2nd annual ETFGI Global ETFs Insights Summit - USA

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Virtual event

Virtual Event

Register to join the discussions at our 2nd annual ETFGI Global ETFs Insights Summit - USA. 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 and virtual networking sessions.

If you can't attend on the day, register anyway and you'll receive recordings of all the sessions.

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

 

 

Last year's Conference Brochure

 

Last year's event Agenda

JULY 28

2:00 PM Registration, Exhibit Hall & Networking

2:25 - 2:30 PM Welcoming Remarks

2:30 - 5:00 PM Sessions Begin

An Appraisal of Regulatory Issues impacting Market Structure and ETF Trading

Moderator: Eric Pollackov, Global Head of ETF Capital Markets

  • Debating the State of Markets and Trading
  • Update on key regulatory developments impacting ETFs
  • Discussion of future ETF rulemakings and reforms

 

Fireside Chat with Anna Paglia, Global Head of ETFs and Indexed Strategies, Invesco Ltd

Moderator: Deborah Fuhr, Managing Partner and Founder, ETFGI

 

An investigation of Semi- Non-transparent Active ETFs

Moderator: Deborah Fuhr, Managing Partner and Founder, ETFGI

 

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

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

Moderator: Deborah Fuhr, Managing Partner and Founder, ETFGI

 

5:00 - 5:30 PM Networking & Virtual Drinks Reception

Featuring the Exhibit Hall & Networking Open Discussions

 

JULY 29

2:00 PM Registration, Exhibit Hall & Networking

2:30 - 5:00 PM Sessions Begin

ETF Trading – Creating Better Trading Systems and Trading Tools

Moderator: Deborah Fuhr, Managing Partner and Founder, ETFGI

  • 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

 

Fireside Chat with Alex Matturri, Retired CEO, S&P Dow Jones Indices

Moderator: Deborah Fuhr, Managing Partner and Founder, ETFGI

 

Impact of Regulations on Investor Choice

Moderator: Deborah Fuhr, Managing Partner and Founder, ETFGI

  • How are regulations impacting ETFs, indices and investment product development?
  • Do investors need new or revamped ETF classifications
  • Meeting regulatory requirements: proficiency, suitability, disclosure

 

Asset Allocation Outlook – How Are Institutions and Financial Advisors Using ETFs?

Moderator: Deborah Fuhr, Managing Partner and Founder, ETFGI

  • 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?

 

5:00 - 5:30 PM Networking & Virtual Drinks Reception

Featuring the Exhibit Hall & Networking Open Discussions

 

JULY 30

2:00 PM Registration, Exhibit Hall & Networking

2:30 - 5:00 PM Sessions Begin

Fireside Chat - How Regulators View ESG and Benchmarks

Speaker: Rick Redding, CEO, Index Industry Association

Moderator: Deborah Fuhr, Managing Partner and Founder, ETFGI

 

Trends in ESG and Sustainable Investing

Moderator: John Jacobs. Executive Director, Centre for Financial Markets and Policy, Georgetown University

  • 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?

 

Fireside Chat with Kevin Gopaul, Global Head, Exchange Traded Funds, BMO Global Asset Management

Moderator: Deborah Fuhr, Managing Partner and Founder, ETFGI

 

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

Speaker: Deborah Fuhr, Managing Partner and Founder, ETFGI

 

4:50 - 5:00 PM Closing Remarks

4:50 - 5:00 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

Speakers details - here