WallachBeth Capital LLC

In the News

Read the latest news and updates for WallachBeth Capital.

    April 30th, 2014
    WallachBeth Capital Further Expands Healthcare Research Team;

    Brian Jeep Appointed Lead Pharmaceutical Analyst.

    April 8, 2014
    Leading Authority on Exchange-Traded Funds Names WallachBeth Capital "ETF Market Maker of the Year"

    Feb 27, 2014
    "2014 Institutional Broker-Dealer Best DMA Offering" Awarded to WallachBeth Capital

    Feb 3, 2014
    WallachBeth Adds ETF Portfolio Strategist to Execution Desk;
    Agency Firm Zeroes In on One-Stop Service

    Jan 6, 2014
    WallachBeth Adds To ETF Trading Desk Arsenal;
    Industry Veteran Joins firm as Director, ETF and Portfolio Trading Services"

    Nov 1, 2013
    Industry Recognizes Top Women On Wall Street:
    WallachBeth's Jennica Ross Awarded "Rising Star"

    October 10th, 2013
    European Trading & Investing Summit 2013: Andrew McOrmond Interview

    June 21, 2013
    MarketsMedia Profile: Top Trade Handlers Reflect

    June 11, 2013
    Former BlackRock ETF Specialist Joins WallachBeth Capital;
    Boutique Execution Firms Fills Institutional Demand For Objective Insight

    May 2nd, 2013
    WallachBeth Capital Opens Electronic Trading / DMA Platform to Buy-Side Clients; 
    Former SunGuard Executive Thomas Quigley to  Lead New Initiative

    May 1st, 2013
    WallachBeth ETF Team Leader Dons Spartan Gear for Obstacle Course Fund-Raiser
    : McOrmond Joins Leukemia & Lymphoma Society Team For June 2 Endurance Race.

    April 15, 2013
    Remembering and honoring our colleage Dong Lee (1976—2013)
    : Though we have lost a comrade, Dong will always remain a source of inspiration to those he touched...

    April 12, 2013
    WallachBeth Hoops Team Takes on Wall Street Rivals in Rally for Autism Speaks™; Bloomberg LP’s 1st Annual Market Madness 3-on-3 Charity Basketball Tourney Brings in Big Bucks

    March 20, 2013
    3 More Options Market Veterans Join WallachBeth Capital; Boutique Firm Leveraging Heightened Demand for High-Tech + High-Touch Capabilities

    March 12, 2013
    WallachBeth Capital LLC Adds Medical Device Analyst to Equities Healthcare Research team

    February 4, 2013
    MarketsMedia Profile: WallachBeth International; European ETF Market Embraces U.S. Model

    December 12, 2012
    Institutional Investor Profile: WallachBeth’s Dong Lee, CFA

    December 10, 2012
    CNBC Profile: WallachBeth Analyst Opines On AIG

    December 3, 2012
    Market Contrarian / Options Strategist Matt Gohd Joins WallachBeth Capital-Press Release

    November 26, 2012
    Pensions&Investments Profile: WallachBeth-ETF trading choices can affects costs, execution

    November 7, 2012
    CNBC Profile: Boutique ETF & Options Broker Demonstrates Flawless Execution in midst of Sandy Hurricane

    September 14, 2012
    WallachBeth Capital to Present "The Truth About ETF Liquidity & Trading" at European Trading & Investment Summit; 11 October, London's May Fair Hotel

    August 10, 2012
    WallachBeth Capital Expands Footprint; Introduces Healthcare Equity Research Group

    June 26, 2012
    WallachBeth Capital Adds Markit ETF Trade Data Suite-Press Release

    May 15, 2012
    More Industry Pros Migrate to WallachBeth-Press Release

    May 3, 2012
    TRADERS Magazine: Narrowing Spreads for Illiquid ETFs; The WallachBeth Approach

    April 11, 2012
    FT.com: New European platform offers best price execution for ETFs

    February 29, 2012
    Bloomberg LP Radio: Catherine Cowdery interviews WB's Andrew McOrmond "Thinly-Traded ETFs Gain Popularity"(excerpt from 20 minute live radio broadcast).

    January 25, 2012
    Inside "Inside ETFs": A Pocketful of Change and Tips for RIAs

    December 27, 2011
    Andy McOrmond on CNBC: Spotlight on Retail Stock ETFs

    December 21, 2011
    WallachBeth President/COO David Beth To Speak at Index Universe 5th Annual Conference; "Using ETF Options to Smooth Volatility in Turbulent Times"

    November 12, 2011
    SeekingAlpha: "25 Things Every Advisor Needs to Know About ETFs." Rule #1: displayed volume does not infer actual liquidity.. VIEW ARTICLE

    October 7, 2011
    Traders Magazine: How Exchange Traded Funds Are Shaking Up The Industry: WallachBeth Capital spotlighted.

    September 7, 2011
    CBS MarketWatch: Morningstar Canada Announces Keynote Speakers, Agenda for 9th Annual Investment Conference in Toronto. Andrew McOrmond of WallachBeth Capital to lead panel: "Best Practices in Trade Execution." Morningstar Research brings one of the foremost experts on ETF trading to share best practices for trading ETFs.

    July, 2011
    Canadian ETF Watch: Tasting Alpha-Best Practices of Best Brokers

    June 13, 2011
    CNBC Interviews WallachBeth's Andy McOrmond Re: Bond ETFs

    May 15, 2011
    InvestmentNews.com: Best Practices for Best Execution should be focus of trading ETFs

    April 13, 2011
    WallachBeth's Andy McOrmond on CNBC Fast Money - Video

    March, 2011
    WallachBeth Profiled as Top IDB Options Broker - Traders Magazine

    October, 2010
    WallachBeth Capital LLC Launches Special Situations Desk - Press Release

    October, 2010
    interview with CEO Mike Wallach & Pres./COO David Beth - marketsmedia®

    September, 2010
    WallachBeth Selects Transaction Auditing Group ("TAG") for TCA Module.

    July, 2010
    Fear's Not Out of the Market Yet: Alec Levine - Yahoo Finance

    June, 2010
    Airline Index Jumps Most Since February on Continental Revenue - Bloomberg BusinessWeek

    February, 2010
    Blue Ocean Alpha Revolutionizes ETF Portfolio Outsourcing - Marketwire.com

    January, 2010
    How to Trade Large Blocks of ETFs Efficiently - NASDAQ.com

    August, 2009
    WallachBeth Letter to the Editor - Hedge Funds Review

    July, 2009
    The New Model: Inter-Market-Broker - Active Manager Magazine

    June, 2009
    WallachBeth Capital LLC Announces Further Expansion - Press Release

    May, 2009
    ETF Opportunity: Stage II - Currents Magazine

    March, 2009
    Hedge Fund Broker Expands Into ETFs - FINAlternatives

    January, 2009
    How to Trade Large Blocks of ETFs Efficiently - ETFTrends.com

    December, 2008
    Listed Options and Agency Only Execution Brokers Back in Vogue - Press Release

Speaking Engagements/Conferences

Attend WallachBeth's speaking engagements and conferences.

    May 19, 2014
    Managing Currency Risk in the ETF Space. A Global Interdependence Conference 108 Central Park South, New York, NY

    2014 Wall Street Letter Institutional Trading Awards Dinner: February 25, 2014, 583 Park Avenue, New York, NY
    WallachBeth awarded "Best DMA Offering" and nominated "Best Broker Dealer—Client Services" and "Best Broker Dealer—Options"

    Nov 13, 2013
    WallachBeth's Marc Loughlin, Director of ETF & CEF Trading, will be speaking at the IMN's 18th Annual Global Indexing & ETF Conference (Dec. 18) on the topic of "How to make intelligent decisions on ETP instruments."

    BNY Mellon 2013 Exchange Traded Fund Symposium, November 5-7, 2013, The St. Regis Monarch Beach, Dana Point CA

    ETF Managed Portfolio Summit: Sept 9-10, 2013, Turnberry Isle Resort, Miami, Fl

    2013 NIRI Annual Conference - June 9-12The Westin Diplomat Resort and Spa, Hollywood, FL

    4th Annual World Series of ETFs & Investment Management- May 22, Seaport Hotel, Boston, MA

    18th Annual Public Funds Summit - Mar 14-15, Hyatt Regency Huntington Beach Resort & Spa, Huntington Beach, CA

    6th Annual InsideETFs Conference -February 10-12, 2013, Westin Diplomat, Hollywood, FL.

    Public Pension Fund Indexing & ETF Summit- Jan 9-10, 2013, The Phoenician Hotel, Scottsdale, AZ

    BNY Mellon 1st Annual Exchange Traded Funds Symposium- Nov 8-9 2012, St. Regis Monarch Beach Hotel, Dana Point, CA

    Fund-EX Conference- Oct 29-31 2012, McGraw-Hill Conference Center, New York, NY

    MarketsMedia European Trading Investment Summit 2012- Thursday Oct 12, May Fair Hotel, London

    Inside ETFsEurope: 3rd Annual Conference - May 15-16 2012 Hotel Okura- Amsterdam

    Latin American Investors Forum - Mar 27-28, 2012 JW Marriott Hotel, Rio de Janeiro, Brazil

    InsideIndexing: Risk, Return & Indexing Strategies Conference - Mar 19-20, 2012 The Ritz-Carlton, Philadelphia, PA Live ETF Trading Session Tues Mar 20, 8.50 am-10.10 am

    Inside ETFs : Index Universe 5th Annual Conference - January 22-24, 2012 Westin Diplomat Resort & Spa, Hollywood, FL

    New York Society of Security Analysts: ETFs: Trends, Trading & Management in Turbulent Markets - Thursday, October 27, 2011 11:30am-3:15pm 1540 Broadway, Suite 1010, New York, NY

    Morningstar Investment Conference Canada - October 4-5 The Westin Harbour Castle Hotel, Toronto, Canada

    IndexUniverse Live Webinar: "Trading ETFs: In Search of Best Execution" - Tuesday, July 12, 2011, 2 p.m. EST

    Family Office & Private Wealth Management Forum "THE RACE FOR RETURNS" - July 18-20, 2011 Hyatt Regency Newport, Newport, RI