Authors > Dan Petersen, CAIA®

Dan Petersen, CAIA®

Director, Product Management, IndexIQ

Dan Petersen is a Product Manager at IndexIQ, responsible for developing actionable content as it pertains to the competitive landscape, analyzing fund usage in the latest market environment, and portfolio positioning for both individual portfolios and broader-based applications. Dan has more than 15 years of experience in the financial services industry, and integrates his experience with IndexIQ’s unique solutions to provide value to all related partners in the firm.

Dan’s move to IndexIQ was based on his desire to be a part of a tremendous shift in the industry toward ETFs as clients become more fee conscious, platforms shift to a non-transaction structure, and an increasingly complex market requires sophisticated solutions for various types of risk.

Prior to joining IndexIQ in 2012, Dan held roles spanning client-facing production to advisor sales and support. He worked at Citi Smith Barney supporting mutual fund and annuity sales for Smith Barney financial advisors and became the offshore specialist for advisors who worked with clients residing outside the U.S. Dan also served as a financial advisor while at Citi.

Dan holds FINRA 7 and 63 securities registrations, as well as the CAIA® and CRPC® designations, and is a Level II candidate in the CMT program. Dan graduated from SUNY Binghamton University with a BS in Management with concentrations in Finance and Management Information Systems.

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Getting True Passive International Exposure

by: ; Maria Rahni, CFA
Using inexpensive passive strategies for international equity exposure has gained plenty of traction as the popularity of ETFs has grown across the board. There are still plenty...

When Duration and Credit Exposures No Longer Feel Like a Conservative Strategy

Traditional portfolios can typically be boiled down to...

Merger arbitrage strategies – A powerful tool to manage market volatility

by: ; Dan Petersen, CAIA®; Mark Lacuesta, FRM, CAIA, CIPM
In times of market stress, investors...

Hedging your bets in the M&A market

Merger and acquisition (M&A) activity continues to be robust and is expected to remain elevated, as the year progresses. That being said, not all M&As are alike. As such...

Merging ETFs and Merger Arbitrage

Global merger and acquisition (M&A) activity hit a 17-year high in the first quarter of 2018, according to Mergermarket. In aggregate, there were nearly 3,800 deals—totaling ...

Managing Risks/Returns in the Commodity Market

We’ll cover the two primary methods to access commodity spot price movement: futures-based and equities-based.

Commodities: SPOTting the Real Opportunity

In the bestselling book, A Random Walk Down Wall Street, Burton Malkiel claimed, “A blindfolded monkey..."