Thursday, June 14, 2007
5:00 p.m. - 6:00 p.m. Reception and Dinner
6:00 p.m. - 7:00 p.m. Program
Hilton RDU
4810 Page Creek Lane
Durham, NC
Program Topic:
Overview to Exchange-Traded Funds
Jonathan Wills with PowerShares Xchange Traded Funds and Bill Gahagan with AIM Investments will be discussing an introduction to ETFs. Topics include: What is an ETF and how is an index constructed? Where is the ETF industry going? Who are the big firms using ETFs? The presentation will also feature the benefits of ETFs and how the advisor can use ETFs in their clients' portfolios.
Presenters:
Jonathan Wills
Portfolio Consultant, PowerShares Capital Management
Jonathan has been with PowerShares since the firm's inception in February 2003. Jonathan covers the Southeast Region educating on the benefits and structure of Exchange Traded Funds. Jonathan holds degrees in Business and Economics from Wheaton College. He and his wife currently live in Charlotte, NC.
Bill P. Gahagan
Wholesaler, Independent Financial Advisor Division, AIM Distributors, Inc.
Bill Gahagan has been in the investment and financial services industry since 1986. Prior to joining AIM, Bill was a divisional marketing director for AIG SunAmerica Marketing Inc., a regional vice president at Wood Logan Associates and a marketing manager at Westfield Cos. He earned bachelors degrees in business administration and art from Wittenberg University in Springfield, Ohio and holds NASD 7, 63 and 66 licenses. He is a Certified Investment Management Analyst (CIMA) and Certified Investment Management Consultant (CIMC).
MEET OUR CORPORATE SPONSOR:
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Aim Funds
Bill Gahagan
(800) 337-4246
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