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