In person
Virtual
July 5 - day 1 - In person - In London at Banking Hall on July 5th will be from 9:30am – 6:00pm including a drinks reception in the Exhibit Hall.
July 6 - day 2 - Virtual panel discussions on our event platform will cover topics from across the Middle east and Africa.
Register to join the discussions at our 4th annual ETFGI Global ETFs Insights Summit - EMEA. 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 selected, used and traded by institutional investors, financial advisors and by retail investors. Hear about the most current regulatory updates from IOSCO, the European Commission, FCA and Central Bank of Ireland. Updates on index and product trends: active, fixed income, ESG, Thematic, bitcoin, crypto, and trading developments that are impacting investors across Europe, the Middle east and Africa.
If you can't attend on the day, register anyway and you'll receive recordings of all the sessions.
*All times listed below are BST
2023 AGENDA
DAY 1 – July 5th
9.30am - 9.45am Registration & Welcome Coffee
9.45am - 9.50am Welcoming Remarks
9.50am – 10.15am Fireside Chat
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Rory Tobin, Head of State Street Global Advisors EMEA and Head of the Global SPDR ETF Business, State Street Global Advisors
10.15am - 10.45am How are Investors Using Thematic ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Vincent Denoiseux, Head of ETF Investment Strategy, Amundi ETF, Indexing and Smart Beta
Mark Perchtold, CFA, Director, Omba Advisory & Investments Ltd
10.45am - 11.30am A Discussion with the Central Bank of Ireland’s Head Of Fund Service Providers Supervision, Mr Darragh Rossi
11.30am - 12.05pm The Case for Investing in China
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Dr.Xiaolin Chen, Head of International, KraneShares
12.05pm – 12.45pm Networking Lunch
12.45pm – 1.15pm Trends in the Use of ETFs by Retail Investors
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Yorick Naeff, CEO, BUX Financial Services Ltd.
Dave Shastri, Chief Strategy Officer, Truss Edge
Emilie Stevens, Senior Trading Proposition Manager, Hargreaves Lansdown
1.15pm - 1.45pm Hot Topics and Best Practices in ETF trading
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Chirag Pandya, Head of ETF Capital Markets, EMEA, FlexShares Exchange Traded Funds
Slawomir Rzeszotko, Head of Institutional Sales & Trading in Europe and Asia, Jane Street
Michael Stanley, Head of Product Development & Product Management – Exchange Traded Products, Capital Markets, London Stock Exchange Group
Jason Warr, Managing Director, Global Co-Head of ETF Markets, BlackRock
1.45pm – 2.15pm How ETF Derivatives are Being Used in Multi-Asset Portfolios
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Lee Bartholomew, Head of Fixed Income Derivatives Product R&D, Eurex
Teresa de Lera, VP, Equity Derivatives Trading, Goldman Sachs
2.15pm - 2.35pm Networking Break
2.35pm - 3.05pm ETF Industry Review and Outlook
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Monica Gogna, Partner, Head of Financial Regulation - EY Law, Ernst & Young
Hetal Patel, Head of Business Development - Exchange Traded Products, Capital Markets, London Stock Exchange Group
3.05pm - 3.35pm Trends in Indexes and Indexing
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Rick Redding, CEO, Index Industry Association
Tobias Sproehnle, CFA, Ex-CEO and Co-Founder, Moorgate Benchmarks
3.35pm - 4.00pm Trends in the Global ETFs industry and in Europe, the Middle east and Africa from ETFGI’s research
Deborah Fuhr, Managing Partner, Founder, ETFGI
4.00pm - 4.30pm Consolidated tape
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Tilman Lueder, Head of Securities Markets, European Commission
4.30pm - 6pm Networking Drinks Reception
Sponsored by Waystone
DAY 2 – July 6th
Virtual
10.00am - 10.05am Welcoming Remarks
10.05am - 10.35am Global Regulatory Insights from IOSCO
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Damien Shanahan, Senior Advisor & Head of Emerging Regulatory Issues, IOSCO
10.35am - 11.20am The Global Distribution of UCITS ETFs
Moderator: Mohamed M'Rabti, Chief Product Officer APAC and Global Head of ETFs, Euroclear
Antoine De Saint Vaulry, Head of ETF Sales and Business Development, APAC, Citi
Stephanie Leung, Chief Investment Officer, Stashaway
Keshava Shastry, CFA, Global Head of Capital Markets, DWS Group
Rebecca Sin, Senior ETF Analyst, Bloomberg Intelligence
11.20am - 11.50am Trends in the Use of ETFs Across South Africa and Africa
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Tiaan Bazuin, Chief Executive Officer, Namibian Stock Exchange
Kopano Bolokwe, Head of Product Development, Botswana Stock Exchange
Nerina Visser, CFA, Director, ETF Strategist and Financial Advisor, etfSA
11.50am - 12.30pm Networking Break
12.30am - 1.00pm Trends in the Use of ETFs in Israel
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Eyal Flam, Deputy Director of Financial Instruments Division, Israel Securities Authority
Ron Klein, Deputy Director, International Affairs and Markets Development Department, Israel Securities Authority
1.00pm - 1.30pm Trends in the Use of ETFs in the GCC
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Geoffroy Hermanns, Partner, Norton Rose Fulbright
1.30pm - 1.55pm Regulatory Hot Topics: ESG, SFDR, Banning Inducements
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Brian Higgins, Partner, Dillon Eustace Solicitors
1.55pm - 2.25pm Women in ETFs - Trends for the Asset Management, Careers and Diversity
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Daniel Gamba, CFA, President Asset Management, Northern Trust Asset Management, Northern Trust Corporation
2.25pm - 2.30pm Closing Remarks
🎧 All sessions are recorded and you will also receive access to last year's session recording
CPD educational credits
🆓 Free registration for buy side institutional investors and financial advisors Register Now!
If you are interested in sponsoring or speaking at any of our upcoming events or have any questions please contact us deborah.fuhr@etfgi.com and margareta.hricova@etfgi.com.We look forward to seeing you at our events!
Best regards,
Debbie and Margareta
LAST YEAR'S AGENDA
*All times listed below are BST
2022 AGENDA
SEPTEMBER 14, 2022 (DAY 1)
VIRTUAL
12:00 - 12:30 Exhibit Hall & Networking
12:30 – 12:40 Welcoming Remarks
12:40 - 13:00 Macro Investment Outlook
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Paul Jackson, Global Head of Asset Allocation Research, Invesco
13:00 – 13:30 How are Investors Using Thematic ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Morgane Delledonne, Head of Investment Strategy, Europe, Global X ETFs
Joy Yang, Global Head of Index Product Management, MarketVector Indexes GmbH
13:30 - 13:50 Moderated Discussion
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Catharine Dwyer, Senior Policy Advisor, Central Bank of Ireland
13:50 – 14:10 The Future of Equity ETFs: “Scalable, Sustainable – Super Cheap?”
Speaker: Dr. Valerio Schmitz-Esser, Managing Director & Head of Index Solutions, Credit Suisse Asset Management
14:10 – 14:30 Qatar - The Investment Opportunity
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Mohsin Mujtaba, Director, Product and Market Development, Qatar Stock Exchange
14:30 – 15:00 Trends in ESG Investing
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Anthony Harper, Head of Sustainable Finance, ETFs and Asset Managers, Euroclear
Andrea Semino, Senior Product Specialist, Credit Suisse Asset Management
Gareth Parker, Chief Indexing Officer & Head of Governance Services, Morningstar Indexes
15:00 - 15:30 Exhibit Hall & Networking
15:30 – 16:00 Trends in Crypto – Digital Indices and Products
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Martin Leinweber, Digital Asset Product Strategist, MarketVector Indexes GmbH
Quynh Tran-Thanh, Product Manager, Chainalysis
16:00 – 16:20 How the ETF Industry in Israel is Evolving
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Adv. Offir Eyal, Director of International Affairs and Business Development Dep., Israel Securities Authority
16:20 - 16:50 How Institutions and Financial Advisors are Selecting and Using ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Mark Northway, Investment Manager, Sparrows Capital
Eamonn Prendergast, Director & Financial Adviser, Palantir Financial Planning
Weixu Yan, Investment Director, Close Brothers Asset Management
16:50 - 17:20 Industry Leaders Outlook
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Marie Dzanis, CEO, Northern Trust Global Investments Management
Hetal Patel, Senior Manager - Exchange Traded Products, Capital Markets, London Stock Exchange Group
Tobias Sproehnle, Head of Indexes, Europe, Morningstar Indexes
17:20 - 17:30 Closing Remarks
SEPTEMBER 15, 2022 (DAY 2)
VIRTUAL
10:30 - 11:00 Exhibit Hall & Networking
10:50 – 11:00 Welcoming Remarks
11:00 – 11:30 Fireside Chat: How a Consolidated Tape Could Contribute to the Development of ETFs in the EU
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Tilman Lueder, Head of Securities Markets unit – DG FISMA, European Commission
11:30 – 12:00 Overview of the ETF Landscape in the United Arab Emirates
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Sherif Salem, CIO - Public Markets, Chimera Capital
Joseph El Am, General Manager – MENA, StashAway
12:00 – 12:30 Overview of the ETF Landscape in Qatar
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Todd Gibson, Partner, K&L Gates
Akber Khan, Senior Director – Asset Management, Al Rayan Investment
Mohsin Mujtaba, Director, Product and Market Development, Qatar Stock Exchange
Talal Samhouri, Portfolio Manager, Aventicum
12:30 – 13:00 Exhibit Hall & Networking
13:00 – 13:30 Hot Regulatory Topics Impacting ETFs in the US and Europe
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Georgia Bullitt, Partner, Willkie Farr & Gallagher LLP
Henrietta de Salis, Partner, Willkie Farr & Gallagher LLP
13:30 – 14:00 Regulatory Issues Impacting ETF Trading and Market Structure
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Gunjan Chauhan, Global Head of ETF Capital Markets & Strategic Partners SPDR ETF Business, State Street Global Advisors
Keshava Shastry, CFA, Global Head of Capital Markets, DWS Xtrackers
14:00 - 14:15 Overview of the ETF Landscape in Saudi Arabia
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Mark Makepeace, CEO, Wilshire
14:15 – 14:45 Trends in the ETF Industry in Europe and MEA
Speaker: Deborah Fuhr, Managing Partner, Founder, ETFGI
14:45 – 15:00 Closing Remarks
SEPTEMBER 16, 2022 (DAY 3)
VIRTUAL
11:30 - 12:30 Exhibit Hall & Networking
12:30 – 13:00 Fireside Chat
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Martin Moloney, Secretary General, IOSCO
13:00 – 13:30 Overview of the ETF Landscape in South Africa
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Tobie van Heerden, CEO, 10X Investments
Michael Mgwaba, Head of Exchange Traded Products, Markets Absa CIB
Nerina Visser, ETF Strategist, etfSA Portfolio Management Company
13:30 - 14:00 Overview of the ETF Landscape in Africa
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Tiaan Bazuin, Chief Executive Officer, Namibian Stock Exchange
Kopano Bolokwe, Head of Product Development, Botswana Stock Exchange
Duma Mxenge, Business Development Manager, Satrix
Nerina Visser, ETF Strategist, etfSA Portfolio Management Company
14:00 – 14:30 Exhibit Hall & Networking
14:30 – 15:00 Hot Topics Impacting Index Providers
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Rick Redding, CEO, Index Industry Association
John Davies, Non-Executive Director and Former Global Head of ETP’s, S&P Global
15:00 – 15:30 Women in ETFs – Managing Career Transitions
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Mandy Chiu, CFA, Head of Product, Tabula Investment Management
Olga de Tapia, Global Head of ETFs & Indexing Sales, HSBC Asset Management
15:30 – 16:00 Regulatory Consultations Impacting ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Stacy Fuller, Partner, K&L Gates
Brian Higgins, Partner, Dillon Eustace
16:00 – 16:10 Closing Remarks