Benefits And Risks Of ETFs And Why We Use ETFs For Family Trust Investment Approach





Click Here For The Presentation Slides


October 22


2:00-3:00 pm ET


Complimentary Webcast





Jonathan Coleman
Anne Kvanbeck

Elisabeth Kashner

Head of ETF Research,



Rolf Agather
   Head of Research, FTSE/Russell


Kevin O'Leary

Chairman, O'Shares Investments and ABC "Shark Tank" Investor



Please join us on October 22nd, as we discuss the attributes of ETFs and why they are being used in a family trust investment approach.


Elisabeth Kashner head of ETF research at Factset will lead an overview and discussion on the use of ETFs and how advisors should evaluate and perform due diligence on the products.


Rolf Agather, head of research at FTSE/Russell, will lead an overview and introduction on smart beta ETFs. Rolf just completed a survey on how much financial advisors know about the next generation of indexes and ETFs using a smart beta approach. He will also provide a copy of his research and survey to all registrants.


Kevin O’Leary will discuss how he is using ETFs for his family trust investing needs and particularly how smart beta has helped provide an investing solution.


Before you invest in O’Shares Investmentsâ„  funds, please refer to the prospectus for important information about the investment objectives, risks, charges and expenses. To obtain a prospectus containing this and other important information, please visit to view or download a prospectus online. Read the prospectus carefully before you invest. There are risks involved with investing including the possible loss of principal.


Concentration in a particular industry or sector will subject the Funds to loss due to adverse occurrences that may affect that industry or sector. The funds may use derivatives which may involve risks different from, or greater than, those associated with more traditional investments. The funds' emphasis on dividend-paying stocks involves the risk that such stocks may fall out of favor with investors and underperform the market. Also, a company may reduce or eliminate its dividend after the Fund's purchase of such a company's securities. Returns on investments in foreign securities could be more volatile than, or trail the returns on, investments in U.S. securities. Exposures to foreign securities entail special risks, including political, diplomatic, economic, foreign market and trading risks. In addition, unless perfectly hedged, the Fund’s investments in securities denominated in other currencies could decline due to changes in local currency relative to the value of the U.S. dollar, which may affect the Fund’s returns. The funds' hedging strategies may not be successful, and even if they are successful, the funds' exposure to foreign currency fluctuations is not expected to be fully hedged at all times. See the prospectus for specific risks regarding the Fund.


Past performance does not guarantee future results. Shares are bought and sold at market price (not NAV), are not individually redeemable, and owners of the Shares may acquire those Shares from the Funds and tender those shares for redemption to the Funds in Creation Unit aggregations only, consisting of 50,000 Shares. Brokerage commissions will reduce returns.


O’Shares Investmentsâ„  funds are distributed by Foreside Fund Services, LLC. Foreside Fund Services, LLC is not affiliated with O’Shares Investmentsâ„ , O’Leary Funds Management LP, or any of its affiliates.


Accepted for 1 Hour of CE Credit from the CFP Board. Pending IMCA approval.



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