CFG Asset Management CIO , Matthew Forester, Selected as Panelist for S&P Dow Jones Indices Financial Forum

FOR IMMEDIATE RELEASE

MATT  FORESTER SELECTED AS PANELIST FOR S&P DOW JONES INDICES BOSTON FINANCIAL ADVISOR FORUM

CFG Asset Management’s Chief Investment Officer to Discuss Multi-Asset Income Strategies Utilizing ETFs.

NEWTOWN SQUARE, Pa. (Sept. 17, 2013) – Chief Investment Officer, Matt Forester of CFG Asset Management, a registered investment adviser and portfolio management firm, has been selected as a panelist for an S&P Dow Jones Indices forum for financial advisors, “Diversifying and Differentiating Exposures to income and Emerging Markets” to be held on Wednesday, September 25th, 2013 from 1:00 p.m. -4:30 p.m. at the Mandarin Oriental Hotel Boston.

The information-packed forum will provide one-on-one access to leading industry thinkers from State Street Global Advisors, iShares & EG Shares and include a roster of firms specializing in ETF investment strategies to discuss a variety of related topics including; the benefits and risks associated with diversified and multi asset approaches to seeking income opportunities, emerging markets, new index innovations, and ETFs as effective tools for achieving the right investment balance.

Shaun T. Wurzbach, S&P Dow Jones Indices’ Vice President, Financial Advisor Channel says, "The purpose of our Financial Advisor (FA) Forum is to provide financial advisors with information and ideas on navigating income solutions in this challenging market environment. Matt’s experience in fixed income portfolio management using exchange traded funds (ETFs) and his knowledge of constructing municipal bond ladders for his clients align very well with our panel topic and should be of great interest and value to our attendees.” 

Matt Forester is a 24-year veteran of global macroeconomic analysis and its application to investment   strategy.   He   specializes   in developing ETF (Exchange-Traded Fund) portfolio strategies.  As chief investment officer he manages and monitors the company’s portfolio of assets.  At his former firm, he developed one of the nation’s first SMA (Separately Managed Accounts) of ETFs.

Since joining CFG  Asset  Management,  Matt  has  championed  the development  of  innovative  portfolio  strategies  that  highlight diversification and steer clients towards toward low-risk, high reward investments.   His top priority for managing CFGAM clients is in strategic asset allocation, balancing risk and opportunity through a highly diversified, multi-asset approach. 

Matt has played an integral role in developing the S3 Portfolios, a proprietary family of investment strategies that deliver advantages over both traditional stocks-and-bonds investing and static index investing.  

Matt holds a BS in Economics (Finance and Political Science concentrations) from Wharton School of Finance, University of Pennsylvania. His holds the Series 4, 7, 24, 53, and 63 securities registrations. He has been a guest lecturer at Cabrini College and the Rutgers University MBA Program.

Matt continues to be a prominent and sought-after thought-leader on winning ETF investment strategies. He has appeared in The Wall Street Journal, Barron’s, Yahoo Finance, Index Universe, Investor’s Business Daily, GAMA International Journal, and numerous Philadelphia financial and business news outlets. Additionally, Matt’s broadcast experience includes regular guest appearances as commentator on Bloomberg TV, Bloomberg Radio, CNNfn, and Comcast’s Money Matters. Matt has also been a speaker and panelist for many ETF industry conferences and national conference calls, including the ETF Global Education Conference, Strategic Research Institute ETF Conference, Fidelity   Investments,  Barclays   Global   Investors,  and  a  joint  session  of  the  Global Interdependence Center and Philadelphia Council for Business Economics at the Federal Reserve Bank of Philadelphia.

ABOUT CFG

CFG Asset Management, a registered investment adviser and portfolio management firm, provides investment guidance to clients based on their specific financial objectives. In addressing client objectives we consider risk tolerance, time horizon, income needs, liquidity needs, tax sensitivity, and other pertinent factors. The firm offers the S3 Portfolios, a proprietary family of investment strategies. Each S3 Portfolio is built with Exchange-Traded Funds to deliver distinct advantages over both traditional stocks-and-bonds investing and static index investing. These advantages can add significant value to investors’ results. CFGAM is located at 16 Campus Boulevard, Newton Square, PA 19073.  For more information, visit http://www.cfgam.com/ or call 877-313-1343.

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For More Info. Contact:

Carolyn Cordrey 

Public Relations Coordinator

carolyn@einsteinmg.com

410-739-2160