Events >> PCBE

"Exchange Traded Funds (ETF) Panel Discussion"
Michael A. Paciotti, Integrated Capital Management
James V. Kelly, Kelly Capital Management


November 7, 2012
Wednesday 12:00 PM
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The Philadelphia Council for Business Economics
A Chapter of NABE

is pleased to present

Michael A. Paciotti,
Integrated Capital Management


James V. Kelly,
Kelly Capital Management


Presentation: "Exchange Traded Funds (ETF) Panel Discussion"

James V. Kelly, CFA has nearly 40 years of experience in the financial services industry, and is a recognized pioneer in ETF-based portfolio management. Jim has prior experience with the largest US insurance company, one of America’s top banks, a private investment consulting firm, and a private finance company. He holds a BA from the University of Virginia, and an MBA in finance and investments from the Stern School of Business at New York University. Jim is also a CFA Charterholder, and a retired United States Marine.



Michael A. Paciotti, CFA, is responsible for the oversight and management of iCM’s investment strategies and chairs its’ investment committee. Prior to co-founding iCM, Mike was responsible for overseeing the proprietary investment programs for Guardian Life Insurance Company’s $3 billion investment advisory business. Mike received a Bachelors in Finance and M.B.A. from the University of Scranton. He is a CFA charter holder and a member of the CFA Institute as well as the CFA Society of Philadelphia.


Date: Wednesday, November 7, 2012

Time: 11:45 am for Federal Reserve Security clearance
          12:00 pm - Lunch begins
            1:00 pm - Presentation begins

Place: Federal Reserve Bank of Philadelphia Directions
           Ten Independence Mall (Seventh & Arch Streets),
           Philadelphia, PA

Cost: PCBE Members - $20.00
         GIC/CFAPhila/Bond Club Members - $25.00
         Nonmembers - $30.00
         Student - $15.00 (with Valid College ID)

Teleconference Option available for those that can't be present

Please Note: Reservations are required and must be made or canceled no later than 12:00 p.m. on the day before the meeting. "No-shows" will be billed.

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Ralph Giraud, Secretary

Michael Weiss, Treasurer
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