ETFGI Global ETFs Insights Summit

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Virtual event

ETFGI Global ETFs Insights Summit New York - A virtual event taking place on the afternoons of July 28, 29 and 30 from 2:00 pm – 5:30 pm EDT.

Register to join the discussions at our Global ETFs Insights Summit, originally planned for April 2 in New York City, which has moved to a virtual event. The summit is designed to facilitate a substantive and in-depth discussion on the impact that ETFs have on markets and market structure, and the regulatory, trading, and technological developments impacting the use of ETFs.

Attendees will have the opportunity to see and hear speakers via live video and audio of the keynote and panel discussions with audience Q&A, visit virtual event booths where you can meet and speak with our sponsors, attend virtual happy hours, virtual networking sessions and receive physical promotional items from our sponsors for qualified buy side investors.   

Register now

Free registration and CPD educational credits are offered to buy side institutional investors and financial advisors.  

 

Keynote Speakers:

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

  • Rochelle “Shelly” Antoniewicz, PhD, Senior Director of Industry and Financial Analysis, Investment Company Institute
  • Jeffrey Baccash, Director, Global Head of ETF Solutions, BNP Paribas Securities Services
  • Tony Baker, Founder and CEO, Investment Innovations
  • Stephen Blumenthal, Executive Chairman & CIO, CMG Capital Management Group
  • Hernando Cortina, CFA, Executive Director, Head of Index Strategy, ISS ESG
  • Edward Coughlin, Director of Trading Services, Nasdaq
  • Deborah Fuhr, Managing Partner and Founder, ETFGI
  • Stacy Fuller, Partner, K&L Gates
  • Kevin Gopaul, Global Head, Exchange Traded Funds, BMO Global Asset Management
  • Jodie Gunzberg, CFA, Managing Director, Chief Investment Strategist, Wealth Management Institutional, Morgan Stanley
  • Chris Hackel, Index Product Manager, Bloomberg
  • John Jacobs, Executive Director, Center for Financial Markets and Policy, McDonough School of Business, Georgetown University
  • Christopher Johnson, VP, Head of ETF Capital Markets & Equity Trading, Charles Schwab & Co. 
  • John Lanaro, Global Head of ETF data, RIMES Technologies
  • Alex Matturri, Retired CEO, S&P Dow Jones Indices
  • Kathleen Moriarty, Partner, Chapman and Cutler
  • Terry Norman, Founder, Blue Tractor Group
  • Raina Oberoi, Managing Director, Head of Americas - Index Solutions Research, MSCI
  • Luke Oliver, Managing Director, Head of Index Investing, Americas, DWS Investment Management Americas 
  • Anna Paglia, Global Head of ETFs and Indexed Strategies, Invesco Ltd
  • Barry Pershkow, Partner, Chapman and Cutler
  • Eric Pollackov, Global Head of ETF Capital Markets, Invesco
  • Anita Rausch, Head of Capital Markets, WisdomTree Asset Management
  • Rick Redding, CEO, Index Industry Association
  • Jim Ross, Non-Executive Chairman, Fusion Acquisition Corp. & Former EVP, Chairman, Global SPDR Business, SSGA
  • Kimberly Russell, Market Structure - ETF Capital Markets, State Street Global Advisors
  • Catherine Wood, Founder, CEO and CIO, ARK Invest


AGENDA

*Please note that all times listed are Eastern Standard Time.

 

Tuesday, July 28, 2020

 

2:00 PM - 2:25 PM: Registration, Exhibit Hall & Networking

  • Visit virtual exhibition booths
  • Watch product demos
  • Arrange one-on-one chats
  • Make new connections
  • Network with the industry

 

2:25 PM - 2:30 PM: Welcoming Remarks

 

2:30 PM - 3:05 PM: An Appraisal of Regulatory Issues impacting Market Structure and ETF Trading 

  • Debating the state of markets and trading  
  • Update on key regulatory developments impacting ETFs  
  • Discussion of future ETF rulemakings and reforms 

 

3:15 PM - 3:35 PM: Fireside Chat with Anna Paglia, Global Head of ETFs and Indexed Strategies, Invesco Ltd

 

3:45 PM - 4:20 PM: An Investigation of Semi- Non-transparent Active ETFs 

  • Discussing and comparing the existing / proposed models  
  • What types of products are likely to be launched?  
  • Will we see conversions of existing mutual funds? 

 
4:30 PM - 4:50 PM: Fireside Chat with Jim Ross, Non-Executive Chairman, Fusion Acquisition Corp. & Former Executive Vice President, Chairman, Global SPDR Business, State Street Global Advisors

 

4:50 PM – 5:30 PM: Exhibit Hall & Networking Open Discussion

  • Visit virtual exhibition booths
  • Watch product demos
  • Arrange one-on-one chats
  • Make new connections
  • Network with the industry


Wednesday, July 29, 2020

 

2:00 PM - 2:25 PM: Registration, Exhibit Hall & Networking

  • Visit virtual exhibition booths
  • Watch product demos
  • Arrange one-on-one chats
  • Make new connections
  • Network with the industry

 

2:25 PM - 2:30 PM: Welcoming Remarks

 

2:30 PM - 3:05 PM: ETF Trading – Creating Better Trading Systems and Trading Tools 

  • Innovations in trading platforms and trading tools: ICE ETF Hub, RFQ platforms 
  • Evaluating the ETF trade and best execution issues 
  • Examination of the impact of recent trading rule changes on ETFs 

 

3:15 PM - 3:35 PM: Fireside Chat with Alex Matturri, Retired CEO, S&P Dow Jones Indices 
 

3:45 PM - 4:20 PM: Impact of Regulations on Investor Choice  

  • How are regulations impacting ETFs, indices and investment product development?   

  • Do investors need new or revamped ETF classifications 

  • Meeting regulatory requirements: proficiency, suitability, disclosure 

 
4:30 PM - 5:05 PM: Asset Allocation Outlook – How Are Institutions and Financial Advisors Using ETFs? 

  • How are Covid-19, WFH, political and economic trends impacting asset allocation? 
  • How do and should investors select the best ETF?  
  • How are model portfolios being constructed?  
  • Who is using model portfolios?   


5:05 PM – 5:30 PM: Exhibit Hall & Networking Open Discussion

  • Visit virtual exhibition booths
  • Watch product demos
  • Arrange one-on-one chats
  • Make new connections
  • Network with the industry


Thursday, July 30, 2020

 

2:00 PM - 2:25 PM: Registration, Exhibit Hall & Networking

  • Visit virtual exhibition booths
  • Watch product demos
  • Arrange one-on-one chats
  • Make new connections
  • Network with the industry

 

2:25 PM – 2:30 PM: Welcoming Remarks 
 

2:30 PM - 2:50 PM: Fireside Chat - How Regulators View ESG and Benchmarks   
Speaker: Rick Redding, CEO, Index Industry Association 

 

3:00 PM - 3:35 PM: Trends in ESG and Sustainable Investing 

  • What is ESG, sustainable and impact investing?  
  • How are regulations impacting ETFs, indices and investment product development?   
  • Which investors are using ESG products and how are they being used? 

 

Postponed: Fireside Chat with Kevin Gopaul, Global Head, Exchange Traded Funds, BMO Global Asset Management
The session will be recorded and distributed to the conference attendees after the event.

4:30 PM - 4:50 PM: ETFGI's Update on Flows & Trends in the Global ETF Industry

 

4:50 - 5:00 PM: Closing Remarks

 

5:00 PM – 5:30 PM: Exhibit Hall & Networking Open Discussion

  • Visit virtual exhibition booths
  • Watch product demos
  • Arrange one-on-one chats
  • Make new connections
  • Network with the industry

 


Contact Information 

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


Frequently Asked Questions

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.

Is the conference open to the media?

Yes, this conference is open to the media.