Virtual Event
Nov 15th - day 1 - In person in New York City at Manhattan Manor, 201 West 52nd Street, New York, NY 10019 from 12:00pm – 6:30pm ET including a networking lunch from 12:00pm -12:30pm, and a networking drinks reception from 5:30pm - 6:30pm. Educational credits and free for IFAs and institutional investors – spaces are allocated on a first come basis as spaces are limited. All sessions will be recorded. Attendees will receive access to virtual event content on day 2.
Nov 16th - day 2 - virtual panel discussions on our virtual event platform.
If you can't attend on the day, register anyway and you'll receive recordings of all the sessions.
This event will bring together leaders from across the ETF industry, including ETF sponsors, exchanges, broker-dealers, institutional investors, regulators, and other market participants.
The summit is designed to provide the opportunity for traders, portfolio managers, and advisors at buyside institutional investor and financial advisors to examine how ETFs are being traded, selected, and used and hear about the most current regulatory, index, product trends: active, bitcoin, crypto, ESG, Thematic and trading developments that are impacting investors.
🆓 Free registration for buy side institutional investors and financial advisors📚 CPD educational credits 🎧 Session recordings - If you cannot attend on the day or virtually, register anyway and you will receive the links to the session recordings. You will also receive access to last year's session recordings.
CPD credits and free registration for financial advisors and institutional investors - Register Now
DAY 1 Agenda, Tuesday, Nov 15th
Location: Manhattan Manor, 201 West 52nd Street, New York, NY 10019
*Please note that all times listed are Eastern Time
12:00 pm - 12:30 pm Registration and Networking Luncheon sponsored by Exchange Traded Concepts
12:30 pm - 12:35 pm Welcoming Remarks
12:35 pm - 1:05 pm Global Macro Outlook
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Kristina Hooper, Chief Global Market Strategist, Invesco
1:05 pm - 1:35 pm Hot Regulatory Topics
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Barry Pershkow, Partner, Chapman and Cutler LLP
Jim Toes, President & CEO, Security Traders Association
Tiina Vaisanen, Senior Counsel, The Vanguard Group
1:35 pm - 2:05 pm Alternative Income Ideas in a Rising Rates Environment
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Jason Chen, Senior Research Analyst, DWS Research Institute, DWS Group
Scott Peng, Founder & CEO, Advocate Capital Management LLC
2:05 pm - 2:25 pm Thematic Outlook for 2023
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Jay Jacobs, U.S. Head of Thematics & Active Equity ETFs, BlackRock
2:25 pm - 2:55 pm Networking Break
2:55 pm - 3:10 pm Review of ETF industry trends and flows – ETFGI Research
Deborah Fuhr, Founder, Managing Partner, ETFGI
3:10 pm - 3:40 pm Gender Gap in the Wealth Management Industry
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Lisa Langley, CEO & Founder, Emerge Canada
Patricia Lizarraga, Managing Partner, Hypatia Capital
3:40 pm - 4:10 pm Crypto: Product and User Trends
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Thomas Conner, Shareholder, VedderPrice
Annemarie Tierney, Founder and Principal of Liquid Advisors and Senior Strategic Advisor, Chamber of Digital Commerce
4:10 pm - 4:40 pm Investor Trends – Model Portfolios
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Jon Maier, CIO, Global X ETFs
Kevin D. Mahn, President and Chief Investment Officer, Hennion & Walsh Asset Management
Patrick Shaddow, President, Syntax Indices
4:40 pm - 5:05 pm Investor Trends - Proxy Voting
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Will Goodwin, CO-Founder, Tumelo
Georgia Bullitt, Partner, Willkie Farr & Gallagher LLP
5:05 pm - 5:30 pm Outlook for the ETF Industry on 30th Anniversary
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Jim Ross, Chairman, Fusion Acquisition Corp.II & Former EVP, Chairman, Global SPDR Business, SSGA
5:30 pm - 6:30 pm Networking Drinks Reception sponsored by Waystone
DAY 2 Agenda, Wednesday, Nov 16th
Location: Virtual
9:00am - 9:05 am Welcoming Remarks
9:05 am - 9:50 am Trading Trends and Trading Tools
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Naomi DePina, ETF Sales Trader, GTS
Dan Madden, Head of Capital Markets, FlexShares Exchange Traded Funds
Eric Pollackov, Global Head of ETF Capital Markets, Invesco
9:50 am - 10:30 am Trends in Active ETF Products and Users
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Scott Peng, Founder & CEO, Advocate Capital Management LLC
Bruce Saltzman, CFA, Head of Americas ETF Capital Markets, State Street Global Advisors SPDR
10:30 am - 11:10 am Direct Indexing – What is the Future
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Nate Geraci, President, The ETF Store
Cinthia Murphy, Director of Research | ETF Think Tank, Tidal Financial Group
Patrick Shaddow, President, Syntax Indices
Brian Smith, Executive Director, Wealth Strategy Specialist, Eaton Vance Distributors, Inc.
11:10 am - 11:30 am Networking Break
11:30 am - 12:05 pm Index Development Trends
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Alex Matturri, Member Board of Directors CBOE Global Markets, Retired CEO, S&P Dow Jones Indices
Rick Redding, CEO, Index Industry Association
12:05 pm - 12:35 pm Impact of Regulations on Investor Choice
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Brian Higgins, Partner, Dillon Eustace LLP
Peter Shea, Partner & Co-Head of the ETF Practice, K&L Gates
12:35 pm - 1:10 pm Women in ETFs – Managing Career Transitions
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Nadine Chakar, Head of State Street Digital, State Street
Kristi Mitchem, CEO, BMO Global Asset Management
1:10 pm - 2:00 pm Exhibit Hall & Networking Open Discussion
