Steve Blumenthal, CEO, CMG Capital Management Group
CMG Capital Management Group CEO Steve Blumenthal will be at the Morningstar ETF Conference in Chicago tomorrow through Friday.
Some of the ETF landscape’s sharpest minds will be on hand to help sort out the complexities, theories, and opportunities surrounding ETFs.
If you’re at the Conference catch Steve on a panel discussion. Steve joins Robert Smith, from Sage Advisory, and Morningstar moderator David Sekera on Friday, Sept. 19, 9:40 a.m. – 10:30 a.m. for Breakout Session 5, Managed Portfolios. Facing the Fed-induced Headwinds.
Follow the Conference on Twitter: #MStarETFUS.
Morningstar has a new coverage area called ETF Managed Portfolios (660 strategies from 151 firms). Morningstar coverage includes CMG Opportunistic All Asset ETF Strategy: and CMG Tactical Rotation Strategy
Advisor demand for ETF managed portfolios continues to grow at a steady rate. At 8%, growth in the first quarter of 2014 equaled the average quarterly growth rate seen in 2013. Through March, strategies in Morningstar’s database collectively held $103 billion, representing a 40% increase versus March 2013.
CMG has app. $600 million AUM for advisors, institutions and investors in tactically managed funds and strategies (More on tactical investing: https://www.linkedin.com/company/tactical-investing).
