ETFs Global Markets Roundtable

ETFs Global Market Round Table
The Waldorf Hilton, London, UK

London, UK


The 2018 ETFs Global Markets Roundtable series of conferences to be held in London on April 19 (covering EMEA), New York on May 15 (covering USA/Latin America), Toronto on May 31 (covering Canada), and Hong Kong in Q4 (covering APAC), will offer an opportunity for a substantive and in-depth discussion about the liquidity, trading, technological and regulatory developments impacting ETFs in the respective jurisdictions. 

The events are designed to provide the opportunity for buyside traders and portfolio managers from the institutional investor community, as well as other market participants and professionals involved in the ETF space, to hear current thoughts from industry leaders on ETF trends, market structure and regulation, and obtain a better understanding of how to trade and use ETFs, and of the impact that ETFs have on the markets and market structure.

Sponsorship opportunities will offer valuable recognition, visibility, and branding and provide a number of benefits. For more information please contact Deborah Fuhr at deborah.fuhr@etfgi.com or Ari Burstein at ariburstein@comcast.net. 


Agenda

7:30am-8:00am          Registration and Continental Breakfast

 

8:00am-10:00am        Buyside-Only Workshop

 

Separated into small groups, participants in the buyside-only morning workshop will have the opportunity to discuss with their peers a number of topics of importance relating to ETFs, as well as raise any questions with, and obtain guidance from, outside experts.

 

Topics to be discussed will include:
  • How institutions are trading ETFs
  • Understanding and evaluating ETF liquidity
  • Experiences to date with MiFID and its impact on ETFs
  • Innovations in the ETF industry and the effect on buyside trading

Discussion Leaders:

  • Thomas Bartolacci, Head of European ETF Capital Markets, Vanguard
  • Jurgen Blumberg, Head of Capital Markets EMEA, PowerShares by Invesco
  • Henry Glynn, Head of ETF Capital Markets Europe, VanEck
  • Howie Li, Head of ETFs, Legal & General Investment Management
  • Frank Mohr, Global Head ETF Sales Trading, Commerzbank
  • Laura Morrison, SVP, Global Head of Listings,Cboe Global Markets
  • John Reade, Chief Market Strategist, World Gold Council
  • Henry Reece, Head of Sales, Susquehanna International Group  
  • Tom Stephens, Head of International ETF Capital Markets, JP Morgan Asset Management

10:00am-10:30am      Refreshment and Networking Break

 

10:30am-11:00am      Opening Remarks and Keynote Address

"Fireside Chat" on ETF Policy and Regulatory Issues
 

Martin Moloney
Special Advisor (Policy & Risk)
Central Bank of Ireland 

Robert Taylor
Head of Global Asset Management Regulatory Strategy
Financial Conduct Authority

 

11:00am-11:45am      Examining the Impact of Regulatory Developments on ETFs 

  • MiFID and ETFs – early impressions
  • Update from regulators and policymakers on key developments and studies impacting ETFs
  • Examination of the need for specific trading rules for ETFs

 

Monica Gogna, Moderator
Partner
Dechert 

Federico Cupelli
Senior Regulatory Policy Advisor
EFAMA (European Fund and Asset Management Association)

Michelle Moran
Partner
K&L Gates 

Sander van Nugteren
Managing Director, ETF and Index Investments
Blackrock

 

11:45am-12:30pm      Creating Better Trading Systems and Trading Tools – How Institutions are Trading ETFs 

  • Most commonly used strategies in trading ETFs
  • The use of RFQ platforms for ETFs
  • How to evaluate the ETF trade and best execution issues
  • Examination of pre-and post-trade transparency

Rebecca Healey, Moderator
Head of EMEA Market Structure & Strategy
Liquidnet

Gregoire Blanc
Head of Capital Markets
Lyxor ETF

Frank Mohr
Global Head ETF Sales Trading
Commerzbank 

Henry Reece
Head of Sales
Susquehanna International Group

Slawomir Rzeszotko
Head of Institutional Sales & Trading, Europe
Jane Street

Jason Xavier
Head EMEA ETF Capital Markets
Franklin Templeton Investments

 

12:30pm–1:15pm        Luncheon and Keynote Speaker

"Fireside Chat" on the Future of the ETF Industry
 

Mannoj Mistry
Co-Head Index Investing
DWS 

Additional Speaker to be Announced

1:15pm-2:00pm          Exchange Roundtable

  • Discussion on how to trade ETFs more efficiently on exchanges
  • Discussion of competition for ETF listings
  • Examination of the ETF settlement system

Ari Burstein, Moderator
President
Capital Markets Strategies 

Lida Eslami
Head of ETPs Business Development
London Stock Exchange 

Benjamin Fussien
Managing Director - Head of ETFs & Investment Funds
Euronext 

Stephan Kraus
Senior Vice President, Cash Market Development
Deutsche Borse AG 

Laura Morrison
SVP, Global Head of Listings
Cboe Global Markets

 

2:00pm-2:15pm          Presentation - Overview of Trends Impacting the ETF Industry
 

Deborah Fuhr
Managing Partner
ETFGI LLP
 

2:15pm-3:00pm          Understanding and Evaluating ETF Liquidity – Busting the Myths around the Impact of ETFs on the Markets

  • Discussion of concerns surrounding ETF liquidity
  • Are ETFs really contributing to volatility in the markets?
  • Metrics for gauging ETF liquidity
  • Examining the growth of passive investing and the impact on trading

Jurgen Blumberg
Head of Capital Markets EMEA
Invesco 

Thomas Bartolacci
Head of European ETF Capital Markets
Vanguard 

Henry Glynn
Head of ETF Capital Markets Europe
Van Eck

Paul Young
SPDR ETF Capital Markets - EMEA
State Street
 

3:00pm-3:30pm          Refreshment and Networking Break


3:30pm-4:30pm          Bringing New ETFs to Market – An Examination of Innovation and Distribution in the ETF Industry

  • Examination of new ETF product offerings and approvals
  • Discussion of offerings of ETFs in jurisdictions across EMEA
  • Discussion of the growth of robo-advisers and fund platforms
  • Examination of issues surrounding distribution 

Deborah Fuhr, Moderator
Managing Partner
ETFGI LLP

Bryon Lake
Managing Director, Head of International ETF
J.P. Morgan Asset Management 

Pat Lardner
Chief Executive
Irish Funds 

Howie Li
Head of ETFs
Legal & General Investment Management 

Tara O'Reilly
Partner
Arthur Cox
 

4:30pm                        Conference Adjournment  

PLATINUM SPONSORS

Cboe
Commerzbank
JP Morgan
Legal & General
powershares
SIG Susquehanna
VanEck
Vanguard

GOLD SPONSORS

Arthur Cox
HSBC
Lyxor
State Street

BRONZE SPONSORS

Euronext
Jane Street
K&L Gates

SUPPORTERS

Dechert LLP
Franklin Templeton Investments
The Investment Association
S&P Dow Jones Indices
William Fry

MEDIA PARTNERS

Banco
CAIA
Funds Europe
FTSE GM
IPE
Jobs In ETFs
Mondo ETF