Welcome to our speech on A Career as an ETF Innovator on May 15th at University of Toronto downtown campus. This time, we are very honored to have Karl Cheong, CFA, Head of ETFs at First Trust Portfolios Canada as our speaker. Mr. Cheong will share his career path from an Equity Researcher to Head of ETFs for one of the largest and fastest growing ETF companies globally, and the insights how he distinguishes himself and leverages various hard and soft skills to diversify his business interests. For those who are interested in this field and Karl’s valuable experience, don’t miss this excellent speech followed by a Q&A session and great networking opportunities.
Karl Cheong, CFA, Head of ETFs at First Trust Portfolios Canada
Karl is an ETF pioneer who has been at the forefront of some of the industry’s recent change and is responsible for setting the strategic direction for the region and delivering ETF solutions. Since inception in 2013, Karl has raised over $1 billion in ETF assets in Canada. Before First Trust, Karl was the VP for ETFs and Structured Product Development at Claymore Investment, one of the fastest growing asset management firms in Canada. Karl provides insightful market commentary on current events and industry trends as a regular guest on BNN, Bloomberg Canada and recently Bloomberg. He has also been featured in a variety of publications such as The Financial Post, Globe & Mail, Reuters, Morningstar, Wealth Professional and The Investment Executive.
Event information:Time: Wednesday, May 15th, 6:30pm-8: 30 pm
Location: Downtown campus in UoT (specific location details will follow in a later invitation email)
Language: English
Dress Code: Business Casual
Registration: Click “Read More” to register
