An ETF Experience – ETF Action – 5.25.21

Overview:
Title: An ETF Experience
Date: Tuesday, May 25, 2021
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand. Join Mike Akins and Alex Shepard, Founding Partners of ETF Action, for a real-time demonstration and discussion on how RIAs are leveraging the ever-growing ETF landscape to differentiate and grow their practices. Topics to be discussed:

  • Latest ETF Trends
  • ETF Research & Selection Best Practices
  • Art & Science of Building ETF Model Portfolios
  • Reverse Engineering ETF Holdings (Stock Selection & Research)

Speakers:
Mike Akins Mike Akins Founding Partner ETF Action

Mike has 20 years of financial industry experience spanning multiple disciplines. Prior to founding ETF Action, Mike served as SVP, Head of ETFs at ALPS Advisors where he oversaw all aspects of the $15 billion ALPS ETF Trust. Throughout his career Mike held various management level positions in Product Development, Research & Data Analytics, Risk Management, Compliance, Audit and Operations at ALPS, UMB and State Street. Mike holds a Bachelor of Arts degree in Business Administration from Briar Cliff University, is an Honor Graduate from the Fiduciary Risk Management School at the Cannon Financial Institute, and Received a NICSA Award for Emerging Leaders in the Asset Management Industry in 2017. Prior to joining ALPS, Mike worked at UMB Financial Corporation in Compliance and Fiduciary Risk Management. Prior to UMB, Mike was an account manager at State Street Financial Corporation.Mike has over 15 years financial industry experience, is an Honor Graduate from the Cannon Financial Institute’s Fiduciary and Investment Risk Management School, and graduated from Briar Cliff University with a B.A. in Business Administration.
Alex Shepard, CFA Alex Shepard, CFA Director of Research ETF Action

Alex has over five years of financial industry experience across multiple ETF disciplines including factor, thematic, and alternative investment strategies. Prior to founding ETF Action, Alex served as Senior Analyst for ALPS Advisors. His responsibilities involved portfolio analysis, macro-economic research, and product development in addition to helping clients understand the dynamic ways ETFs can be used in the portfolio construction process. Alex holds a Bachelor of Science degree in Business, concentration: Finance & Economics from the Carlson School of Management – University of Minnesota and is a CFA charterholder.