View the agenda, speakers and register for the 4th annual ETFGI Global ETFs Insights Summit – Oct 4th in New York City and virtually on Oct 5th

Press Release

View the agenda, speakers and register for the 4th annual ETFGI Global ETFs Insights Summit – Oct 4th in New York City and virtually on Oct 5th

LONDON — September 27, 2023 — Register Now to join us on Oct 4th and 5th for our 4th annual ETFGI Global ETFs Insights Summit - United States!

Register Now to join us on Oct 4th and 5th for our 4th annual ETFGI Global ETFs Insights Summit - United States!
 

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.

?   Free registration for buy side institutional investors and financial advisors

If you cannot attend on the day, register anyway to receive the recordings of all sessions.

Oct 4 ? In person The Yale Club, New York City from 8:15am – 6pm including a networking drinks reception – all sessions will be recorded
Oct 5 ? Virtual sessions on our event platform

DAY 1 AGENDA
The Yale Club, New York City

8:15am Registration and Welcome Coffee

8:50am – 8:55am Welcoming Remarks
 
8:55am - 9:30am The ETF Journey: Learning from the Past, Shaping the Future 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Rory Tobin, Global Head of SPDR ETFs & Head of State Street Global Advisors, EMEA 

9:30am – 10:00am Global Macro Outlook 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI  
Kristina Hooper, Chief Global Market Strategist, Invesco 

10:00am - 10:40am Trading Trends and Trading Tools    
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI   
John F. Donovan, CAIA, Director, BlackRock 
Chris Hempstead, Head of ETF AP and Global Portfolio Trading, Mirae Asset Securities USA
Victor Werny, Director of ETF Listings, Cboe Global Markets 

10:40am – 11:00am Networking Break 

11:00am – 11:45am The Outlook for Crypto ETFs and Tokenization  
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Yassine Elmandjra, Crypto Lead, ARK Invest 
Matthew Hougan, Chief Investment Officer, Bitwise Asset Management 
Annemarie Tierney, Founder and Principal, Liquid Advisors Inc. 
Morrison C. Warren, Co-Chair Investment Management Group, Chapman and Cutler LLP 

11:45am - 12:30pm Beyond Passive: Active ETFs Today and Tomorrow 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Barry Pershkow, Partner, Chapman and Cutler LLP 
Edward Rosenberg, Managing Director, Texas Capital Bank 

12:30pm – 1:15pm Networking Lunch 

1:15pm – 2:00pm ESG Trends: Opportunities in the US and in Europe 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Luke Oliver, Head of Climate Investments, KraneShares 
Tara O'Reilly, Partner and Co-Head Asset Management and Investment Funds, Arthur Cox 
Peter Shea, Partner, K&L Gates LLP 

2:00pm – 2:30pm Index Industry Trends 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Alex Matturri, Member of the Board of Directors, Cboe Global Markets 
Rick Redding, CEO, Index Industry Association 

2:30pm – 2:50pm Networking Break 

2:50pm – 3:35pm Model Portfolios in Focus: Future Trends and Opportunities 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
John Stoltzfus, Chief Investment Strategist, Oppenheimer Asset Management 
Kim Tilley, Director, Lazard Asset Management 
Richard Tseng, Senior Portfolio Manager, Bank of America

3:35pm – 4:20pm ETF Product Trends 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Amrita Nandakumar, President, Vident 
Jeremy Smith, Partner, Ropes & Gray LLP 

4:20pm – 4:55pm Women in ETFs: Top 3 Trends in Asset Management, Career and Diversity  
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Diana van Maasdijk, CEO & Co-Founder, Equileap 
Jim Ross, Chairman at Fusion Acquisition Corp II, Chairman and CEO, Winnisquam Capital LLC 

4:55pm – 5:00pm Closing Remarks

5:00pm – 6:00pm Networking Drinks Reception  Brought to you by Waystone

Thursday Oct 5th, Day 2 Virtual

Regulatory Developments in Europe
Brian Higgins, Partner, Dillon Eustace LLP

Trends in the ETFs Industry – ETFGI Research
Deborah Fuhr, Managing Partner, Founder, ETFGI 

?   Free registration for buy side institutional investors and financial advisors

?   CPD educational credits are offered to buy side institutional investors and financial advisors.
?   All sessions are recorded and you will also receive access to last year's session recordings

CPD credits and free registration for financial advisors and institutional investors - Register Now
  

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



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