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Background: Mutual Funds and Exchange-Traded Funds

Recorded on: Jun. 11, 2012
Running Time: 01:01:31

Full Transcript:


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Taken from the Web Program Fundamentals of Mutual Funds and Exchange-Traded Funds 2012 recorded June, 2012 in New York.

Lecture Topics  [01:01:31]

Background: Mutual Funds and Exchange-Traded Funds  [01:01:31]
  • History
  • The different types of mutual funds
  • The mutual fund as a retail product and as a retirement vehicle
  • The emergence of ETFs
The purchase price of this segment includes the following article from the Course Handbook available online:
  • Background: Mutual Funds
    Mary Joan Hoene, George Martinez

Presentation Material

  • Background: Mutual Funds and Exchange-Traded Funds
    Mary Joan Hoene, George Martinez
Speaker(s)
Mary Joan Hoene ~ Carter Ledyard & Milburn LLP
George O. Martinez ~ Executive Director, J.P. Morgan
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