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Skip Navigation LinksOneFPA > About > Press Room > Kevin O’Leary of ABC’s Shark Tank to be featured on Webcast for Financial Planners, Journalists Invited

​​DENVER – The Financial Planning Association® (FPA®) and ETF Global® (www.etfg.com), will host an exclusive webcast for FPA members regarding the importance of Earnings and Balance Sheet Quality when investing on Wednesday, August 12 at 11 a.m. ET featuring Kevin O'Leary, founder of O'Leary Financial Group, O'Shares Investments and noted "shark" on ABC's Shark Tank.

 

Hosted and moderated by Chris Romano, CFA, Director of Research at ETF Global®, the 20-minute webcast on "The Value in Balance Sheets When Selecting Dividend Stocks" will feature Mr. O'Leary's thoughts on the subject and how he uses quality of earnings and balance sheets when investing his Family Trust. Brad Zucker, Product Manager – Alternatively Weighted Indexes & Strategic Beta at FTSE Russell, will also join the program to discuss how they develop indexes to target quality, yield and low volatility metrics for long-term investment cycles.

 

FPA members who want to register can visit https://www.webcaster4.com/Webcast/Page/1215/10014.

 

While the complimentary event is only available to members of FPA, the first 20 journalists who express interest will also be able to attend. Journalists who want to register for this exclusive webcast can contact Ben Lewis at 303-867-7190 or BLewis@OneFPA.org.

 

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About the Financial Planning Association

Since 2000, the Financial Planning Association® (FPA®) has been the principal professional organization for CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals, educators, financial services professionals and students who seek advancement in a growing, dynamic profession. More than 24,000 FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. Through a collaborative effort to provide members with One ConnectionTM to tools and resources for professional education, business success, advocacy and community, FPA has become an indispensable force in the advancement of today's CFP® professional. Learn more about FPA at OneFPA.org and follow on Twitter at twitter.com/fpassociation.

 

About ETF Global®

 ETF Global® (ETFG®) is a leading, independent provider of data, research, investment decision support applications, proprietary risk analytics and educational offerings for Exchange-Traded-Products.  While ETF Global specializes in Exchange-Traded-Funds (ETFs), the company's broad suite of products and services addresses the spectrum of asset classes throughout the investment arena.  The ETFG research platform, which is driven by the ETFG Quantitative Model (ETFG Quant), supports the overall investment process with a variety of strategies and applications to pursue return, manage risk, utilize investment analysis and generate investment ideas.

 

ETF Global services three primary client communities:​

  • Investment Professionals: Financial Intermediaries, Financial Advisors, Investment Consultants, Financial Planners, Insurance Professionals, Annuity Professionals, Certified Public Accountants, Attorneys, Private Bankers, Private Wealth Managers

  • Capital and Middle Markets:  Capital Markets Desks, Trading Desks, Execution Management Systems, Order Management Systems, Algorithmic Trading Firms, Liquidity Providers

  • ​Institutional Investors: Asset Owners and Managers, Pension Funds, Endowments, Foundations, Family Offices, Hedge Funds, Mutual Funds, Commercial Banks, Insurance Companies, Broker-Dealers, Private Banks

​Founded in 2011, the firm is headquartered in New York and maintains offices in both New York City and Pittsburgh, PA.  More information about ETF Global and our services, applications and products is available throughout our site, here at www.etfg.com.

About O'Shares Investments

O'Shares Investments, a division of O'Leary Funds Management LP, (O'Shares) is a provider of exchange traded funds (ETFs) formed by Connor O'Brien, CEO, and ABC Shark Tank investor and CNBC contributor Kevin O'Leary, Chairman. O'Shares ETFs are based on the core principles and demonstrated success of O'Leary Funds, a successful investment fund manager focused on income, capital appreciation and wealth preservation that has grown to approximately $900 million in assets under management. O'Shares is developing ETFs to provide individual and institutional investors with a series of core long-term investment holdings, designed to provide attractive performance, limited volatility and an emphasis on income. For additional information, please visit the O'Shares website at www.oshares.com.​