6th Annual ETFGI Global ETFs Insights Summit - United States in New York on November 5th

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The Yale Club, 50 Vanderbilt Ave, New York, NY 10017
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In person

Join us on Wednesday, November 5th in New York City for our 6th Annual ETFGI Global ETFs Insights Summit at The Yale Club, New York. Register now!

The summit is designed as an educational event to foster deep, insightful discussions on the use, due diligence and selection and best trading practices for ETFs by financial advisors and institutional investors in the United States. Explore how regulatory changes are impacting product development including share classes, Active ETFs, conversions Crypto, digital assets and tokenisation and market structure.

 

🗓️ AGENDA 2025 from 8:30 AM – 6:30 PM (including a networking drinks reception) all times are ET
📍At - The Yale Club, 50 Vanderbilt Ave, New York, NY 10017


8:30 AM - 9:20 AM Registration and Networking Coffee

9:20 AM - 9:30 AM Welcoming Remarks 
Deborah Fuhr, Managing Partner, Founder, ETFGI

9:30 AM – 10:00 AM Trends in the ETF Industry from ETFGI Research  
Deborah Fuhr, Managing Partner, Founder, ETFGI

10:00 AM – 10:25 AM Global Macro Outlook 
Kristina Hooper, Chief Market Strategist, Man Group
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

10:25 AM – 10:45 AM Fireside Chat - Regulatory Update
Trace Rakestraw, Senior Special Counsel, U.S. Securities and Exchange Commission
Richard Vagnoni, Senior Economist, FINRA
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

10:45 AM - 11:05 AM Networking Coffee Break

11:05 AM –11:35 AM Innovation, Growth, and Changing Demographics: The ETF Story in the U.S.
Anthony Giordano, Head of ETF Markets Oversight, State Street Investment Management 
Paul Schroeder, QQQ Equity Product Strategist, Invesco
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

11:35 AM – 12:15 PM The Rise of Alternative Strategies in the ETF Wrapper
Thomas Bonville, Managing Director, Head of Derivative Sales, Clear Street
David Pennella, Managing Director, GTS 
Cullen Rogers, CIO, Wedbush Fund Advisers
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

12:15 PM – 1:00 PM Networking Lunch

1:05 PM - 1:35 PM Are Index ETFs Still Relevant?
Alex Poukchanski, Director, Index Analytics, CRSP 
Kirsten Wegner, Chief Executive Officer, Index Industry Association (IIA)
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

1:35 PM - 2:10 PM How Investors Are Selecting and Using ETFs
Eric Biegeleisen, CFA, Partner, Deputy CIO, 3EDGE Asset Management 
Leah J. Miller, Vice President, Model Portfolio Strategy, BlackRock 
Kim Tilley, Managing Director, Head of Investment Solutions, Lazard Asset Management
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

2:10 PM – 2:50 PM Structuring Success: ETF & Mutual Fund Share Classes, Section 351 Exchanges, Section 721 Exchange Funds
Barry Pershkow, Partner, Chapman and Cutler LLP 
Stacy Fuller, Partner, K&L Gates
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

2:50 PM - 3:10 PM Networking Coffee Break

3:10 PM - 3:40 PM ETF Share Classes: A Practical Guide to Launch 
Kip Meadows, Founder & CEO, Nottingham/ ETF Lighthouse
Jeffrey Sardinha, Senior Vice President - Head of ETF Solutions- Americas, State Street
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

3:40 PM – 4:20 PM Crypto, Digital Assets and Tokenization: Landscape and Outlook 
Anton Kozlov, Investment Strategist, 21shares
Raline Sexton, Director Digital Asset Business Strategy, MarketVector Indexes
Peter J. Shea, Partner, Seward & Kissel LLP
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

4:20 PM - 4:50 PM How to Successfully Launch an ETF in Europe
Tara O'Reilly, Partner and Co-Head Asset Management and Investment Funds, Arthur Cox LLP
Paddy Walsh, Head of Commercial, Ireland, CACEIS
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

4:50 PM - 5:20 PM Managing Your Career in the ETF Industry – in Partnership with Women in ETFs
Amrita Nandakumar, President, Vident Asset Management 
Sara Bosek, Senior Relationship Manager, Wealth Strategic Accounts, TCW
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

5:20 PM - 5:25 PM Closing Remarks 
Deborah Fuhr, Managing Partner, Founder, ETFGI

5:30 PM - 6:30 PM Networking Drinks Sponsored by Waystone 

Don’t miss this opportunity to explore key trends and network with industry leaders driving the future of ETFs. Register now to join us!

📅 Event Date: November 5th
⏰Time: From 8:30 AM - 6:30 PM, including a networking drinks reception by Waystone
📍Location: The Yale Club, 50 Vanderbilt Ave, New York, NY 10017
🆓 Free Registration: For CFA members, buy-side institutional investors, and financial advisors
​ CPD Credits: Earn educational credits
 

Upcoming 2025 ETFGI Global ETFs Insights Summits:

  • 7th Annual - Canada - Join us to Celebrate 35 Years of ETFs in Toronto, Canada on Dec 9th at Borden Ladner Gervais LLP (BLG)’s office! Register now.

Register your interest in attending our 2026 ETFGI Global ETFs Insights Summits:

ETFGI (www.ETFGI.com) is a leading independent firm which has for over 13 years provided subscription research services providing monthly reports covering trends in the global ETFs ecosystem, factsheets on all ETFs and ETPs listed globally, consulting services, ETF TV (www.ETFtv.net) and our Annual ETFGI Global ETFs Insights Summit educational events.

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.

 

Last year's Conference Brochure