23rd Annual GLOBAL INDEXING & ETFS

23rd Annual GLOBAL INDEXING & ETFS
to
1 Monarch Beach Resort, Dana Point, CA 92629
23rd Annual GLOBAL INDEXING & ETFS

Dana Point, California

The Conference

EBI 2018 is a part of the Global Indexing & ETFs conference. 

This June 24-26, EBI 2018 returns to the West Coast at the fabulous Monarch Beach Resort in Dana Point, California. The event will once again bring together institutional investors, financial advisors, asset managers, index providers, ETF issuers, technology experts and industry thought leaders looking to improve their investment decision-making process.

The program will build on the success of our 2017 gatherings, which featured impressive speaker rosters, including such industry luminaries as Cliff Asness (AQR), Tim Buckley (Vanguard), Jim Ross (SSGA), Liz Ann Sonders (Charles Schwab), Jeffrey Gundlach (DoubleLine), Michael Mauboussin (Credit Suisse), Eduardo Repetto (Dimensional Fund Advisors), Rob Arnott (Research Affiliates), Jason Zweig (The Wall Street Journal), and Meir Statman (Santa Clara University).

The idea of investing in an evidence-based way is sweeping the nation now, as strategies based on data take precedence over the old intuition-based methods of the prior generation. The trend increasingly appears to be a secular, rather than a cyclical one, as organizations and institutions rethink all aspects of their processes and philosophies. By incorporating more reason and less guesswork, money managers and investment advisors are able to paint a more realistic picture of future outcomes and potential challenges to their investors.

At EBI 2018, you'll hear from some of the investment industry's leading practitioners and thinkers about where the industry is, and where we're headed. Every professional who attends should be able to go home with innovative ideas and new ways to tackle old problems.

12:45pm: Investing for 2020

  • With 2020 looming large in the public’s mind, what trends and opportunities should investors begin preparing for?
  • How will female lead businesses change the investing landscape? Will the industry be more socially conscious?
  • How will AI & FinTech continue to make reverberations? How will that change the investment set?
  • What opportunities are available now, that people should jump into?

Moderator: Deborah Fuhr