Only a few spaces left to Register for our 5th Annual ETFGI Global ETFs Insights Summit - U.S. in New York City on Tuesday Oct 29th

Press Release

📢 Only a few spaces left to register for our 5th Annual ETFGI Global ETFs Insights Summit - U.S. in New York City at 📍The Yale Club on Tuesday Oct 29th.

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 used, selected and traded and hear about the most current regulatory, index, product trends: active, bitcoin, crypto, thematic and trading developments that are impacting investors.

Below is agenda and speaker lineup for the event: (check our website for updates):


AGENDA

📍From 8.45am - 6.30pm (all times are ET), including a networking drinks reception hosted by Waystone on October 29 at The Yale Club, New York City, 50 Vanderbilt Ave, New York, NY 10017
 
8.45am - 9.30am Registration & Networking Breakfast  
 
9.30am - 9.40am Welcome Remarks 
 
9.40am - 10.10am Fireside Chat with Luis Berruga, Industry Veteran 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI     
Luis Berruga, Founder & Managing Partner, LBS Capital 
 
10.10am - 10.50am Understanding Market Trends and User Behavior in ETFs 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    
Scott Acheychek, COO, REX Financial  
Naomi DePina, ETF Sales, GTS 
Bruce Saltzman, CFA, Managing Director, Head of Americas ETF Capital Markets, State Street Global Advisors 
 
10.50am - 11.30am The Evolution and Future of Active ETFs 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI  
Cleo Chang, Chief Investment Solutions Officer, Avantis Investors  
Josh Jacobs, Chief Commercial Officer – ETFs, Global Fund Services, U.S. Bank  
Barry Pershkow, Partner, Chapman and Cutler LLP   
Anita Rausch, Global Head of ETF Capital Markets, AllianceBernstein 
 
11.30am - 12pmTrends and Insights on FINRA’s Role in Shaping ETFs and Their Use
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    
Jim Toes, President & CEO, Security Traders Association  
Richard Vagnoni, Senior Economist, FINRA 
 
12pm – 12.40pm Hot Regulatory Topics - SEC and the Future of ETFs Prep by email 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    
Barry Pershkow, Partner, Chapman and Cutler LLP  
Rick Redding, CEO, Index Industry Association 
Peter Shea, Partner, K&L Gates    
Morrison Warren, Co-Chair Investment Management Group, Chapman and Cutler LLP  
 
12.40pm - 1.40pm Networking Lunch 
 
1.40pm - 2.20pm What’s Next for Digital Asset Tokenization
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    
Sandy Kaul, Head of Digital Asset and Industry Advisory Services, Franklin Templeton 
Ophelia Snyder, Co-Founder and President, 21Shares 
Morrison Warren, Co-Chair Investment Management Group, Chapman and Cutler LLP 
 
2.20pm - 3pm Emerging Trends in Model Portfolios and Future Opportunities 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    
Eric Biegeleisen, CFA, Partner, Deputy CIO, 3EDGE Asset Management 
Kim Tilley, Managing Director, Head of Investment Solutions, Lazard Asset Management
 
3pm - 3.20pm Networking Coffee Break
 
3.20pm - 4pm International ETF Markets: Regional Insights
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    
Monica Camino, CFA, Business Development Manager, Vanguard  
Jessica Clancy, ETF Strategist, Jane Street
 
4pm - 4.40pm Future Perspectives: Insights from Industry Leaders 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    
Amrita Nandakumar, President, Vident Asset Management 
Michael Venuto, Chief Investment Officer, Tidal Financial Group 
 
4.40pm - 5.10pm Future of ETFs: Trends and Analysis by ETFGI 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI    
 
5.10pm - 5.15pm Closing Remarks 
 
5.15pm - 6:30pm Drinks Reception   
Hosted by Waystone 


🔗 Only a few remaining spaces are available! Register now to secure your spot!

Why You Should Attend:

🆓 Free Registration: For CFA members, buy-side institutional investors, and financial advisors.
📚 CPD Credits: Earn educational credits.
🎧 On-Demand Access: All sessions will be recorded and accessible after the event.
🌐 Industry Leaders: Engage with ETF sponsors, exchanges, broker-dealers, institutional investors, regulators, and more.
🥂 Exclusive In-Person Networking: Networking lunch and a networking drinks reception sponsored by Waystone


 

You can also register for our 6th Annual ETFGI Global ETFs Insights Summits - #Canada – November 27th in Toronto. Register at https://bit.ly/4bu7Mv8

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.
 

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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