Hybrid
Register Now to join us on Oct 4 and 5th for our 4th annual ETFGI Global ETFs Insights Summit - United States!
🗓 Oct 4 📍 In person The Yale Club, New York City from 8:15am – 6pm including a networking drinks reception – all sessions will be recorded
🗓 Oct 5 📍 Virtual sessions on our event platform
DAY 1 AGENDA
The Yale Club, New York City
8:15am Registration and Welcome Coffee
8:50am – 8:55am Welcoming Remarks
8:55am - 9:30am The ETF Journey: Learning from the Past, Shaping the Future
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Rory Tobin, Global Head of SPDR ETFs & Head of SSGA EMEA, State Street Global Advisors
9:30am – 10:00am Global Macro Outlook
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Kristina Hooper, Chief Global Market Strategist, Invesco
10:00am - 10:40am Trading Trends and Trading Tools
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
John F. Donovan, CAIA, Director, BlackRock
Chris Hempstead, Head of ETF AP and Global Portfolio Trading, Mirae Asset Securities USA
Victor Werny, Director, North American ETP Listings, Cboe Global Markets
10:40am – 11:00am Networking Break
11:00am – 11:45am The Outlook for Crypto ETFs and Tokenization
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Yassine Elmandjra, Crypto Lead, ARK Invest
Matthew Hougan, Chief Investment Officer, Bitwise Asset Management
Annemarie Tierney, Founder and Principal, Liquid Advisors Inc.
Morrison C. Warren, Co-Chair Investment Management Group, Chapman and Cutler LLP
11:45am - 12:30pm Beyond Passive: Active ETFs Today and Tomorrow
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Brian Kelleher, Chief Revenue Officer, Simplify Asset Management
Barry Pershkow, Partner, Chapman and Cutler LLP
Edward Rosenberg, Managing Director, Texas Capital Bank
12:30pm – 1:15pm Networking Lunch
1:15pm – 2:00pm Index Provider Regulation, Trends in ESG ETFs, Offering ETFs in the US vs Europe
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Luke Oliver, Head of Climate Investments, KraneShares
Tara O'Reilly, Partner and Co-Head Asset Management and Investment Funds, Arthur Cox
Peter Shea, Partner, K&L Gates LLP
2:00pm – 2:30pm Index Industry Trends
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Alex Matturri, Member of the Board of Directors, Cboe Global Markets
Rick Redding, CEO, Index Industry Association
2:30pm – 2:50pm Networking Break
2:50pm – 3:35pm Model Portfolios in Focus: Future Trends and Opportunities
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
John Stoltzfus, Chief Investment Strategist, Oppenheimer Asset Management
Kim Tilley, Director, Lazard Asset Management
Richard Tseng, Senior Portfolio Manager, Bank of America
3:35pm – 4:20pm ETF Product Trends
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Amrita Nandakumar, President, Vident
Jeremy Smith, Partner, Ropes & Gray LLP
4:20pm – 4:55pm Women in ETFs: Top 3 Trends in Asset Management, Career and Diversity
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Diana van Maasdijk, CEO & Co-Founder, Equileap
Jim Ross, Chairman at Fusion Acquisition Corp II, Chairman and CEO, Winnisquam Capital LLC
4:55pm - 5:00pm Closing Remarks
5:00pm – 6:00pm Networking Drinks Reception
sponsored by Waystone
Thursday Oct 5th, Day 2 Virtual
*Please note that all times listed are Eastern Time
10:00am – 10:05am Welcoming Remarks
10:05am – 10:35am Regulatory Developments in Europe
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Brian Higgins, Partner, Dillon Eustace LLP
10:35am – 11:05am Trends in the ETFs Industry – ETFGI Research
Deborah Fuhr, Managing Partner, Founder, ETFGI
11:05am Replaying Select Sessions from Yesterday's In-person Event
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
