AAII Atlanta August Meeting - “What’s Inside your ETF?”

6:30 pm – Registration
7:00 pm – Keynote Speaker – Michael Rawson
7:45 pm - Q & A Time

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ETFs are often touted as a tax efficient, transparent investment. But that is not always the case. In this presentation, we will discuss how to analyze ETFs and why you should not just trust the name of the ETF when selecting investments. ETFs that offer exposure to different asset classes can have different tax treatment and may not give you the precise exposure you expect. We will conclude with a discussion of investment ideas for the current environment.

The ETF investment research process

How ETFs achieve exposure to various asset classes, including tax treatment and trading issues

Ideas for the current environment

Michael Rawson is an ETF Analyst with Morningstar, where he conducts research on individual ETFs as well as using ETFs to build strategic and tactical portfolios. In addition, he manages to ETF portfolios. Prior to joining Morningstar, he was a quantitative equity analyst for National City Bank. He holds a master’s of science degree in finance from the University of Wisconsin at Madison and the CFA designation.

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$10 in advance (register on this site using Paypal (plus a $0.60 convenience fee) or via check payable to "AAII" sent to the address below) or $15 at-the-door. YOU MUST RSVP AND SUBMIT PAYMENT to qualify for the advanced rate of $10 (RSVP alone does not qualify for the $10 advanced rate).

Send advanced registration checks ($10 per attendee, payable to "AAII") to:

AAII Atlanta Chapter
C/O Tara Rice, LMG Corp
2941 Piedmont Road, Suite C
Atlanta GA, 30305