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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Discovering ETFs: Markets, diversification, and putting cash to work

A special event with professionals from BlackRock's iShares Product Consulting.

Wednesday, February 26, 2020 — see event details below

Beginner
Market Analysis

Market Analysis
Technical Analysis

Market Analysis
Technical Analysis

Market Analysis
Technical Analysis

Market Analysis
Technical Analysis

Market Analysis
Technical Analysis

Event details

Date: Wednesday, February 26, 2020

Duration: Three 60-minute sessions

Time: 8:00 a.m. – Noon PT

Join us as we host BlackRock's iShares Product Consulting professionals to discuss today's markets, how to diversify your portfolio using ETFs, and how to develop a cash segmentation strategy.

Register once for all three sessions; guests welcome. Space is limited and events fill up fast. Please register as soon as you can.

Workshop venue details

Location
San Diego Marriott La Jolla
4240 La Jolla Village Drive
La Jolla, CA 92037
Room: Soledad Ballroom

Parking information
Complimentary self-park

General location information
(858) 587-1414

IMPORTANT INFORMATION: Please be sure to bring your laptop so you can follow along with the subject matter experts as they show the audience how to apply what you've learned on Fidelity.com.

Not a Fidelity customer? You can still attend by clicking here to set up free guest access and use that information to register.

Can't join us live in San Diego, CA?
Register now to attend online

Times	Sessions
8:00 a.m. – 9:00 a.m. PT	Registration and breakfast
9:00 a.m. – 10:00 a.m. PT	Session 1 \| How markets affect you: BlackRock’s 2020 Q1 outlook Join us for a conversation with Mark Peterson, BlackRock’s Director of Investment Strategy and Education, as he discusses today's markets. He will cover where the markets have been and where BlackRock sees them going, how to help navigate them, and the way forward in 2020.
10:00 a.m. – 11:00 a.m. PT	Session 2 \| Diversifying your portfolio with ETFs You want to build diversification into your portfolio, but how do you choose an ETF? With thousands of choices available to investors, searching for, finding, and picking ETFs can feel daunting. Professionals from iShares and Fidelity come together to provide a useful framework for evaluating ETFs and indexes, walk through Fidelity tools that can help, and give simple ETF ideas to help you get started. Learn how to build quality diversification into your portfolio with ETFs.
11:00 a.m. – Noon PT	Session 3 \| Putting your cash to work The purchasing power of your cash stash can diminish as inflation eats away at it over time. Short-duration bond ETFs can potentially add more income while helping you step out of cash and meet short- or long-term investment goals. There’s no one-size-fits-all approach. For many, it helps to think of cash in layers, and segment it based on how soon you will need to use it. Learn how to develop a cash segmentation strategy and the tools iShares ETFs offer to invest cash and help balance duration and risk to help make your cash work harder for you.

Gargi Pal Chaudhuri

Head of iShares Markets & Investments Strategy
BlackRock

Michael Keating

Director
BlackRock

Dorothy Lariviere, CFA^®, CAIA^®

Director, Institutional Product Consulting Team
BlackRock

Sean Murphy, CFA^®

VP, iShares Product Consultant
BlackRock

Donald Raymond

Regional Brokerage Consultant
Fidelity Investments

ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

Diversification and asset allocation do not ensure a profit or guarantee against loss.

The views expressed are as of the date indicated and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author, as applicable, and not necessarily those of Fidelity Investments. The experts are not employed by Fidelity but may receive compensation from Fidelity for their services.

BlackRock and iShares are not legally affiliated with Fidelity Investments and are independent entities.

BlackRock and iShares are registered trademarks of BlackRock, Inc., and its affiliates.

913132.1.0

Sean Murphy, CFA^®

Sean Murphy, vice president, is an iShares product consultant for BlackRock. He is responsible for researching, analyzing, and evaluating a broad range of investment solutions and delivering these insights to internal partners, as well as to end clients.

His service with the firm dates back to 2014. Before his current role, Sean was an iShares investment management associate, where he helped educate financial advisors on the application and benefits of using iShares ETFs. Partnering with an investment management consultant, his team focused on ETF sales for Merrill Lynch advisors across the Northeast and Mid-Atlantic regions.

Prior to joining BlackRock, Sean spent 12 years at Citi. The bulk of that time was spent as an equity sales trader, specializing in the execution of ETFs and international equities for both financial advisors as well as institutions.

Sean graduated from Fordham University in 2002 with a bachelor's degree in Finance and a minor in Economics. He subsequently received his MBA from Fordham's Gabelli School of Business with a concentration in Corporate Finance.

Steven Travali

Steve has been working in financial services for more than 15 years gathering extensive skills in financial planning, security analysis, equities, fixed income and options. He joined Fidelity in 2008, where he continues to deepen relationships and provide education around trading as Vice President, Regional Brokerage Consultant for Southern California. Currently, he also serves on the executive board and as CFO of an American Legion Post in Los Angeles.

Mark Peterson

Mark Peterson, Director of Investment Strategy and Education for BlackRock, is responsible for relating BlackRock's investment strategy and investment views to key clients and offering perspective on all asset classes, including equities, fixed income, alternatives and multi-sector approaches to investing. A 20-year industry veteran, Mr. Peterson has extensive expertise and experience educating financial professionals and investors on market and investment topics.

Prior to joining BlackRock, Mr. Peterson was the Head of Product Strategy and Economics at Deutsche Bank, where he developed investment and product strategies for investment products. Mr. Peterson also worked as a product specialist across asset classes where his responsibilities included developing mutual fund launches and delivering market and investment presentations across the U.S. He has also spent time on the floor of the Board of Trade and Chicago Mercantile Exchange. Mr. Peterson received his B.S. degree from Arizona State University.

Brad Zucker, CFA^®

Brad Zucker, CFA, CAIA, Director, is a Product Consultant for BlackRock's U.S. Wealth Advisory (USWA) ETF & Index Investments business. He is responsible for researching, analyzing and evaluating a broad range of investment solutions for partners and intermediary clients. Mr. Zucker provides subject matter expertise on the full range of iShares ETFs.

Mr. Zucker joined BlackRock in 2016. Previously, he was a Senior Product Manager at FTSE Russell, where he led Smart Beta thought leadership and product strategy.

He earned his MBA from Columbia Business School, where he graduated with Dean's honors, and is currently enrolled in Columbia University's MS in Applied Analytics program. He has guest lectured at Columbia University on topics ranging from Asset Management to Statistics. Mr. Zucker is a CFA^® Charterholder and a CAIA^® Charterholder.

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Discovering ETFs: Markets, diversification, and putting cash to work

Event details

Workshop venue details

Presenters

Gargi Pal Chaudhuri

Michael Keating

Dorothy Lariviere, CFA®, CAIA®

Sean Murphy, CFA®

Donald Raymond

Sean Murphy, CFA®

Steven Travali

Mark Peterson

Brad Zucker, CFA®

Dorothy Lariviere, CFA^®, CAIA^®

Sean Murphy, CFA^®

Sean Murphy, CFA^®

Brad Zucker, CFA^®