In person
Join us to attend our 5th Annual ETFGI Global ETFs Insights Summit - U.S. taking place at The Yale Club in New York City on October 29.
Register now!
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 used, selected and traded and hear about the most current regulatory, index, product trends: active, bitcoin, crypto, thematic and trading developments that are impacting investors.
SPEAKERS WILL INCLUDE:
AGENDA
📍October 29 - The Yale Club of New York City, 50 Vanderbilt Ave, New York, NY 10017.
*From 8.45am - 6.30pm (all times are ET)
8.45am - 9.30am Registration & Networking Breakfast
9.30am - 9.40am Welcome Remarks
9.40am - 10.10am Fireside Chat with Bryon Lake, Chief Transformation Officer, Goldman Sachs Asset Management
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Bryon Lake, Chief Transformation Officer for the Client Solutions Group in Asset & Wealth Management, Goldman Sachs
10.10am - 10.50am Understanding Market Trends and User Behavior in ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Scott Acheychek, COO, REX Financial
Naomi DePina, ETF Sales, GTS
Bruce Saltzman, CFA, Managing Director, Head of Americas ETF Capital Markets, State Street Global Advisors
10.50am - 11.30am The Evolution and Future of Active ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Cleo Chang, Chief Investment Solutions Officer, Avantis Investors
Josh Jacobs, Chief Commercial Officer – ETFs, Global Fund Services, U.S. Bank
Barry Pershkow, Partner, Chapman and Cutler LLP
Anita Rausch, Global Head of ETF Capital Markets, AllianceBernstein
11.30am - 12pm Trends and Insights on FINRA’s Role in Shaping ETFs and Their Use
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Jim Toes, President & CEO, Security Traders Association
Richard Vagnoni, Senior Economist, FINRA
12pm – 12.40pm Hot Regulatory Topics - SEC and the Future of ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Barry Pershkow, Partner, Chapman and Cutler LLP
Rick Redding, CEO, Index Industry Association
Peter Shea, Partner, K&L Gates
Morrison Warren, Co-Chair Investment Management Group, Chapman and Cutler LLP
12.40pm - 1.40pm Networking Lunch
1.40pm - 2.20pm What’s Next for Digital Asset Tokenization
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Sandy Kaul, Head of Digital Asset and Industry Advisory Services, Franklin Templeton
Ophelia Snyder, Co-Founder and President, 21Shares
Morrison Warren, Co-Chair Investment Management Group, Chapman and Cutler LLP
2.20pm - 3pm Emerging Trends in Model Portfolios and Future Opportunities
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Eric Biegeleisen, CFA, Partner, Deputy CIO, 3EDGE Asset Management
Jake M. Gilliam, Managing Director - Head of Portfolio Construction Solutions, Charles Schwab & Co., Inc.
Kim Tilley, Managing Director, Head of Investment Solutions, Lazard Asset Management
3pm - 3.20pm Networking Coffee Break
3.20pm - 4pm International ETF Markets: Regional Insights
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Monica Camino, CFA, Business Development Manager, U.S. Offshore, Vanguard
Jessica Clancy, ETF Strategist, Jane Street
Peter Shea, Partner, K&L Gates
4pm - 4.40pm Future Perspectives: Insights from Industry Leaders
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Frank Koudelka, SVP, Global ETF Product, State Street
Amrita Nandakumar, President, Vident Asset Management
Steven Schoenfeld, Chief Executive Officer, MarketVector Indexes
Michael Venuto, Chief Investment Officer, Tidal Financial Group
4.40pm - 5.10pm Future of ETFs: Trends and Analysis by ETFGI
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
5.10pm - 5.15pm Closing Remarks
5.15pm - 6:30 Drinks Reception
Hosted by Waystone
🆓 Free Registration: For CFA members, buy-side institutional investors, and financial advisors.
📚 CPD Credits: Earn educational credits.
🎧 On-Demand Access: All sessions will be recorded and accessible after the event.
🌐 Industry Leaders: Engage with ETF sponsors, exchanges, broker-dealers, institutional investors, regulators, and more.
🥂 Exclusive In-Person Networking: Networking lunch and a networking drinks reception sponsored by Waystone
You can also register for our 6th Annual ETFGI Global ETFs Insights Summit - Canada – November 27th at Borden Ladner Gervais’s office in Toronto. Register now.
📋Check out the agenda, speakers, and topics from last previous successful ETFGI Global ETFs Insights Summits!
- 5th Annual ETFGI Global ETFs Insights Summits - #LatinAmerica - https://bit.ly/3zwjoQ4
- 5th Annual ETFGI Global ETFs Insights Summits - #Europe&MEA - https://bit.ly/3ZDwyoU
- 5th Annual ETFGI Global ETFs Insights Summits - #AisaPacific, Hong Kong - https://bit.ly/47GyfE1
- 4th Annual ETFGI Global ETFs Insights Summits - #US, New York - https://rb.gy/xwhtjr
- 5th Annual ETFGI Global ETFs Insights Summits - #Canada, Toronto- https://rb.gy/rremx7
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.
ETFGI (www.ETFGI.com) is a leading independent firm which has for over 12 years offered a database and factsheets for all ETFs and ETPs listed globally, published monthly research reports covering trends in the global ETFs ecosystem, provided consulting services and educational events.
Last year's Conference Brochure