ETFGI Global ETFs Insights Summit New York - April 2, 2020

The Metropolitan Club, New York

New York, United States





Event Postponed
We have been monitoring developments with regards to the coronavirus (COVID-19), and since our guest health and safety is the utmost priority for ETFGI, we have taken the decision to postpone ETFGI Global ETFs Insights Summit New York. We are working with the venue to find a new date and we will update this site as soon as that is confirmed.

The governors of Connecticut, New Jersey and New York made an announcement about closings across the tri-state area amid coronavirus concerns on Monday March 16th.

Within the tri-state area, no gatherings will be allowed with more than 50 people, New York Governor Andrew Cuomo said. This follows the newest guidance from the Centers for Disease Control and Prevention.

Because large events can fuel the spread of the disease, the CDC said gatherings of 50 people or more should be canceled or postponed throughout the country for the next eight weeks.

Existing Registrations:
Any existing bookings are valid for the new event date and attendees will receive an email notifying them of the new date.

New Registrations:
As the COVID-19 situation is changing daily, we want you to feel totally confident about booking onto our events.

  • If ETFGI needs to reschedule the event, we will simply roll over your booking to the new dates

  • If you have questions or concerns, please contact us at: [email protected]

Our summits are designed to provide the opportunity for institutional investors, RIAs and financial advisors, to hear from the leading ETF issuers, banks, exchanges, law firms and others around the impact that market structure and regulations have on ETF product development for ESG and non-transparent active, due diligence, suitability, the use and trading, and technological developments of ETFs.   

Free registration and CPD educational credits are offered to buyside institutional investors, financial advisors and RIAs.    

Confirmed speakers include (check back as additional speakers will be confirmed):

  • Barbara Novick, Vice Chairman, BlackRock

  • Rochelle “Shelly” Antoniewicz, PhD, Senior Director of Industry and Financial Analysis, Investment Company Institute

  • Jeffrey B. Baccash, Director, Global Head of ETF Solutions, BNP Paribas Securities Services

  • Tony Baker, Founder and CEO, Investment Innovations LLC

  • Tony Campos, Head of Sustainable Investment, Americas, FTSE Russell

  • Tom Champion, Director - Exchange Traded Products Group, NYSE 

  • Hernando Cortina, CFA, Executive Director, Head of Index Strategy, Executive Director, ISS | Institutional Shareholder Services

  • Edward Coughlin, The Nasdaq Stock Market LLC, Director Trading Services

  • John Davi, Founder, CIO at Astoria Portfolio Advisors  

  • Deborah Fuhr, Managing Partner and Founder, ETFGI 

  • Kevin R. Gopaul, Global Head, Exchange Traded Funds, BMO Global Asset Management 

  • Jodie M. Gunzberg, CFA, Managing Director, Chief Investment Strategist, Graystone Consulting

  • Chris Hackel, Index Product Manager, Bloomberg

  • John L. Jacobs, Executive Director, Center for Financial Markets and Policy, McDonough School of Business, Georgetown University

  • Christopher L. Johnson, Vice President, Head of ETF Capital Markets & Equity Trading, Charles Schwab & Co., Inc.

  • John Lanaro, SVP, Global Head of ETFs, RIMES Technologies

  • R. Scott Livingston, CFA, Head of Global ETF Product, T. Rowe Price

  • Dan McCabe, Chief Executive Officer, Precidian Investments

  • Veronique Menou, ESG Index Product Group, MSCI, Member of the EU Technical Expert Group at European Commission

  • Kathleen H. Moriarty, Partner, Chapman and Cutler LLP

  • Eric M. Pollackov, Global Head of ETF Capital Markets, Invesco Ltd.

  • Anita Rausch, Head of Capital Markets, WisdomTree Asset Management, Inc. 

  • Rick Redding, CEO, Index Industry Association

  • Tom Staudt, Chief Operating Officer, ARK Invest

  • Christopher White, CEO, BondCliQ

Panel discussions and fireside chats offer an opportunity for substantive and in-depth discussions on topics including:

  • ETFs and Their Impact on the Markets, Trading and Market Structure

  • Regulatory Impact on Investor choice – ETF Rule, Non-Transparent Active, Derivatives Rule, Best Interest Rule

  • How to Trade ETFs – Fixed income ETFs, ICE ETF Hub, Trading Platforms, Liquidity

  • Portfolio Construction – Outlook for the Markets, How and When to use ETFs, Mutual Funds, Shares and/or Futures 

  • Non-Transparent Active, how will they work, what types of products are likely to be offered

  • Trends in ESG and Thematic Investing

  • The Future Trends Impacting the Use and Development of ETFs in the Next 5 – 10 Years

Workshops give attendees the opportunity to separate into small groups to engage with peers on a number of topics of importance relating to the use, implementation and trading of ETFs, as well as raise any questions with and obtain guidance from ETF thought leaders.
Spaces are limited so register now to ensure your attendance. Free registration and CPD educational credits are offered to buyside investors and financial advisors.

Metropolitan Club New York City, House Rules, Dress Code
Gentlemen are required to wear jackets and ties at all times (turtlenecks and ascots are not acceptable). Appropriate attire for ladies is dresses, skirts, dressy pant suits and business pant suits. Jeans, shorts, stirrup pants, leggings, stretch pants, tight pants, sweats and T-shirts are absolutely not acceptable.

If you are interested in sponsoring or speaking at the event please contact [email protected].

ETFGI sends our best wishes to those countries and individuals impacted by the Coronavirus. Guest health and safety is the utmost priority for ETFGI. We are closely monitoring the situation for our many upcoming events and ask that all attendees check our website for any updates.

In the meantime, we look forward to welcoming everyone to ETFGI Global ETFs Insights Summits in:

New York – register now  (scheduled for Thursday April 2nd, 2020 at the Metropolitan Club) – Postponed until further notice due to COVID-19 
London – register now  (scheduled for Tuesday May 19 th, 2020 at The Waldorf Hilton, London)  – Postponed until further notice due to COVID-19
Toronto – 2020
Hong Kong – 2020


Contact Information 

Interested in sponsoring or speaking or for any other questions, please contact: 

Deborah Fuhr, Managing Partner, Founder, Owner, ETFGI 
+44 777 5823 111 or [email protected]   

Frequently Asked Questions

What is the registration cancellation policy?

Cancellations received by March 19, 2020 are subject to a $150 USD administrative fee. Notice of cancellation must be received in writing. After March 19, 2019, no registration fees can be refunded. However, if you are unable to attend, substitutions can be made, subject to conference organizer approval, and the administrative fee will not be applied.

What is the complimentary passes policy?

Complimentary passes are allocated at the full discretion of the conference organizers. Complimentary bookings made online are subject to verification by the conference organizers before confirmation of the complimentary pass. If the conference organizers review an online complimentary pass registration and determine that the company and/or registrant does not fulfill the criteria for the complimentary pass, the complimentary pass can be withdrawn at the full discretion of the conference organizers.

Who qualifies as "buyside" for a complimentary pass?

Buyside complimentary passes are provided for members of the buyside including individuals (e.g., traders, portfolio managers, CIOs, ETF strategists) at asset managers, investment advisers, pension funds, insurance companies, hedge funds, endowments, foundations, fund selectors at family offices, financial advisers and robo-advisers. All buyside complimentary passes are subject to the conference complimentary passes policy, delineated above.

What if I have dietary restrictions or other special needs?

Please provide any dietary restrictions or special needs during your conference registration or contact the conference organizers.

Is the conference open to the media?

Yes, this conference is open to the media.

What is the conference dress code?

The conference dress code is business attire. Men must wear jackets and ties. 

Does the conference offer sponsorship opportunities?

Yes. For information regarding sponsorships, please contact Deborah Fuhr at [email protected]