4th annual ETFGI Global ETFs Insights Summit - United States

logo
to
The Yale Club, 50 Vanderbilt Ave, New York, NY 10017, United States

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

      

 

 

Last year's Conference Brochure