Ralph Lehman discussed his book, The Elusive Trade: How Exchange-traded Funds Conquered Wall Street, at MOI Global’s Meet-the-Author Summer Forum 2019. Ralph is an investment consultant at USI Consulting Group.

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About the book:

On January 22, 1993, the first exchange-traded fund was launched in the United States. It was called the SPDR fund also known as the Spider and it offered convenient and affordable exposure to a range of markets in a new way, different from traditional mutual funds. Shortly after this introduction, ETFs became an incredibly popular option for both individuals and for institutional investors, and they began to grow in numbers. In The Elusive Trade: How Exchange-Traded Funds Conquered Wall Street, Ralph H. Lehman leverages his twenty-year financial background and investment expertise to dive deep into the history of ETFs in this country, explore their development, and highlight the people who paved the way for the Spider’s success, leading to the market we know now.

About the author:

Ralph Lehman is an Investment Consultant with USI Advisors, Inc. and is responsible for developing, implementing and monitoring investment strategies for defined contribution and defined benefit clients. Ralph is also actively involved with fund monitoring. In addition, Ralph conducts investment review meetings with clients.

Ralph’s experience includes asset allocation advising, portfolio construction, investment research, investment reporting, operations and governance. Prior to joining USI Consulting Group, Ralph served as a portfolio manager for a regional bank in trust and wealth management. Ralph has also authored a book on the development of the exchange traded fund (ETF), titled The Elusive Trade that is tentatively scheduled for publication in February of 2019.

Ralph earned his JD and an MBA in Finance from the University of Tennessee and his Bachelor of Business Administration from the University of Georgia. Industry designations include: Chartered Financial Analyst, Member of the CFA institute, Chartered Alternative Investment Analyst, Member of the CAIA Association, and member of the Tennessee Bar.