Last Chance to Register! Day 2 of the ETFGI Global ETFs Insights Summit starts at 8:45 edt on May 20th

 

Last chance to register Day 2 of the ETFGI Global ETFs Insights Summit, United States, a virtual event starts at 8:45am edt on May 20thCan't attend on the day? Register anyway, and you'll receive recordings of all the sessions.

The event is designed to facilitate substantive and in-depth discussion on the regulatory, product and trading developments impacting the use of and trading of ETFs in the United States.

Free attendance and educational credits for buyside institutional investors and financial advisors. View the full agenda and register here. Buyside attendees that complete the evaluation form will receive a free copy of the ETFGI directory of ETFs and ETPs. 
 

DAY 2 AGENDA 
THURSDAY, MAY 20

*Please note that all times listed are Eastern Daylight Time.
 

08:00am – 08:45am Registration, Exhibit Hall & Networking 
 
08:45am – 08:50am Welcoming Remarks
 
08:50am – 09:20am Global Macro Outlook

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Vincent Deluard, Director - Global Macro Strategy, StoneX

09:20am – 09:50am Update on Flows & Trends in the Global ETF Industry 

  • ETF industry at $9 trillion
  • Record net inflows
  • The growth of ESG, Thematic, Active, and Crypto

Speaker: Deborah Fuhr, Managing Partner, Founder, ETFGI

09:50am – 10:30am Investing in Digital Assets

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Fred Pye, Chairman & CEO, 3iQ Corp.

10:30am – 11:05am Examination of the State of Active ETFs

  • How and which type of investors are using Active ETFs
  • How should investors compare mutual funds and ETFs 
  • Mutual fund conversions and comparison of the Active ETF models

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Tony Baker, Founder & CEO, Investment Innovations
Bill Davis, Managing Director, Stance Capital
Matt Lewis, VP, Head of ETF Implementation and Capital Markets, American Century Investments


11:05am – 11:20am Networking Break
 
11:20am – 11:50am Future of Indexing

  • Lessons learned in year 1
  • The evolving role of index providers
  • Demand for ESG, Thematic and Crypto Indices

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Dan Draper, CEO, S&P Dow Jones Indices


11:50am – 12:25pm How Are Institutions and Financial Advisors Using ETFs and ETNs?

  • How are Covid-19, WFH, political and economic trends impacting asset allocation?
  • How should investors select the best ETF or ETN?
  • How are model portfolios being constructed?

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

Eric Biegeleisen, CFA®, Deputy CIO & Portfolio Manager, 3EDGE Asset Management
Andrew B. Peake, CFA, Managing Director, UBS Financial Services, New York
Richard Tseng, CFA, Managing Director, Senior Portfolio Manager, Bank of America, N.A.

12:25pm – 1:00pm Future Trends for the ETF Industry

  • Which products are likely to lead the next phase of growth
  • How ETF distribution will evolve
  • Tapping into new users and expanding the uses of ETFs

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

John Hoffman, Head of Americas, ETFs & Indexed Strategies, Invesco
Mark Raes, Head of Product, BMO ETFs
Edward Rosenberg, Senior Vice President, Head of ETFs, American Century Investments
Darek Wojnar, Executive Vice President, Head of Funds and Managed Accounts, Northern Trust Asset Management

 

Click here to see the full agenda and register. 

Please contact Deborah Fuhr [email protected] and Margareta Hricova [email protected] if you have any questions or are interested in sponsoring or speaking at a future event.

Can't attend on the day? Register anyway, and you'll receive recordings of all the sessions.

We look forward to seeing you at the event.

Best regards,  
Deborah and Margareta




2021 ETFGI Global ETFs Insight Summits Schedule:

2nd Annual USA, May 19th & 20th Register Here
2nd Annual Europe & MEA, September 15th & 16th Register Here
2nd Annual Asia Pacific, November 2nd & 3rd Register Here
3rd Annual Canada, December 1st & 2nd Register Here