Advisory Board Speaker
Capital Group ETF Webinar
Date: Monday, February 28, 2022
Time: 11:00 AM PT | 2:00 PM ET
SPEAKERS
Eric Grey
Senior Vice President, Head of Financial Conglomerate and RIA Distribution
Advisory Board Member
Holly Framsted
ETF Director

Holly Framsted, ETF director, and Eric Grey, RIA national sales director, will discuss the approach behind our entrance into the ETF market. They’ll also share how our ETFs are designed to help strengthen your clients' portfolios where it matters most — at the core.


AGENDA


 

  • Insights:Capital Group’s approach to building ETFs to cut through the noise of a crowded marketplace

  • Implications: Tackling the challenges of modern wealth management — taxes, transparency, liquidity, cost

  • Implementation: Constructing portfolios with strategies built to last — Capital Group ETFs

This webinar is for Financial Professionals only and not available to the public.


Eric Grey is head of financial conglomerate and RIA distribution for the North American Client Group at Capital Group, home of American Funds. He has 29 years of investment industry experience and has been with Capital Group for 20 years.

Holly Framsted is an ETF director at Capital Group, home of American Funds. She has 17 years of industry experience and has been with Capital Group for one year. Prior to joining Capital, Holly was a managing director and head of U.S. ETF product segments at BlackRock where she was responsible for leading the development and commercialization of BlackRock’s Factor, Sustainable, and Megatrends ETFs for U.S. investors.

RELATED INSIGHTS

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Capital Group exchange-traded funds (ETFs) are actively managed and do not seek to replicate a specific index. ETF shares are bought and sold through an exchange at the then current market price, not net asset value (NAV), and are not individually redeemed from the fund. Shares may trade at a premium or discount to their NAV when traded on an exchange. Brokerage commissions will reduce returns. There can be no guarantee that an active market for ETFs will develop or be maintained, or that the ETF's listing will continue or remain unchanged.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only.
On or around July 1, 2024, American Funds Distributors, Inc. will be renamed Capital Client Group, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.