5th Annual ETFGI Global ETFs Insights Summit - U.S. - in New York City on October 29th

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The Yale Club, New York City

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!

 

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