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original air date:thursday, 6/25/2020 Start Time:on demand Duration:60 minutes DESCRIPTION:Actively managed ETFs are a new type of ETF offered by Fidelity and the industry. In this one-hour webinar, ETF.com's Sumit Roy sits down with Sector & ETF Sales Manager, Rich Koerner; Head of ETF Management & Strategy, Greg Friedman; and Portfolio Manager Sonu Kalra for an in-depth discussion on these funds, including the benefits and advantages of active equity ETFs, the innovation behind Fidelity's active equity approach, and insight into an ETF's management philosophy and strategy.
Continuing education (CE) credit available
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Speakers Rich Koerner Senior Vice President, Sector & ETF Sales Manager
Fidelity Investments
Rich Koerner is senior vice president, sector & ETF sales manager at Fidelity Investments. He leads Fidelity’s ETF business development team and the product specialist team for sectors and ETFs. These teams collaborate across Fidelity’s investment management, product development, relationship management and distribution teams to educate advisors and their clients who are seeking to increase sales, retain assets and identify opportunities to build long-term relationships.  Greg Friedman Head of ETF Management & Strategy
Fidelity Investments
Greg Friedman is head of ETF management and strategy at Fidelity Investments. He is responsible for the development and execution of a firmwide comprehensive ETF strategy, including product development, management and positioning. Greg also leads the ETF Services group supporting ETF operations and management across the organization. Prior to joining Fidelity, he was chief operations officer and head of Global ETF Product at Russell Investments.  Sonu Kalra Portfolio Manager
Fidelity Investments
Sonu Kalra is a portfolio manager in the Equity division at Fidelity Investments. He is the lead manager of the Fidelity Blue Chip Growth Fund, the Fidelity Series Blue Chip Growth Fund, and the Fidelity Blue Chip Growth Commingled Pool. Previously, Sonu managed a variety of other funds and served as the sector leader of the technology team. He has been in the financial industry since 1996.  Sumit Roy Analyst and Writer ETF.com Sumit is an analyst and writer at ETF.com. Previously, he was managing editor and a commodity analyst for HardAssetsInvestor, a research-oriented website devoted to sharing ideas about hard assets investing. Before that, Sumit was a contributor to DailyFX, the research arm of Forex Capital Markets. He holds a B.A. in economics from San Jose State University.
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Active Equity: A New Frontier for ETFs
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