs)
  • How ETFs have changed the financial industry
  • The role of ETFs in investment strategies
  • ETF providers and product types
  • Advantages, risks of using ETFs
Moderated by:

James Cirenza
Managing Director, DNB Markets

Jim joined the New York office of DNB Markets, Norway's largest investment bank, after previous experience with investment firms Olivetree USA, Carnegie Bank, J.P. Morgan, Barclay's and Goldman Sachs. Jim is a securities executive with international experience including running a global division of 300 professionals in 6 countries, with $300 million in revenue, including P&L responsibility. Jim has served as a guest lecturer on equity capital markets at universities such as Tufts, Cornell, and the Oslo School of Business. Jim serves as a member of the Montclair State University School of Business Advisory Board.

Panelists:

Dr. A. Seddik Meziani
Chair, Department of Economics and Finance
Montclair State University School of Business

Dr. Meziani is the Department Chair and full professor of finance in the Department of Economics and Finance.   He joined the business school faculty in1999, and currently teaches courses in investment and portfolio analysis and capital budgeting as well as the concentration capstone seminar in finance. He brings extensive academic, corporate and consulting experience to the classroom, and is a recognized expert on Exchange-Traded Funds. He is the author of Exchange-Traded Funds as an Investment Option and Exchange-Traded Funds-Conceptual and Practical Investment Approaches. His work has appeared in publications such as the International Review of Business Research Papers and Investor's Guide to ETFs and Indexing Innovations (an Institutional Investor special issue of The Journal of Portfolio Management and The Journal of Investing).

After receiving an MBA in Finance and International Business at New York University in 1980, Dr. Meziani completed his studies for a PhD in Managerial Economics at Rensselaer Polytechnic Institute in 1985.  He received his BA in Management from the University of Constantine in Constantine, Algeria.

Lydia Eftimoski, CRCP, CFM, CSNA
Vice President, Senior Financial Advisor
LGM Wealth Management Group – Merrill Lynch Wealth Management

Lydia has been involved in the Financial Services industry for over 15 years.  She is a Certified Financial Manager, Chartered Retirement Planning Counselor, and a Certified Special Needs Advisor.  As part of the LGM Wealth Management Group at Merrill Lynch, she is in charge of research, portfolio monitoring, construction, and rebalancing with over $250MM in Assets under Management. ETFs have become a crucial part of her approach to asset management, as they enable her to be tactical and dynamic in all equity, fixed income, and alternative investments allocations within client’s portfolios.

Christos Mihopoulos
is a Principal of State Street Global Advisors and a Regional Sales Consultant with SSgA's Intermediary Business Group. He is responsible for strategic growth and providing ongoing support to financial advisors throughout the NJ, PA, DE region. He has experience working with advisors in the National and Regional Broker Dealer Services developing portfolio construction and wealth management solutions.

Prior to his current role, Christos was an Internal Sales Consultant responsible for developing relationships and providing support to financial advisors in New England. He has extensive experience working with advisors, supporting their efforts using ETFs, Mutual Funds and Separately Managed Accounts.
Before joining SSgA's Advisor Strategies Group, Christos was a Senior Retirement Brokerage Specialist at Fidelity Investments. Christos earned his BA in Marketing from Plymouth State University and maintains his NASD series 7 and 63 licenses.  


Registration is required:

  • You may also register by email or call 97-655-3323
  • All visitors are directed to park in the Red Hawk Parking Deck for a nominal fee.

  • Refreshments will be served.

  • If you have any questions, please call 973-655-4141 or email.


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