Virtual Event
Register now for the 2nd Annual ETFGI Global ETFs Insights Summit on ESG and Active ETFs Trends, March 24 & 24, 2022
The event will provide an overview of the regulatory environment, public policy, investor initiatives and fiduciary obligations to help institutional investors and financial advisors understand how ESG and Active ETFs strategies are being implemented across portfolios.
Free registration and CE credits are offered to buyside investors and financial advisors. If you cannot attend on the day, register and you will receive the links to the session recordings.
AGENDA
*Please note that all times listed are Eastern Daylight Time Zone.
Wednesday, March 23, 2022
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8am – 8.30am Exhibit Hall and Networking
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8:30am - 8:50am Overview of ESG ETF Landscape – ETFGI Research
Deborah Fuhr, Founder, Managing Partner, ETFGI
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8:50am – 9:15am ESG Regulatory Issues Impacting Investors in Asia Pacific
Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI
Melody He, Deputy CEO, CSOP Asset Management
Keri Riemer, Of Counsel, K&L Gates LLP
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9:15am – 9:25am ESG Regulatory Issues Impacting Investors in the United Kingdom
Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI
Keri Riemer, Of Counsel, K&L Gates LLP
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9:25am – 9:55am ESG Regulatory Issues Impacting Investors in Europe
Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI
Elizabeth Gillam, Head of EU Government Relations and Public Policy, Invesco
Henrietta De Salis, Partner, Willkie Farr & Gallagher LLP
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9:55am – 10:25am Overview of The ESG Benchmark Regulatory Landscape
Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI
Alex Matturri, Member Board of Directors CBOE Global Markets, Retired CEO S&P Dow
Jones Indices
Rick Redding, CEO, Index Industry Association
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10:25am – 10:45am Networking Break
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10:45am – 11:25am ESG Reporting and Disclosure
Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI
Boris Couteaux, VP, Business and Product Development, Impak Finance
Lisa Remke, Deputy Coordinator, Sustainable Stock Exchanges Initiative, United Nations
(UNCTAD)
Ken Zockoll, CEO, Spatial Risk Systems
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11:25am – 11:55am How to Incorporate ESG Data Into Investment Decisions
Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI
Hernando Cortina, Head of Index Strategy, ISS ESG
Diana van Maasdijk, Co-Founder & Executive Director, Equileap
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11:55am – 12:15pm ESG Integration for Fixed Income Portfolios
Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI
Jon Maier, CIO, Global X
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12:15pm – 12:55pm How Investors are Implementing ESG in Their Portfolios
Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI
Richard Flax, CIO, Moneyfarm
Kevin Mahn, President and Chief Investment Officer, Hennion & Walsh Asset Management
Mark Northway, Investment Manager, Sparrows Capital
Thursday, March 24, 2022
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8:30am – 9am ESG and Crypto Investing
Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI
Tim Bevan, Co-Founder & CEO, ETC Group
Tobin McComas, Vice President, Development & Member Services, Chamber of Digital
Commerce
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9:00am – 9:20pm ESG & Active ETFs Regulatory Issues Impacting Investors in the United States
Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI
Georgia Bullitt, Partner, Willkie Farr & Gallagher LLP
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9:20am – 9:50am Overview of Active ETF Landscape – ETFGI Research
Deborah Fuhr, Founder, Managing Partner, ETFGI
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9:50am – 10:20am How are Active ETFs Evolving
Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI
Naomi DePina, ETF Sales & Trading GTS
Justin Lowry, President & CIO, Global Beta Advisors
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10:20am – 10:40am Networking Break
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10:40am – 11:00am How Investors are Using AI and Direct Indexing
Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI
Christian Kronseder, CEO, ALLINDEX
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11:00am – 11:30am Active and ESG ETF Trends in the ETF Industry
Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI
Matteo Andreetto, Head of SPDR ETF Business, EMEA, SSGA
Aude Martin, Senior ETF Investment Specialist LGIM, Legal & General Investment
Management
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11:30am – 11:55am The Evolution of ESG Data and Indices
Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI
Margaret Dorn, Head of ESG Indices, North America, S&P Dow Jones Indices
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11:55am – 12:15pm Women in ETFs Session: The Pathway to Inclusive Investments
Moderator: Deborah Fuhr, Founder, Managing Partner, ETFGI
Stephanie Pierce, CEO of Dreyfus, Mellon and ETFs, BNY Mellon Investment Management
