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


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.


Presenters

Sean Murphy, CFA®

Sean Murphy, CFA®

VP, iShares Product Consultant
BlackRock

Jeff Spiegel

Jeff Spiegel

US Head of iShares Megatrend and International ETF
BlackRock

Daniel Prince, CFA®

Daniel Prince, CFA®

Head of iShares Product Consulting
BlackRock

John Gagliardi, CMT

John Gagliardi, CMT®

Regional Brokerage Consultant
Fidelity Investments