The SS&C ALPS Advisors Virtual Summit:

Exploring the Dynamic Landscape of Active ETFs

May 16, 202411am ET / 8am PT

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Overview

ETFs have emerged as a cornerstone of modern investment portfolios, offering unparalleled flexibility, transparency and accessibility to investors worldwide. Within this realm, active ETFs have carved out a distinct niche, challenging the traditional paradigms of passive investing by incorporating active management strategies into the ETF structure.

Please join VettaFi and SS&C ALPS Advisors for a free two-hour, active management symposium:


  • Navigate the rise of active ETFs with SS&C ALPS Advisors

  • Explore the risk-reward bond market perspective with Smith Capital Investors ​​

  • Rethink municipal bond investing with Brown Brothers Harriman ​​

  • Uncover data center REIT opportunities with GSI Capital Advisors


 

 

Register today for this free Symposium, approved for 2 hours of continuing education (CE) credit by the Certified Financial Planner Board of Standards, The Investment and Wealth Institute and The American College of Financial Services and learn how to take advantage of all that alternatives has to offer.

Agenda

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Speakers

Nate Geraci - President of The ETF Store, Host of ETF Prime

Nate Geraci

President of The ETF Store

Host of ETF Prime

Laton Spahr, CFA* - Portfolio Manager, President, SS&C ALPS Advisors

Laton Spahr, CFA*

Portfolio Manager, President

SS&C ALPS Advisors

Eric Hewitt* - Portfolio Manager, Director of Research, SS&C ALPS Advisors

Eric Hewitt*

Portfolio Manager, Director of Research

SS&C ALPS Advisors

Karl Zeller* - Senior Investment Specialist, SS&C ALPS Advisors

Karl Zeller*

Senior Investment Specialist

SS&C ALPS Advisors

Nick Tannura  - Chief Investment Officer, GSI Capital Advisors

Nick Tannura

Chief Investment Officer

GSI Capital Advisors

Paul Baiocchi, CFA* - Chief ETF Strategist, SS&C ALPS Advisors

Paul Baiocchi, CFA*

Chief ETF Strategist

SS&C ALPS Advisors

Gibson Smith* - Portfolio Manager, Founder, Smith Capital Investors

Gibson Smith*

Portfolio Manager, Founder

Smith Capital Investors

Greg Steier  - Managing Director, Brown Brothers Harriman & Co.

Greg Steier

Managing Director

Brown Brothers Harriman & Co.

Todd Rosenbluth - Head of Research, VettaFi

Todd Rosenbluth

Head of Research

VettaFi

Take advantage of all that Active ETFs have to offer!

Register now to make the most of your portfolio.
Register now
INSTITUTIONAL USE ONLY An investor should consider the investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus containing this and other information, call 1-866-759-5679 or visit www.alpsfunds.com. Read the prospectus carefully before investing. Shares of ETFs are bought and sold at market price (not NAV) and are not individually redeemable. All investments are subject to risks, including the loss of money and the possible loss of the entire principal amount invested. Additional information regarding the risks of these investments is available in the prospectus. The ALPS | Smith Core Plus Bond ETF (ticker: SMTH) is new and has limited operating history. * Paul Baiocchi and Karl Zeller are Registered Representatives of ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc. Laton Spahr, Eric Hewitt and Gibson Smith are Registered Representatives of ALPS Distributors, Inc. ALPS Advisors, Inc., registered investment adviser with the SEC, is the investment adviser to the Funds. Smith Capital Investors, LLC, Brown Brothers Harriman & Co. and GSI Capital Advisors, LLC, registered investment advisers with the SEC, are the investment sub-adviser to the ALPS | Smith Core Plus Bond ETF (ticker: SMTH), ALPS Intermediate Municipal Bond ETF (ticker: MNBD) and the ALPS Active REIT ETF (ticker: REIT), respectively. ALPS Advisors, Inc., ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc., affiliated entities, are unaffiliated with VettaFi, Smith Capital Investors, LLC, Brown Brothers Harriman & Co. and GSI Capital Advisors, LLC. ALPS Portfolio Solutions Distributor, Inc. is the distributor for the Funds. Not FDIC Insured • No Bank Guarantee • May Lose Value VettaFi and its affiliates (collectively, “VettaFi”) are not investment advisors, and VettaFi makes no representations regarding the advisability of investing in any investment fund or other vehicle. The symposium should not be construed as providing individual advice of any kind, including, but not limited to, investment, tax or legal.  

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