Money Matters: How Indexing Provides an Intelligent and Effective Way to Invest
Learn about mutual funds and ETFs included in retirement accounts like IRAs and 401Ks and in self-directed taxable accounts as a way to build a diversified asset allocation and to fund/achieve goals.
Todd Rosenbluth is director of ETF & Mutual Fund for S&P Capital IQ. He has 17 years of investment analysis experience. Todd is responsible for the holdings-based methodology and publishes regular commentary on equity and fixed income fund trends. His analysis has appeared on CNBC and Bloomberg and in the Wall Street Journal, Barron’s and the New York Times. He is a former equity analyst for S&P Capital IQ covering tech and telecom stocks.
David M. Blitzer is managing director and chairman of the Index Committee for S&P Dow Jones Indices, with overall responsibility for index security selection, as well as index analysis and management. Dr. Blitzer is the author of Outpacing the Pros: Using Indices to Beat Wall Street’s Savviest Money Managers and What’s the Economy Trying to Tell You? Everyone’s Guide to Understanding and Profiting from the Economy. In 2000, Dr. Blitzer was ranked seventh in SmartMoney magazine’s distinguished list of the 30most influential people in the world of investing. A well-known speaker, he is often quoted in the national business press, including the New York Times, Wall Street Journal, USA Today, Financial Times and various financial industry publications.
Shaun Wurzbach, vice president at S&P Dow Jones Indices, is responsible for financial advisor channel management globally. The financial advisor channel focuses on increasing financial advisors’ awareness of and preference for index-based solutions. Shaun is co-leader of VALOR (Veterans and Leaders for Organizational Results) a McGraw Hill Financial employee resources group.
Prior to joining S&P Indices, Shaun was a U.S. Army officer with over 20 years of active duty service including combat operations as a reconnaissance platoon leader in Desert Shield and Desert Storm. Shaun was awarded the Bronze Star Medal and the Legion of Merit.
- Audience: Adults, Businesspeople