ETFGI Global ETFs Insights Summit – Toronto

logo
The St. Regis, Toronto, Canada

Toronto, Canada

Utilising ETFGI’s unparalleled global data, analysis and over 20 years of experience covering trends in active, index, ESG, factor, thematic investing through ETFs and funds, Global ETFs Insights summits offer thought-provoking discussions by industry leaders discussing how institutional investors and financial advisors can make and implement informed investment decisions. The conferences will be held in Toronto, New York, London and Hong Kong.


Utilising ETFGI’s unparalleled global data, analysis and over 20 years of experience covering trends in active, index, ESG, factor, thematic investing through ETFs and funds, Global ETFs Insights summits offer thought-provoking discussions by industry leaders discussing how institutional investors and financial advisors can make and implement informed investment decisions. The conferences will be held in Toronto, New York, London and Hong Kong.

 

DRAFT AGENDA 
(Final Program will be Tailored to Issues Specific to each Jurisdiction) 

 

8:00 am - 8:50 am   Registration and Breakfast  
 

8:50 am – 9:00 am   Opening Remarks 

Deborah Fuhr, Managing Partner, Founder, Owner, ETFGI   
 

9:00 am – 9:45 am   Global Economic Outlook – Politics and Policy and the Impact on Investments     

  • Current outlook for the global and regional economies 

  • Trade wars  

  • US tension with China and North Korea  

  • Brexit update  
     

9:45 am – 10:15 am   Keynote Address  
 

10:15 am – 11:00 am  How Regulations are Impacting Investor Choice  

  • How are regulations impacting ETFs, indices and investment product development in major regions of the world 

  • Review of regulations impacting ETF trading and liquidity   

  • Update on the US ETF rule, non-transparent active  

  • Meeting regulatory requirements: proficiency, suitability, disclosure 
     

11:00 am – 11:30 am  Refreshment and Networking Break  
 

11:30 am – 12:00 pm  Global Insight on the Use of ETFs  

  • How is the use of ETFs changing by institutional investors and financial advisors 

  • Where are the flows going? 

  • Review of product innovation trends 

  • Fee wars   

 Deborah Fuhr, Managing Partner, Founder and Owner, ETFGI 
 

12:00 pm – 12:45 pm  Leaders from the ETF Ecosystem Discuss the Key Challenges and Opportunities  

  • Impact of ETFs on trading and the markets in general 

  • Understanding and evaluating ETF liquidity  

  • Examination of the need for specific trading rules for ETFs  

  • Review of product innovation trends 
     

12:45 pm – 1:45 pm  Networking Luncheon 
 

1:45 pm – 2:30 pm  How Are Institutions and Financial Advisors Using ETFs 

  • What is ESG and how is it being implemented in portfolios? 

  • Who is using fixed income ETFs and how are they being used? 

  • Will thematic investing replaced sector investing? 

  • What are the trends in the use of Smart beta, active and alt investing? 
     

2:30 pm – 4:00 pm  Refreshment and Sponsor Workshops  
Breaking into smaller groups at tables hosted by sponsors, participants will have the opportunity to discuss with their peers topics of importance and interest raised earlier in the day relating to ETFs, as well as raise any questions with, and obtain guidance from, outside experts. The seating will rotate after 45 minutes.  
 

4:00 pm – 4:45 pm  What are the Future Trends that Will Impact Investor and ETFs  

  • Millennials and women investors impact on products and advisors  

  • How and where are we likely to see Crypto ETFs and who will use them  

  • Can Robo advisors and digital platforms be profitable  
     

4:45 pm – 4:50 pm  Closing Remarks  



THANK YOU TO OUR SPONSORS 

Contact Information 

To sponsor, or if you have any questions, please contact: 
 

Deborah Fuhr, Managing Partner, Founder, Owner, ETFGI 

+44 777 5823 111 or [email protected]  
 

Margareta Hricova, Director of Marketing and Business Operations, ETFGI 

[email protected]