Additional speakers added to the agenda for the ETFGI Global ETFs Insights Summit, United States, Nov 15th in New York City Register Now
Press Release London (November 8, 2022) - Additional speakers added to the agenda for the 3rd annual ETFGI Global ETFs Insights Summit, United States, Nov 15th in New York City from 12:00 - 18:30 ET. Register now
Nov 15th - day 1 - In person in New York City at Manhattan Manor, 201 West 52nd Street, New York, NY 10019 from 12:00pm – 6:30pm ET including a networking lunch from 12:00pm -12:30pm sponsored by Exchange Traded Concepts and a networking drinks reception from 5:30pm - 6:30pm sponsored by Waystone. Educational credits and free for IFAs and institutional investors – spaces are allocated on a first come basis as spaces are limited. If you cannot attend in person register to receive the session recordings. In person attendees will receive access to virtual event content on day 2.
Nov 16th - day 2 - virtual panel discussions on our virtual event platform.
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.
DAY 1, NOVEMBER 15
MANHATTAN MANOR
12:00 - 18:30
Registration and Networking Luncheon
Welcoming Remarks
Global Macro Outlook
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Kristina Hooper, Chief Global Market Strategist, Invesco
Hot Regulatory Topics
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Barry Pershkow, Partner, Chapman and Cutler LLP
Jim Toes, President & CEO, Security Traders Association
Tiina Vaisanen, Senior Counsel, The Vanguard Group
Alternative Income Ideas in a Rising Rates Environment
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Jason Chen, Senior Research Analyst, DWS Research Institute, DWS Group
Scott Peng, Founder & CEO, Advocate Capital Management LLC
Thematic Outlook for 2023
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Jay Jacobs, U.S. Head of Thematics & Active Equity ETFs, BlackRock
Networking Break
Review of ETF industry trends and flows – ETFGI Research
Deborah Fuhr, Founder, Managing Partner, ETFGI
Gender Gap in the Wealth Management Industry
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Lisa Langley, CEO & Founder, Emerge Canada
Patricia Lizarraga, Managing Partner, Hypatia Capital
Crypto: Product and User Trends
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Thomas Conner, Shareholder, VedderPrice
Annemarie Tierney, Founder and Principal of Liquid Advisors and Senior Strategic Advisor, Chamber of Digital Commerce
Investor Trends – Model Portfolios
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Jon Maier, CIO, Global X ETFs
Kevin D. Mahn, President and Chief Investment Officer, Hennion & Walsh Asset Management
Investor Trends - Proxy Voting
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Georgia Stewart, CEO, Tumelo
Georgia Bullitt, Partner, Willkie Farr & Gallagher LLP
Outlook for the ETF Industry on 30th Anniversary
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Jim Ross, Non-Executive Chairman, Fusion Acquisition Corp. & Former EVP, Chairman, Global SPDR Business, SSGA
Networking Drinks Reception
DAY 2, NOVEMBER 16
VIRTUAL
Welcoming Remarks
Trading Trends and Trading Tools
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Naomi DePina, ETF Sales Trader, GTS
Dan Madden, Head of Capital Markets, FlexShares Exchange Traded Funds
Eric Pollackov, Global Head of ETF Capital Markets, Invesco
Trends in Active ETF Products and Users
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Scott Peng, Founder & CEO, Advocate Capital Management LLC
Bruce Saltzman, CFA, Head of Americas ETF Capital Markets, State Street Global Advisors SPDR
Direct Indexing – What is the Future
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Nate Geraci, President, The ETF Store
Cinthia Murphy, Director of Research | ETF Think Tank, Tidal Financial Group
Brian Smith, Executive Director, Wealth Strategy Specialist, Eaton Vance Distributors, Inc.
Networking Break
Index Development Trends
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Alex Matturri, Member Board of Directors CBOE Global Markets, Retired CEO, S&P Dow Jones Indices
Rick Redding, CEO, Index Industry Association
Impact of Regulations on Investor Choice
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Brian Higgins, Partner, Dillon Eustace LLP
Peter Shea, Partner, K&L Gates
Women in ETFs – Managing Career Transitions
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Nadine Chakar, Head of State Street Digital, State Street
Kristi Mitchem, CEO, BMO Global Asset Management
Closing Remarks
Exhibit Hall & Networking Open Discussion
🆓 Free registration for buy side institutional investors and financial advisors
📚 CPD educational credits
🎧 Session recordings - If you cannot attend the in person or virtual day, register anyway and you will receive the links to the session recordings. You will also receive access to last year's session recordings. Register now
If you have any questions or are interested in sponsoring or speaking at our upcoming events in 2022 or 2023 please contact deborah.fuhr@etfgi.com and margareta.hricova@etfgi.com.
Contact:
Deborah Fuhr
Managing Partner, Founder
ETFGI
Mobile: +44 777 5823 111
Email: deborah.fuhr@etfgi.com
Web: www.etfgi.com
Connect on:
Deborah Fuhr Twitter | LinkedIn
ETFGI Twitter | LinkedIn | Website
ETFs Network LinkedIn
ETF TV Twitter | LinkedIn | Website
Women in ETFs, Board member and founder
Women in ETFs Twitter | LinkedIn | Website